Purchases and Sales Made in Q3 2025 in Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI) during Q3 2025. The information is specifically focused on institutions that hold shares of Nuveen Multi-Asset Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
475K+ 60.63% |
$5.87M - $6.18M
|
1.26M
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.6K+ 10.83% |
$1.05M - $1.1M
|
867K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
67.6K+ 143.08% |
$835K - $879K
|
115K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
55.3K+ 9.49% |
$683K - $720K
|
639K
$8.31M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
46.3KNew |
$571K - $602K
|
46.3K
$603K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.7K+ 3238.52% |
$540K - $569K
|
45.1K
$587K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
31.5KNew |
$389K - $410K
|
31.5K
$410K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
29.2KNew |
$360K - $379K
|
29.2K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
27.3KNew |
$337K - $355K
|
27.3K
$356K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.8KNew |
$319K - $336K
|
25.8K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.8KNew |
$293K - $309K
|
23.8K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.4K+ 79.98% |
$289K - $304K
|
52.6K
$685K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23K+ 29.76% |
$284K - $299K
|
100K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
21.8KNew |
$269K - $283K
|
21.8K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.7K+ 15.24% |
$243K - $256K
|
149K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.4K+ 5.1% |
$191K - $201K
|
318K
$4.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.4KNew |
$166K - $175K
|
13.4K
$175K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.28K+ 14.31% |
$90K - $94.8K
|
58.2K
$758K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.1K+ 23.54% |
$75.3K - $79.4K
|
32K
$417K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.93K+ 18.42% |
$73.2K - $77.1K
|
38.1K
$496K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.72K+ 6.41% |
$70.7K - $74.5K
|
95K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5K+ 14.45% |
$61.8K - $65.1K
|
39.6K
$516K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.7K+ 7.56% |
$58.1K - $61.2K
|
67K
$872K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.07K+ 6.46% |
$50.2K - $52.9K
|
67K
$872K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.06K+ 16.01% |
$37.8K - $39.8K
|
22.2K
$289K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.05KNew |
$37.7K - $39.7K
|
3.05K
$39.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3K+ 14.01% |
$37.1K - $39K
|
24.4K
$318K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.57K+ 0.28% |
$31.8K - $33.5K
|
919K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.48K+ 11.08% |
$30.6K - $32.2K
|
24.9K
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.06K+ 311.99% |
$25.4K - $26.7K
|
2.72K
$35.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.01K+ 4.87% |
$24.8K - $26.1K
|
43.2K
$562K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25KNew |
$15.5K - $16.3K
|
1.25K
$16.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.09K+ 9.37% |
$13.5K - $14.2K
|
12.8K
$166K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
978New |
$12.1K - $12.7K
|
978
$12.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
748+ 1.08% |
$9.24K - $9.73K
|
70K
$912K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
435+ 1.46% |
$5.37K - $5.66K
|
30.2K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
364New |
$4.5K - $4.74K
|
364
$4.74K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
308+ 2.3% |
$3.8K - $4.01K
|
13.7K
$178K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
258+ 1.98% |
$3.19K - $3.36K
|
13.3K
$173K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$2.47K - $2.6K
|
200
$2.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
111New |
$1.37K - $1.44K
|
111
$1.45K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
96+ 53.93% |
$1.19K - $1.25K
|
274
$3.57K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
11+ 0.33% |
$136 - $143
|
3.39K
$44.2K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4+ 0.04% |
$49.4 - $52
|
10.7K
$140K
|
|
|
Nov 12, 2025
Q3 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-641- 0.22% |
$7.92K - $8.34K
|
290K
$3.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.04K- 73.23% |
$12.9K - $13.6K
|
381
$4.96K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.36K- 3.85% |
$16.8K - $17.7K
|
33.9K
$442K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.49K- 59.2% |
$18.4K - $19.3K
|
1.03K
$13.3K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3.3K- 76.74% |
$40.8K - $42.9K
|
1K
$13K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.04K- 6.19% |
$62.3K - $65.6K
|
76.4K
$995K
|
|