Purchases and Sales Made in Q4 2024 in Nuveen Multi Asset Income Fund (NMAI)
This table provides information about the institutional ownership of Nuveen Multi Asset Income Fund (NMAI) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
283KNew |
$3.36M - $3.73M
|
283K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
206KNew |
$2.44M - $2.7M
|
206K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
117K+ 152.38% |
$1.38M - $1.54M
|
193K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
85.8KNew |
$1.02M - $1.13M
|
85.8K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
79.2KNew |
$939K - $1.04M
|
79.2K
$957K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
62.2KNew |
$738K - $818K
|
62.2K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
48.6K+ 7.22% |
$576K - $639K
|
721K
$8.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
48K+ 8.56% |
$569K - $632K
|
609K
$7.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.2KNew |
$359K - $398K
|
30.2K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
26.3KNew |
$312K - $346K
|
26.3K
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.8K+ 9.25% |
$235K - $261K
|
234K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
16KNew |
$190K - $211K
|
16K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.3K+ 40.59% |
$170K - $189K
|
49.7K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.5KNew |
$149K - $165K
|
12.5K
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.9K+ 62.78% |
$69.9K - $77.6K
|
15.3K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.73K+ 4.4% |
$32.4K - $36K
|
64.8K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.64KNew |
$31.3K - $34.7K
|
2.64K
$31.9K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.61K+ 5.68% |
$19.1K - $21.2K
|
30K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.55KNew |
$18.4K - $20.4K
|
1.55K
$18.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.53K+ 4.68% |
$18.1K - $20.1K
|
34.1K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.19K+ 5.47% |
$14.1K - $15.6K
|
22.9K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.16K+ 6.71% |
$13.7K - $15.3K
|
18.4K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.01K+ 4.21% |
$12K - $13.3K
|
25K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
899+ 34.55% |
$10.7K - $11.8K
|
3.5K
$42.3K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
615+ 4.43% |
$7.29K - $8.09K
|
14.5K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
492+ 0.89% |
$5.84K - $6.47K
|
55.9K
$675K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
205New |
$2.43K - $2.7K
|
205
$2.48K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
157+ 37.65% |
$1.86K - $2.07K
|
574
$6.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
128+ 0.54% |
$1.52K - $1.68K
|
23.7K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
27+ 6.03% |
$320 - $355
|
475
$5.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-48- 1.03% |
$569 - $632
|
4.61K
$55.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-170- 0.05% |
$2.02K - $2.24K
|
315K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-307- 18.53% |
$3.64K - $4.04K
|
1.35K
$16.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-852- 0.82% |
$10.1K - $11.2K
|
103K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-970- 83.26% |
$11.5K - $12.8K
|
195
$2.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 2.29% |
$14.9K - $16.5K
|
53.6K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.24K- 4.88% |
$26.6K - $29.5K
|
43.7K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.43K- 4.71% |
$28.8K - $32K
|
49.1K
$594K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.67K- 14.47% |
$79.1K - $87.7K
|
39.4K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-14.9K- 41.1% |
$177K - $197K
|
21.4K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-17.4K- 38.0% |
$206K - $229K
|
28.4K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17.6K- 41.51% |
$209K - $231K
|
24.8K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-86.4K- 12.39% |
$1.02M - $1.14M
|
611K
$7.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-202K- 33.21% |
$2.39M - $2.65M
|
406K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-935K- 20.62% |
$11.1M - $12.3M
|
3.6M
$43.5M
|