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Nuveen Multi-Asset Income Fund
NMAI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 12.2 M -USD 1.71 M -124,372 -13%
UBS Group
2
UBS Group
Switzerland
USD 9.8 M +USD 268 k +19,527 +3%
Penserra Capital Management
3
Penserra Capital Management
California
USD 7.96 M +USD 295 k +21,430 +4%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
USD 7.13 M -USD 7.67 M -558,200 -53%
LPL Financial
5
LPL Financial
California
USD 6.4 M +USD 381 k +27,696 +7%
Advisors Asset Management
6
Advisors Asset Management
Colorado
USD 3.62 M +USD 285 k +20,764 +9%
Stifel Financial
7
Stifel Financial
Missouri
USD 3.24 M +USD 159 k +11,584 +5%
NWA
8
Navis Wealth Advisors
New York
USD 3.02 M +USD 2.93 M +213,038 Nuevas
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 2.63 M -USD 747 k -54,345 -23%
D.A. Davidson & Co
10
D.A. Davidson & Co
Montana
USD 2.05 M +USD 186 k +13,507 +10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
USD 1.66 M -USD 301 k -21,901 -16%
First Trust Advisors
12
First Trust Advisors
Illinois
USD 1.65 M +USD 49.6 k +3,609 +3%
Hennion & Walsh Asset Management
13
Hennion & Walsh Asset Management
New Jersey
USD 1.37 M +USD 631 k +45,899 +91%
Bank of America
14
Bank of America
North Carolina
USD 1.29 M +USD 51.5 k +3,745 +4%
Raymond James Financial
15
Raymond James Financial
Florida
USD 1.22 M +USD 29.3 k +2,131 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 1.18 M +USD 50.6 k +3,678 +5%
CEFA
17
Closed-End Fund Advisors
Virginia
USD 912 k +USD 21 k +1,531 +2%
Calamos Advisors
18
Calamos Advisors
Illinois
USD 879 k +USD 56.9 k +4,137 +7%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
USD 833 k – – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 826 k +USD 55.6 k +4,041 +7%
Evolve Private Wealth
21
Evolve Private Wealth
California
USD 775 k -USD 37.2 k -2,703 -5%
JP Morgan Chase
22
JP Morgan Chase
New York
USD 743 k +USD 16 k +1,164 +2%
PFO
23
PMG Family Office
Texas
USD 675 k +USD 18.1 k +1,316 +3%
NWF Advisory Services
24
NWF Advisory Services
California
USD 643 k +USD 25.4 k +1,850 +4%
HUB Investment Partners
25
HUB Investment Partners
Texas
USD 631 k +USD 8.11 k +590 +1%
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