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Nuveen Multi-Asset Income Fund
NMAI

Overview Fund Activity

66 hedge funds and large institutions have $297M invested in Nuveen Multi-Asset Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$3.41M
2
AIA
2
Absolute Investment Advisers
Florida
$2.47M
3
SFS
3
Shaker Financial Services
Virginia
$2.33M
4
QL
4
Quarry LP
New York
$954K
5
WAM
5
Wolverine Asset Management
Illinois
$749K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$43.3M
2
SIA
2
Sit Investment Associates
Minnesota
$4.88M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.36M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
GT
5
Greenleaf Trust
Michigan
$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$361K +$19.4K +1,614 +6%
GIA
27
Gladstone Institutional Advisory
Florida
$361K – – –
AAM
28
Advisors Asset Management
Colorado
$342K -$209K -17,396 -38%
SWM
29
Silverlake Wealth Management
Vermont
$318K – – –
Walleye Capital
30
Walleye Capital
New York
$316K +$316K +26,272 New
NA
31
NewEdge Advisors
Louisiana
$301K +$12.1K +1,009 +4%
GT
32
Greenleaf Trust
Michigan
$298K -$212K -17,583 -42%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$285K +$1.54K +128 +0.5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$275K +$14.3K +1,187 +5%
Millennium Management
35
Millennium Management
New York
$258K -$180K -14,942 -41%
IWC
36
Integrated Wealth Concepts
Massachusetts
$252K – – –
FAG
37
Fortitude Advisory Group
Washington
$222K +$14K +1,159 +7%
MML Investors Services
38
MML Investors Services
Massachusetts
$207K – – –
RAM
39
Readystate Asset Management
Illinois
$193K +$193K +16,022 New
AWM
40
Avior Wealth Management
Nebraska
$184K +$71K +5,896 +63%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$175K +$7.4K +615 +4%
LCM
42
Landscape Capital Management
New Jersey
$151K +$151K +12,528 New
BSTWA
43
Blake Schutter Theil Wealth Advisors
Ohio
$147K – – –
AO
44
Advisor OS
Illinois
$125K – – –
Comerica Bank
45
Comerica Bank
Texas
$55.4K -$578 -48 -1%
Wells Fargo
46
Wells Fargo
California
$42.2K +$10.8K +899 +35%
MCM
47
MAI Capital Management
Ohio
$31.8K +$31.8K +2,638 New
US Bancorp
48
US Bancorp
Minnesota
$30.1K – – –
SIS
49
Sound Income Strategies
Florida
$22.9K – – –
VHAM
50
Van Hulzen Asset Management
California
$18.7K +$18.7K +1,552 New
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