Nuveen Multi-Asset Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 1.06 M | $13.16 M | -13.31% | 3.17% |
| MORGAN STANLEY | 05/15/2026 | 987.70 K | $12.25 M | 10.59% | 2.95% |
| UBS GROUP AG | 05/05/2026 | 671.35 K | $8.32 M | -1.49% | 2.01% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 540.29 K | $6.70 M | -45.26% | 1.62% |
| LPL FINANCIAL LLC | 05/06/2026 | 423.92 K | $5.26 M | 7.83% | 1.27% |
| HERON BAY CAPITAL MANAGEMENT | 05/13/2026 | 287.76 K | $3.57 M | 0.00% | 0.86% |
| ROYAL BANK OF CANADA | 05/15/2026 | 240.19 K | $2.98 M | 23.10% | 0.72% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 235.04 K | $2.91 M | 266.75% | 0.70% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 217.08 K | $2.69 M | 7.92% | 0.65% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 138.81 K | $1.72 M | 42.74% | 0.42% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 131.23 K | $1.63 M | 0.56% | 0.39% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 112.82 K | $1.40 M | 5.33% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 87.16 K | $1.08 M | 24.95% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 83.91 K | $1.04 M | 5.35% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 79.84 K | $990.03 K | 21.72% | 0.24% |
| 05/11/2026 | 62.83 K | $779.09 K | 10.63% | 0.19% | |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 58.81 K | $729.23 K | 174.69% | 0.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 58.76 K | $728.59 K | -8.34% | 0.18% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 57.91 K | $718.13 K | 13.51% | 0.17% |
| 04/16/2026 | 56.96 K | $706.33 K | -1.08% | 0.17% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 54.23 K | $672.00 K | 0.60% | 0.16% |
| JPMORGAN CHASE & CO | 05/13/2026 | 51.88 K | $625.64 K | 5.39% | 0.16% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 50.44 K | $625.47 K | 77.10% | 0.15% |
| 04/17/2026 | 45.93 K | $574.70 K | 3.86% | 0.14% | |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 44.45 K | $551.14 K | 100.00% | 0.13% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 43.95 K | $545.01 K | 100.00% | 0.13% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 43.56 K | $540.16 K | 7.93% | 0.13% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 42.23 K | $524.44 K | -72.11% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 40.76 K | $505.38 K | 25.31% | 0.12% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 39.45 K | $489.14 K | 34.20% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 39.41 K | $489.00 K | -1.83% | 0.12% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 38.77 K | $480.79 K | 115.47% | 0.12% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 31.50 K | $390.61 K | -16.62% | 0.09% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 05/14/2026 | 30.00 K | $372.00 K | 0.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 29.60 K | $367.00 K | 24.53% | 0.09% |
| INVESCO LTD. | 05/12/2026 | 28.27 K | $350.60 K | 95.86% | 0.08% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 04/15/2026 | 27.48 K | $340.74 K | 0.00% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 27.31 K | $338.58 K | 0.00% | 0.08% |
| HRT FINANCIAL LP | 05/14/2026 | 26.21 K | $325.00 K | 100.00% | 0.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 25.90 K | $321.12 K | -85.82% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 25.83 K | $320.27 K | 0.00% | 0.08% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 22.62 K | $280.46 K | 0.00% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 21.78 K | $270.07 K | 20.08% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 20.47 K | $257.91 K | -0.19% | 0.06% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 17.16 K | $212.83 K | 0.00% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 17.13 K | $212.39 K | 226.81% | 0.05% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 16.21 K | $200.99 K | 0.00% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 13.60 K | $168.69 K | 100.00% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 12.68 K | $157.23 K | -0.23% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 11.84 K | $146.82 K | 15.21% | 0.04% |
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Nuveen Multi-Asset Income Fund institutional Ownership - FAQ's
During the previous two years, 111 institutional investors and hedge funds held shares of Nuveen Multi-Asset Income Fund. The most heavily invested institutionals were:
Pathstone Holdings, LLC: 1.06 M
MORGAN STANLEY: 987,703
UBS Group AG: 671,354
Penserra Capital Management LLC: 540,293
LPL Financial LLC: 423,921
Heron Bay Capital Management: 287,763
19.72% of Nuveen Multi-Asset Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.92 M shares in the last 24 months. This purchase volume represents approximately $89.37 M in transactions.