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 | 02/13/2026 | 1.22 M | $15.96 M | -2.79% | 3.66% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 986.98 K | $12.87 M | 7.36% | 2.95% |
| MORGAN STANLEY | 02/13/2026 | 893.11 K | $11.65 M | 3.06% | 2.67% |
| UBS GROUP AG | 01/29/2026 | 681.50 K | $8.89 M | 6.73% | 2.04% |
| LPL FINANCIAL LLC | 02/11/2026 | 393.13 K | $5.13 M | 23.48% | 1.18% |
| HERON BAY CAPITAL MANAGEMENT | 02/13/2026 | 287.78 K | $3.75 M | -0.79% | 0.86% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 201.16 K | $2.62 M | 200.22% | 0.60% |
| ROYAL BANK OF CANADA | 02/17/2026 | 195.12 K | $2.54 M | 31.29% | 0.58% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 182.61 K | $2.38 M | -45.81% | 0.55% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 151.41 K | $1.97 M | 52.72% | 0.45% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 130.50 K | $1.70 M | 13.67% | 0.39% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 116.79 K | $1.54 M | -45.55% | 0.35% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 107.11 K | $1.40 M | 6.73% | 0.32% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 97.25 K | $1.27 M | 2.39% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 79.64 K | $1.04 M | 4.20% | 0.24% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 75.28 K | $981.64 K | -89.75% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 69.76 K | $909.60 K | 19.89% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 65.59 K | $855.38 K | -2.03% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 64.11 K | $835.95 K | -8.48% | 0.19% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 64.09 K | $835.69 K | 100.00% | 0.19% |
| 02/17/2026 | 57.58 K | $750.86 K | 100.00% | 0.17% | |
| 02/11/2026 | 56.79 K | $740.57 K | 100.00% | 0.17% | |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 56.17 K | $732.51 K | 100.00% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 53.91 K | $703.00 K | 2.45% | 0.16% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 51.02 K | $665.29 K | 62.07% | 0.15% |
| JPMORGAN CHASE & CO | 02/11/2026 | 49.22 K | $641.86 K | 9.21% | 0.15% |
| 01/28/2026 | 44.22 K | $576.64 K | -4.44% | 0.13% | |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 40.36 K | $526.31 K | 1.89% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 40.14 K | $523.00 K | -7.07% | 0.12% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 37.78 K | $492.66 K | -0.86% | 0.11% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 32.53 K | $424.13 K | -4.10% | 0.10% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02/17/2026 | 30.00 K | $391.20 K | 0.00% | 0.09% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 29.40 K | $383.31 K | -2.71% | 0.09% |
| SFG WEALTH MANAGEMENT, LLC. | 02/03/2026 | 29.15 K | $380.12 K | 0.00% | 0.09% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 28.48 K | $371.39 K | 100.00% | 0.09% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 01/09/2026 | 27.48 K | $358.33 K | 0.00% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 27.31 K | $356.06 K | 0.00% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 25.83 K | $336.80 K | 0.00% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 23.77 K | $309.93 K | -4.36% | 0.07% |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 22.62 K | $294.94 K | 10.90% | 0.07% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 21.41 K | $279.17 K | -12.29% | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 20.51 K | $267.42 K | 91.08% | 0.06% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 18.14 K | $236.52 K | -18.23% | 0.05% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 18.00 K | $234.66 K | 1,335.01% | 0.05% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 17.16 K | $223.82 K | 0.00% | 0.05% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 16.21 K | $211.37 K | 0.00% | 0.05% |
| INVESCO LTD. | 02/19/2026 | 14.44 K | $188.25 K | 7.55% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 13.94 K | $183.56 K | 1.67% | 0.04% |
| XTX TOPCO LTD | 02/17/2026 | 13.42 K | $174.93 K | 100.00% | 0.04% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 01/06/2026 | 13.25 K | $172.77 K | 3.82% | 0.04% |
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Nuveen Multi-Asset Income Fund institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of Nuveen Multi-Asset Income Fund. The most heavily invested institutionals were:
UBS Group AG: 671,354
D.A. DAVIDSON & CO.: 131,230
Calamos Advisors LLC: 57,914
Cambridge Investment Research Advisors, Inc.: 54,229
ENVESTNET ASSET MANAGEMENT INC: 44,447
NWF Advisory Services Inc.: 43,561
21.19% of Nuveen Multi-Asset Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.37 M shares in the last 24 months. This purchase volume represents approximately $95.12 M in transactions.