Nuveen Multi-Asset Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 863.33 K | $12.23 M | -12.59% | 2.58% |
| UBS GROUP AG | 08/13/2026 | 690.88 K | $9.79 M | 2.91% | 2.07% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 561.72 K | $7.96 M | 3.97% | 1.68% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 502.86 K | $7.13 M | -52.61% | 1.50% |
| LPL FINANCIAL LLC | 08/07/2026 | 451.62 K | $6.40 M | 6.53% | 1.35% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 255.80 K | $3.62 M | 8.83% | 0.77% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 228.67 K | $3.24 M | 5.34% | 0.68% |
| NAVIS WEALTH ADVISORS, LLC | 08/14/2026 | 213.04 K | $3.02 M | 100.00% | 0.64% |
| ROYAL BANK OF CANADA | 08/14/2026 | 185.85 K | $2.63 M | -22.63% | 0.56% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 144.74 K | $2.05 M | 10.29% | 0.43% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 116.91 K | $1.66 M | -15.78% | 0.35% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 116.43 K | $1.65 M | 3.20% | 0.35% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 96.34 K | $1.37 M | 91.00% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 90.91 K | $1.29 M | 4.30% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 86.04 K | $1.22 M | 2.54% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 83.52 K | $1.18 M | 4.61% | 0.25% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 64.36 K | $911.99 K | 2.44% | 0.19% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 62.05 K | $879.26 K | 7.14% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 58.76 K | $832.59 K | 0.00% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 58.27 K | $826.00 K | 7.45% | 0.17% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 54.26 K | $775.15 K | -4.75% | 0.16% |
| JPMORGAN CHASE & CO | 08/12/2026 | 53.04 K | $742.57 K | 2.24% | 0.16% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 47.24 K | $674.89 K | 2.87% | 0.14% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 45.41 K | $643.48 K | 4.25% | 0.14% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 44.54 K | $631.16 K | 1.34% | 0.13% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 44.39 K | $629.02 K | 14.49% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 43.28 K | $613.00 K | 9.84% | 0.13% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 36.81 K | $521.66 K | -6.67% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 32.52 K | $460.85 K | -44.70% | 0.10% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 31.00 K | $439.28 K | -1.59% | 0.09% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 07/27/2026 | 30.00 K | $425.10 K | 0.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 29.79 K | $422.06 K | 0.64% | 0.09% |
| INVESCO LTD. | 08/14/2026 | 28.77 K | $407.71 K | 1.76% | 0.09% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 08/06/2026 | 27.48 K | $389.38 K | 0.00% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 27.31 K | $386.91 K | 0.00% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 25.83 K | $365.98 K | 0.00% | 0.08% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 25.66 K | $363.57 K | 13.44% | 0.08% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 24.98 K | $350.78 K | 22.06% | 0.07% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 24.46 K | $347.00 K | 100.00% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 19.56 K | $277.19 K | 100.00% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 19.14 K | $271.19 K | -53.04% | 0.06% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 17.16 K | $243.21 K | 0.00% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 16.99 K | $240.73 K | 100.00% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 16.56 K | $234.63 K | -3.33% | 0.05% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 16.21 K | $229.68 K | 0.00% | 0.05% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 12.76 K | $179.27 K | 100.00% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 11.34 K | $160.65 K | -10.58% | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 11.31 K | $160.32 K | -16.83% | 0.03% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 11.00 K | $155.87 K | -49.49% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 10.52 K | $149.00 K | -76.34% | 0.03% |
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Nuveen Multi-Asset Income Fund institutional Ownership - FAQ's
During the previous two years, 109 institutional investors and hedge funds held shares of Nuveen Multi-Asset Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 863,331
UBS Group AG: 690,881
Penserra Capital Management LLC: 561,723
Pathstone Holdings, LLC: 502,864
LPL Financial LLC: 451,617
Advisors Asset Management, Inc.: 255,802
17.40% of Nuveen Multi-Asset Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.31 M shares in the last 24 months. This purchase volume represents approximately $81.48 M in transactions.