NUVEEN MULTI-ASSET INCOME (NMAI) Institutional Ownership Changes & 13F Activity
NUVEEN MULTI-ASSET INCOME (NMAI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pathstone Holdings, Llc, Morgan Stanley, Heron Bay Capital Management, Stifel Financial Corp, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Nwf Advisory Services Inc. | Buy | +40,361 | — | 40,361 | $526.31K | Q4 2025 | Mar 03, 2026 |
| Raymond James Financial Inc | Buy | +79,642 | — | 79,642 | $1.04M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +29,395 | — | 29,395 | $383.31K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +3,187 | — | 3,187 | $41.56K | Q4 2025 | Feb 18, 2026 |
| Royal Bank Of Canada | Buy | +195,116 | — | 195,116 | $2.54M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +97,245 | — | 97,245 | $1.27M | Q4 2025 | Feb 17, 2026 |
| Saba Capital Management, L.P. | Buy | +75,279 | — | 75,279 | $981.64K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +69,755 | — | 69,755 | $909.60K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +65,594 | — | 65,594 | $855.38K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +64,106 | — | 64,106 | $835.95K | Q4 2025 | Feb 17, 2026 |
| Evolve Private Wealth, Llc | Buy | +57,581 | — | 57,581 | $750.86K | Q4 2025 | Feb 17, 2026 |
| Readystate Asset Management Lp | Buy | +56,174 | — | 56,174 | $732.51K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +32,525 | — | 32,525 | $424.13K | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +30,000 | — | 30,000 | $391.20K | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +21,409 | — | 21,409 | $279.17K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +17,995 | — | 17,995 | $234.66K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +13,415 | — | 13,415 | $174.93K | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, Llc | Buy | +1,224,023 | — | 1,224,023 | $15.96M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +893,107 | — | 893,107 | $11.65M | Q4 2025 | Feb 13, 2026 |
| Heron Bay Capital Management | Buy | +287,775 | — | 287,775 | $3.75M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +201,156 | — | 201,156 | $2.62M | Q4 2025 | Feb 13, 2026 |
| First Trust Advisors Lp | Buy | +107,113 | — | 107,113 | $1.40M | Q4 2025 | Feb 13, 2026 |
| Fortitude Advisory Group L.L.C. | Buy | +22,618 | — | 22,618 | $294.94K | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +18,138 | — | 18,138 | $236.52K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +17,164 | — | 17,164 | $223.82K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +5,241 | — | 5,241 | $68.34K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,283 | — | 3,283 | $42.81K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +2,638 | — | 2,638 | $34.40K | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +1,096 | — | 1,096 | $14.29K | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Buy | +535 | — | 535 | $6.98K | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about NMAI activity
Which institutional owners are buying NMAI?
Institutional owners buying NMAI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NMAI activity?
"Buy" means an investor increased their reported position in NMAI compared to the prior reporting period. This reflects growing exposure to NUVEEN MULTI-ASSET INCOME (NMAI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NMAI increasing?
Institutional interest in NMAI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.