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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Nwf Advisory Services Inc.Buy+40,361—40,361$526.31KQ4 2025Mar 03, 2026
Raymond James Financial IncBuy+79,642—79,642$1.04MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+29,395—29,395$383.31KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+3,187—3,187$41.56KQ4 2025Feb 18, 2026
Royal Bank Of CanadaBuy+195,116—195,116$2.54MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+97,245—97,245$1.27MQ4 2025Feb 17, 2026
Saba Capital Management, L.P.Buy+75,279—75,279$981.64KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+69,755—69,755$909.60KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+65,594—65,594$855.38KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+64,106—64,106$835.95KQ4 2025Feb 17, 2026
Evolve Private Wealth, LlcBuy+57,581—57,581$750.86KQ4 2025Feb 17, 2026
Readystate Asset Management LpBuy+56,174—56,174$732.51KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+32,525—32,525$424.13KQ4 2025Feb 17, 2026
Gladstone Institutional Advisory LlcBuy+30,000—30,000$391.20KQ4 2025Feb 17, 2026
Millennium Management LlcBuy+21,409—21,409$279.17KQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+17,995—17,995$234.66KQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+13,415—13,415$174.93KQ4 2025Feb 17, 2026
Pathstone Holdings, LlcBuy+1,224,023—1,224,023$15.96MQ4 2025Feb 13, 2026
Morgan StanleyBuy+893,107—893,107$11.65MQ4 2025Feb 13, 2026
Heron Bay Capital ManagementBuy+287,775—287,775$3.75MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+201,156—201,156$2.62MQ4 2025Feb 13, 2026
First Trust Advisors LpBuy+107,113—107,113$1.40MQ4 2025Feb 13, 2026
Fortitude Advisory Group L.L.C.Buy+22,618—22,618$294.94KQ4 2025Feb 13, 2026
Integrated Wealth Concepts LlcBuy+18,138—18,138$236.52KQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+17,164—17,164$223.82KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+5,241—5,241$68.34KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+3,283—3,283$42.81KQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+2,638—2,638$34.40KQ4 2025Feb 13, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+1,096—1,096$14.29KQ4 2025Feb 13, 2026
Pinnacle Wealth Planning Services, Inc.Buy+535—535$6.98KQ4 2025Feb 13, 2026
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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.