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Get Institutions for : 
Nuveen Multi-asset Income Fund (NMAI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    3
Total shares held : 
10,514,998  
% of shares held : 
89.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
663,832  
% of shares held change : 
  5.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 142,893
 1.36%
 
Increased Positions :
18
 1,196,323
 11.38%
 
Unchanged Positions :
17
 122,990
 1.17%
 
Decreased Positions :
20
-519,675
-4.94%
 
Closed Positions :
11
-155,709
-1.48%
 
Guru Positions :
1
11,341
 0.11%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Gladstone Institutional Advisory LLC 482 - 2023-12-31 30,000 $369,000 0
   MML INVESTORS SERVICES LLC 2267 - 2023-12-31 17,405 $214,000 0
   Fortitude Advisory Group L.L.C. 189 - 2024-03-31 16,830 $209,000 0
   BROOKLYN CAPITAL MANAGEMENT LLC 100 - 2024-03-31 12,779 $159,000 0
   Spire Wealth Management 1015 - 2024-03-31 7,248 $90,000 0
   CAROLINAS WEALTH CONSULTING LLC 248 - 2023-12-31 7,264 $89,000 0
   US BANCORP 2626 - 2024-03-31 4,410 $55,000 0
   Sound Income Strategies LLC 560 - 2024-03-31 1,905 $24,000 0
   THOMAS J. HERZFELD ADVISORS, INC. 114 - 2023-12-31 1,587 $20,000 0
   WOLFF WIESE MAGANA LLC 250 - 2024-03-31 1,200 $15,000 0
   Steward Partners Investment Advisory LLC 2757 - 2023-12-31 659 $8,000 0
   DELTA ASSET MANAGEMENT LLC/TN 502 - 2023-12-31 468 $6,000 0
   Glass Jacobson Investment Advisors llc 604 - 2024-03-31 445 $6,000 0
   Geneos Wealth Management Inc. 1704 - 2024-03-31 381 $5,000 0
   Sunbelt Securities Inc. 1405 - 2024-03-31 345 $4,000 0
   PNC FINANCIAL SERVICES GROUP INC 4266 - 2024-03-31 64 $1,000 0
   Johnson Midwest Financial LLC 344 - 2023-09-30 113 $1,000 0
   PROEQUITIES INC. 5764 - 2024-03-31 0 $0 0
   CITIGROUP INC 4615 - 2024-03-31 2 $0 0

  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results