DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN MULTI-MKT INCOME FD I (JMM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
18
Reporting holders
$40.3M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $34.1M | 5,814,677 | 0.64% | 31q | +2.1%+$704.1K |
| 1607 Capital Partners, LLC | $1.8M | 304,472 | 0.16% | 31q | -1.1%-$20.5K |
| Advisors Asset Management, Inc. | $1.5M | 251,247 | 0.02% | 5q | HELD |
| Aviance Capital Partners, LLC | $815.4K | 139,147 | 0.08% | 28q | +1.2%+$9.3K |
| Focus Partners Wealth | $443.1K | 75,323 | 0.00% | 3q | -53.7%-$513.7K |
| Logan Stone Capital, LLC | $328.4K | 56,039 | 0.07% | 3q | HELD |
| MORGAN STANLEY | $248.5K | 42,401 | 0.00% | 35q | HELD |
| LPL Financial LLC | $234.7K | 40,044 | 0.00% | 2q | +251.3%+$167.9K |
| Stratos Wealth Partners, LTD. | $232.6K | 39,686 | 0.00% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $167.9K | 28,650 | 0.00% | 5q | +16.2%+$23.4K |
| WOLVERINE ASSET MANAGEMENT LLC | $115.1K | 19,639 | 0.00% | 3q | +49.2%+$38.0K |
| UHLMANN PRICE SECURITIES, LLC | $111.3K | 18,998 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $95.1K | 16,226 | 0.00% | 31q | -26.1%-$33.6K |
| Matisse Capital | $89.3K | 15,240 | 0.04% | new | NEW |
| FIFTH THIRD BANCORP | $28.1K | 4,800 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $27.4K | 4,668 | 0.00% | 19q | +50.8%+$9.2K |
| Noble Wealth Management PBC | $6.4K | 1,100 | 0.00% | 2q | -64.5%-$11.7K |
| FNY Investment Advisers, LLC | $0 | 50 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $910.4K | 165,779 | 1 | 0 | 1 | 0.0% |
| Q2 2026 | 18 | $40.3M | 6,872,407 | 3 | 6 | 4 | 0.0% |
| Q1 2026 | 17 | $40.0M | 6,788,774 | 4 | 4 | 5 | 0.0% |
| Q4 2025 | 15 | $41.3M | 6,840,947 | 4 | 3 | 4 | 0.0% |
| Q3 2025 | 15 | $42.8M | 6,800,111 | 1 | 6 | 3 | 0.0% |
| Q2 2025 | 17 | $42.0M | 6,688,864 | 7 | 5 | 3 | 0.0% |
| Q1 2025 | 14 | $40.7M | 6,539,206 | 2 | 2 | 1 | 0.0% |
| Q4 2024 | 15 | $39.3M | 6,504,193 | 3 | 6 | 1 | 0.0% |
| Q3 2024 | 12 | $39.7M | 6,244,552 | 3 | 3 | 1 | 0.0% |
| Q2 2024 | 13 | $36.4M | 6,092,462 | 1 | 2 | 7 | 0.0% |
| Q1 2024 | 14 | $39.2M | 6,439,198 | 4 | 3 | 3 | 0.0% |
| Q4 2023 | 14 | $37.6M | 6,366,814 | 2 | 5 | 3 | 0.0% |
| Q3 2023 | 14 | $34.6M | 6,167,745 | 1 | 2 | 4 | 0.0% |
| Q2 2023 | 16 | $35.6M | 6,130,350 | 1 | 2 | 6 | 0.0% |
| Q1 2023 | 19 | $36.7M | 6,321,983 | 4 | 6 | 4 | 0.0% |
| Q4 2022 | 15 | $35.7M | 6,076,249 | 2 | 4 | 5 | 0.0% |
| Q3 2022 | 17 | $46.2M | 7,844,603 | 1 | 2 | 7 | 0.0% |
| Q2 2022 | 19 | $48.0M | 7,847,887 | 2 | 4 | 4 | 0.0% |
| Q1 2022 | 19 | $50.3M | 7,738,198 | 3 | 4 | 4 | 0.0% |
| Q4 2021 | 21 | $58.3M | 7,692,808 | 2 | 3 | 8 | 0.0% |
| Q3 2021 | 20 | $57.5M | 7,659,640 | 0 | 6 | 0 | 0.0% |
| Q2 2021 | 23 | $56.6M | 7,578,107 | 2 | 8 | 2 | 0.0% |
| Q1 2021 | 27 | $54.6M | 7,520,005 | 3 | 8 | 2 | 0.0% |
| Q4 2020 | 27 | $53.8M | 7,481,702 | 4 | 5 | 6 | 0.0% |
| Q3 2020 | 23 | $49.6M | 7,106,078 | 4 | 6 | 3 | 0.0% |
| Q2 2020 | 23 | $48.4M | 7,011,247 | 5 | 8 | 6 | 0.0% |
| Q1 2020 | 23 | $42.1M | 6,891,815 | 6 | 5 | 7 | 0.0% |
| Q4 2019 | 22 | $49.3M | 6,662,462 | 4 | 6 | 7 | 0.0% |
| Q3 2019 | 22 | $48.1M | 6,546,784 | 2 | 6 | 6 | 0.0% |
| Q2 2019 | 22 | $47.7M | 6,505,131 | 2 | 7 | 5 | 0.0% |
| Q1 2019 | 22 | $45.9M | 6,492,759 | 4 | 5 | 4 | 0.0% |
| Q4 2018 | 20 | $44.2M | 6,447,013 | 0 | 0 | 2 | 0.0% |
