Who owns NEUBERGER BERMAN NEXT GENERA?
- Ticker: NBXG
- CUSIP Number: 64133q108
Tip: Access positions for across all investors
Analyze quarterly positions in Neuberger Berman Next Genera with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Neuberger Berman Next Genera stock
Who bought or sold NEUBERGER BERMAN NEXT GENERA this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Saba Capital Management | 4.1M | $45M | 5% | Dec 2023 |
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| City of London Investment Management Company | 4.0M | $44M | 6% | Dec 2023 |
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| Lazard Asset Management | 2.0M | $22M | 0% | Dec 2023 |
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| UBS Group | 1.2M | $13M | -6% | Dec 2023 |
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| Cornerstone Advisors | 1.1M | $12M | 4% | Dec 2023 |
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| Wells Fargo & Company | 1.0M | $11M | 1% | Dec 2023 |
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| Bank of America Corporation | 721k | $7.9M | -27% | Dec 2023 |
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| Royal Bank of Canada | 651k | $7.1M | 20% | Dec 2023 |
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| Brooklyn Capital Management | 637k | $7.0M | 9% | Dec 2023 |
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| Raymond James Financial Services Advisors | 474k | $5.6M | 16% | Mar 2024 |
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| Allspring Global Investments Holdings | 397k | $4.7M | -12% | Mar 2024 |
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| Advisors Asset Management | 357k | $3.9M | 3% | Dec 2023 |
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| Thomas J. Herzfeld Advisors | 276k | $3.0M | 35% | Dec 2023 |
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| Berson & Corrado Investment Advisors | 272k | $3.0M | -1% | Dec 2023 |
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| Deschutes Portfolio Strategy | 160k | $1.7M | 0% | Dec 2023 |
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| Alpine Partners VI | 131k | $1.4M | 138% | Dec 2023 |
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| Wolverine Asset Management | 123k | $1.3M | 100% | Dec 2023 |
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| Stifel Financial | 121k | $1.3M | 62% | Dec 2023 |
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| Millennium Management | 118k | $1.3M | 52% | Dec 2023 |
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| Blue Bell Private Wealth Management | 105k | $1.2M | 28% | Mar 2024 |
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| Private Advisor | 101k | $1.1M | 6% | Dec 2023 |
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| Cornerstone Wealth Management | 100k | $1.2M | 8% | Mar 2024 |
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| Pnc Financial Services | 94k | $1.0M | 9% | Dec 2023 |
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| Walleye Trading Advisors | 89k | $976k | 100% | Dec 2023 |
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| Oakmont Partners | 86k | $1.0M | 18% | Mar 2024 |
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| Beverly Hills Private Wealth | 81k | $884k | -47% | Dec 2023 |
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| Shaker Financial Services | 74k | $812k | 100% | Dec 2023 |
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| Raymond James & Associates | 74k | $869k | 30% | Mar 2024 |
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| Almitas Capital | 59k | $642k | 100% | Dec 2023 |
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| HighTower Advisors | 55k | $595k | -38% | Dec 2023 |
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| Claro Advisors | 54k | $639k | 5% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 44k | $514k | 124% | Mar 2024 |
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| Kayne Anderson Capital Advisors, L.p | 36k | $396k | 0% | Dec 2023 |
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| Kavar Capital Partners Group | 35k | $384k | 100% | Dec 2023 |
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| Hilltop Holdings | 33k | $357k | 4% | Dec 2023 |
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| AlphaStar Capital Management | 27k | $299k | 150% | Dec 2023 |
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| Wedbush Morgan Securities | 27k | $296k | 6% | Dec 2023 |
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| Cape Investment Advisory | 20k | $218k | 100% | Dec 2023 |
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| D. E. Shaw & Co | 19k | $204k | 0% | Dec 2023 |
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| Citadel Advisors | 19k | $203k | 100% | Dec 2023 |
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| Commonwealth Equity Services | 17k | $189k | 72% | Dec 2023 |
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| Ignite Planners | 16k | $190k | -5% | Mar 2024 |
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| Captrust Financial Advisors | 16k | $173k | 0% | Dec 2023 |
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| Flagship Harbor Advisors | 16k | $184k | 100% | Mar 2024 |
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| Onyx Bridge Wealth Group | 15k | $167k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 13k | $142k | 6038% | Dec 2023 |
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| Newbridge Financial Services Group | 13k | $151k | 5% | Mar 2024 |
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| Advisor Group Holdings | 13k | $138k | -4% | Dec 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12k | $129k | 100% | Dec 2023 |
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| Kestra Private Wealth Services | 11k | $119k | 0% | Dec 2023 |
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| Harbour Investments | 11k | $117k | 0% | Dec 2023 |
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| Concorde Asset Management | 11k | $115k | 100% | Dec 2023 |
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| Ieq Capital | 10k | $113k | 3% | Dec 2023 |
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| Allie Family Office | 10k | $109k | 0% | Dec 2023 |
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| Absolute Investment Management | 8.0k | $87k | 100% | Dec 2023 |
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| Farther Finance Advisors | 5.6k | $61k | 61667% | Dec 2023 |
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| Global Retirement Partners | 3.0k | $36k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.6k | $28k | -41% | Dec 2023 |
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| Advisory Services Network | 2.5k | $27k | 100% | Dec 2023 |
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| LM Advisors | 2.0k | $22k | 100% | Dec 2023 |
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| Bessemer | 1.3k | $14k | -36% | Dec 2023 |
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| Nbc Securities | 1.2k | $13k | 0% | Mar 2024 |
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| Cambridge Trust Company | 650.00 | $7.1k | 100% | Dec 2023 |
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| Gradient Investments | 567.00 | $6.7k | 0% | Mar 2024 |
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| Brown Brothers Harriman & Co. | 407.00 | $4.4k | 0% | Dec 2023 |
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| CWM | 300.00 | $4.0k | 100% | Mar 2024 |
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| Ancora Advisors | 155.00 | $1.7k | 0% | Dec 2023 |
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Who sold out of Neuberger Berman Next Genera?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atlas Wealth | Sep 2023 | 402k | $4.2B |
| SkyView Investment Advisors | Sep 2023 | 50k | $521k |
| Fisher Investments | Sep 2023 | 42k | $432k |
| Rockefeller Capital Management | Sep 2023 | 29k | $300k |
| Rosenberg Matthew Hamilton | Dec 2023 | 1.0k | $11k |