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 | 7.5M | $97M | -2% | Mar 2026 |
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| Morgan Stanley | 7.5M | $97M | 20% | Mar 2026 |
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| Karpus Investment Management | 3.1M | $44M | -4% | Dec 2025 |
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| Lazard Asset Management | 2.2M | $28M | -1% | Mar 2026 |
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| Wells Fargo & Company | 1.2M | $15M | 2% | Mar 2026 |
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| Brooklyn Capital Management | 1.2M | $15M | 0% | Mar 2026 |
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| City of London Investment Management Company | 1.0M | $13M | 7% | Mar 2026 |
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| UBS Group | 929k | $12M | 0% | Mar 2026 |
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| Bank of America Corporation | 883k | $11M | 100% | Mar 2026 |
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| Z3 Capital Partners | 704k | $9.1M | 5% | Mar 2026 |
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| Penserra Capital Management | 519k | $6.7M | 11% | Mar 2026 |
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| Capstone Investment Advisors | 489k | $6.3M | 2% | Mar 2026 |
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| Royal Bank of Canada | 487k | $5.7M | 15% | Mar 2026 |
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| Blue Bell Private Wealth Management | 392k | $5.0M | 9% | Mar 2026 |
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| Wolverine Asset Management | 353k | $4.5M | 48% | Mar 2026 |
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| Allspring Global Investments Holdings | 231k | $3.0M | 12% | Mar 2026 |
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| Sit Investment Associates | 231k | $3.0M | -77% | Mar 2026 |
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| Altium Capital Management | 205k | $2.6M | 20% | Mar 2026 |
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| Quantedge Capital Pte | 194k | $2.5M | 81% | Mar 2026 |
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| Private Advisor | 172k | $2.2M | 69% | Mar 2026 |
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| Advisors Asset Management | 163k | $2.1M | -6% | Mar 2026 |
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| Raymond James Financial | 150k | $2.2M | 4% | Dec 2025 |
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| Stifel Financial | 144k | $1.9M | -1% | Mar 2026 |
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| Cornerstone Wealth Management | 137k | $1.8M | 2% | Mar 2026 |
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| Deschutes Portfolio Strategy | 130k | $1.7M | 0% | Mar 2026 |
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| Beverly Hills Private Wealth | 119k | $1.5M | 2% | Mar 2026 |
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| Goss Wealth Management | 117k | $1.5M | 94% | Mar 2026 |
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| Evolve Private Wealth | 112k | $1.4M | 100% | Mar 2026 |
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| Berson & Corrado Investment Advisors | 108k | $1.4M | -36% | Mar 2026 |
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| Advisor Group Holdings | 91k | $1.3M | 25% | Dec 2025 |
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| Two Sigma Investments | 91k | $1.2M | 0% | Mar 2026 |
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| Shaker Financial Services | 87k | $1.1M | 134% | Mar 2026 |
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| LPL Financial | 80k | $1.0M | 2% | Mar 2026 |
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| Oppenheimer & Co | 65k | $839k | -4% | Mar 2026 |
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| Oakmont Partners | 64k | $826k | 0% | Mar 2026 |
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| Flagship Harbor Advisors | 58k | $747k | 0% | Mar 2026 |
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| Concorde Asset Management | 55k | $713k | -4% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 54k | $780k | 100% | Dec 2025 |
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| Toroso Investments | 53k | $680k | 143% | Mar 2026 |
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| Kingswood Wealth Advisors | 48k | $623k | 3% | Mar 2026 |
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| Claro Advisors | 48k | $614k | -10% | Mar 2026 |
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| Pnc Financial Services | 47k | $606k | 0% | Mar 2026 |
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| Atomi Financial Group | 44k | $641k | 5% | Dec 2025 |
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| Noble Wealth Management PBC | 42k | $535k | -31% | Mar 2026 |
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| Closed-End Fund Advisors | 41k | $523k | 100% | Mar 2026 |
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| Invesco | 40k | $515k | -2% | Mar 2026 |
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| 1607 Capital Partners | 34k | $442k | 100% | Mar 2026 |
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| Sanctuary Advisors | 28k | $364k | 1% | Mar 2026 |
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| Kestra Advisory Services | 28k | $360k | 758% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27k | $342k | 8% | Mar 2026 |
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| HighTower Advisors | 26k | $336k | -16% | Mar 2026 |
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| Pathstone Holdings | 25k | $316k | -3% | Mar 2026 |
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| Creative Planning | 24k | $307k | 114% | Mar 2026 |
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| CWM | 22k | $322k | 0% | Dec 2025 |
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| Advisory Services Network | 20k | $286k | 13% | Dec 2025 |
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| Advisory Advocates | 18k | $236k | 28% | Mar 2026 |
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| Cohen & Steers Capital Management | 18k | $259k | 0% | Dec 2025 |
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| Accredited Investor Services | 18k | $227k | 51% | Mar 2026 |
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| Investment Management Trust | 17k | $223k | 100% | Mar 2026 |
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| Susquehanna International | 17k | $248k | 100% | Dec 2025 |
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| Decision Investments | 16k | $206k | 100% | Mar 2026 |
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| Focus Financial Network | 15k | $189k | 9% | Mar 2026 |
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| Sovran Advisors | 14k | $204k | 100% | Mar 2026 |
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| Commonwealth Equity Services | 14k | $178k | -39% | Mar 2026 |
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| Ieq Capital | 12k | $179k | 2% | Dec 2025 |
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| Branch Banking & Trust Company | 12k | $157k | 0% | Mar 2026 |
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| Rsm Us Wealth Management | 12k | $154k | 13% | Mar 2026 |
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| Stratos Wealth Advisors | 12k | $148k | 0% | Mar 2026 |
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| Readystate Asset Management | 11k | $146k | -47% | Mar 2026 |
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| Wealthcare Advisory Partners | 11k | $139k | 100% | Mar 2026 |
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| Harbour Investments | 11k | $138k | 0% | Mar 2026 |
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| Almitas Capital | 11k | $135k | 100% | Mar 2026 |
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| Captrust Financial Advisors | 10k | $149k | 0% | Dec 2025 |
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| Assetmark | 10k | $132k | 1% | Mar 2026 |
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| Ameriflex Group | 10k | $144k | -55% | Dec 2025 |
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| Activest Wealth Management | 7.5k | $97k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 6.2k | $79k | -9% | Mar 2026 |
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| Fifth Third Bancorp | 4.9k | $63k | 100% | Mar 2026 |
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| Brian McDonald | 4.9k | $70k | -48% | Dec 2025 |
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| Rockefeller Capital Management | 4.6k | $60k | 9% | Mar 2026 |
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| Global Retirement Partners | 4.3k | $62k | 100% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 3.2k | $41k | 98% | Mar 2026 |
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| Nbc Securities | 2.4k | $31k | 109% | Mar 2026 |
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| Gables Capital Management | 1.5k | $19k | 0% | Mar 2026 |
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| WPG Advisers | 1.4k | $18k | 97% | Mar 2026 |
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| CoreCap Advisors | 1.2k | $15k | 0% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 1.1k | $15k | 100% | Mar 2026 |
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| Estabrook Capital Management | 1.1k | $14k | 14% | Mar 2026 |
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| Holos Integrated Wealth | 650.00 | $8.6k | 0% | Mar 2026 |
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| BlackRock | 518.00 | $6.7k | 100% | Mar 2026 |
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| Motiv8 Investments | 229.00 | $3.0k | 100% | Dec 2025 |
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| Ancora Advisors | 155.00 | $2.0k | 0% | Mar 2026 |
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| Highline Wealth Partners | 150.00 | $1.9k | 0% | Mar 2026 |
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| Signature | 100.00 | $1.3k | 100% | Mar 2026 |
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Who sold out of Neuberger Berman Next Genera?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thomas J. Herzfeld Advisors | Dec 2025 | 412k | $6.0M |
| Wealth Enhancement Advisory Services | Dec 2025 | 412k | $6.1M |
| Jane Street | Dec 2025 | 61k | $881k |
| Bank of New York Mellon | Dec 2025 | 37k | $535k |
| AlphaStar Capital Management | Dec 2025 | 30k | $436k |
| Millennium Management | Dec 2025 | 19k | $277k |
| Cooper/haims Advisors | Dec 2025 | 13k | $192k |
| SRS Capital Advisors | Dec 2025 | 10k | $151k |
| J.w. Cole Advisors | Dec 2025 | 10k | $146k |
| Jpmorgan Chase & Co | Sep 2025 | 1.2k | $0 |
| Ubs Global Asset Management Americas | Dec 2025 | 1.0k | $15k |
| Jessup Wealth Management | Dec 2025 | 602.00 | $8.7k |
| Hanson McClain Advisors | Sep 2025 | 588.00 | $9.0k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 187.00 | $2.7k |