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Neuberger Berman Next Generation Connectivity Fund (NBXG) Institutional Ownership

Neuberger Berman Next Generation Connectivity Fund logo
$12.54 +0.19 (+1.54%)
As of 05/2/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Neuberger Berman Next Generation Connectivity Fund (NYSE:NBXG)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$54.10M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$42.66M
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NBXG Institutional Buying and Selling by Quarter

Neuberger Berman Next Generation Connectivity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Prevail Innovative Wealth Advisors LLC112,695$1.38M0.4%+18.2%0.000%
5/1/2025 CWM LLC18,497$227K0.0%+3,621.7%0.000%
4/30/2025 AlphaStar Capital Management LLC30,965$379K0.0%-13.8%0.000%
4/30/2025 Beverly Hills Private Wealth LLC117,533$1.44M0.3%+7.4%0.000%
4/29/2025 Penserra Capital Management LLC361,950$4.43M0.1%+0.3%0.000%
4/29/2025 World Investment Advisors22,350$274K0.0%-19.7%0.000%
4/22/2025 Flagship Harbor Advisors LLC31,762$389K0.0%+17.1%0.000%
4/21/2025 Kingswood Wealth Advisors LLC37,946$465K0.0%+4.4%0.000%
4/18/2025 Cornerstone Wealth Management LLC124,727$1.53M0.1%+13.4%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC285,666$3.50M0.0%+9.8%0.000%
4/14/2025 SOA Wealth Advisors LLC.61,448$753K0.1%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC260,177$3.32M0.0%+62.1%0.000%
2/24/2025Ameriflex Group Inc.23,018$309K0.1%N/A0.000%
2/17/2025Saba Capital Management L.P.6,853,330$87.31M2.0%+3.5%0.000%
2/17/2025Quantedge Capital Pte Ltd181,562$2.31M0.8%+18.2%0.000%
2/17/2025Millennium Management LLC39,365$502K0.0%+95.6%0.000%
2/17/2025Lazard Asset Management LLC2,203,610$28.07M0.0%-11.1%0.000%
2/17/2025CoreCap Advisors LLC4,650$59K0.0%-42.9%0.000%
2/17/2025Bulldog Investors LLP591,231$7.53M2.0%+76.7%0.000%
2/17/2025Capstone Investment Advisors LLC467,748$5.96M0.0%N/A0.000%
2/17/2025 Beverly Hills Private Wealth LLC109,482$1.40M0.3%-4.8%0.000%
2/17/2025Bank of America Corp DE619,645$7.89M0.0%-4.1%0.000%
2/14/2025Comerica Bank8,067$103K0.0%-13.9%0.000%
2/14/2025Stifel Financial Corp130,865$1.67M0.0%-0.7%0.000%
2/14/2025Shaker Financial Services LLC18,418$235K0.1%-27.6%0.000%
2/14/2025Beck Mack & Oliver LLC10,000$127K0.0%N/A0.000%
2/13/20251607 Capital Partners LLC39,288$501K0.0%-85.8%0.000%
2/13/2025NewEdge Advisors LLC23,202$296K0.0%+3.6%0.000%
2/13/2025Walleye Capital LLC69,793$889K0.0%+55.4%0.000%
2/13/2025Concorde Asset Management LLC47,600$606K0.3%+6.8%0.000%
2/13/2025Wedbush Securities Inc.14,028$179K0.0%+32.1%0.000%
2/13/2025Sit Investment Associates Inc.1,352,512$17.23M0.4%+29.5%0.000%
2/13/2025Wells Fargo & Company MN1,483,359$18.90M0.0%+9.3%0.000%
2/12/2025Landscape Capital Management L.L.C.18,451$235K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.359,056$4.57M1.5%-0.4%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC95,321$1.21M0.4%+18.3%0.000%
2/11/2025LPL Financial LLC70,306$896K0.0%+3.4%0.000%
2/10/2025Advisors Asset Management Inc.186,542$2.38M0.0%-3.9%0.000%
2/10/2025GWN Securities Inc.32,851$448K0.1%N/A0.000%
2/10/2025Harbour Investments Inc.11,570$147K0.0%+8.2%0.000%
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2/10/2025Corient Private Wealth LLC13,402$171K0.0%-22.9%0.000%
2/10/2025Commonwealth Equity Services LLC23,319$297K0.0%+5.5%0.000%
2/7/2025HighTower Advisors LLC53,428$681K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC257,672$3.28M0.6%+46.7%0.000%
2/6/2025Raymond James Financial Inc.719,752$9.17M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.77,607$989K0.0%+5.6%0.000%
2/5/2025 Corrado Advisors LLC164,822$2.10M1.4%-15.2%0.000%
2/3/2025Wolverine Asset Management LLC251,949$3.21M0.0%N/A0.000%
2/3/2025Private Advisor Group LLC81,866$1.04M0.0%-18.8%0.000%
1/31/2025 Truist Financial Corp28,011$357K0.0%-10.2%0.000%
1/31/2025Sanctuary Advisors LLC84,763$1.14M0.0%+5.6%0.000%
1/29/2025 Allspring Global Investments Holdings LLC126,979$1.62M0.0%-28.9%0.000%
1/28/2025 AlphaStar Capital Management LLC35,925$458K0.0%+13.5%0.000%
1/22/2025 Kavar Capital Partners Group LLC31,647$403K0.1%N/A0.000%
1/22/2025 Kingswood Wealth Advisors LLC36,340$463K0.0%N/A0.000%
1/21/2025 Flagship Harbor Advisors LLC27,115$345K0.0%+9.4%0.000%
1/21/2025 Cornerstone Wealth Management LLC109,978$1.40M0.1%+6.0%0.000%
1/17/2025Dakota Wealth Management82,396$1.05M0.0%-4.9%0.000%
1/13/2025Claro Advisors LLC66,435$846K0.1%-5.8%0.000%
11/25/2024 World Investment Advisors LLC28,500$366K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC80,287$1.05M0.0%+20.0%0.000%
11/15/2024Stifel Financial Corp131,751$1.69M0.0%+1.0%0.000%
11/15/2024Hilltop Holdings Inc.27,180$349K0.0%-2.9%0.000%
11/14/2024Rockefeller Capital Management L.P.15,867$204K0.0%-43.9%0.000%
11/14/2024Walleye Capital LLC44,920$576K0.0%N/A0.000%
11/12/2024 Penserra Capital Management LLC336,480$4.32M0.1%N/A0.000%
11/12/2024Concorde Asset Management LLC44,550$572K0.3%+10.7%0.000%
11/8/2024Advisors Asset Management Inc.194,090$2.49M0.0%-21.4%0.000%
11/8/2024PNC Financial Services Group Inc.100,372$1.29M0.0%+14.3%0.000%
11/6/2024 Oppenheimer & Co. Inc.73,500$943K0.0%-2.5%0.000%
11/1/2024 Corrado Advisors LLC194,300$2.49M1.6%-7.0%0.000%
10/31/2024Shaker Financial Services LLC25,432$326K0.1%N/A0.000%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,194$259K0.0%+15.4%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC160,456$2.06M0.0%+40.2%0.000%
10/23/2024Dakota Wealth Management86,623$1.11M0.0%+2.9%0.000%
10/22/2024Private Advisor Group LLC100,766$1.29M0.0%+3.6%0.000%
10/19/2024 Allspring Global Investments Holdings LLC178,679$2.29M0.0%-40.2%0.000%
10/17/2024Claro Advisors LLC15,943$205K0.0%-77.3%0.000%
10/17/2024 Onyx Bridge Wealth Group LLC10,163$130K0.0%-20.1%0.000%
10/8/2024Ignite Planners LLC11,569$148K0.0%-8.7%0.000%
9/5/2024Sanctuary Advisors LLC66,899$864K0.0%N/A0.000%
8/21/2024 Truist Financial Corp29,728$384K0.0%N/A0.000%
8/12/2024Concorde Asset Management LLC40,230$519K0.3%+63.2%0.000%
8/12/2024Carolinas Wealth Consulting LLC10,295$133K0.0%N/A0.000%
8/9/2024City of London Investment Management Co. Ltd.2,757,343$35.60M3.0%-26.8%0.000%
8/8/2024Wealthspire Advisors LLC12,000$155K0.0%N/A0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC60,796$785K0.3%N/A0.000%
8/8/2024 Beverly Hills Private Wealth LLC137,447$1.77M0.4%-5.2%0.000%
8/7/2024Wedbush Securities Inc.12,806$165K0.0%-27.3%0.000%
8/7/2024 PFG Investments LLC13,923$180K0.0%N/A0.000%
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8/5/2024Private Advisor Group LLC97,266$1.26M0.0%-2.4%0.000%
8/5/2024Blue Bell Private Wealth Management LLC122,462$1.58M0.3%+16.5%0.000%
8/1/2024Claro Advisors LLC70,179$906K0.1%+29.0%0.000%
7/31/2024Commonwealth Equity Services LLC28,278$365K0.0%+43.7%0.000%
7/30/2024 Matisse Capital140,000$1.81M0.9%-12.5%0.000%
7/26/2024 AlphaStar Capital Management LLC31,276$404K0.0%+14.4%0.000%
7/26/2024 Allspring Global Investments Holdings LLC298,802$3.86M0.0%-24.8%0.000%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors17,496$226K0.0%+32.9%0.000%
7/22/2024Dakota Wealth Management84,217$1.09M0.0%-1.7%0.000%
7/16/2024 Cornerstone Wealth Management LLC103,042$1.33M0.1%+3.5%0.000%
(Data available from 1/1/2016 forward)

NBXG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NBXG shares?

During the previous two years, 84 institutional investors and hedge funds held shares of Neuberger Berman Next Generation Connectivity Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($87.31M), Karpus Management Inc. ($49.09M), City of London Investment Management Co. Ltd. ($35.60M), Lazard Asset Management LLC ($28.07M), Wells Fargo & Company MN ($18.90M), Sit Investment Associates Inc. ($17.23M), and UBS Group AG ($13.11M).Learn more on NBXG's institutional investors.

Which institutional investors have been buying Neuberger Berman Next Generation Connectivity Fund stock?

Of the 75 institutional investors that purchased Neuberger Berman Next Generation Connectivity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($1.31M), Raymond James Financial Inc. ($719.75K), Capstone Investment Advisors LLC ($467.75K), Lazard Asset Management LLC ($458.69K), Wolverine Asset Management LLC ($374.83K), Penserra Capital Management LLC ($337.65K), and Sit Investment Associates Inc. ($308.11K).

How much institutional buying is happening at Neuberger Berman Next Generation Connectivity Fund?

Institutional investors have bought a total of 8,022,833 shares in the last 24 months. This purchase volume represents approximately $94.31M in transactions.

Which Neuberger Berman Next Generation Connectivity Fund major shareholders have been selling company stock?

Of the 35 institutional investors that sold Neuberger Berman Next Generation Connectivity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: City of London Investment Management Co. Ltd. ($1.62M), Cornerstone Advisors LLC ($1.18M), Allspring Global Investments Holdings LLC ($355.61K), Lazard Asset Management LLC ($275.76K), 1607 Capital Partners LLC ($237.40K), Wolverine Asset Management LLC ($236.11K), and Quantedge Capital Pte Ltd ($227.73K).

How much institutional selling is happening at Neuberger Berman Next Generation Connectivity Fund?

Institutional investors have sold a total of 4,952,199 shares in the last 24 months. This volume of shares sold represents approximately $58.69M in transactions.



This page (NYSE:NBXG) was last updated on 5/3/2025 by MarketBeat.com Staff
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