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Neuberger Berman Next Generation Connectivity Fund (NBXG) Institutional Ownership

Neuberger Berman Next Generation Connectivity Fund logo
$15.33 +0.04 (+0.26%)
As of 08/28/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Neuberger Berman Next Generation Connectivity Fund (NYSE:NBXG)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$45.09M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$36.49M
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NBXG Institutional Buying and Selling by Quarter

Neuberger Berman Next Generation Connectivity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP10,429$172K0.0%N/A0.000%
8/23/2026 Readystate Asset Management LP16,563$274K0.0%+45.6%0.000%
8/23/2026 Ameritas Advisory Services LLC7,530$125K0.0%N/A0.000%
8/22/2026 Advisory Solutions Group LLC11,806$195K0.1%N/A0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors28,080$464K0.1%+5.8%0.000%
7/9/2026 Focus Financial Network Inc.18,472$306K0.0%+25.9%0.000%
7/1/2026 Noble Wealth Management PBC40,378$668K0.3%-2.9%0.000%
6/3/2026 NewEdge Advisors LLC117,358$1.51M0.0%+94.2%0.000%
6/1/2026 Concorde Asset Management LLC55,380$713K0.3%-4.2%0.000%
5/19/2026 Bank of America Corp DE882,771$11.36M0.0%-1.9%0.000%
5/18/2026 Readystate Asset Management LP11,379$146K0.0%-46.9%0.000%
5/18/2026 Royal Bank of Canada486,809$6.27M0.0%-2.3%0.000%
5/16/2026 Saba Capital Management L.P.7,548,223$97.15M2.7%-1.9%0.000%
5/16/2026 Lazard Asset Management LLC2,165,188$27.87M0.0%-0.6%0.000%
5/12/2026 Quantedge Capital Pte Ltd193,662$2.49M1.4%+81.1%0.000%
5/8/2026 Bulldog Investors LLP1,169,731$15.05M3.4%+0.1%0.000%
5/6/2026 Allspring Global Investments Holdings LLC230,879$2.97M0.0%+12.5%0.000%
5/1/2026 Fifth Third Bancorp4,886$63K0.0%N/A0.000%
5/1/2026 Altium Capital Management LLC204,562$2.63M6.3%+20.4%0.000%
5/1/2026 Sovran Advisors LLC13,975$180K0.0%N/A0.000%
5/1/2026 Corrado Advisors LLC107,614$1.39M0.7%-36.0%0.000%
4/30/2026 Kestra Advisory Services LLC27,946$360K0.0%+757.8%0.000%
4/27/2026 Private Advisor Group LLC171,475$2.21M0.0%+69.0%0.000%
4/22/2026 Decision Investments Inc.16,040$206K0.2%+50.6%0.000%
4/16/2026 Evolve Private Wealth LLC111,907$1.44M0.1%+1.2%0.000%
3/17/2026 Rockefeller Capital Management L.P.4,266$62K0.0%+24.4%0.000%
2/25/2026 Sit Investment Associates Inc.1,018,961$14.71M0.3%-28.4%0.000%
2/19/2026 Compound Planning Inc.44,386$641K0.0%+5.3%0.000%
2/19/2026 Invesco Ltd.40,677$587K0.0%+6.7%0.000%
2/18/2026 Ameriflex Group Inc.9,950$144K0.1%-54.8%0.000%
2/18/2026 NewEdge Advisors LLC60,421$872K0.0%+9.5%0.000%
2/18/2026 Saba Capital Management L.P.7,695,235$111.12M3.3%-0.3%0.000%
2/18/2026 Readystate Asset Management LP21,415$309K0.0%N/A0.000%
2/18/2026 Evolve Private Wealth LLC110,625$1.60M0.1%N/A0.000%
2/17/2026 Quantedge Capital Pte Ltd106,962$1.55M0.7%+68.5%0.000%
2/17/2026 Osaic Holdings Inc.91,296$1.32M0.0%+24.8%0.000%
2/17/2026 Advisory Services Network LLC19,799$286K0.0%+13.0%0.000%
2/17/2026 &PARTNERS54,026$780K0.0%N/A0.000%
2/17/2026 Royal Bank of Canada498,252$7.19M0.0%+17.8%0.000%
2/13/2026 Kestra Advisory Services LLC3,258$47K0.0%N/A0.000%
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2/13/2026 Thomas J. Herzfeld Advisors Inc.412,390$5.96M2.0%+4.6%0.000%
2/13/2026 Stifel Financial Corp146,049$2.11M0.0%+16.8%0.000%
2/13/2026 Bulldog Investors LLP1,168,126$16.87M3.8%+2.7%0.000%
2/13/2026 Morgan Stanley6,265,820$90.48M0.0%+10.2%0.000%
2/13/2026 Wells Fargo & Company MN1,166,183$16.84M0.0%-18.7%0.000%
2/13/2026 Concorde Asset Management LLC57,780$834K0.3%-2.2%0.000%
2/12/2026 Advisors Asset Management Inc.174,352$2.52M0.0%+3.6%0.000%
2/12/2026 Jane Street Group LLC61,039$881K0.0%+157.6%0.000%
2/12/2026 Sit Investment Associates Inc.1,018,961$14.71M0.3%-28.4%0.000%
2/11/2026 Cooper Haims Advisors LLC13,307$192K0.1%N/A0.000%
2/11/2026 Closed End Fund Advisors Inc.43,397$627K0.4%N/A0.000%
2/11/2026 J.W. Cole Advisors Inc.10,133$146K0.0%-54.8%0.000%
2/10/2026 Corrado Advisors LLC168,155$2.43M1.2%-2.2%0.000%
2/9/2026 Blue Bell Private Wealth Management LLC360,641$5.21M0.8%+13.6%0.000%
2/9/2026 Accredited Investor Services LLC11,694$169K0.1%N/A0.000%
2/6/2026 Global Retirement Partners LLC4,273$62K0.0%N/A0.000%
2/6/2026 Altium Capital Management LLC169,873$2.45M9.7%N/A0.000%
2/6/2026 PNC Financial Services Group Inc.47,045$679K0.0%-10.0%0.000%
2/6/2026 HighTower Advisors LLC31,011$448K0.0%-3.1%0.000%
2/5/2026 Cornerstone Wealth Management LLC134,527$1.94M0.1%+3.7%0.000%
2/2/2026 Wolverine Asset Management LLC239,325$3.46M0.0%N/A0.000%
2/2/2026 AlphaStar Capital Management LLC30,208$436K0.0%-4.2%0.000%
2/2/2026 Oppenheimer & Co. Inc.67,760$978K0.0%-14.1%0.000%
1/30/2026 Activest Wealth Management7,500$108K0.0%N/A0.000%
1/29/2026Comerica Bank4,873$70K0.0%-47.7%0.000%
1/29/2026 UBS Group AG928,197$13.40M0.0%-5.2%0.000%
1/29/2026 Sanctuary Advisors LLC27,901$403K0.0%+17.6%0.000%
1/26/2026 Shaker Financial Services LLC37,086$536K0.2%N/A0.000%
1/23/2026 Assetmark Inc.10,168$147K0.0%N/A0.000%
1/23/2026 Choreo LLC10,616$156K0.0%N/A0.000%
1/21/2026 Flagship Harbor Advisors LLC58,284$842K0.0%+5.7%0.000%
1/15/2026 Allspring Global Investments Holdings LLC205,289$2.96M0.0%-2.4%0.000%
1/12/2026 Focus Financial Network Inc.13,455$194K0.0%+33.9%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC412,066$6.09M0.0%+3.6%0.000%
1/5/2026 Noble Wealth Management PBC60,686$876K0.4%+2.3%0.000%
11/17/2025 NewEdge Advisors LLC55,172$849K0.0%+146.3%0.000%
11/17/2025 Millennium Management LLC19,145$294K0.0%-42.8%0.000%
11/17/2025 City of London Investment Management Co. Ltd.836,518$12.87M1.0%+297.5%0.000%
11/17/2025 Bulldog Investors LLP1,136,986$17.49M4.1%+0.2%0.000%
11/17/2025 Bank of America Corp DE920,459$14.16M0.0%-2.8%0.000%
11/14/2025 Creative Planning10,873$167K0.0%N/A0.000%
11/14/2025 Lazard Asset Management LLC2,179,106$33.52M0.0%-1.1%0.000%
11/14/2025 Raymond James Financial Inc.143,379$2.21M0.0%-81.3%0.000%
11/14/2025 Two Sigma Investments LP190,016$2.92M0.0%+30.4%0.000%
11/14/2025 Newbridge Financial Services Group Inc.43,156$664K0.1%+4,215.6%0.000%
11/13/2025 UBS Group AG979,401$15.06M0.0%-22.9%0.000%
11/13/2025 Private Advisor Group LLC80,231$1.23M0.0%+4.8%0.000%
11/13/2025 Ameriflex Group Inc.22,000$338K0.1%N/A0.000%
11/12/2025 Claro Advisors LLC53,740$827K0.1%-1.8%0.000%
11/10/2025 Compound Planning Inc.42,156$648K0.0%N/A0.000%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
11/10/2025 Dakota Wealth Management64,430$991K0.0%-21.3%0.000%
11/6/2025 Ameritas Advisory Services LLC7,530$116K0.0%+527.5%0.000%
11/6/2025 Wedbush Securities Inc.11,625$179K0.0%-16.3%0.000%
11/6/2025 Advisors Asset Management Inc.168,354$2.59M0.0%-4.5%0.000%
11/6/2025 Stratos Wealth Advisors LLC11,000$169K0.0%N/A0.000%
11/6/2025 Oppenheimer & Co. Inc.78,882$1.21M0.0%-1.4%0.000%
11/5/2025 Flagship Harbor Advisors LLC55,137$848K0.0%+16.4%0.000%
11/5/2025 J.W. Cole Advisors Inc.22,395$344K0.0%+12.0%0.000%
11/4/2025 Penserra Capital Management LLC423,731$6.52M0.1%+13.6%0.000%
11/4/2025 Cornerstone Wealth Management LLC129,777$2.00M0.1%+1.1%0.000%


NBXG Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 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. ($97.15M), Morgan Stanley ($90.48M), Karpus Management Inc. ($52.95M), Lazard Asset Management LLC ($27.87M), Wells Fargo & Company MN ($16.84M), Bulldog Investors LLP ($15.05M), and Sit Investment Associates Inc. ($14.71M).Learn more on Neuberger Berman Next Generation Connectivity Fund's institutional investors.

Of the 88 institutional investors that purchased Neuberger Berman Next Generation Connectivity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($766.26K), Ieq Capital LLC ($673.93K), City of London Investment Management Co. Ltd. ($626.08K), Morgan Stanley ($577.85K), Wolverine Asset Management LLC ($491.27K), Capstone Investment Advisors LLC ($467.75K), and Sit Investment Associates Inc. ($427.55K).

Institutional investors have bought a total of 3,082,027 shares in the last 24 months. This purchase volume represents approximately $45.09M in transactions.

Of the 26 institutional investors that sold Neuberger Berman Next Generation Connectivity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($810.04K), Raymond James Financial Inc. ($622.88K), UBS Group AG ($342.35K), Wells Fargo & Company MN ($268.50K), Saba Capital Management L.P. ($173.18K), Corrado Advisors LLC ($65.90K), and Bank of America Corp DE ($43.37K).

Institutional investors have sold a total of 2,488,612 shares in the last 24 months. This volume of shares sold represents approximately $36.49M in transactions.


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Institutional ownership data for NYSE:NBXG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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