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Neuberger Berman Energy Infrastructure and Income Fund (NML) Institutional Ownership

Neuberger Berman Energy Infrastructure and Income Fund logo
$9.92 -0.16 (-1.59%)
Closing price 04:10 PM Eastern
Extended Trading
$10.02 +0.11 (+1.06%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Neuberger Berman Energy Infrastructure and Income Fund (NYSEAMERICAN:NML)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$26.07M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$10.92M
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NML Institutional Buying and Selling by Quarter

Neuberger Berman Energy Infrastructure and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026NorthRock Partners LLC11,739$119K0.0%-13.6%0.000%
9/9/2026Integrated Wealth Concepts LLC2,945$30K0.0%-78.5%0.000%
9/9/2026NewEdge Advisors LLC228,521$2.32M0.0%+35.1%0.000%
8/26/2026HighTower Advisors LLC40,806$414K0.0%-29.3%0.000%
8/23/2026Ameritas Advisory Services LLC3,269$33K0.0%N/A0.000%
8/22/2026Knollwood Investment Advisory LLC79,074$802K0.1%+2.0%0.000%
8/20/2026Private Management Group Inc.507,125$5.14M0.1%-31.6%0.000%
7/1/2026Noble Wealth Management PBC64,921$658K0.3%-7.8%0.000%
6/3/2026NewEdge Advisors LLC169,154$1.78M0.0%-5.9%0.000%
5/19/2026Western Wealth Management LLC3,750$39K0.0%N/A0.000%
5/19/2026NewEdge Advisors LLC169,154$1.78M0.0%-5.9%0.000%
5/19/2026Bank of America Corp DE3,827,535$40.23M0.0%+6.7%0.000%
5/16/2026Saba Capital Management L.P.1,743,054$18.32M0.5%+23.1%0.000%
5/12/2026Quantedge Capital Pte Ltd26,861$282K0.2%+29.4%0.000%
5/5/2026Sanctuary Advisors LLC96,590$1.02M0.0%+8.9%0.000%
5/4/2026Calamos Advisors LLC81,989$862K0.0%+13.5%0.000%
5/1/2026Fifth Third Bancorp7,610$80K0.0%N/A0.000%
4/28/2026Astoria Portfolio Advisors LLC.15,725$157K0.0%-7.5%0.000%
4/16/2026Evolve Private Wealth LLC20,215$212K0.0%+92.5%0.000%
4/16/2026Uhlmann Price Securities LLC239,902$2.52M0.2%+2.9%0.000%
3/23/2026J. Derek Lewis & Associates Inc.21,421$182K0.0%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.56,205$478K0.0%+56.1%0.000%
2/19/2026Invesco Ltd.229,887$1.95M0.0%+62.3%0.000%
2/18/2026NewEdge Advisors LLC179,828$1.53M0.0%+2.4%0.000%
2/18/2026Saba Capital Management L.P.1,416,482$12.04M0.4%+205.3%0.000%
2/18/2026Evolve Private Wealth LLC10,500$89K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers47,570$404K0.0%-6.4%0.000%
2/17/2026Quantedge Capital Pte Ltd20,761$176K0.1%N/A0.000%
2/17/2026Osaic Holdings Inc.119,284$1.01M0.0%+2.4%0.000%
2/17/2026Royal Bank of Canada26,646$226K0.0%+23.3%0.000%
2/16/2026Focus Partners Wealth270,370$2.30M0.0%+1,070.6%0.000%
2/13/2026OpenArc Corporate Advisory LLC34,146$290K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN110,406$938K0.0%+18.4%0.000%
2/12/2026Advisors Asset Management Inc.853,025$7.25M0.1%-14.8%0.000%
2/12/2026Jane Street Group LLC11,741$100K0.0%-26.3%0.000%
2/12/2026Commonwealth Equity Services LLC41,177$350K0.0%+110.9%0.000%
2/12/2026Private Management Group Inc.750,577$6.38M0.2%-6.7%0.000%
2/11/2026Monetary Management Group Inc.7,000$60K0.0%+27.3%0.000%
2/11/2026LPL Financial LLC126,112$1.07M0.0%+1.6%0.000%
2/11/2026Closed End Fund Advisors Inc.118,163$1.00M0.6%N/A0.000%
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2/10/2026Northwestern Mutual Wealth Management Co.14,762$125K0.0%+8.1%0.000%
2/6/2026HighTower Advisors LLC42,019$357K0.0%-8.1%0.000%
2/5/2026Soltis Investment Advisors LLC18,013$153K0.0%N/A0.000%
2/5/2026Cornerstone Wealth Management LLC111,311$946K0.0%+3.3%0.000%
2/4/2026Ballast Rock Private Wealth LLC28,000$238K0.1%N/A0.000%
2/2/2026Wolverine Asset Management LLC176,628$1.50M0.0%N/A0.000%
2/2/2026Oppenheimer & Co. Inc.333,179$2.83M0.0%-0.6%0.000%
1/29/2026UBS Group AG852,408$7.25M0.0%+0.6%0.000%
1/29/2026Sanctuary Advisors LLC88,711$754K0.0%+3.5%0.000%
1/29/2026Calamos Advisors LLC72,229$614K0.0%+32.1%0.000%
1/20/2026Stratos Wealth Advisors LLC28,000$238K0.0%-6.7%0.000%
1/12/2026Uhlmann Price Securities LLC233,098$1.98M1.2%+1.8%0.000%
12/1/2025Polar Asset Management Partners Inc.253,740$2.21M0.0%+1.2%0.000%
11/17/2025NewEdge Advisors LLC175,622$1.53M0.0%+5.1%0.000%
11/17/2025Focus Partners Wealth23,097$201K0.0%N/A0.000%
11/17/2025City of London Investment Management Co. Ltd.3,225,547$28.13M2.1%-5.8%0.000%
11/17/2025Bank of America Corp DE3,227,379$28.14M0.0%+4.0%0.000%
11/17/2025Ameriprise Financial Inc.314,819$2.75M0.0%+27.7%0.000%
11/14/2025Polar Asset Management Partners Inc.253,740$2.21M0.0%+1.2%0.000%
11/14/2025Raymond James Financial Inc.171,739$1.50M0.0%+1.6%0.000%
11/14/2025NorthRock Partners LLC15,468$135K0.0%N/A0.000%
11/14/2025Newbridge Financial Services Group Inc.40,541$354K0.1%N/A0.000%
11/14/2025Private Management Group Inc.804,680$7.02M0.2%-0.8%0.000%
11/13/2025Legacy Advisors LLC50,000$436K0.1%N/A0.000%
11/13/2025UBS Group AG847,633$7.39M0.0%-9.2%0.000%
11/12/2025IFG Advisory LLC80,072$698K0.0%-48.2%0.000%
11/12/2025Arete Wealth Advisors LLC21,400$187K0.0%-35.2%0.000%
11/10/2025Alteri Wealth LLC38,275$334K0.1%+27.6%0.000%
11/10/2025Adapt Wealth Advisors LLC14,850$129K0.0%N/A0.000%
11/7/2025Cornerstone Advisors LLC67,877$592K0.0%-60.5%0.000%
11/7/2025Uhlmann Price Securities LLC228,922$2.00M1.2%+4.7%0.000%
11/6/2025Advisors Asset Management Inc.1,001,455$8.73M0.1%-17.6%0.000%
11/6/2025Stratos Wealth Advisors LLC30,000$262K0.0%-6.3%0.000%
11/6/2025Oppenheimer & Co. Inc.335,107$2.92M0.0%+0.8%0.000%
11/4/2025Cornerstone Wealth Management LLC107,769$940K0.1%+4.0%0.000%
11/3/2025Truist Financial Corp19,708$172K0.0%-7.5%0.000%
10/21/2025Optimum Investment Advisors143,910$1.26M0.5%+1.6%0.000%
10/20/2025Calamos Advisors LLC54,661$477K0.0%+21.7%0.000%
9/4/2025Osaic Holdings Inc.119,124$1.07M0.0%+11.9%0.000%
8/22/2025TT Capital Management LLC27,140$233K0.1%N/A0.000%
8/15/2025Monetary Management Group Inc.5,200$47K0.0%+30.0%0.000%
8/15/2025Bank of America Corp DE3,104,313$27.94M0.0%-7.7%0.000%
8/15/2025Ameriprise Financial Inc.246,471$2.22M0.0%+8.2%0.000%
8/14/2025MGB Wealth Management LLC10,000$90K0.0%-33.3%0.000%
8/14/2025Raymond James Financial Inc.169,049$1.52M0.0%-2.4%0.000%
8/14/2025Quantedge Capital Pte Ltd26,261$236K0.2%+115.9%0.000%
8/14/2025NewEdge Advisors LLC167,030$1.50M0.0%+249.4%0.000%
8/13/2025Walleye Capital LLC117,840$1.06M0.0%+6.8%0.000%
8/13/2025Invesco Ltd.86,186$776K0.0%+91.6%0.000%
8/12/2025Advisors Asset Management Inc.1,216,089$10.95M0.2%-1.1%0.000%
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8/12/2025Private Management Group Inc.810,943$7.30M0.2%-1.0%0.000%
8/11/2025Traub Capital Management LLC5,400$49K0.0%N/A0.000%
8/8/2025Cornerstone Advisors LLC171,726$1.55M0.1%N/A0.000%
8/8/2025City of London Investment Management Co. Ltd.3,424,386$30.82M2.9%-3.4%0.000%
8/8/2025Cetera Investment Advisers41,991$378K0.0%+8.4%0.000%
8/8/2025Calamos Advisors LLC44,901$404K0.0%-23.2%0.000%
8/4/2025IFG Advisory LLC154,607$1.39M0.1%+10.4%0.000%
8/4/2025Wolverine Asset Management LLC414,695$3.73M0.0%+108.0%0.000%
7/29/2025Uhlmann Price Securities LLC218,623$1.97M1.4%+7.2%0.000%
7/25/2025Astoria Portfolio Advisors LLC.16,320$141K0.0%+10.2%0.000%


NML Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of Neuberger Berman Energy Infrastructure and Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($40.23M), City of London Investment Management Co. Ltd. ($28.13M), Saba Capital Management L.P. ($18.32M), Advisors Asset Management Inc. ($7.25M), UBS Group AG ($7.25M), D. E. Shaw & Co. Inc. ($7.09M), and Private Management Group Inc. ($5.14M).Learn more on Neuberger Berman Energy Infrastructure and Income Fund's institutional investors.

Of the 63 institutional investors that purchased Neuberger Berman Energy Infrastructure and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($1.28M), Bank of America Corp DE ($768.15K), Wolverine Asset Management LLC ($591.32K), Penserra Capital Management LLC ($570.11K), Raymond James Financial Inc. ($368.53K), Kovitz Investment Group Partners LLC ($326.34K), and Focus Partners Wealth ($270.37K).

Institutional investors have bought a total of 2,897,736 shares in the last 24 months. This purchase volume represents approximately $26.07M in transactions.

Of the 18 institutional investors that sold Neuberger Berman Energy Infrastructure and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($363.06K), Private Management Group Inc. ($295.05K), City of London Investment Management Co. Ltd. ($198.84K), Cornerstone Advisors LLC ($103.85K), UBS Group AG ($85.60K), IFG Advisory LLC ($74.54K), and NewEdge Advisors LLC ($21.35K).

Institutional investors have sold a total of 1,208,843 shares in the last 24 months. This volume of shares sold represents approximately $10.92M in transactions.


Related Companies

Institutional ownership data for NYSEAMERICAN:NML is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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