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Neuberger Berman Option Strategy ETF (NBOS) Institutional Ownership

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Closing price 05/5/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Neuberger Berman Option Strategy ETF (NYSEARCA:NBOS)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$62.04M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$7.75M
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NBOS Institutional Buying and Selling by Quarter

Neuberger Berman Option Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Envestnet Asset Management Inc.18,780$480K0.0%-57.8%0.104%
4/29/2025 Concurrent Investment Advisors LLC7,844$201K0.0%N/A0.044%
4/21/2025 United Advisor Group LLC10,535$269K0.1%N/A0.058%
4/21/2025 LifeWealth Investments LLC10,309$264K0.1%N/A0.057%
4/17/2025 Janney Montgomery Scott LLC16,600$425K0.0%+55.5%0.092%
4/14/2025 Farther Finance Advisors LLC5,632$145K0.0%-43.6%0.031%
2/28/2025 Park Square Financial Group LLC4,576$121K0.1%N/A0.026%
2/17/2025Cary Street Partners Financial LLC1,136,112$29.94M1.0%N/A6.340%
2/14/2025IHT Wealth Management LLC15,355$405K0.0%+10.7%0.086%
2/14/2025Transce3nd LLC1,827$48K0.0%N/A0.010%
2/14/2025MML Investors Services LLC514,952$13.57M0.0%+8.8%2.874%
2/13/2025Mariner LLC16,910$446K0.0%+10.0%0.094%
2/13/2025Raymond James Financial Inc.113,503$2.99M0.0%N/A0.633%
2/13/2025 Envestnet Asset Management Inc.44,513$1.17M0.0%+66.0%0.248%
2/12/2025OLD Mission Capital LLC37,263$982K0.0%+98.4%0.208%
2/11/2025LPL Financial LLC432,961$11.41M0.0%+122.7%2.416%
2/10/2025Thrivent Financial for Lutherans7,600$203K0.0%N/A0.042%
2/10/2025 Farther Finance Advisors LLC9,977$263K0.0%-38.7%0.056%
2/6/2025Raymond James Financial Inc.113,503$2.99M0.0%N/A0.633%
2/6/2025Assetmark Inc.1,369,681$36.09M0.1%-2.3%7.643%
2/4/2025Wealthspire Advisors LLC219,134$5.77M0.1%N/A1.223%
1/31/2025Atria Wealth Solutions Inc.117,962$3.11M0.0%N/A0.658%
1/31/2025 Truist Financial Corp10,306$272K0.0%N/A0.058%
1/30/2025 Allworth Financial LP2,963$79K0.0%-17.5%0.017%
1/29/2025TFB Advisors LLC21,361$563K0.2%+5.3%0.119%
1/29/2025 Authentikos Wealth Advisory LLC8,459$223K0.2%N/A0.047%
1/21/2025 B.O.S.S. Retirement Advisors LLC46,687$1.23M0.3%N/A0.261%
1/17/2025 Janney Montgomery Scott LLC10,675$281K0.0%+24.1%0.060%
1/15/2025HB Wealth Management LLC83,965$2.21M0.0%-16.5%0.469%
12/26/2024JPMorgan Chase & Co.341,183$8.99M0.0%-31.4%1.904%
11/15/2024MML Investors Services LLC473,461$12.48M0.0%+8.0%2.642%
11/15/2024Jane Street Group LLC15,714$414K0.0%+33.3%0.088%
11/13/2024Brown Brothers Harriman & Co.21,066$555K0.0%N/A0.118%
11/1/2024Assetmark Inc.1,401,491$36.93M0.1%-3.7%7.821%
10/30/2024 United Advisor Group LLC29,420$775K0.2%N/A0.164%
10/30/2024Cary Street Partners Asset Management LLC1,119,473$29.50M3.8%+1.5%6.247%
10/29/2024 Farther Finance Advisors LLC16,280$429K0.0%+7.5%0.091%
7/27/2024HB Wealth Management LLC111,697$2.94M0.0%N/A0.623%
5/3/2024TFB Advisors LLC20,295$515K0.2%N/A0.116%
(Data available from 1/1/2016 forward)

NBOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NBOS shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Neuberger Berman Option Strategy ETF. The most heavily invested institutionals were Assetmark Inc. ($36.09M), Cary Street Partners Financial LLC ($29.94M), Cary Street Partners Asset Management LLC ($29.50M), MML Investors Services LLC ($13.57M), LPL Financial LLC ($11.41M), JPMorgan Chase & Co. ($8.99M), and Wealthspire Advisors LLC ($5.77M).Learn more on NBOS's institutional investors.

Which institutional investors have been buying Neuberger Berman Option Strategy ETF stock?

Of the 26 institutional investors that purchased Neuberger Berman Option Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cary Street Partners Financial LLC ($1.14M), LPL Financial LLC ($238.58K), Raymond James Financial Inc. ($227.01K), Wealthspire Advisors LLC ($219.13K), Atria Wealth Solutions Inc. ($117.96K), HB Wealth Management LLC ($111.70K), and MML Investors Services LLC ($76.49K).

How much institutional buying is happening at Neuberger Berman Option Strategy ETF?

Institutional investors have bought a total of 2,375,934 shares in the last 24 months. This purchase volume represents approximately $62.57M in transactions.

Which Neuberger Berman Option Strategy ETF major shareholders have been selling company stock?

The following institutional investors have sold Neuberger Berman Option Strategy ETF stock in the last 24 months: JPMorgan Chase & Co. ($156.20K), Assetmark Inc. ($85.37K), Envestnet Asset Management Inc. ($25.73K), HB Wealth Management LLC ($16.57K), Farther Finance Advisors LLC ($10.65K), and Allworth Financial LP ($630.00).

How much institutional selling is happening at Neuberger Berman Option Strategy ETF?

Institutional investors have sold a total of 295,149 shares in the last 24 months. This volume of shares sold represents approximately $7.75M in transactions.



This page (NYSEARCA:NBOS) was last updated on 5/6/2025 by MarketBeat.com Staff
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