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Get Institutions for : 
Neuberger Berman Interm Muni (NBH)  
$10.20 0.03 (0.29%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 78    16
Total shares held : 
 9,684,914  
% of shares held : 
 51.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   34  
Amount of shares held : 
 5,304,729  
% of shares held change : 
   28.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $9.19  
Last Quarter's Ending Price : 
 $10.35  
Last Quarter's Average Price : 
 $9.59  
Change from last quarter's     
avg. price to the last closing  : 
0.61 (6.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 1,518,778
 15.68%
 
Increased Positions :
31
 4,074,860
 42.07%
 
Unchanged Positions :
12
 176,148
 1.82%
 
Decreased Positions :
13
-119,439
-1.23%
 
Closed Positions :
6
-169,470
-1.75%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 2878 *New 2024-03-31 117,158 $1,227,000 117,158
   PARK AVENUE SECURITIES LLC 592 *New 2024-03-31 110,571 $1,158,000 110,571
   WHITEBOX ADVISORS LLC 49 *New 2024-03-31 93,225 $976,000 93,225
   Pathstone Holdings LLC 2017 *New 2024-03-31 24,584 $257,000 24,584
   NINE MASTS CAPITAL Ltd 57 *New 2024-03-31 16,950 $177,000 16,950
   Integrated Capital Management Inc. 68 *New 2024-03-31 15,975 $167,000 15,975
   Walleye Trading Advisors LLC 1830 *New 2024-03-31 13,252 $139,000 13,252
   Fort Point Capital Partners LLC 310 *New 2024-03-31 12,299 $129,000 12,299
   Cetera Investment Advisers 3412 *New 2024-03-31 12,311 $129,000 12,311
   Atria Wealth Solutions Inc. 1863 *New 2024-03-31 10,550 $111,000 10,550
   Belpointe Asset Management LLC 761 *New 2024-03-31 10,370 $109,000 10,370
   Future Financial Wealth Managment LLC 259 *New 2024-03-31 5,000 $52,000 5,000
   Gilliland Jeter Wealth Management LLC 404 *New 2024-03-31 1,367 $14,000 1,367
   BAYSTATE WEALTH MANAGEMENT LLC 862 *New 2023-12-31 503 $5,000 503
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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