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Get Institutions for : 
Neuberger Berman Interm Muni (NBH)  
$10.12 0.00 (0.00%) as of 4:30 Thu 4/25


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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  : 
0.53 (5.47%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SABA CAPITAL MANAGEMENT, L.P. 51 - 2023-12-31 1,889,906 $19,561,000 1,779,070
   RIVERNORTH CAPITAL MANAGEMENT, INC. 55 - 2023-12-31 853,980 $8,839,000 329,023
   MORGAN STANLEY 3487 - 2023-12-31 779,147 $8,064,000 493,988
   SIT INVESTMENT ASSOCIATES INC 159 *New 2023-12-31 766,750 $7,936,000 766,750
   UBS Group AG 2058 - 2023-12-31 452,724 $4,686,000 228,410
   1607 CAPITAL PARTNERS, LLC 79 - 2023-12-31 451,212 $4,670,000 25,000
   Logan Stone Capital LLC 38 - 2023-12-31 440,809 $4,562,000 253,896
   FIERA SCEPTRE INC. 232 - 2023-12-31 371,552 $3,846,000 27,971
   MELFA WEALTH MANAGEMENT LLC 12 - 2024-03-31 223,985 $2,345,000 446
   CNH PARTNERS LLC 166 - 2023-12-31 225,880 $2,338,000 27,151
   VAN ECK ASSOCIATES CORP 759 - 2023-12-31 225,774 $2,337,000 100,607
   COHEN & STEERS INC 203 - 2023-12-31 216,982 $2,246,000 -13,093
   GUGGENHEIM CAPITAL LLC 811 - 2023-12-31 206,018 $2,132,000 62,069
   FIXED INCOME SECURITIES INC 541 - 2023-12-31 187,529 $1,941,000 31,041
   ROBINSON CAPITAL MANAGEMENT LLC 45 - 2023-12-31 152,387 $1,574,000 152,387
   Advisor Group Holdings Inc. 2162 - 2023-12-31 135,990 $1,407,000 -4,580
   Deschutes Portfolio Strategy LLC 41 *New 2023-12-31 127,508 $1,320,000 127,508
   BANK OF AMERICA CORP /DE/ 3849 - 2023-12-31 122,745 $1,270,000 18,137
   WELLS FARGO & CO/MN 2809 - 2023-12-31 121,431 $1,257,000 63,753
   Hennion & Walsh Asset Management Inc. 372 - 2024-03-31 113,951 $1,193,000 -67,867
   Ackerman Capital Advisors LLC 44 - 2024-03-31 111,571 $1,168,000 18,182
   PARK AVENUE SECURITIES LLC 592 *New 2024-03-31 110,571 $1,158,000 110,571
   INVESCO LTD 2778 - 2023-12-31 101,241 $1,048,000 17,760
   Arete Wealth Advisors LLC 271 - 2023-12-31 86,718 $898,000 0
   RAYMOND JAMES & ASSOCIATES 2657 - 2024-03-31 83,243 $872,000 376
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 263 - 2023-12-31 82,600 $855,000 65,993
   SkyView Investment Advisors LLC 78 *New 2023-12-31 73,598 $762,000 73,598
   BANK OF NEW YORK MELLON CORP 3301 - 2024-03-31 67,377 $705,000 48,559
   AMERIPRISE FINANCIAL INC 3268 *New 2023-12-31 65,043 $673,000 65,043
   COMMONWEALTH EQUITY SERVICES LLC. 2426 - 2023-12-31 64,017 $663,000 -12,054
   Almitas Capital LLC 73 *New 2023-12-31 63,057 $653,000 63,057
   LPL FINANCIAL CORP 3531 - 2023-12-31 52,828 $547,000 21,671
   HIGHTOWER ADVISORS, LLC 2260 - 2023-12-31 50,040 $507,000 31,206
   Rockefeller Capital Management L.P. 1343 - 2023-12-31 48,107 $498,000 155
   Tyche Wealth Partners LLC 153 - 2024-03-31 42,261 $442,000 23
   HORIZON ASSET MANAGEMENT INC/NY 211 - 2023-12-31 41,396 $428,000 15,445
   Bridgewater Advisors Inc. 93 *New 2023-12-31 41,186 $426,000 41,186
   EVOKE WEALTH LLC 457 *New 2023-12-31 40,469 $420,000 40,469
   RPO LLC 26 - 2023-12-31 38,594 $399,000 11,000
   ROYAL BANK OF CANADA 3908 - 2023-12-31 36,081 $373,000 -18,992
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2703 - 2024-03-31 35,217 $369,000 -2,620
   BROOKLYN CAPITAL MANAGEMENT LLC 98 *New 2023-12-31 30,225 $313,000 30,225
   Capital Market Strategies LLC 94 - 2024-03-31 29,848 $313,000 0
   BANK OF MONTREAL /CAN/ 2345 - 2023-12-31 25,612 $310,000 4,219
   Round Rock Advisors LLC 153 - 2024-03-31 28,431 $298,000 -5,000
   Wealth Alliance Advisory Group LLC 166 - 2024-03-31 22,507 $236,000 0
   PROVISE MANAGEMENT GROUP LLC 310 - 2023-12-31 21,937 $227,000 -15,734
   KINGSWOOD WEALTH ADVISORS LLC 556 - 2024-03-31 20,751 $217,000 7,270
   CHARTER TRUST CO 246 - 2024-03-31 19,865 $208,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 186 - 2024-03-31 19,127 $200,000 5,400
   BOOTHBAY FUND MANAGEMENT LLC 1093 - 2023-12-31 17,367 $180,000 4,950
   Integrated Capital Management Inc. 68 *New 2024-03-31 15,975 $167,000 15,975
   Private Advisor Group LLC 2077 *New 2023-12-31 13,616 $141,000 13,616
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 367 *New 2023-12-31 13,602 $141,000 13,602
   ALESCO ADVISORS LLC 174 *New 2023-12-31 13,639 $141,000 13,639
   VIRTU FINANCIAL LLC 948 *New 2023-12-31 13,501 $140,000 13,501
   Nelson Van Denburg & Campbell Wealth Management Gr 578 - 2023-12-31 12,250 $127,000 -4,900
   Concorde Asset Management LLC 155 *New 2023-12-31 12,205 $126,000 12,205
   STIFEL FINANCIAL CORP 3124 - 2023-12-31 11,432 $118,000 834
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5147 - 2023-12-31 11,449 $118,000 63
   NUVEEN ASSET MANAGEMENT, LLC 3231 *New 2023-12-31 11,232 $116,000 11,232
   Fairhaven Wealth Management LLC 110 - 2023-12-31 11,029 $114,000 0
   NOMURA HOLDINGS INC 953 *New 2023-12-31 10,338 $107,000 10,338
   J P MORGAN CHASE & CO 4512 - 2023-12-31 9,282 $96,000 7,727
   Future Financial Wealth Managment LLC 259 *New 2024-03-31 5,000 $52,000 5,000
   US BANCORP 2647 *New 2023-12-31 4,803 $50,000 4,803
   Moisand Fitzgerald Tamayo LLC 186 - 2024-03-31 4,401 $46,000 0
   Concord Wealth Partners 390 - 2023-12-31 3,700 $38,000 0
   Goss Wealth Management LLC 2366 - 2023-12-31 3,219 $33,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1389 - 2023-12-31 2,472 $26,000 0
   COMERICA BANK 2880 - 2023-12-31 2,519 $26,000 -3,000
   HOLLENCREST SECURITIES LLC 593 *New 2023-12-31 2,398 $25,000 2,398
   Turtle Creek Wealth Advisors LLC - 2023-12-31 2,067 $21,000 0
   BARTLETT & CO. LLC 869 - 2023-12-31 1,878 $19,000 -11,705
   BARTLETT & CO. WEALTH MANAGEMENT LLC 874 - 2023-12-31 1,878 $19,000 -11,705
   UMB BANK N A/MO 1191 - 2024-03-31 1,309 $14,000 -351
   GROVE CREEK ASSET MANAGEMENT 266 *New 2023-12-31 762 $8,000 762
   BAYSTATE WEALTH MANAGEMENT LLC 862 *New 2023-12-31 503 $5,000 503
   Steward Partners Investment Advisory LLC 2918 - 2023-12-31 438 $5,000 0
   BESSEMER GROUP INC 1962 - 2023-12-31 336 $3,000 66
   NAPA WEALTH MANAGEMENT 59 - 2023-12-31 78,391 $1,000 0
   FIRST TRUST ADVISORS LP 2342 *Closed 2023-12-31 0 $0 -15,060
   KESTRA PRIVATE WEALTH SERVICES LLC 1210 *Closed 2023-12-31 0 $0 -13,125
   CWM LLC 4296 *Closed 2024-03-31 0 $0 -1
   Moors & Cabot Inc. 826 *Closed 2023-12-31 0 $0 -81,280
   PROEQUITIES INC. 8105 - 2023-12-31 0 $0 0
   WOLVERINE ASSET MANAGEMENT LLC 1342 *Closed 2023-12-31 0 $0 -35,091
  87 Records found
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