Neuberger Next GenerationNBXG
13F holders, Q1 2024 (March 31)79holders
1famous investor
$11.75avg. 13F price*
At the end of Q1 2024, 79 institutions reported holding Neuberger Next Generation Co. (NBXG) in their 13F filings. The largest holders were Karpus Management, Inc. ($49.1M), Saba Capital Management, L.P. ($48.7M) and City of London Investment Management Co. Ltd. ($44.2M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Neuberger Next Generation Co.
- CUSIP
- 64133Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.7M |
| Exits | 14 | $4.0M |
Ownership 79 holders
| Karpus Management, Inc. | 1.42% | Add +9.1% | 4,177,887 | $49.1M |
| Saba Capital Management, L.P. | 1.07% | No change | 4,143,339 | $48.7M |
| City of London Investment Management Co. Ltd. | 3.64% | Reduce -5.6% | 3,764,683 | $44.2M |
| Morgan Stanley | 0.00% | Add +11.4% | 3,477,859 | $40.9M |
| Lazard Asset Management LLC | 0.03% | No change | 1,970,374 | $23.2M |
| UBS Group AG | 0.00% | Add +4.0% | 1,247,725 | $14.7M |
| 1607 Capital Partners, LLC | 1.10% | Add +6.1% | 1,148,413 | $13.5M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 1,084,579 | $12.7M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 714,961 | $8.4M |
| Royal Bank of Canada | 0.00% | Add +2.7% | 668,652 | $7.9M |
| Bulldog Investors, LLP | 2.47% | Reduce -0.3% | 634,477 | $7.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +16.0% | 473,639 | $5.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -12.2% | 397,430 | $4.7M |
| Quantedge Capital Pte Ltd | 1.62% | Reduce -19.1% | 326,742 | $3.8M |
| Thomas J. Herzfeld Advisors, Inc. | 1.22% | Add +6.2% | 292,663 | $3.4M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -32.4% | 241,001 | $2.8M |
| Corrado Advisors, LLC | 1.78% | Reduce -15.0% | 230,862 | $2.7M |
| Cornerstone Advisors, LLC | 0.08% | Reduce -85.6% | 160,695 | $1.9M |
| Matisse Capital | 0.90% | No change | 160,000 | $1.9M |
| Alpine Global Management, LLC | 0.41% | Add +14.1% | 150,000 | $1.8M |
| Beverly Hills Private Wealth, LLC | 0.40% | Add +79.3% | 144,989 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +6.5% | 128,488 | $1.5M |
| Blue Bell Private Wealth Management, LLC | 0.27% | Add +27.9% | 105,114 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.7% | 103,330 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | No change | 99,671 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.3% | 99,616 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +7.5% | 99,604 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.09% | New | 88,643 | $1.0M |
| Dakota Wealth Management | 0.03% | Add +17.8% | 85,704 | $1.0M |
| Shaker Financial Services, LLC | 0.38% | Add +12.5% | 83,526 | $981K |
| Raymond James & Associates | 0.00% | Add +30.4% | 73,930 | $869K |
| LPL Financial LLC | 0.00% | Add +3.5% | 68,126 | $800K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.2% | 60,178 | $707K |
| Walleye Capital LLC | 0.01% | Reduce -34.2% | 58,789 | $691K |
| Claro Advisors Inc. | 0.11% | Add +4.9% | 54,383 | $639K |
| SkyView Investment Advisors, LLC | 0.11% | New | 50,000 | $588K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.8% | 50,293 | $586K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +124.4% | 43,741 | $514K |
| Millennium Management | 0.00% | Reduce -65.8% | 40,240 | $473K |
| Hilltop Holdings Inc. | 0.04% | Reduce -4.6% | 31,180 | $366K |
| Corient Private Wealth LP | 0.00% | New | 28,665 | $336K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 27,337 | $321K |
| Concorde Asset Management, LLC | 0.20% | Add +134.8% | 24,650 | $290K |
| Osaic Holdings, Inc. | 0.00% | Add +76.0% | 22,158 | $260K |
| NewEdge Advisors, LLC | 0.00% | Add +56.0% | 20,931 | $246K |
| Invesco Ltd. | 0.00% | Reduce -11.4% | 19,677 | $231K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.8% | 19,682 | $231K |
| Wedbush Securities Inc. | 0.01% | Reduce -34.8% | 17,623 | $207K |
| Ignite Planners, LLC | 0.05% | Reduce -5.4% | 15,988 | $190K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 15,696 | $184K |
| Comerica Bank | 0.00% | Add +26.3% | 15,057 | $177K |
| CoreCap Advisors, LLC | 0.01% | New | 14,300 | $168K |
| Hartline Investment Corp./ | 0.03% | New | 13,167 | $155K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +12.0% | 13,167 | $155K |
| NFSG Corp | 0.07% | Add +5.4% | 12,859 | $151K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -16.7% | 12,713 | $149K |
| Prudent Investors Network, Inc. | 0.06% | — | 12,425 | $146K |
| Harbour Investments, Inc. | 0.00% | No change | 10,695 | $126K |
| Ieq Capital, LLC | 0.00% | Add +2.6% | 10,563 | $124K |
| Allie Family Office LLC | 0.07% | No change | 10,000 | $118K |
| Whittier Trust Co. | 0.00% | New | 10,000 | $118K |
| Macroview Investment Management LLC | 0.10% | No change | 8,000 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +100.0% | 5,200 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -31.6% | 3,800 | $45K |
| Vestor Capital, LLC | 0.00% | New | 3,772 | $44K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,025 | $36K |
| Gables Capital Management Inc. | 0.01% | New | 1,473 | $17K |
| Colonial Trust Co / SC | 0.00% | No change | 1,250 | $15K |
| Bessemer Group Inc. | 0.00% | Reduce -5.7% | 1,197 | $14K |
| Lanark Financial, Inc. | 0.00% | No change | 1,170 | $13K |
| Private Wealth Management Group, LLC | 0.01% | New | 1,000 | $12K |
| Gradient Investments LLC | 0.00% | No change | 567 | $7K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.2% | 500 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 407 | $5K |
| Cwm, LLC | 0.00% | New | 300 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 155 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 39 | $459 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 33 | $388 |
| BlackRock Inc. | 0.00% | New | 1 | $9 |
"% of holder's portfolio" is NBXG's weight in each manager's 13F, not the share of Neuberger Next Generation Co. the manager owns.