Neuberger Next GenerationNBXG
13F holders, Q2 2024 (June 30)71holders −8
10new positions
18sold out
1famous investor
$12.91avg. 13F price*
At the end of Q2 2024, 71 institutions reported holding Neuberger Next Generation Co. (NBXG) in their 13F filings, down 8 from Q1 2024. 10 opened new positions and 18 sold out. The largest holders were Saba Capital Management, L.P. ($72.7M), Karpus Management, Inc. ($48.6M) and Morgan Stanley ($43.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $16.6M |
| Exits | 18 | $7.9M |
All 13F filers, Q1 2024 → Q2 2024: 3,785,458 shares bought and 3,619,627 shares sold, net +165,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Saba Capital Management, L.P. | 1.61% | Add +35.9% | 5,630,462 | $72.7M |
| Karpus Management, Inc. | 1.37% | Reduce -9.9% | 3,763,316 | $48.6M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 3,381,762 | $43.7M |
| City of London Investment Management Co. Ltd. | 3.04% | Reduce -26.8% | 2,757,343 | $35.6M |
| Lazard Asset Management LLC | 0.05% | Add +32.0% | 2,600,749 | $33.6M |
| UBS Group AG | 0.00% | Reduce -0.4% | 1,242,516 | $16.0M |
| Wells Fargo & Company | 0.00% | Add +9.8% | 1,191,039 | $15.4M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 675,705 | $8.7M |
| Royal Bank of Canada | 0.00% | Reduce -10.2% | 600,383 | $7.8M |
| Sit Investment Associates Inc. | 0.17% | New | 588,425 | $7.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.8% | 477,531 | $6.2M |
| Atlas Wealth LLC | 1.08% | New | 469,488 | $6.1M |
| 1607 Capital Partners, LLC | 0.52% | Reduce -60.7% | 451,109 | $5.8M |
| Bulldog Investors, LLP | 2.16% | Reduce -29.4% | 447,892 | $5.8M |
| Thomas J. Herzfeld Advisors, Inc. | 1.70% | Add +28.4% | 375,656 | $4.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -24.8% | 298,802 | $3.9M |
| Advisors Asset Management, Inc. | 0.06% | Add +2.5% | 246,920 | $3.2M |
| Corrado Advisors, LLC | 1.74% | Reduce -9.5% | 208,863 | $2.7M |
| Quantedge Capital Pte Ltd | 0.95% | Reduce -37.8% | 203,262 | $2.6M |
| Matisse Capital | 0.89% | Reduce -12.5% | 140,000 | $1.8M |
| Beverly Hills Private Wealth, LLC | 0.39% | Reduce -5.2% | 137,447 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 130,502 | $1.7M |
| Blue Bell Private Wealth Management, LLC | 0.33% | Add +16.5% | 122,462 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +161.7% | 114,451 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +3.5% | 103,042 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.4% | 97,266 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.0% | 87,795 | $1.1M |
| Dakota Wealth Management | 0.03% | Reduce -1.7% | 84,217 | $1.1M |
| Raymond James & Associates | 0.00% | Add +12.2% | 82,918 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +25.3% | 75,390 | $973K |
| Claro Advisors Inc. | 0.14% | Add +29.1% | 70,179 | $906K |
| Cohen & Steers, Inc. | 0.00% | New | 70,000 | $904K |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 66,797 | $862K |
| Alpine Global Management, LLC | 0.16% | Reduce -56.7% | 65,000 | $839K |
| Prevail Innovative Wealth Advisors, LLC | 0.28% | New | 60,796 | $785K |
| Sanctuary Advisors, LLC | 0.01% | — | 66,899 | $783K |
| Concorde Asset Management, LLC | 0.32% | Add +63.2% | 40,230 | $519K |
| AlphaStar Capital Management, LLC | 0.04% | Add +14.4% | 31,276 | $404K |
| Corient Private Wealth LP | 0.00% | Add +4.1% | 29,832 | $385K |
| Truist Financial Corp. | 0.00% | New | 29,728 | $384K |
| Rockefeller Capital Management L.P. | 0.00% | New | 28,294 | $365K |
| Commonwealth Equity Services, LLC | 0.00% | Add +43.7% | 28,278 | $365K |
| Hilltop Holdings Inc. | 0.04% | Reduce -10.3% | 27,980 | $361K |
| NewEdge Advisors, LLC | 0.00% | Add +16.0% | 24,279 | $313K |
| Millennium Management | 0.00% | Reduce -50.0% | 20,120 | $260K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +28.2% | 20,116 | $260K |
| CoreCap Advisors, LLC | 0.03% | Add +32.9% | 19,000 | $245K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +32.9% | 17,496 | $226K |
| PFG Investments, LLC | 0.01% | New | 13,923 | $180K |
| Ignite Planners, LLC | 0.04% | Reduce -20.8% | 12,669 | $168K |
| Wedbush Securities Inc. | 0.01% | Reduce -27.3% | 12,806 | $165K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 12,713 | $164K |
| Wealthspire Advisors, LLC | 0.00% | New | 12,000 | $155K |
| Ieq Capital, LLC | 0.00% | Add +4.1% | 10,999 | $142K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +107.7% | 10,800 | $139K |
| Harbour Investments, Inc. | 0.00% | No change | 10,695 | $138K |
| Carolinas Wealth Consulting LLC | 0.03% | New | 10,295 | $133K |
| Comerica Bank | 0.00% | Reduce -32.8% | 10,122 | $131K |
| Allie Family Office LLC | 0.08% | No change | 10,000 | $129K |
| Osaic Holdings, Inc. | 0.00% | Reduce -79.9% | 4,449 | $57K |
| Vestor Capital, LLC | 0.00% | No change | 3,772 | $49K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.1% | 3,000 | $39K |
| Gables Capital Management Inc. | 0.01% | No change | 1,473 | $19K |
| Colonial Trust Co / SC | 0.00% | No change | 1,250 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 1,170 | $15K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,000 | $13K |
| Gradient Investments LLC | 0.00% | No change | 567 | $7K |
| Cwm, LLC | 0.00% | Add +42.0% | 426 | $5K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.6% | 162 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 155 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 39 | $504 |
"% of holder's portfolio" is NBXG's weight in each manager's 13F, not the share of Neuberger Next Generation Co. the manager owns.