Neuberger Next GenerationNBXG
13F holders, Q3 2024 (September 30)71holders
6new positions
8sold out
1famous investor
$12.83avg. 13F price*
At the end of Q3 2024, 71 institutions reported holding Neuberger Next Generation Co. (NBXG) in their 13F filings, unchanged from Q2 2024. 6 opened new positions and 8 sold out. The largest holders were Saba Capital Management, L.P. ($84.9M), Karpus Management, Inc. ($49.6M) and Morgan Stanley ($42.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.9M |
| Exits | 8 | $7.2M |
All 13F filers, Q2 2024 → Q3 2024: 2,438,335 shares bought and 2,314,401 shares sold, net +123,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Saba Capital Management, L.P. | 1.87% | Add +17.6% | 6,618,659 | $84.9M |
| Karpus Management, Inc. | 1.38% | Add +2.7% | 3,864,628 | $49.6M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 3,286,206 | $42.2M |
| Lazard Asset Management LLC | 0.05% | Reduce -4.7% | 2,479,368 | $31.8M |
| City of London Investment Management Co. Ltd. | 2.10% | Reduce -31.6% | 1,885,780 | $24.2M |
| Wells Fargo & Company | 0.00% | Add +13.9% | 1,356,566 | $17.4M |
| UBS Group AG | 0.00% | Reduce -0.1% | 1,240,933 | $15.9M |
| Sit Investment Associates Inc. | 0.30% | Add +77.5% | 1,044,404 | $13.4M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 646,049 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 586,578 | $7.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +11.0% | 529,964 | $6.8M |
| Thomas J. Herzfeld Advisors, Inc. | 1.54% | Reduce -4.1% | 360,412 | $4.6M |
| Penserra Capital Management LLC | 0.09% | New | 336,480 | $4.3M |
| Bulldog Investors, LLP | 1.44% | Reduce -25.3% | 334,573 | $4.3M |
| 1607 Capital Partners, LLC | 0.32% | Reduce -38.7% | 276,691 | $3.5M |
| Corrado Advisors, LLC | 1.56% | Reduce -7.0% | 194,300 | $2.5M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -21.4% | 194,090 | $2.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -40.2% | 178,679 | $2.3M |
| Blue Bell Private Wealth Management, LLC | 0.43% | Add +43.4% | 175,626 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +40.2% | 160,456 | $2.1M |
| Quantedge Capital Pte Ltd | 0.59% | Reduce -24.4% | 153,662 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 131,751 | $1.7M |
| Matisse Capital | 0.81% | Reduce -7.3% | 129,790 | $1.7M |
| Beverly Hills Private Wealth, LLC | 0.30% | Reduce -16.3% | 115,056 | $1.5M |
| Raymond James & Associates | 0.00% | Add +38.7% | 114,983 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +0.7% | 103,782 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +3.6% | 100,766 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.3% | 100,372 | $1.3M |
| Dakota Wealth Management | 0.03% | Add +2.9% | 86,623 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +20.0% | 80,287 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.32% | Add +32.6% | 80,589 | $1.0M |
| Cohen & Steers, Inc. | 0.00% | Add +14.3% | 80,000 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.5% | 73,500 | $943K |
| Claro Advisors Inc. | 0.12% | Add +0.5% | 70,532 | $905K |
| LPL Financial LLC | 0.00% | Add +1.8% | 68,006 | $873K |
| Walleye Capital LLC | 0.01% | New | 44,920 | $576K |
| Concorde Asset Management, LLC | 0.32% | Add +10.7% | 44,550 | $572K |
| AlphaStar Capital Management, LLC | 0.03% | Add +1.2% | 31,653 | $406K |
| Truist Financial Corp. | 0.00% | Add +5.0% | 31,199 | $400K |
| World Investment Advisors | 0.01% | New | 28,500 | $366K |
| Hilltop Holdings Inc. | 0.02% | Reduce -2.9% | 27,180 | $349K |
| Shaker Financial Services, LLC | 0.12% | New | 25,432 | $326K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +23.2% | 24,782 | $318K |
| Susquehanna International Group, LLP | 0.00% | New | 23,213 | $298K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.7% | 22,402 | $287K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.9% | 22,094 | $283K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +15.4% | 20,194 | $259K |
| Millennium Management | 0.00% | Add +0.0% | 20,121 | $258K |
| Corient Private Wealth LP | 0.00% | Reduce -41.8% | 17,373 | $223K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -43.9% | 15,867 | $204K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +32.9% | 14,350 | $184K |
| Wealthspire Advisors, LLC | 0.00% | No change | 12,000 | $154K |
| Ignite Planners, LLC | 0.03% | Reduce -8.7% | 11,569 | $148K |
| Ieq Capital, LLC | 0.00% | Add +0.8% | 11,089 | $142K |
| Harbour Investments, Inc. | 0.00% | No change | 10,695 | $137K |
| Wedbush Securities Inc. | 0.01% | Reduce -17.1% | 10,619 | $136K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 10,295 | $132K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -20.1% | 10,163 | $130K |
| Allie Family Office LLC | 0.07% | No change | 10,000 | $128K |
| Comerica Bank | 0.00% | Reduce -7.5% | 9,367 | $120K |
| CoreCap Advisors, LLC | 0.00% | Reduce -57.1% | 8,150 | $105K |
| Osaic Holdings, Inc. | 0.00% | Add +39.8% | 6,219 | $80K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,000 | $38K |
| Gables Capital Management Inc. | 0.01% | No change | 1,473 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 1,170 | $15K |
| Estabrook Capital Management | 0.00% | New | 879 | $11K |
| Cwm, LLC | 0.00% | Add +16.7% | 497 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 155 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.4% | 82 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 39 | $501 |
| BlackRock, Inc. | 0.00% | — | 1 | $12 |
"% of holder's portfolio" is NBXG's weight in each manager's 13F, not the share of Neuberger Next Generation Co. the manager owns.