Neuberger Next GenerationNBXG
13F holders, Q4 2024 (December 31)82holders +11
15new positions
7sold out
1famous investor
$12.74avg. 13F price*
At the end of Q4 2024, 82 institutions reported holding Neuberger Next Generation Co. (NBXG) in their 13F filings, up 11 from Q3 2024. 15 opened new positions and 7 sold out. The largest holders were Saba Capital Management, L.P. ($87.3M), Morgan Stanley ($54.7M) and Karpus Management, Inc. ($48.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $12.8M |
| Exits | 7 | $825K |
All 13F filers, Q3 2024 → Q4 2024: 3,312,127 shares bought and 1,606,262 shares sold, net +1,705,865 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Saba Capital Management, L.P. | 2.21% | Add +3.5% | 6,853,330 | $87.3M |
| Morgan Stanley | 0.00% | Add +30.6% | 4,290,272 | $54.7M |
| Karpus Management, Inc. | 1.43% | Reduce -1.5% | 3,808,155 | $48.5M |
| Lazard Asset Management LLC | 0.04% | Reduce -11.1% | 2,203,610 | $28.1M |
| Wells Fargo & Company | 0.00% | Add +9.3% | 1,483,359 | $18.9M |
| Sit Investment Associates Inc. | 0.39% | Add +29.5% | 1,352,512 | $17.2M |
| UBS Group AG | 0.00% | Add +3.7% | 1,286,437 | $16.4M |
| City of London Investment Management Co. Ltd. | 1.38% | Reduce -42.3% | 1,088,397 | $13.9M |
| Raymond James Financial Inc. | 0.00% | — | 719,752 | $9.2M |
| Bank of America Corp. | 0.00% | Reduce -4.1% | 619,645 | $7.9M |
| Bulldog Investors, LLP | 1.97% | Add +76.7% | 591,231 | $7.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 583,342 | $7.4M |
| Capstone Investment Advisors, LLC | 0.08% | New | 467,748 | $6.0M |
| Penserra Capital Management LLC | 0.08% | Add +7.2% | 360,782 | $4.6M |
| Thomas J. Herzfeld Advisors, Inc. | 1.47% | Reduce -0.4% | 359,056 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +62.1% | 260,177 | $3.3M |
| Blue Bell Private Wealth Management, LLC | 0.63% | Add +46.7% | 257,672 | $3.3M |
| Wolverine Asset Management LLC | 0.24% | New | 251,949 | $3.2M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -3.9% | 186,542 | $2.4M |
| Quantedge Capital Pte Ltd | 0.84% | Add +18.2% | 181,562 | $2.3M |
| Corrado Advisors, LLC | 1.37% | Reduce -15.2% | 164,822 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 130,865 | $1.7M |
| Matisse Capital | 0.84% | No change | 129,790 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -28.9% | 126,979 | $1.6M |
| Readystate Asset Management LP | 0.11% | New | 115,742 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +6.0% | 109,978 | $1.4M |
| Beverly Hills Private Wealth, LLC | 0.28% | Reduce -4.8% | 109,482 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 100,772 | $1.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.35% | Add +18.3% | 95,321 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.6% | 84,763 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -4.9% | 82,396 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -18.8% | 81,866 | $1.0M |
| Cohen & Steers, Inc. | 0.00% | No change | 80,000 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.6% | 77,607 | $989K |
| LPL Financial LLC | 0.00% | Add +3.4% | 70,306 | $896K |
| Walleye Capital LLC | 0.01% | Add +55.4% | 69,793 | $889K |
| Claro Advisors Inc. | 0.11% | Reduce -5.8% | 66,435 | $846K |
| HighTower Advisors, LLC | 0.00% | New | 53,428 | $681K |
| Concorde Asset Management, LLC | 0.32% | Add +6.8% | 47,600 | $606K |
| Millennium Management | 0.00% | Add +95.6% | 39,365 | $502K |
| 1607 Capital Partners, LLC | 0.04% | Reduce -85.8% | 39,288 | $501K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 36,340 | $463K |
| AlphaStar Capital Management, LLC | 0.05% | Add +13.5% | 35,925 | $458K |
| GWN Securities Inc. | 0.12% | — | 32,851 | $448K |
| Kavar Capital Partners Group, LLC | 0.07% | New | 31,647 | $403K |
| Truist Financial Corp. | 0.00% | Reduce -10.2% | 28,011 | $357K |
| World Investment Advisors | 0.01% | Reduce -2.3% | 27,850 | $355K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +9.4% | 27,115 | $345K |
| Hilltop Holdings Inc. | 0.02% | Reduce -4.6% | 25,930 | $330K |
| Ameriflex Group, Inc. | 0.14% | — | 23,018 | $309K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 23,319 | $297K |
| NewEdge Advisors, LLC | 0.00% | Add +3.6% | 23,202 | $296K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +2.1% | 20,609 | $263K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 18,451 | $235K |
| Shaker Financial Services, LLC | 0.09% | Reduce -27.6% | 18,418 | $235K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.1% | 14,200 | $181K |
| Wedbush Securities Inc. | 0.01% | Add +32.1% | 14,028 | $179K |
| Corient Private Wealth LP | 0.00% | Reduce -22.9% | 13,402 | $171K |
| Osaic Holdings, Inc. | 0.00% | Add +113.3% | 13,267 | $169K |
| HRT Financial LP | 0.00% | New | 11,784 | $150K |
| Harbour Investments, Inc. | 0.00% | Add +8.2% | 11,570 | $147K |
| Ignite Planners, LLC | 0.03% | Reduce -4.3% | 11,069 | $145K |
| Ieq Capital, LLC | 0.00% | Add +2.3% | 11,349 | $145K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 10,295 | $131K |
| Allie Family Office LLC | 0.07% | No change | 10,000 | $127K |
| Beck Mack & Oliver LLC | 0.00% | New | 10,000 | $127K |
| Comerica Bank | 0.00% | Reduce -13.9% | 8,067 | $103K |
| Richards, Merrill & Peterson, Inc. | 0.05% | — | 7,000 | $89K |
| CoreCap Advisors, LLC | 0.00% | Reduce -42.9% | 4,650 | $59K |
| Elequin Capital, LP | 0.00% | New | 1,845 | $24K |
| Bessemer Group Inc. | 0.00% | New | 1,656 | $21K |
| Gables Capital Management Inc. | 0.01% | No change | 1,473 | $19K |
| Synergy Asset Management, LLC | 0.00% | New | 1,044 | $13K |
| Estabrook Capital Management | 0.00% | Add +2.4% | 900 | $11K |
| Holos Integrated Wealth LLC | 0.01% | — | 650 | $8K |
| Allworth Financial LP | 0.00% | New | 550 | $8K |
| Cwm, LLC | 0.00% | No change | 497 | $6K |
| WPG Advisers, LLC | 0.00% | — | 176 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 155 | $2K |
| FMR LLC | 0.00% | New | 138 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.2% | 49 | $634 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $14 |
"% of holder's portfolio" is NBXG's weight in each manager's 13F, not the share of Neuberger Next Generation Co. the manager owns.