Neuberger Berman Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2023 | 531.22 K | $5.20 M | 20.77% | 9.57% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2023 | 429.84 K | $4.21 M | 171.88% | 7.74% |
| MELFA WEALTH MANAGEMENT, LLC | 10/30/2023 | 150.22 K | $1.47 M | -3.50% | 2.71% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/27/2023 | 95.68 K | $936.72 K | -19.29% | 1.72% |
| UBS GROUP AG | 11/09/2023 | 92.63 K | $906.82 K | -4.52% | 1.67% |
| GUGGENHEIM CAPITAL LLC | 11/14/2023 | 88.69 K | $868.28 K | -15.18% | 1.60% |
| LOGAN STONE CAPITAL, LLC | 11/14/2023 | 81.17 K | $794.69 K | 12.07% | 1.46% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2023 | 74.90 K | $733.28 K | 71.83% | 1.35% |
| WELLS FARGO & COMPANY/MN | 11/13/2023 | 68.94 K | $674.89 K | -0.25% | 1.24% |
| AMERIPRISE FINANCIAL INC | 11/14/2023 | 68.79 K | $673.46 K | -1.51% | 1.24% |
| MATISSE CAPITAL | 10/13/2023 | 66.65 K | $652.46 K | 0.00% | 1.20% |
| ALMITAS CAPITAL LLC | 11/21/2023 | 43.41 K | $424.98 K | -35.89% | 0.78% |
| EVOKE WEALTH, LLC | 11/13/2023 | 37.80 K | $372.78 K | -7.58% | 0.68% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/14/2023 | 33.84 K | $331.30 K | -3.34% | 0.61% |
| MORGAN STANLEY | 11/15/2023 | 27.99 K | $274.04 K | -22.94% | 0.50% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 11/17/2023 | 24.30 K | $238.00 K | 0.00% | 0.44% |
| FIRST FOUNDATION ADVISORS | 11/15/2023 | 12.71 K | $124.38 K | 0.00% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 11/03/2023 | 12.28 K | $120.17 K | 0.00% | 0.22% |
| CONCORDE ASSET MANAGEMENT, LLC | 11/13/2023 | 12.00 K | $117.48 K | 0.00% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 11/14/2023 | 8.00 K | $78.32 K | 0.00% | 0.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/13/2023 | 4.55 K | $44.58 K | -74.07% | 0.08% |
| HOLLENCREST CAPITAL MANAGEMENT | 11/13/2023 | 2.24 K | $21.93 K | 0.00% | 0.04% |
Neuberger Berman institutional Ownership - FAQ's
During the previous two years, 4 institutional investors and hedge funds held shares of Neuberger Berman. The most heavily invested institutionals were:
INVESTMENT CENTERS OF AMERICA INC: 0
UBS AG: 137,487
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC: 29,582
Full Value Advisors, LLC: 0
35.44% of Neuberger Berman stock is owned by institutional investors.
Institutional investors have bought a total of 167.07 K shares in the last 24 months. This purchase volume represents approximately $1.90 M in transactions.