AWM
NML

Avior Wealth Management’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

Avior Wealth Management’s Portfolio NML Stock Details NML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,107
Closed -$9.77K – 1779
2024
Q4 		$9.77K Buy
+1,107
New +$9.63K ﹤0.01% 1631

Other funds holding NML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Avior Wealth Management's NML Position: Q1 2025 in Review

Avior Wealth Management sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q1 2025, closing a stake of 1,107 shares — an estimated $9.77K sold.

Avior Wealth Management first reported a position in NML in Q4 2024 and held it in 1 quarter. The position peaked at $9.77K in Q4 2024. 84 funds tracked by Wall St. Rank hold NML as of Q1 2025.

  • Avior Wealth Management reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,107 Neuberger Energy Infrastructure and Income Fund Inc shares in Q1 2025, an estimated $9.77K.
  • Avior Wealth Management first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $9.77K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.