NBH

Neuberger Berman Municipal Fund
NBH

Overview Fund Activity

46 hedge funds and large institutions have $47M invested in Neuberger Berman Municipal Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$1.53M
2
UBS Group
UBS Group
Switzerland
$8.78M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$946K
4
XF
XML Financial
Maryland
$197K
5
LPL Financial
LPL Financial
California
$609K

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$12.6M
2
Invesco
Invesco
Georgia
$0
3
IWM
IHT Wealth Management
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.36M
5
IWP
Icon Wealth Partners
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Meridian Wealth Management
Kentucky
$219K – – –
BAM
27
Belpointe Asset Management
Nevada
$199K – – –
XF
28
XML Financial
Maryland
$197K +$197K +12,250 New
FWM
29
Fairhaven Wealth Management
Illinois
$177K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$155K +$155K +10,058 New
CFGS
31
Concourse Financial Group Securities
Alabama
$137K +$16.5K +1,020 +14%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$121K -$20K -1,251 -14%
APA
33
American Portfolios Advisors
New York
$101K +$101K +6,292 New
MFT
34
Moisand Fitzgerald Tamayo
Florida
$80K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$64K +$176 +11 +0.3%
CWP
36
Concord Wealth Partners
Virginia
$59K -$19.3K -1,212 -25%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$57K – – –
RCA
38
Ranch Capital Advisors
Florida
$43K +$43K +2,650 New
AA
39
Addison Advisors
Vermont
$29K – – –
GWM
40
Geneos Wealth Management
Colorado
$18K – – –
COCM
41
Charter Oak Capital Management
New Hampshire
$9K – – –
CTC
42
Central Trust Company
Missouri
$8K – – –
CBT
43
CoreFirst Bank & Trust
Kansas
$8K – – –
CFB
44
Cullen/Frost Bankers
Texas
$6K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$3K +$3K +180 New
Invesco
46
Invesco
Georgia
– -$539K -33,490 Closed
IWM
47
IHT Wealth Management
Illinois
– -$534K -33,162 Closed
IWP
48
Icon Wealth Partners
Texas
– -$288K -17,872 Closed
SFS
49
Sowell Financial Services
Arkansas
– -$238K -14,728 Closed
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