NBH

Neuberger Berman Municipal Fund

55 hedge funds and large institutions have $40.2M invested in Neuberger Berman Municipal Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
26
ProVise Management Group
Florida
$428K -$21.6K -2,100 -5%
WAM
27
Wolverine Asset Management
Illinois
$278K +$278K +27,055 New
HKAM
28
Horizon Kinetics Asset Management
New York
$267K -$5.15K -501 -2%
CMS
29
Capital Market Strategies
Florida
$264K +$9.53K +927 +4%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$243K +$9.35K +777 +4%
WAAG
31
Wealth Alliance Advisory Group
Kansas
$231K -$10.3K -1,000 -4%
MWM
32
Melfa Wealth Management
Massachusetts
$217K
BHWM
33
Bar Harbor Wealth Management
New Hampshire
$204K
First Trust Advisors
34
First Trust Advisors
Illinois
$185K -$31.4K -3,058 -15%
AWM
35
Avior Wealth Management
Nebraska
$176K
MWM
36
Meridian Wealth Management
Kentucky
$140K
BCWM
37
Bartlett & Co Wealth Management
Ohio
$140K
Stifel Financial
38
Stifel Financial
Missouri
$140K -$17.7K -1,726 -11%
BC
39
Bartlett & Co
Ohio
$140K
ACA
40
Ackerman Capital Advisors
Texas
$133K -$93.3K -9,073 -41%
XF
41
XML Financial
Maryland
$126K
LCM
42
Landscape Capital Management
New Jersey
$124K -$54.4K -5,294 -30%
FWM
43
Fairhaven Wealth Management
Illinois
$113K +$113K +11,029 New
ACM
44
Arlington Capital Management
Illinois
$112K +$112K +10,940 New
KPWS
45
Kestra Private Wealth Services
Texas
$109K
RJT
46
Raymond James Trust
Florida
$108K
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$106K +$106K +10,307 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$65.8K
MFT
49
Moisand Fitzgerald Tamayo
Florida
$45.2K -$5.71K -555 -11%
CWP
50
Concord Wealth Partners
Virginia
$38K