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 %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$12.6M -$2.59M -161,132 -17%
UBS Group
2
UBS Group
Switzerland
$8.78M +$1.26M +78,478 +17%
Bank of America
3
Bank of America
North Carolina
$2.06M +$19.8K +1,231 +1%
Morgan Stanley
4
Morgan Stanley
New York
$2M +$89.2K +5,559 +5%
GC
5
Guggenheim Capital
Illinois
$1.67M -$26.3K -1,638 -2%
RJA
6
Raymond James & Associates
Florida
$1.59M +$8.7K +542 +0.6%
KAS
7
Kestra Advisory Services
Texas
$1.53M +$1.53M +95,235 New
PMG
8
ProVise Management Group
Florida
$1.51M +$32.1K +2,000 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.5M -$20.7K -1,292 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.36M -$318K -19,804 -19%
BCWM
11
Bartlett & Co Wealth Management
Ohio
$1.3M -$82.2K -5,100 -6%
BC
12
Bartlett & Co
Ohio
$1.3M -$81.9K -5,100 -6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.09M -$68K -4,237 -6%
Wells Fargo
14
Wells Fargo
California
$1.01M -$286K -17,792 -22%
VanEck Associates
15
VanEck Associates
New York
$965K +$135K +8,411 +16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$946K +$946K +58,984 New
First Trust Advisors
17
First Trust Advisors
Illinois
$672K +$91.1K +5,675 +16%
LPL Financial
18
LPL Financial
California
$609K +$163K +10,141 +37%
HKAM
19
Horizon Kinetics Asset Management
New York
$571K – – –
SIC
20
Samalin Investment Counsel
New York
$507K -$15.9K -988 -3%
US Bancorp
21
US Bancorp
Minnesota
$457K – – –
CF
22
Centaurus Financial
California
$437K – – –
WAAG
23
Wealth Alliance Advisory Group
Kansas
$325K – – –
AF
24
Advisornet Financial
Minnesota
$317K +$26.5K +1,650 +9%
BHWM
25
Bar Harbor Wealth Management
New Hampshire
$268K +$10.1K +630 +4%
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