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Neuberger Berman New York Municipal Fund Inc.

NBODelisted Oct 23, 2023

Neuberger Berman New York Municipal Fund Inc. was delisted on Oct 23, 2023; its insiders filed their last Form 4 on Oct 25, 2023; 23 institutions reported holding it in 13F filings for Q3 2023, worth $16.9M in total; no superinvestor held it.

13F holders, Q1 2023

Institutional positions in Neuberger Berman New York Municipal Fund Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
23
−4 vs. Q4 2022
Shares held
1.60M
+19.9K (+1.3%) vs. Q4 2022
Total value
$15.4M
+$457.0K (+3.1%) vs. Q4 2022
New holders
2
6 more added
Sold out
6
7 more reduced

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NBO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 23 institutions
Q1 2021: 27 institutionsQ2 2021: 27 institutionsQ3 2021: 25 institutionsQ4 2021: 26 institutionsQ1 2022: 24 institutionsQ2 2022: 26 institutionsQ3 2022: 28 institutionsQ4 2022: 27 institutionsQ1 2023: 23 institutionsQ2 2023: 23 institutionsQ3 2023: 23 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $15.4M
Q1 2021: $15.9MQ2 2021: $19.4MQ3 2021: $19.0MQ4 2021: $18.7MQ1 2022: $17.2MQ2 2022: $15.5MQ3 2022: $15.3MQ4 2022: $15.0MQ1 2023: $15.4MQ2 2023: $16.4MQ3 2023: $16.9MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding NBO and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 202323$16.9M
Q2 202323$16.4M
Q1 202323$15.4M
Q4 202227$15.0M
Q3 202228$15.3M
Q2 202226$15.5M
Q1 202224$17.2M
Q4 202126$18.7M
Q3 202125$19.0M
Q2 202127$19.4M
Q1 202127$15.9M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Neuberger Berman New York Municipal Fund Inc.; share changes are against Q4 2022.

Institutions holding NBO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley385,485$3.71M0.00%+54,248+16.4%Added
Saba Capital Management, L.P.287,692$2.77M0.07%+91,205+46.4%Added
Karpus Management, Inc.203,371$1.96M0.06%−52,517−20.5%Reduced
Hennion & Walsh Asset Management, Inc.142,865$1.37M0.08%−3,017−2.1%Reduced
UBS Group AG80,986$779.1K0.00%−20,458−20.2%Reduced
Guggenheim Capital LLC76,902$739.8K0.01%+23,760+44.7%Added
Matisse Capital50,964$490.3K0.32%00.0%Unchanged
SkyView Investment Advisors, LLC50,100$482.0K0.11%+50,000+50,000.0%Added
Wells Fargo & Company43,804$421.4K0.00%−15,195−25.8%Reduced
Bridgewater Advisors Inc.38,027$365.8K0.08%00.0%Unchanged
HighTower Advisors, LLC34,906$336.0K0.00%00.0%Unchanged
Bulldog Investors, LLP34,908$335.8K0.11%−34,989−50.1%Reduced
Logan Stone Capital, LLC32,988$317.3K0.13%+7,029+27.1%Added
Mackay Shields LLC25,745$247.7K0.01%00.0%Unchanged
King Wealth22,190$213.0K0.05%00.0%Unchanged
Commonwealth Equity Services, LLC17,750$170.0K0.00%−5,350−23.2%Reduced
Horizon Kinetics Asset Management LLC16,957$163.1K0.00%00.0%Unchanged
Dakota Wealth Management11,800$113.5K0.01%+11,800New
Bank of America Corp11,314$108.8K0.00%+2,075+22.5%Added
Melfa Wealth Management, LLC11,099$106.8K0.11%−9,900−47.1%Reduced
Belpointe Asset Management LLC10,898$104.8K0.01%+10,898New
Steward Partners Investment Advisory, LLC9,500$91.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,300$22.1K0.00%00.0%Unchanged
Raymond James & Associates0$00.00%−46,338−100.0%Sold out
IFP Advisors, Inc0$00.00%−16,362−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−14,575−100.0%Sold out
Equitable Holdings, Inc.0$00.00%−11,745−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−555−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−100−100.0%Sold out