Neuberger Next Generation Connectivity Fund Inc.
NBXG- Exchange
- NYSE
- SEC CIK
- 0001843181
No open-market purchases or sales by Neuberger Next Generation Connectivity Fund Inc. insiders were filed in the last 90 days; 101 institutions reported holding it in 13F filings for Q2 2026, worth $542.0M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Neuberger Next Generation Connectivity Fund Inc. as of Sep 30, 2024. 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
- 71
- 0 vs. Q2 2024
- Shares held
- 27.8M
- +123.9K (+0.4%) vs. Q2 2024
- Total value
- $356.3M
- −$577.7K (−0.2%) vs. Q2 2024
- New holders
- 7
- 28 more added
- Sold out
- 7
- 27 more reduced
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NBXG 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 101 | $542.0M |
| Q1 2026 | 92 | $417.2M |
| Q4 2025 | 98 | $465.8M |
| Q3 2025 | 80 | $473.9M |
| Q2 2025 | 79 | $461.4M |
| Q1 2025 | 78 | $386.0M |
| Q4 2024 | 82 | $377.4M |
| Q3 2024 | 71 | $356.3M |
| Q2 2024 | 71 | $356.9M |
| Q1 2024 | 79 | $322.1M |
| Q4 2023 | 78 | $305.4M |
| Q3 2023 | 71 | $282.4M |
| Q2 2023 | 68 | $293.0M |
| Q1 2023 | 64 | $273.1M |
| Q4 2022 | 66 | $230.7M |
| Q3 2022 | 59 | $199.3M |
| Q2 2022 | 52 | $179.7M |
| Q1 2022 | 39 | $190.3M |
| Q4 2021 | 47 | $225.4M |
| Q3 2021 | 19 | $65.0M |
| Q2 2021 | 11 | $19.1M |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Neuberger Next Generation Connectivity Fund Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,618,659 | $84.9M | 1.87% | +988,197+17.6% | Added |
| Karpus Management, Inc. | 3,864,628 | $49.6M | 1.38% | +101,312+2.7% | Added |
| Morgan Stanley | 3,286,206 | $42.2M | 0.00% | −95,556−2.8% | Reduced |
| Lazard Asset Management LLC | 2,479,368 | $31.8M | 0.04% | −121,381−4.7% | Reduced |
| City of London Investment Management Co Ltd | 1,885,780 | $24.2M | 2.10% | −871,563−31.6% | Reduced |
| Wells Fargo & Company | 1,356,566 | $17.4M | 0.00% | +165,527+13.9% | Added |
| UBS Group AG | 1,240,933 | $15.9M | 0.00% | −1,583−0.1% | Reduced |
| Sit Investment Associates Inc | 1,044,404 | $13.4M | 0.30% | +455,979+77.5% | Added |
| Bank of America Corp | 646,049 | $8.29M | 0.00% | −29,656−4.4% | Reduced |
| Royal Bank of Canada | 586,578 | $7.53M | 0.00% | −13,805−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 529,964 | $6.80M | 0.01% | +52,433+11.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 360,412 | $4.62M | 1.54% | −15,244−4.1% | Reduced |
| Penserra Capital Management LLC | 336,480 | $4.32M | 0.09% | +336,480 | New |
| Bulldog Investors, LLP | 334,573 | $4.29M | 1.48% | −113,319−25.3% | Reduced |
| 1607 Capital Partners, LLC | 276,691 | $3.55M | 0.32% | −174,418−38.7% | Reduced |
| Corrado Advisors, LLC | 194,300 | $2.49M | 1.56% | −14,563−7.0% | Reduced |
| Advisors Asset Management, Inc. | 194,090 | $2.49M | 0.05% | −52,830−21.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 178,679 | $2.29M | 0.00% | −120,123−40.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 175,626 | $2.25M | 0.43% | +53,164+43.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 160,456 | $2.06M | 0.00% | +46,005+40.2% | Added |
| Quantedge Capital Pte Ltd | 153,662 | $1.97M | 0.59% | −49,600−24.4% | Reduced |
| Stifel Financial Corp | 131,751 | $1.69M | 0.00% | +1,249+1.0% | Added |
| Matisse Capital | 129,790 | $1.67M | 0.81% | −10,210−7.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 115,056 | $1.48M | 0.30% | −22,391−16.3% | Reduced |
| Raymond James & Associates | 114,983 | $1.48M | 0.00% | +32,065+38.7% | Added |
| Cornerstone Wealth Management, LLC | 103,782 | $1.33M | 0.09% | +740+0.7% | Added |
| Private Advisor Group, LLC | 100,766 | $1.29M | 0.01% | +3,500+3.6% | Added |
| The PNC Financial Services Group, Inc. | 100,372 | $1.29M | 0.00% | +12,577+14.3% | Added |
| Dakota Wealth Management | 86,623 | $1.11M | 0.03% | +2,406+2.9% | Added |
| Sanctuary Advisors, LLC | 80,287 | $1.05M | 0.01% | +13,388+20.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 80,589 | $1.03M | 0.32% | +19,793+32.6% | Added |
| Cohen & Steers, Inc. | 80,000 | $1.03M | 0.00% | +10,000+14.3% | Added |
| Oppenheimer & Co Inc | 73,500 | $943.0K | 0.01% | −1,890−2.5% | Reduced |
| Claro Advisors LLC | 70,532 | $904.9K | 0.12% | +353+0.5% | Added |
| LPL Financial LLC | 68,006 | $872.5K | 0.00% | +1,209+1.8% | Added |
| Walleye Capital LLC | 44,920 | $576.3K | 0.01% | +44,920 | New |
| Concorde Asset Management, LLC | 44,550 | $571.6K | 0.32% | +4,320+10.7% | Added |
| AlphaStar Capital Management, LLC | 31,653 | $406.1K | 0.03% | +377+1.2% | Added |
| Truist Financial Corp | 31,199 | $400.3K | 0.00% | +1,471+4.9% | Added |
| Pensionmark Financial Group, LLC | 28,500 | $365.7K | 0.01% | +28,500 | New |
| Hilltop Holdings Inc. | 27,180 | $348.7K | 0.02% | −800−2.9% | Reduced |
| Shaker Financial Services, LLC | 25,432 | $326.3K | 0.12% | +25,432 | New |
| Flagship Harbor Advisors, LLC | 24,782 | $318.0K | 0.02% | +4,666+23.2% | Added |
| Susquehanna International Group, LLP | 23,213 | $297.8K | 0.00% | +23,213 | New |
| GWM Advisors LLC | 22,402 | $287.4K | 0.00% | −1,877−7.7% | Reduced |
| Commonwealth Equity Services, LLC | 22,094 | $283.0K | 0.00% | −6,184−21.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,194 | $259.1K | 0.04% | +2,698+15.4% | Added |
| Millennium Management LLC | 20,121 | $258.2K | 0.00% | +10.0% | Added |
| CI Private Wealth, LLC | 17,373 | $222.9K | 0.00% | −12,459−41.8% | Reduced |
| Rockefeller Capital Management L.P. | 15,867 | $203.6K | 0.00% | −12,427−43.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,350 | $184.1K | 0.00% | +3,550+32.9% | Added |
| Wealthspire Advisors, LLC | 12,000 | $154.0K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,569 | $148.4K | 0.03% | −1,100−8.7% | Reduced |
| Ieq Capital, LLC | 11,089 | $142.3K | 0.00% | +90+0.8% | Added |
| Harbour Investments, Inc. | 10,695 | $137.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,619 | $136.0K | 0.01% | −2,187−17.1% | Reduced |
| Carolinas Wealth Consulting LLC | 10,295 | $132.1K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,163 | $130.4K | 0.02% | −2,550−20.1% | Reduced |
| Allie Family Office LLC | 10,000 | $128.3K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 9,367 | $120.2K | 0.00% | −755−7.5% | Reduced |
| CoreCap Advisors, LLC | 8,150 | $104.6K | 0.00% | −10,850−57.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,219 | $79.8K | 0.00% | +1,770+39.8% | Added |
| Farther Finance Advisors, LLC | 3,000 | $38.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,473 | $18.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,170 | $15.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 879 | $11.3K | 0.00% | +879 | New |
| CWM, LLC | 497 | $6.00K | 0.00% | +71+16.7% | Added |
| Ancora Advisors, LLC | 155 | $1.99K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 82 | $1.05K | 0.00% | −80−49.4% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $501 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 1 | $12 | 0.00% | +1 | New |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −469,488−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −13,923−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |