Stock TransactionsNEUBERGER NEXT GENERATION

Total Bought
496,844
11 transactions
Total Sold
1,077,873
9 transactions
Net
-581,029
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Bulldog Investors, LLP591,231897,831+306,6001.972.98+1.01buy
SIT INVESTMENT ASSOCIATES INC1,352,5121,471,957+119,4450.390.42+0.03buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC257,672280,719+23,0470.630.65+0.03buy
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC95,321112,695+17,3740.350.37+0.02buy
Cornerstone Wealth Management, LLC109,978124,727+14,7490.090.10+0.01buy
Beverly Hills Private Wealth, LLC109,482117,533+8,0510.280.28+0.00buy
FLAGSHIP HARBOR ADVISORS, LLC27,11531,762+4,6470.020.02+0.00buy
KINGSWOOD WEALTH ADVISORS, LLC36,34037,946+1,6060.030.04+0.01buy
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors20,60921,288+6790.040.04+0.00buy
CORRADO ADVISORS, LLC164,822165,447+6251.371.35-0.01buy
Estabrook Capital Management900921+210.000.00+0.00buy
Dakota Wealth Management82,39682,098-2980.020.02-0.00sell
Hilltop Holdings Inc.25,93024,980-9500.020.02-0.00sell
Claro Advisors LLC66,43564,569-1,8660.110.11-0.01sell
Quantedge Capital Pte Ltd181,562176,962-4,6000.840.69-0.16sell
AlphaStar Capital Management, LLC35,92530,965-4,9600.050.04-0.01sell
Thomas J. Herzfeld Advisors, Inc.359,056348,571-10,4851.471.45-0.01sell
COHEN & STEERS, INC.80,00017,928-62,0720.000.00-0.00sell
Karpus Management, Inc.3,808,1553,685,746-122,4091.431.46+0.03sell
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD1,088,397218,164-870,2331.380.29-1.09sell
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