Stock Transactions — NEUBERGER NEXT GENERATION

Total Bought
1,312,099
42 transactions
Total Sold
2,211,887
28 transactions
Net
-899,788
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD210,441836,518+626,0770.290.95+0.66buy
Thomas J. Herzfeld Advisors, Inc.314,974394,211+79,2371.642.08+0.44buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC336,495397,725+61,2300.010.01+0.00buy
Saba Capital Management, L.P.7,663,3797,721,404+58,0253.053.92+0.87buy
Penserra Capital Management LLC372,970423,731+50,7610.080.08+0.00buy
Allspring Global Investments Holdings, LLC163,499210,313+46,8140.000.01+0.00buy
TWO SIGMA INVESTMENTS, LP145,683190,016+44,3330.000.00+0.00buy
Newbridge Financial Services Group, Inc.1,00043,156+42,1560.000.10+0.10buy
Compound Planning, Inc.042,156+42,1560.000.02+0.02buy
NewEdge Advisors, LLC22,40255,172+32,7700.000.00+0.00buy
Pathstone Holdings, LLC026,315+26,3150.000.00+0.00buy
JANE STREET GROUP, LLC023,695+23,6950.000.00+0.00buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC294,579317,370+22,7910.720.74+0.02buy
ROYAL BANK OF CANADA400,441423,077+22,6360.000.00+0.00buy
AMERIFLEX GROUP, INC.022,000+22,0000.000.13+0.13buy
Invesco Ltd.20,78038,134+17,3540.000.00+0.00buy
Stratos Wealth Advisors, LLC011,000+11,0000.000.01+0.01buy
Creative Planning010,873+10,8730.000.00+0.00buy
Focus Financial Network, Inc.010,045+10,0450.000.01+0.01buy
Arax Advisory Partners09,976+9,9760.000.00+0.00buy
OSAIC HOLDINGS, INC.64,34873,127+8,7790.000.00-0.00buy
FLAGSHIP HARBOR ADVISORS, LLC47,38255,137+7,7550.030.04+0.00buy
Ameritas Advisory Services, LLC1,2007,530+6,3300.000.01+0.01buy
CWM, LLC18,49722,252+3,7550.000.00+0.00buy
Private Advisor Group, LLC76,57680,231+3,6550.010.01+0.00buy
LPL Financial LLC74,98178,586+3,6050.000.00-0.00buy
Rockefeller Capital Management L.P.03,429+3,4290.000.00+0.00buy
Bulldog Investors, LLP1,134,2881,136,986+2,6984.194.05-0.14buy
STIFEL FINANCIAL CORP122,547125,010+2,4630.000.00+0.00buy
J.W. COLE ADVISORS, INC.20,00222,395+2,3930.010.01+0.00buy
Cornerstone Wealth Management, LLC128,358129,777+1,4190.110.11-0.00buy
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors21,77123,096+1,3250.040.04-0.00buy
Corient Private Wealth LLC12,96814,084+1,1160.000.00+0.00buy
Steward Partners Investment Advisory, LLC5,3026,202+9000.000.00-0.00buy
KINGSWOOD WEALTH ADVISORS, LLC45,43446,290+8560.050.04-0.01buy
AlphaStar Capital Management, LLC30,71431,525+8110.030.04+0.01buy
Bank of New York Mellon Corp36,83037,079+2490.000.00+0.00buy
IEQ CAPITAL, LLC11,88012,119+2390.000.00-0.00buy
TRUIST FINANCIAL CORP12,05012,090+400.000.00-0.00buy
Estabrook Capital Management942961+190.000.00+0.00buy
Allworth Financial LP576588+120.000.00-0.00buy
WPG Advisers, LLC578585+70.010.01-0.00buy
COHEN & STEERS, INC.17,92817,92800.000.00+0.00hold
CAPSTONE INVESTMENT ADVISORS, LLC477,748477,74800.060.06+0.00hold
Matisse Capital129,790129,79000.900.90+0.00hold
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.15,11915,11900.160.09-0.06hold
GABLES CAPITAL MANAGEMENT INC.1,4731,47300.010.01-0.00hold
CoreCap Advisors, LLC1,1501,15000.000.00-0.00hold
Beverly Hills Private Wealth, LLC117,403117,40300.320.32-0.00hold
Holos Integrated Wealth LLC65065000.010.01-0.00hold
PNC FINANCIAL SERVICES GROUP, INC.52,24552,24500.000.00-0.00hold
SIT INVESTMENT ASSOCIATES INC1,423,9811,423,98100.440.44+0.00hold
NBC SECURITIES, INC.1,1701,17000.000.00-0.00hold
HARBOUR INVESTMENTS, INC.10,69510,69500.000.00-0.00hold
COMERICA BANK9,3149,31400.000.00+0.00hold
COMMONWEALTH EQUITY SERVICES, LLC22,91722,745-1720.000.00+0.00sell
CAPTRUST FINANCIAL ADVISORS10,49510,295-2000.000.00-0.00sell
Advisory Services Network, LLC17,74617,514-2320.000.00-0.00sell
Claro Advisors LLC54,71953,740-9790.130.12-0.01sell
OPPENHEIMER & CO INC79,96878,882-1,0860.020.01-0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,2100-1,2100.000.00-0.00sell
CORRADO ADVISORS, LLC173,512171,984-1,5281.551.42-0.13sell
Nemes Rush Group LLC2,2320-2,2320.000.00-0.00sell
WEDBUSH SECURITIES INC13,89511,625-2,2700.010.01-0.00sell
Geneos Wealth Management Inc.2,6910-2,6910.000.00-0.00sell
HighTower Advisors, LLC35,44032,005-3,4350.000.00-0.00sell
Walleye Capital LLC28,22023,825-4,3950.000.00-0.00sell
Advisors Asset Management, Inc.176,315168,354-7,9610.050.04-0.00sell
MILLENNIUM MANAGEMENT LLC33,46019,145-14,3150.000.00-0.00sell
Dakota Wealth Management81,82064,430-17,3900.030.02-0.01sell
LAZARD ASSET MANAGEMENT LLC2,203,6102,179,106-24,5040.040.05+0.00sell
Hilltop Holdings Inc.24,5900-24,5900.020.00-0.02sell
BANK OF AMERICA CORP /DE/946,968920,459-26,5090.000.00-0.00sell
XTX Topco Ltd26,8740-26,8740.020.00-0.02sell
READYSTATE ASSET MANAGEMENT LP70,6580-70,6580.040.00-0.04sell
MORGAN STANLEY5,759,6235,687,973-71,6500.010.01-0.00sell
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC88,9900-88,9900.290.00-0.29sell
Quantedge Capital Pte Ltd153,56263,462-90,1002.050.53-1.52sell
WOLVERINE ASSET MANAGEMENT LLC178,6220-178,6220.040.00-0.04sell
WELLS FARGO & COMPANY/MN1,643,5091,434,682-208,8270.010.00-0.00sell
UBS Group AG1,270,546979,401-291,1450.000.00-0.00sell
Karpus Management, Inc.3,627,0013,200,555-426,4461.711.56-0.15sell
RAYMOND JAMES FINANCIAL INC766,255143,379-622,8760.000.00-0.00sell
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