NEUBERGER BERMAN INTER MUNI shareholder history

Current and past NEUBERGER BERMAN INTER MUNI shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.03%0.06%Q2 2013Q4 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.11%0.26%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.03%0.14%0.23%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 3830.00%0.00%0.01%Q2 2013Q3 202341
CENTRAL TRUST Co 40400.00%0.00%0.00%Q2 2013Q1 202340
LPL Financial LLC 1740.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 3310.00%0.00%0.02%Q2 2013Q3 202334
Nuveen Asset Management, LLC 30300.00%0.00%0.01%Q2 2013Q3 202030
Invesco Ltd. 1660.00%0.00%0.00%Q2 2013Q3 202329
NWAM LLC 2160.02%0.22%0.36%Q1 2014Q4 202027
Moisand Fitzgerald Tamayo, LLC 2520.01%0.04%0.08%Q4 2015Q3 202327
GUGGENHEIM CAPITAL LLC 1180.00%0.01%0.02%Q2 2013Q3 202327
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q1 2016Q2 202226
Highlander Capital Management, LLC 26260.02%0.04%0.05%Q2 2013Q3 201926
Wealth Alliance Advisory Group, LLC 24240.06%0.22%0.47%Q4 2017Q3 202324
Horizon Kinetics 23230.01%0.02%0.03%Q2 2013Q4 201823
BAR HARBOR WEALTH MANAGEMENT 1940.02%0.02%0.03%Q4 2017Q3 202323
Advisors Asset Management, Inc. 1710.01%0.03%0.06%Q2 2013Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
Steward Partners Investment Advisory, LLC 850.00%0.00%0.00%Q3 2017Q3 202320
CENTAURUS FINANCIAL, INC. 19190.03%0.10%0.52%Q1 2018Q3 202219
RAYMOND JAMES TRUST N.A. 1540.00%0.03%0.06%Q2 2013Q2 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Fairhaven Wealth Management, LLC 1620.04%0.09%0.16%Q1 2019Q3 202318
First Allied Advisory Services, Inc. 1510.01%0.01%0.03%Q2 2013Q3 202018
HighTower Advisors, LLC 1610.00%0.01%0.02%Q2 2013Q3 202317
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q4 2019Q3 202316
Cambridge Investment Research Advisors, Inc. 1420.00%0.00%0.01%Q2 2013Q3 202316
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
PNC FINANCIAL SERVICES GROUP, INC. 1410.00%0.00%0.00%Q1 2014Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Belpointe Asset Management LLC 14140.01%0.02%0.04%Q2 2019Q3 202214
Affiance Financial, LLC 14140.12%0.23%0.46%Q2 2015Q3 201814
CULLEN/FROST BANKERS, INC. 14140.00%0.00%0.00%Q1 2019Q2 202214
ROBINSON CAPITAL MANAGEMENT, LLC 950.89%1.34%1.90%Q1 2017Q2 202314
NORTHERN TRUST CORP 13130.00%0.00%0.00%Q1 2015Q1 201813
US BANCORP \DE\ 1030.00%0.00%0.00%Q4 2013Q2 202213
Meridian Wealth Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
IFP Advisors, Inc 610.00%0.00%0.00%Q4 2015Q4 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Advisor Group, Inc. 740.00%0.00%0.00%Q2 2016Q4 201911
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.00%0.00%Q2 2017Q4 201911
Formidable Asset Management, LLC 11110.10%0.12%0.14%Q3 2013Q1 201611
Concord Wealth Partners 740.01%0.02%0.06%Q4 2020Q3 202311
1607 Capital Partners, LLC 640.01%0.12%0.29%Q3 2018Q3 202310
IHT Wealth Management, LLC 640.03%0.16%0.26%Q4 2018Q2 202110
Samalin Investment Counsel, LLC 10100.26%0.36%0.50%Q3 2020Q4 202210
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 640.01%0.03%0.07%Q1 2018Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 910.00%0.00%0.00%Q4 2017Q3 202310
BRINKER CAPITAL INC 10100.07%0.08%0.09%Q2 2013Q3 201510
MGO ONE SEVEN LLC 720.18%0.25%0.34%Q4 2017Q1 20209
AQR Arbitrage LLC 630.00%0.02%0.08%Q3 2018Q3 20239
Community Financial Services Group, LLC 720.02%0.02%0.02%Q2 2013Q3 20159
Capital Market Strategies LLC 990.24%0.34%0.48%Q4 2021Q4 20239
Round Rock Advisors, LLC 880.11%0.15%0.19%Q4 2021Q3 20238
STIFEL FINANCIAL CORP 710.00%0.00%0.00%Q2 2016Q3 20238
Heritage Trust Co 880.00%0.00%0.01%Q1 2017Q4 20188
FIFTH THIRD BANCORP 880.00%0.00%0.00%Q2 2014Q1 20168
MSI Financial Services Inc 880.00%0.00%0.01%Q2 2013Q1 20158
Ranch Capital Advisors Inc. 880.02%0.03%0.04%Q4 2019Q3 20218
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q1 2015Q3 20238
Lenox Wealth Management, Inc. 880.01%0.02%0.02%Q4 2013Q3 20158
Hennion & Walsh Asset Management, Inc. 770.21%0.57%0.94%Q1 2021Q3 20227
XML Financial, LLC 430.02%0.02%0.03%Q3 2021Q2 20237
COHEN & STEERS, INC. 520.00%0.00%0.01%Q4 2018Q3 20237
WFG Advisors, LP 770.01%0.01%0.01%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
OPPENHEIMER & CO INC 520.01%0.01%0.01%Q1 2015Q4 20187
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.01%0.01%Q2 2018Q3 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 660.00%0.00%0.00%Q4 2017Q1 20196
Moors & Cabot, Inc. 660.04%0.06%0.09%Q2 2022Q3 20236
SYNOVUS FINANCIAL CORP 660.00%0.00%0.00%Q1 2019Q2 20206
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
CWM, LLC 510.00%0.00%0.00%Q4 2021Q3 20236
Arete Wealth Advisors, LLC 310.04%0.07%0.14%Q4 2021Q3 20236
CoreFirst Bank & Trust 660.01%0.01%0.01%Q4 2020Q1 20226
SeaCrest Wealth Management, LLC 660.00%0.00%0.01%Q4 2017Q1 20196
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20235
Avior Wealth Management, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Sowell Financial Services LLC 550.00%0.01%0.02%Q2 2020Q2 20215
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2018Q3 20235
Lindbrook Capital, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Meixler Investment Management, Ltd. 550.11%0.18%0.28%Q4 2021Q4 20225
SG Americas Securities, LLC 110.00%0.00%0.01%Q4 2013Q2 20185
Ackerman Capital Advisors, LLC 550.03%0.22%0.37%Q2 2022Q2 20235
Commonwealth Equity Services, Inc 550.00%0.00%0.00%Q3 2016Q3 20175
Sigma Planning Corp 410.02%0.02%0.03%Q1 2016Q3 20175
AdvisorNet Financial, Inc 550.01%0.02%0.02%Q4 2020Q4 20215
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2013Q3 20215
Laurion Capital Management LP 310.00%0.01%0.02%Q1 2017Q2 20184
RIVERNORTH CAPITAL MANAGEMENT, LLC 310.01%0.12%0.25%Q4 2018Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Fiera Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
PANAGORA ASSET MANAGEMENT INC 310.00%0.00%0.00%Q3 2019Q3 20204
RMB Capital Management, LLC 110.01%0.02%0.02%Q1 2015Q4 20184
BKS ADVISORS, LLC 440.08%0.09%0.10%Q2 2015Q1 20164
Advisory Services Network, LLC 220.00%0.00%0.00%Q2 2019Q4 20204
Addison Advisors LLC 310.01%0.02%0.02%Q4 2020Q4 20214
CITY HOLDING CO 440.03%0.03%0.04%Q4 2013Q3 20144
American Portfolios Advisors 440.00%0.00%0.00%Q3 2021Q2 20224
MELFA WEALTH MANAGEMENT, INC. 440.22%0.26%0.35%Q4 2022Q3 20234
DOLIVER ADVISORS, LP 310.07%0.15%0.22%Q1 2017Q2 20184
Logan Stone Capital, LLC 440.08%0.23%0.47%Q4 2022Q3 20234
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2022Q3 20234
CLOUGH CAPITAL PARTNERS L P 310.01%0.02%0.04%Q1 2017Q1 20184
Snowden Capital Advisors LLC 440.04%0.05%0.06%Q4 2016Q3 20174
FinTrust Capital Advisors, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Legacy Financial Strategies, LLC 330.25%0.27%0.28%Q4 2017Q2 20183
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q1 2019Q3 20193
BB&T SECURITIES, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Clear Creek Financial Management, LLC 330.10%0.10%0.11%Q2 2019Q4 20193
Certified Advisory Corp 330.00%0.01%0.01%Q4 2017Q2 20183
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q1 2018Q3 20223
Kestra Advisory Services, LLC 110.00%0.01%0.02%Q4 2020Q2 20223
CITIGROUP INC 220.00%0.00%0.00%Q4 2013Q1 20142
LEO BROKERAGE, LLC 220.45%0.52%0.58%Q3 2020Q4 20202
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2022Q3 20232
Icon Wealth Partners, LLC 220.03%0.03%0.04%Q1 2021Q2 20212
Vigilant Capital Management, LLC 220.01%0.01%0.01%Q1 2014Q2 20142
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q2 2014Q3 20142
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
Cetera Investment Advisers 220.00%0.00%0.00%Q4 2020Q1 20212
TRUST DEPARTMENT MB FINANCIAL BANK N A 220.00%0.00%0.00%Q1 2017Q2 20172
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q2 2013Q3 20132
BOOTHBAY FUND MANAGEMENT, LLC 110.00%0.02%0.05%Q4 2018Q3 20232
Janney Montgomery Scott LLC 220.00%0.00%0.00%Q2 2020Q3 20202
6 Meridian 220.02%0.03%0.04%Q3 2018Q4 20182
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
FMR LLC 110.00%0.00%0.00%Q4 2018Q3 20212
Hightower 6M Holding, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Arlington Capital Management, Inc. 110.10%0.10%0.10%Q2 2023Q2 20231
SECURITY NATIONAL TRUST CO 110.06%0.06%0.06%Q1 2016Q1 20161
Alpha Omega Wealth Management LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Squarepoint Ops LLC 110.00%0.00%0.00%Q4 2017Q4 20171
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q2 20181
Merriman Wealth Management, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Aurora Private Wealth, Inc. 110.07%0.07%0.07%Q1 2020Q1 20201
Andrew Hill Investment Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Magnetar Financial LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Filbrandt Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Jacobi Capital Management LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Saba Capital Management, L.P. 110.02%0.02%0.02%Q3 2023Q3 20231
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q4 2013Q4 20131
NewEdge Wealth, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
MARINER INVESTMENT GROUP LLC 110.16%0.16%0.16%Q3 2022Q3 20221
LOEB PARTNERS CORP 110.00%0.00%0.00%Q4 2018Q4 20181
AlphaCentric Advisors LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Capital Investment Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
RPO LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Weiss Asset Management LP 110.03%0.03%0.03%Q4 2018Q4 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
External links

This page lists all the filers that currently own NEUBERGER BERMAN INTER MUNI or have owned NEUBERGER BERMAN INTER MUNI in the past.