NEUBERGER BERMAN MUNICIPAL (NBH) Institutional Ownership Changes & 13F Activity
NEUBERGER BERMAN MUNICIPAL (NBH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pathstone Holdings, Llc, Morgan Stanley, 1607 Capital Partners, Llc, Rivernorth Capital Management, Llc, and Guggenheim Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -563,388 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Professional Financial Management, Inc. | Buy | +230,149 | — | 230,149 | $2.33M | Q4 2025 | May 12, 2026 |
| Worthington Financial Partners, Llc | Buy | +142,798 | — | 142,798 | $1.45M | Q4 2025 | Mar 05, 2026 |
| Virtu Financial Llc | Buy | +16,436 | — | 16,436 | $166.00K | Q4 2025 | Feb 23, 2026 |
| Raymond James Financial Inc | Buy | +88,139 | — | 88,139 | $891.97K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +2,984 | — | 2,984 | $30.20K | Q4 2025 | Feb 18, 2026 |
| 1607 Capital Partners, Llc | Buy | +1,006,539 | — | 1,006,539 | $10.19M | Q4 2025 | Feb 17, 2026 |
| Rivernorth Capital Management, Llc | Buy | +932,084 | — | 932,084 | $9.43M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +761,618 | — | 761,618 | $7.71M | Q4 2025 | Feb 17, 2026 |
| Saba Capital Management, L.P. | Buy | +110,116 | — | 110,116 | $1.11M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +85,469 | — | 85,469 | $864.95K | Q4 2025 | Feb 17, 2026 |
| Balyasny Asset Management L.P. | Buy | +73,748 | — | 73,748 | $746.33K | Q4 2025 | Feb 17, 2026 |
| Evolve Private Wealth, Llc | Buy | +46,253 | — | 46,253 | $470.59K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +44,164 | — | 44,164 | $446.94K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +40,633 | — | 40,633 | $411.00K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +28,902 | — | 28,902 | $292.50K | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +28,198 | — | 28,198 | $285.36K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +27,884 | — | 27,884 | $282.19K | Q4 2025 | Feb 17, 2026 |
| Logan Stone Capital, Llc | Buy | +22,203 | — | 22,203 | $224.69K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +18,379 | — | 18,379 | $186.00K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +15,272 | — | 15,272 | $154.55K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +15,094 | — | 15,094 | $152.75K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +14,287 | — | 14,287 | $144.62K | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, Llc | Buy | +1,740,151 | — | 1,740,151 | $17.61M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +1,156,815 | — | 1,156,815 | $11.71M | Q4 2025 | Feb 13, 2026 |
| Van Eck Associates Corp | Buy | +246,891 | — | 246,891 | $2.50M | Q4 2025 | Feb 13, 2026 |
| Robinson Capital Management, Llc | Buy | +243,933 | — | 243,933 | $2.47M | Q4 2025 | Feb 13, 2026 |
| Cohen & Steers, Inc. | Buy | +207,982 | — | 207,982 | $2.10M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +81,265 | — | 81,265 | $822.40K | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +32,348 | — | 32,348 | $327.36K | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about NBH activity
Which institutional owners are buying NBH?
Institutional owners buying NBH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NBH activity?
"Buy" means an investor increased their reported position in NBH compared to the prior reporting period. This reflects growing exposure to NEUBERGER BERMAN MUNICIPAL (NBH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NBH increasing?
Institutional interest in NBH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related NBH Institutional Insights
- NBH Overview
- NBH 13F Institutional Holders
- NBH Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- NBH Insider Trading & SEC Form 4 Activity
- NBH Articles
- Top Institutional Investor Stock Rankings