NEUBERGER MUN FD INC (NBH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
71
Reporting holders
$128.0M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | $24.7M | 2,342,220 | 0.07% | 10q | +15.1%+$3.2M |
| MORGAN STANLEY | $14.2M | 1,342,907 | 0.00% | 35q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $9.9M | 937,491 | 0.47% | 14q | +0.8%+$81.4K |
| 1607 Capital Partners, LLC | $8.5M | 806,630 | 0.74% | 17q | -19.9%-$2.1M |
| Advisors Asset Management, Inc. | $8.5M | 805,862 | 0.13% | 15q | +11.1%+$846.2K |
| GUGGENHEIM CAPITAL LLC | $7.5M | 710,279 | 0.05% | 22q | -3.5%-$274.0K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $5.4M | 512,302 | 2.39% | 6q | +20.5%+$918.3K |
| UBS Group AG | $5.3M | 500,488 | 0.00% | 31q | +5.7%+$285.7K |
| Rareview Capital LLC | $3.9M | 396,617 | 2.18% | 5q | -14.2%-$647.2K |
| VAN ECK ASSOCIATES CORP | $3.0M | 281,107 | 0.00% | 31q | HELD |
| Professional Financial Management, Inc. | $2.6M | 243,660 | 2.61% | 3q | -2.2%-$58.4K |
| MELFA WEALTH MANAGEMENT, INC. | $2.0M | 189,301 | 1.08% | 15q | -8.3%-$181.9K |
| BANK OF AMERICA CORP /DE/ | $1.8M | 167,221 | 0.00% | 31q | +63.3%+$683.5K |
| Hennion & Walsh Asset Management, Inc. | $1.7M | 159,603 | 0.05% | 11q | -27.1%-$624.8K |
| Invesco Ltd. | $1.6M | 152,814 | 0.00% | 17q | -3.3%-$55.8K |
| Allspring Global Investments Holdings, LLC | $1.6M | 152,052 | 0.00% | new | NEW |
| Fiera Capital Corp | $1.6M | 150,606 | 0.01% | 15q | -3.6%-$59.8K |
| Worthington Financial Partners, LLC | $1.4M | 134,893 | 1.18% | 3q | -6.2%-$94.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 132,804 | 0.00% | 10q | +4.0%+$53.8K |
| Matisse Capital | $1.3M | 123,161 | 0.52% | 11q | -9.4%-$134.4K |
| LPL Financial LLC | $1.2M | 118,187 | 0.00% | 28q | +54.0%+$437.3K |
| WESCAP Management Group, Inc. | $1.2M | 116,400 | 0.23% | 4q | +4.8%+$56.7K |
| Atala Financial Inc | $1.1M | 107,255 | 0.69% | 7q | +1.9%+$20.8K |
| RAYMOND JAMES FINANCIAL INC | $961.4K | 91,128 | 0.00% | 7q | +3.0%+$28.3K |
| Karpus Management, Inc. | $863.2K | 81,821 | 0.02% | 3q | -1.4%-$12.7K |
| WELLS FARGO & COMPANY/MN | $847.2K | 80,300 | 0.00% | 31q | -49.9%-$845.1K |
| Noble Wealth Management PBC | $797.7K | 75,613 | 0.36% | 6q | HELD |
| RIVERBRIDGE PARTNERS LLC | $797.3K | 75,573 | 0.02% | 7q | -3.3%-$26.9K |
| Thomas J. Herzfeld Advisors, Inc. | $759.4K | 71,978 | 0.23% | new | NEW |
| CURA WEALTH ADVISORS, LLC | $717.4K | 68,000 | 0.31% | 7q | HELD |
| Summit Trail Advisors, LLC | $688.8K | 65,291 | 0.01% | 2q | -3.9%-$27.6K |
| Ackerman Capital Advisors, LLC | $608.0K | 57,631 | 0.12% | 11q | -16.6%-$121.3K |
| Bank of New York Mellon Corp | $584.5K | 55,404 | 0.00% | 11q | +151.4%+$352.0K |
| HighTower Advisors, LLC | $560.3K | 53,110 | 0.00% | 12q | -7.0%-$41.9K |
| ROTHSCHILD INVESTMENT LLC | $540.2K | 51,200 | 0.02% | 11q | +141.5%+$316.5K |
| Bridgewater Advisors Inc. | $532.6K | 52,633 | 0.03% | 6q | +3.9%+$20.2K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $522.6K | 49,534 | 0.07% | 11q | -0.6%-$3.1K |
| Plancorp, LLC | $519.1K | 50,009 | 0.01% | 6q | HELD |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $436.7K | 41,396 | 0.00% | 30q | HELD |
| ROYAL BANK OF CANADA | $427.0K | 40,479 | 0.00% | 31q | +0.9%+$3.7K |
| MAI Capital Management | $402.1K | 37,924 | 0.00% | 7q | +4058.3%+$392.4K |
| Nuveen, LLC | $393.9K | 37,338 | 0.00% | 6q | HELD |
| Closed-End Fund Advisors, Inc. | $326.2K | 30,916 | 0.32% | 3q | HELD |
| Rockefeller Capital Management L.P. | $313.8K | 29,742 | 0.00% | 27q | +1.2%+$3.8K |
| Waverly Advisors, LLC | $299.7K | 28,408 | 0.00% | 6q | HELD |
| CITADEL ADVISORS LLC | $291.8K | 27,655 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $282.0K | 26,731 | 0.00% | 11q | -50.3%-$284.9K |
| &PARTNERS | $263.7K | 24,991 | 0.00% | 3q | +33.1%+$65.6K |
| Kestra Advisory Services, LLC | $250.7K | 23,764 | 0.00% | 5q | +20.3%+$42.2K |
| OSAIC HOLDINGS, INC. | $239.7K | 22,718 | 0.00% | 26q | +20.2%+$40.3K |
| EVOLVE PRIVATE WEALTH, LLC | $220.0K | 20,747 | 0.01% | 3q | -54.8%-$266.7K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $216.6K | 20,528 | 0.15% | 10q | -12.2%-$30.2K |
| BAR HARBOR WEALTH MANAGEMENT | $209.6K | 19,865 | 0.01% | 15q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $208.1K | 19,727 | 0.00% | 20q | -12.8%-$30.6K |
| JANE STREET GROUP, LLC | $198.7K | 18,838 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $175.0K | 16,584 | 0.00% | new | NEW |
| Tyche Wealth Partners LLC | $156.3K | 14,816 | 0.02% | 11q | HELD |
| Avior Wealth Management, LLC | $142.1K | 13,469 | 0.00% | 16q | -38.0%-$86.9K |
| Alteri Wealth LLC | $134.6K | 12,754 | 0.04% | 6q | HELD |
| MML INVESTORS SERVICES, LLC | $130.5K | 12,373 | 0.00% | 5q | +15.8%+$17.8K |
| Alesco Advisors, LLC, An ESL Co | $123.8K | 11,739 | 0.00% | 11q | HELD |
| Cetera Investment Advisers | $122.5K | 11,611 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $102.2K | 9,687 | 0.01% | 11q | HELD |
| Steward Partners Investment Advisory, LLC | $72.9K | 6,913 | 0.00% | 18q | -36.7%-$42.2K |
| Farther Finance Advisors, LLC | $42.9K | 4,046 | 0.00% | 8q | HELD |
| Moisand Fitzgerald Tamayo, LLC | $39.4K | 3,736 | 0.00% | 31q | HELD |
| MATHER GROUP, LLC. | $27.8K | 2,634 | 0.00% | 2q | -12.1%-$3.8K |
| HUNTINGTON NATIONAL BANK | $24.6K | 2,329 | 0.00% | 2q | HELD |
| Community Financial Services Group, LLC | $16.0K | 1,510 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $8.4K | 800 | 0.00% | 4q | HELD |
| Cape Investment Advisory, Inc. | $5.6K | 535 | 0.00% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $2.6K | 250,226 | 0.05% | 11q | +121.3%+$1.4K |
| COHEN & STEERS, INC. | $2.4K | 222,982 | 0.00% | 16q | +2.3% |
| PARK AVENUE SECURITIES LLC | $1.1K | 107,709 | 0.01% | 10q | -3.3% |
| Cambridge Investment Research Advisors, Inc. | $369 | 34,959 | 0.00% | 7q | +36.9% |
| Virtu Financial LLC | $159 | 15,058 | 0.01% | new | NEW |
| Penserra Capital Management LLC | $34 | 3,228 | 0.00% | 2q | +200.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 71 | $128.0M | 12,160,388 | 7 | 21 | 24 | 0.0% |
| Q1 2026 | 71 | $122.7M | 12,096,229 | 8 | 28 | 16 | 0.0% |
| Q4 2025 | 78 | $131.6M | 13,010,741 | 12 | 24 | 16 | 0.0% |
| Q3 2025 | 65 | $117.8M | 11,433,701 | 6 | 22 | 16 | 0.0% |
| Q2 2025 | 66 | $111.6M | 11,348,820 | 7 | 24 | 13 | 0.0% |
| Q1 2025 | 69 | $109.5M | 10,508,848 | 8 | 22 | 21 | 0.0% |
| Q4 2024 | 71 | $103.5M | 9,994,970 | 10 | 19 | 11 | 0.0% |
| Q3 2024 | 67 | $101.9M | 9,171,827 | 5 | 11 | 25 | 0.0% |
| Q2 2024 | 73 | $99.5M | 9,318,436 | 6 | 19 | 26 | 0.0% |
| Q1 2024 | 79 | $107.8M | 10,298,483 | 14 | 13 | 23 | 0.0% |
| Q4 2023 | 70 | $95.5M | 9,227,131 | 22 | 26 | 10 | 0.0% |
| Q3 2023 | 50 | $35.9M | 3,890,039 | 7 | 18 | 13 | 0.0% |
| Q2 2023 | 47 | $34.2M | 3,321,882 | 2 | 13 | 16 | 0.0% |
| Q1 2023 | 45 | $32.9M | 3,013,708 | 1 | 7 | 20 | 0.0% |
| Q4 2022 | 47 | $35.6M | 3,409,717 | 10 | 14 | 13 | 0.0% |
| Q3 2022 | 52 | $35.3M | 3,484,935 | 8 | 17 | 13 | 0.0% |
| Q2 2022 | 54 | $34.8M | 3,109,669 | 11 | 13 | 14 | 0.0% |
| Q1 2022 | 46 | $39.6M | 2,977,871 | 3 | 15 | 10 | 0.0% |
| Q4 2021 | 49 | $46.0M | 3,003,128 | 5 | 13 | 8 | 0.0% |
| Q3 2021 | 45 | $47.0M | 2,929,045 | 6 | 11 | 11 | 0.0% |
| Q2 2021 | 43 | $47.5M | 2,949,496 | 0 | 14 | 12 | 0.0% |
| Q1 2021 | 47 | $49.8M | 3,135,659 | 3 | 15 | 8 | 0.0% |
| Q4 2020 | 50 | $33.4M | 2,197,665 | 6 | 10 | 10 | 0.0% |
| Q3 2020 | 43 | $33.1M | 2,156,565 | 4 | 14 | 10 | 0.0% |
| Q2 2020 | 43 | $28.8M | 2,073,565 | 5 | 8 | 10 | 0.0% |
| Q1 2020 | 42 | $34.7M | 2,365,721 | 4 | 10 | 15 | 0.0% |
| Q4 2019 | 41 | $34.3M | 2,222,335 | 3 | 10 | 8 | 0.0% |
| Q3 2019 | 42 | $38.3M | 2,478,972 | 2 | 14 | 8 | 0.0% |
| Q2 2019 | 43 | $37.3M | 2,561,390 | 6 | 13 | 9 | 0.0% |
| Q1 2019 | 41 | $43.0M | 2,993,926 | 6 | 15 | 9 | 0.0% |
| Q4 2018 | 48 | $39.7M | 3,133,583 | 1 | 2 | 2 | 0.0% |