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Neuberger Berman Option Strategy ETF (NBOS) Institutional Ownership

$26.70 +0.08 (+0.30%)
As of 01/30/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Neuberger Berman Option Strategy ETF (NYSEARCA:NBOS)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$7.83M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$5.98M
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NBOS Institutional Buying and Selling by Quarter

Neuberger Berman Option Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025Allworth Financial LP2,963$79K0.0%-17.5%0.017%
1/29/2025 TFB Advisors LLC21,361$563K0.2%+5.3%0.119%
1/29/2025 Authentikos Wealth Advisory LLC8,459$223K0.2%N/A0.047%
1/21/2025 B.O.S.S. Retirement Advisors LLC46,687$1.23M0.3%N/A0.261%
1/17/2025 Janney Montgomery Scott LLC10,675$281K0.0%+24.1%0.060%
1/15/2025 HB Wealth Management LLC83,965$2.21M0.0%-16.5%0.469%
12/26/2024JPMorgan Chase & Co.341,183$8.99M0.0%-31.4%1.904%
11/15/2024MML Investors Services LLC473,461$12.48M0.0%+8.0%2.642%
11/15/2024Jane Street Group LLC15,714$414K0.0%+33.3%0.088%
11/13/2024Brown Brothers Harriman & Co.21,066$555K0.0%N/A0.118%
11/1/2024Assetmark Inc.1,401,491$36.93M0.1%-3.7%7.821%
10/30/2024United Advisor Group LLC29,420$775K0.2%N/A0.164%
10/30/2024Cary Street Partners Asset Management LLC1,119,473$29.50M3.8%+1.5%6.247%
10/29/2024Farther Finance Advisors LLC16,280$429K0.0%+7.5%0.091%
7/27/2024 HB Wealth Management LLC111,697$2.94M0.0%N/A0.623%
5/3/2024 TFB Advisors LLC20,295$515K0.2%N/A0.116%
(Data available from 1/1/2016 forward)

NBOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NBOS shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Neuberger Berman Option Strategy ETF. The most heavily invested institutionals were Assetmark Inc. ($36.93M), Cary Street Partners Asset Management LLC ($29.50M), MML Investors Services LLC ($12.48M), JPMorgan Chase & Co. ($8.99M), HB Wealth Management LLC ($2.21M), B.O.S.S. Retirement Advisors LLC ($1.23M), and United Advisor Group LLC ($775K).Learn more on NBOS's institutional investors.

Which institutional investors have been buying Neuberger Berman Option Strategy ETF stock?

Of the 11 institutional investors that purchased Neuberger Berman Option Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HB Wealth Management LLC ($111.70K), B.O.S.S. Retirement Advisors LLC ($46.69K), MML Investors Services LLC ($35K), United Advisor Group LLC ($29.42K), TFB Advisors LLC ($21.36K), Brown Brothers Harriman & Co. ($21.07K), and Cary Street Partners Asset Management LLC ($16.69K).

How much institutional buying is happening at Neuberger Berman Option Strategy ETF?

Institutional investors have bought a total of 297,522 shares in the last 24 months. This purchase volume represents approximately $7.83M in transactions.

Which Neuberger Berman Option Strategy ETF major shareholders have been selling company stock?

The following institutional investors have sold Neuberger Berman Option Strategy ETF stock in the last 24 months: JPMorgan Chase & Co. ($156.20K), Assetmark Inc. ($53.56K), HB Wealth Management LLC ($16.57K), and Allworth Financial LP ($630.00).

How much institutional selling is happening at Neuberger Berman Option Strategy ETF?

Institutional investors have sold a total of 226,958 shares in the last 24 months. This volume of shares sold represents approximately $5.98M in transactions.



This page (NYSEARCA:NBOS) was last updated on 1/31/2025 by MarketBeat.com Staff
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