Purchases and Sales Made in Q4 2023 in Neuberger Berman Real Estate Securities Income Fund Inc (NRO)
This table provides information about the institutional ownership of Neuberger Berman Real Estate Securities Income Fund Inc (NRO) during Q4 2023. The information is specifically focused on institutions that hold shares of NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
378KNew |
$948K - $1.24M
|
378K
$1.28M
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
224K+ 54.38% |
$563K - $738K
|
637K
$2.17M
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
63K+ 130.14% |
$158K - $207K
|
111K
$379K
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
62.5K+ 66.14% |
$157K - $206K
|
157K
$534K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
38.5KNew |
$96.6K - $127K
|
38.5K
$131K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
29.7KNew |
$74.5K - $97.7K
|
29.7K
$101K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.4KNew |
$43.6K - $57.1K
|
17.4K
$59K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.9K+ 36.19% |
$37.4K - $49.1K
|
56.1K
$191K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 93.47% |
$25.4K - $33.3K
|
21K
$71.3K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5K+ 33.33% |
$12.5K - $16.5K
|
20K
$68K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.78KNew |
$6.97K - $9.13K
|
2.78K
$9.44K
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1K+ 6.6% |
$2.51K - $3.29K
|
16.2K
$54.9K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
704New |
$1.77K - $2.32K
|
704
$2.39K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
666+ 100.0% |
$1.67K - $2.19K
|
1.33K
$4.53K
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
584+ 1.93% |
$1.47K - $1.92K
|
30.9K
$105K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
548+ 2.44% |
$1.38K - $1.8K
|
23K
$78.2K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
510New |
$1.28K - $1.68K
|
510
$1.73K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
350+ 0.9% |
$878 - $1.15K
|
39.1K
$133K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-80- 57.55% |
$201 - $263
|
59
$201
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-458- 3.03% |
$1.15K - $1.51K
|
14.6K
$49.8K
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-720- 2.32% |
$1.81K - $2.37K
|
30.3K
$103K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.02K- 2.11% |
$2.55K - $3.35K
|
47.1K
$160K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.08K- 1.7% |
$2.72K - $3.57K
|
62.6K
$213K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.7K- 16.38% |
$6.77K - $8.88K
|
13.8K
$46.8K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-3.08K- 75.47% |
$7.72K - $10.1K
|
1K
$3.4K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.09K- 13.8% |
$7.76K - $10.2K
|
19.3K
$65.7K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.87K- 4.11% |
$9.72K - $12.7K
|
90.4K
$307K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5K- 9.06% |
$12.5K - $16.5K
|
50.2K
$171K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.59K- 4.89% |
$14K - $18.4K
|
109K
$370K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.33K- 18.12% |
$15.9K - $20.8K
|
28.6K
$97.2K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.74K- 14.6% |
$16.9K - $22.2K
|
39.4K
$134K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.66K- 7.71% |
$24.2K - $31.8K
|
116K
$393K
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10.2K- 36.56% |
$25.6K - $33.6K
|
17.7K
$60.2K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.2K- 4.15% |
$33.2K - $43.5K
|
306K
$1.04M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 65.18% |
$34.9K - $45.7K
|
7.42K
$25.2K
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-14.7K- 15.66% |
$36.8K - $48.3K
|
79K
$269K
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-17.3K- 4.89% |
$43.4K - $56.9K
|
337K
$1.14M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.4K- 49.01% |
$51.3K - $67.2K
|
21.3K
$72.3K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21.5K- 34.65% |
$54K - $70.8K
|
40.6K
$138K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.4K- 3.84% |
$121K - $159K
|
1.21M
$4.12M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.2K- 37.31% |
$126K - $165K
|
84.4K
$287K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-196K- 42.87% |
$491K - $644K
|
261K
$887K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-224K- 15.61% |
$563K - $738K
|
1.21M
$4.12M
|