NRO — NEUBERGER BERMAN

Ownership history in KPP Advisory Services LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in NEUBERGER BERMAN (NRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q3)
Avg. % of fund
0.01%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 12,760 — 0% 0.01% $41K $3.04
2025 Q2 UNCHANGED 12,760 — 0% 0.01% $41K $2.94
2025 Q1 UNCHANGED 12,760 — 0% 0.01% $42K $2.93
2024 Q4 UNCHANGED 12,760 — 0% 0.01% $45K $2.93
2024 Q3 UNCHANGED 12,760 — 0% 0.01% $52K $3.30
2024 Q2 ADDED 12,760 +590 +4.8% 0.01% $43K $2.64
2024 Q1 ADDED 12,170 +50 +0.4% 0.01% $41K $2.55
2023 Q3 INITIATED 12,120 — — 0.01% $34K —
% of Fund (quarterly)    NRO price (monthly, adj. close)

Other funds also holding NRO

As of 2025 Q4 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.48% Concorde Asset Management, LLC 3Y 7Y 0.2% Kanen Wealth Management LLC 3Y 0.18% Shaker Financial Services, LLC 3Y 7Y 0.11% NWF Advisory Services Inc. 0.09% Cornerstone Advisors, LLC 3Y 0.04% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 0.03% Fingerlakes Wealth Management, Inc. 3Y 0.03% Advisors Asset Management, Inc. 3Y 7Y 0.03% Live Oak Private Wealth LLC 3Y 0.02%
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