HoldingsChannel.com
Funds Holding NEA

On this page, we present all of the funds holding NEA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NEA, with a link to that fund's top holdings. The next columns indicate the amount of NEA stock held by each of the funds holding NEA, followed by the NEA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 301 funds holding NEA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Karpus Management Inc.. For more details on the positions held by Karpus Management Inc. (or by any of the other funds holding NEA), click the fund name in the "Holder" column of the funds-holding-NEA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Karpus Management Inc.23,657,938$260,237 12/31/2023
     NEA23,657,938$260,237 12/31/2023
Morgan Stanley10,052,527$110,578 12/31/2023
     NEA10,052,527$110,578 12/31/2023
Rivernorth Capital Management LLC8,234,935$90,584 12/31/2023
     NEA8,234,935$90,584 12/31/2023
Bramshill Investments LLC6,473,370$71,207 12/31/2023
     NEA6,473,370$71,207 12/31/2023
Saba Capital Management L.P.3,823,691$42,061 12/31/2023
     NEA3,823,691$42,061 12/31/2023
Sit Investment Associates Inc.3,395,607$37,352 12/31/2023
     NEA3,395,607$37,352 12/31/2023
Logan Stone Capital LLC2,413,602$26,550 12/31/2023
     NEA2,413,602$26,550 12/31/2023
Allspring Global Investments Holdings LLC1,857,561$20,563 03/31/2024
     NEA1,857,561$20,563 03/31/2024
Van ECK Associates Corp1,732,147$19,054 12/31/2023
     NEA1,732,147$19,054 12/31/2023
Bank of America Corp DE1,706,943$18,776 12/31/2023
     NEA1,706,943$18,776 12/31/2023
HighTower Advisors LLC1,528,688$16,819 12/31/2023
     NEA1,528,688$16,819 12/31/2023
Hennion & Walsh Asset Management Inc.1,503,293$16,641 03/31/2024
     NEA1,503,293$16,641 03/31/2024
Wells Fargo & Company MN1,431,408$15,745 12/31/2023
     NEA1,431,408$15,745 12/31/2023
UBS Group AG1,176,432$12,941 12/31/2023
     NEA1,176,432$12,941 12/31/2023
Rockefeller Capital Management L.P.1,112,811$12,241 12/31/2023
     NEA1,112,811$12,241 12/31/2023
Robinson Capital Management LLC1,070,997$11,749 12/31/2023
     NEA1,070,997$11,749 12/31/2023
Guggenheim Capital LLC1,062,170$11,684 12/31/2023
     NEA1,062,170$11,684 12/31/2023
Mackay Shields LLC930,320$10,234 12/31/2023
     NEA930,320$10,234 12/31/2023
PenderFund Capital Management Ltd.909,800$10,008 12/31/2023
     NEA909,800$10,008 12/31/2023
Fiera Capital Corp899,048$9,890 12/31/2023
     NEA899,048$9,890 12/31/2023
CNH Partners LLC858,442$9,443 12/31/2023
     NEA858,442$9,443 12/31/2023
Raymond James & Associates828,347$9,112 12/31/2023
     NEA828,347$9,112 12/31/2023
Landscape Capital Management L.L.C.781,554$8,597 12/31/2023
     NEA781,554$8,597 12/31/2023
Congress Park Capital LLC707,500$7,832 03/31/2024
     NEA707,500$7,832 03/31/2024
Royal Bank of Canada704,132$7,745 12/31/2023
     NEA704,132$7,745 12/31/2023
Gill Capital Partners LLC695,343$7,649 12/31/2023
     NEA695,343$7,649 12/31/2023
LPL Financial LLC691,479$7,606 12/31/2023
     NEA691,479$7,606 12/31/2023
Stifel Financial Corp686,101$7,547 12/31/2023
     NEA686,101$7,547 12/31/2023
City of London Investment Management Co. Ltd.677,551$7,453 12/31/2023
     NEA677,551$7,453 12/31/2023
Dakota Wealth Management627,920$6,907 12/31/2023
     NEA627,920$6,907 12/31/2023
Truist Financial Corp586,000$6,446 12/31/2023
     NEA586,000$6,446 12/31/2023
The PNC Financial Services Group Inc.542,337$5,966 12/31/2023
     NEA542,337$5,966 12/31/2023
Advisors Asset Management Inc.508,756$5,596 12/31/2023
     NEA508,756$5,596 12/31/2023
Barry Investment Advisors LLC499,768$5,558 03/31/2024
     NEA499,768$5,558 03/31/2024
Envestnet Asset Management Inc.464,262$5,107 12/31/2023
     NEA464,262$5,107 12/31/2023
Commonwealth Equity Services LLC458,659$5,045 12/31/2023
     NEA458,659$5,045 12/31/2023
Horizon Kinetics Asset Management LLC423,715$4,661 12/31/2023
     NEA423,715$4,661 12/31/2023
Capital Investment Advisors LLC414,885$4,593 03/31/2024
     NEA414,885$4,593 03/31/2024
Raymond James Financial Services Advisors Inc.406,993$4,477 12/31/2023
     NEA406,993$4,477 12/31/2023
Relative Value Partners Group LLC401,194$4,413 12/31/2023
     NEA401,194$4,413 12/31/2023
Ameriprise Financial Inc.393,908$4,361 12/31/2023
     NEA393,908$4,361 12/31/2023
Eagle Bluffs Wealth Management LLC337,694$3,715 12/31/2023
     NEA337,694$3,715 12/31/2023
Westchester Capital Management LLC334,336$3,678 12/31/2023
     NEA334,336$3,678 12/31/2023
Cohen & Steers Inc.333,598$3,670 12/31/2023
     NEA333,598$3,670 12/31/2023
Arete Wealth Advisors LLC332,835$3,661 12/31/2023
     NEA332,835$3,661 12/31/2023
Tortoise Investment Management LLC332,049$3,653 12/31/2023
     NEA332,049$3,653 12/31/2023
Advisor Group Holdings Inc.288,123$3,170 12/31/2023
     NEA288,123$3,170 12/31/2023
Northwestern Mutual Wealth Management Co.268,188$2,950 12/31/2023
     NEA268,188$2,950 12/31/2023
Baird Financial Group Inc.263,787$2,902 12/31/2023
     NEA263,787$2,902 12/31/2023
Freestone Capital Holdings LLC260,960$2,871 12/31/2023
     NEA260,960$2,871 12/31/2023
Lido Advisors LLC252,135$2,773 12/31/2023
     NEA252,135$2,773 12/31/2023
Centiva Capital LP239,798$2,638 12/31/2023
     NEA239,798$2,638 12/31/2023
Park Avenue Securities LLC220,863$2,445 03/31/2024
     NEA220,863$2,445 03/31/2024
Indiana Trust & Investment Management CO213,000$2,358 03/31/2024
     NEA213,000$2,358 03/31/2024
Cresta Advisors Ltd.211,647$2,328 12/31/2023
     NEA211,647$2,328 12/31/2023
Melone Private Wealth LLC202,310$2,225 12/31/2023
     NEA202,310$2,225 12/31/2023
Kestra Advisory Services LLC191,881$2,111 12/31/2023
     NEA191,881$2,111 12/31/2023
Janney Montgomery Scott LLC191,060$2,102 12/31/2023
     NEA191,060$2,102 12/31/2023
Merit Financial Group LLC185,149$2,037 12/31/2023
     NEA185,149$2,037 12/31/2023
Gridiron Partners LLC174,878$1,924 12/31/2023
     NEA174,878$1,924 12/31/2023
Savant Capital LLC165,166$1,817 12/31/2023
     NEA165,166$1,817 12/31/2023
Jupiter Wealth Management LLC157,787$1,736 12/31/2023
     NEA157,787$1,736 12/31/2023
Cambridge Investment Research Advisors Inc.154,863$1,703 12/31/2023
     NEA154,863$1,703 12/31/2023
GWM Advisors LLC154,612$1,695 12/31/2023
     NEA154,612$1,695 12/31/2023
Wakefield Asset Management LLLP153,364$1,687 12/31/2023
     NEA153,364$1,687 12/31/2023
Riverbridge Partners LLC148,828$1,637 12/31/2023
     NEA148,828$1,637 12/31/2023
Tyche Wealth Partners LLC147,188$1,619 12/31/2023
     NEA147,188$1,619 12/31/2023
Evoke Wealth LLC146,689$1,614 12/31/2023
     NEA146,689$1,614 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC136,605$1,503 12/31/2023
     NEA136,605$1,503 12/31/2023
Petra Financial Advisors Inc.131,144$1,443 12/31/2023
     NEA131,144$1,443 12/31/2023
Invesco Ltd.129,886$1,429 12/31/2023
     NEA129,886$1,429 12/31/2023
Cresset Asset Management LLC127,661$1,404 12/31/2023
     NEA127,661$1,404 12/31/2023
TrinityPoint Wealth LLC119,952$1,319 12/31/2023
     NEA119,952$1,319 12/31/2023
Weiss Asset Management LP119,066$1,310 12/31/2023
     NEA119,066$1,310 12/31/2023
Bank of New York Mellon Corp117,356$1,291 12/31/2023
     NEA117,356$1,291 12/31/2023
Palogic Value Management L.P.109,274$1,202 12/31/2023
     NEA109,274$1,202 12/31/2023
Childress Capital Advisors LLC108,500$1,194 12/31/2023
     NEA108,500$1,194 12/31/2023
Hirtle Callaghan & Co LLC107,671$1,184 12/31/2023
     NEA107,671$1,184 12/31/2023
Naples Global Advisors LLC104,768$1,152 12/31/2023
     NEA104,768$1,152 12/31/2023
Stratos Wealth Partners LTD.100,136$1,109 03/31/2024
     NEA100,136$1,109 03/31/2024
Wesbanco Bank Inc.98,729$1,086 12/31/2023
     NEA98,729$1,086 12/31/2023
Cetera Advisor Networks LLC94,026$1,034 12/31/2023
     NEA94,026$1,034 12/31/2023
Prospera Financial Services Inc90,760$998 12/31/2023
     NEA90,760$998 12/31/2023
Kim LLC90,000$990 12/31/2023
     NEA90,000$990 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC88,727$982 03/31/2024
     NEA88,727$982 03/31/2024
Mariner LLC88,127$969 12/31/2023
     NEA88,127$969 12/31/2023
Raymond James Trust N.A.86,984$957 12/31/2023
     NEA86,984$957 12/31/2023
Tectonic Advisors LLC86,579$952 12/31/2023
     NEA86,579$952 12/31/2023
Mercer Global Advisors Inc. ADV77,224$849 12/31/2023
     NEA77,224$849 12/31/2023
CI Private Wealth LLC76,028$836 12/31/2023
     NEA76,028$836 12/31/2023
Archetype Wealth Partners LLC75,893$835 12/31/2023
     NEA75,893$835 12/31/2023
StrategIQ Financial Group LLC74,939$824 12/31/2023
     NEA74,939$824 12/31/2023
GeoWealth Management LLC73,711$811 12/31/2023
     NEA73,711$811 12/31/2023
Catalytic Wealth RIA LLC73,711$811 12/31/2023
     NEA73,711$811 12/31/2023
DAVENPORT & Co LLC72,542$798 12/31/2023
     NEA72,542$798 12/31/2023
Bard Financial Services Inc.71,250$784 12/31/2023
     NEA71,250$784 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC70,851$779 12/31/2023
     NEA70,851$779 12/31/2023
Altus Wealth Group LLC68,046$749 12/31/2023
     NEA68,046$749 12/31/2023
Private Advisor Group LLC63,555$699 12/31/2023
     NEA63,555$699 12/31/2023
First Personal Financial Services62,908$692 12/31/2023
     NEA62,908$692 12/31/2023
Steward Partners Investment Advisory LLC61,736$679 12/31/2023
     NEA61,736$679 12/31/2023
Bank of Montreal Can61,220$673 12/31/2023
     NEA61,220$673 12/31/2023
Coastal Investment Advisors Inc.59,917$663 03/31/2024
     NEA59,917$663 03/31/2024
Lazari Capital Management Inc.60,266$663 12/31/2023
     NEA60,266$663 12/31/2023
Wealth Enhancement Advisory Services LLC57,676$638 03/31/2024
     NEA57,676$638 03/31/2024
Myecfo LLC56,500$625 03/31/2024
     NEA56,500$625 03/31/2024
Wellspring Financial Advisors LLC55,047$606 12/31/2023
     NEA55,047$606 12/31/2023
Moors & Cabot Inc.54,756$602 12/31/2023
     NEA54,756$602 12/31/2023
Peddock Capital Advisors LLC53,373$587 12/31/2023
     NEA53,373$587 12/31/2023
Summit Financial Wealth Advisors LLC52,000$572 12/31/2023
     NEA52,000$572 12/31/2023
Redhawk Wealth Advisors Inc.49,369$543 12/31/2023
     NEA49,369$543 12/31/2023
Oppenheimer & Co. Inc.48,088$529 12/31/2023
     NEA48,088$529 12/31/2023
Breakwater Capital Group47,655$528 03/31/2024
     NEA47,655$528 03/31/2024
Captrust Financial Advisors46,119$507 12/31/2023
     NEA46,119$507 12/31/2023
Susquehanna International Group LLP43,142$475 12/31/2023
     NEA43,142$475 12/31/2023
Comerica Bank42,151$464 12/31/2023
     NEA42,151$464 12/31/2023
Rock Point Advisors LLC42,120$463 12/31/2023
     NEA42,120$463 12/31/2023
Adviser Investments LLC40,669$447 12/31/2023
     NEA40,669$447 12/31/2023
Spire Wealth Management41,489$446 12/31/2023
     NEA41,489$446 12/31/2023
AE Wealth Management LLC41,170$442 12/31/2023
     NEA41,170$442 12/31/2023
BOKF NA39,000$429 12/31/2023
     NEA39,000$429 12/31/2023
Northern Trust Corp38,716$426 12/31/2023
     NEA38,716$426 12/31/2023
Element Wealth LLC38,634$425 12/31/2023
     NEA38,634$425 12/31/2023
Virtu Financial LLC37,369$411 12/31/2023
     NEA37,369$411 12/31/2023
Walleye Capital LLC35,500$390 12/31/2023
     NEA35,500$390 12/31/2023
Cetera Investment Advisers34,620$381 12/31/2023
     NEA34,620$381 12/31/2023
Venture Visionary Partners LLC34,376$378 12/31/2023
     NEA34,376$378 12/31/2023
Capital Investment Advisory Services LLC34,317$377 12/31/2023
     NEA34,317$377 12/31/2023
Stephens Inc. AR33,760$371 12/31/2023
     NEA33,760$371 12/31/2023
Altfest L J & Co. Inc.33,206$365 12/31/2023
     NEA33,206$365 12/31/2023
MML Investors Services LLC32,884$362 12/31/2023
     NEA32,884$362 12/31/2023
CoreCap Advisors LLC31,999$352 12/31/2023
     NEA31,999$352 12/31/2023
Successful Portfolios LLC30,059$333 03/31/2024
     NEA30,059$333 03/31/2024
Relyea Zuckerberg Hanson LLC29,427$324 12/31/2023
     NEA29,427$324 12/31/2023
Paul Damon & Associates Inc.29,407$323 12/31/2023
     NEA29,407$323 12/31/2023
LexAurum Advisors LLC29,000$321 03/31/2024
     NEA29,000$321 03/31/2024
Wedbush Securities Inc.29,204$321 12/31/2023
     NEA29,204$321 12/31/2023
Benjamin F. Edwards & Company Inc.27,997$308 12/31/2023
     NEA27,997$308 12/31/2023
Kestra Private Wealth Services LLC27,643$304 12/31/2023
     NEA27,643$304 12/31/2023
Integrated Capital Management Inc.27,184$301 03/31/2024
     NEA27,184$301 03/31/2024
Alliancebernstein L.P.27,399$301 12/31/2023
     NEA27,399$301 12/31/2023
Creative Planning27,369$301 12/31/2023
     NEA27,369$301 12/31/2023
Silverlake Wealth Management LLC27,007$299 03/31/2024
     NEA27,007$299 03/31/2024
Crestone Asset Management LLC26,176$288 12/31/2023
     NEA26,176$288 12/31/2023
Good Life Advisors LLC25,728$283 12/31/2023
     NEA25,728$283 12/31/2023
Camelot Portfolios LLC24,509$270 12/31/2023
     NEA24,509$270 12/31/2023
First Trust Advisors LP24,474$269 12/31/2023
     NEA24,474$269 12/31/2023
Concurrent Investment Advisors LLC24,462$269 12/31/2023
     NEA24,462$269 12/31/2023
Snowden Capital Advisors LLC24,282$267 12/31/2023
     NEA24,282$267 12/31/2023
Private Trust Co. NA24,173$266 12/31/2023
     NEA24,173$266 12/31/2023
Hudson Valley Investment Advisors Inc. ADV23,870$264 03/31/2024
     NEA23,870$264 03/31/2024
RSM US Wealth Management LLC24,014$264 12/31/2023
     NEA24,014$264 12/31/2023
IHT Wealth Management LLC23,790$262 12/31/2023
     NEA23,790$262 12/31/2023
Sollinda Capital Management LLC23,700$261 12/31/2023
     NEA23,700$261 12/31/2023
Toth Financial Advisory Corp23,468$260 03/31/2024
     NEA23,468$260 03/31/2024
King Luther Capital Management Corp23,602$260 12/31/2023
     NEA23,602$260 12/31/2023
Aberdeen Wealth Management LLC23,554$259 12/31/2023
     NEA23,554$259 12/31/2023
Advisory Services Network LLC23,089$254 12/31/2023
     NEA23,089$254 12/31/2023
Simon Quick Advisors LLC22,353$247 03/31/2024
     NEA22,353$247 03/31/2024
Schechter Investment Advisors LLC22,084$243 12/31/2023
     NEA22,084$243 12/31/2023
US Bancorp DE20,836$229 12/31/2023
     NEA20,836$229 12/31/2023
Financial Engines Advisors L.L.C.20,859$229 12/31/2023
     NEA20,859$229 12/31/2023
U.S. Capital Wealth Advisors LLC20,850$229 12/31/2023
     NEA20,850$229 12/31/2023
Fisher Asset Management LLC20,766$228 12/31/2023
     NEA20,766$228 12/31/2023
First Foundation Advisors20,614$227 12/31/2023
     NEA20,614$227 12/31/2023
BBR Partners LLC20,593$227 12/31/2023
     NEA20,593$227 12/31/2023
We Are One Seven LLC20,631$227 12/31/2023
     NEA20,631$227 12/31/2023
Stonebrook Private Inc.20,597$227 12/31/2023
     NEA20,597$227 12/31/2023
Moloney Securities Asset Management LLC20,400$224 12/31/2023
     NEA20,400$224 12/31/2023
National Asset Management Inc.20,143$222 12/31/2023
     NEA20,143$222 12/31/2023
CWM LLC19,294$214 03/31/2024
     NEA19,294$214 03/31/2024
Shufro Rose & Co. LLC19,500$214 12/31/2023
     NEA19,500$214 12/31/2023
Hilltop Holdings Inc.19,395$213 12/31/2023
     NEA19,395$213 12/31/2023
Nomura Holdings Inc.19,250$212 12/31/2023
     NEA19,250$212 12/31/2023
Cerity Partners LLC19,346$212 12/31/2023
     NEA19,346$212 12/31/2023
Investors Asset Management of Georgia Inc. GA ADV19,078$210 12/31/2023
     NEA19,078$210 12/31/2023
Fortitude Advisory Group L.L.C.18,890$208 12/31/2023
     NEA18,890$208 12/31/2023
Choate Investment Advisors18,366$202 12/31/2023
     NEA18,366$202 12/31/2023
MBA Advisors LLC18,400$202 12/31/2023
     NEA18,400$202 12/31/2023
Summit Trail Advisors LLC18,310$201 12/31/2023
     NEA18,310$201 12/31/2023
Atria Wealth Solutions Inc.17,908$197 12/31/2023
     NEA17,908$197 12/31/2023
J.W. Cole Advisors Inc.17,805$196 12/31/2023
     NEA17,805$196 12/31/2023
Neuberger Berman Group LLC17,817$196 12/31/2023
     NEA17,817$196 12/31/2023
Charter Trust Co.17,711$195 12/31/2023
     NEA17,711$195 12/31/2023
Sontag Advisory LLC17,665$194 12/31/2023
     NEA17,665$194 12/31/2023
Drive Wealth Management LLC17,595$194 12/31/2023
     NEA17,595$194 12/31/2023
Pointe Capital Management LLC17,475$192 12/31/2023
     NEA17,475$192 12/31/2023
Hollencrest Capital Management17,360$191 12/31/2023
     NEA17,360$191 12/31/2023
Vivaldi Capital Management LLC17,247$188 12/31/2023
     NEA17,247$188 12/31/2023
Cetera Advisors LLC17,009$187 12/31/2023
     NEA17,009$187 12/31/2023
Citizens National Bank Trust Department16,500$182 12/31/2023
     NEA16,500$182 12/31/2023
PFG Advisors16,035$176 12/31/2023
     NEA16,035$176 12/31/2023
Occidental Asset Management LLC15,827$175 03/31/2024
     NEA15,827$175 03/31/2024
Armor Investment Advisors LLC15,565$171 12/31/2023
     NEA15,565$171 12/31/2023
Ancora Advisors LLC15,445$170 12/31/2023
     NEA15,445$170 12/31/2023
Integrated Wealth Concepts LLC15,336$169 12/31/2023
     NEA15,336$169 12/31/2023
VisionPoint Advisory Group LLC15,147$167 12/31/2023
     NEA15,147$167 12/31/2023
Compass Financial Group INC SD14,992$166 03/31/2024
     NEA14,992$166 03/31/2024
Apeiron RIA LLC14,808$164 03/31/2024
     NEA14,808$164 03/31/2024
Great Valley Advisor Group Inc.14,717$162 12/31/2023
     NEA14,717$162 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,511$160 12/31/2023
     NEA14,511$160 12/31/2023
Seed Wealth Management Inc.14,500$159 03/31/2024
     NEA14,500$159 03/31/2024
RMB Capital Management LLC14,062$155 12/31/2023
     NEA14,062$155 12/31/2023
Csenge Advisory Group14,105$155 12/31/2023
     NEA14,105$155 12/31/2023
D.A. Davidson & CO.14,028$154 12/31/2023
     NEA14,028$154 12/31/2023
Journey Strategic Wealth LLC13,783$152 12/31/2023
     NEA13,783$152 12/31/2023
Sovereign Financial Group Inc.13,639$151 03/31/2024
     NEA13,639$151 03/31/2024
Moody National Bank Trust Division13,397$148 03/31/2024
     NEA13,397$148 03/31/2024
Sfmg LLC13,435$148 12/31/2023
     NEA13,435$148 12/31/2023
CIBC Private Wealth Group LLC13,351$147 12/31/2023
     NEA13,351$147 12/31/2023
Western Wealth Management LLC13,095$144 12/31/2023
     NEA13,095$144 12/31/2023
Sunbelt Securities Inc.12,774$141 03/31/2024
     NEA12,774$141 03/31/2024
Walter & Keenan Financial Consulting Co. MI ADV12,636$139 12/31/2023
     NEA12,636$139 12/31/2023
Private Wealth Partners LLC12,500$138 12/31/2023
     NEA12,500$138 12/31/2023
Lauterbach Financial Advisors LLC12,237$135 12/31/2023
     NEA12,237$135 12/31/2023
Avantax Advisory Services Inc.12,220$134 12/31/2023
     NEA12,220$134 12/31/2023
North Star Investment Management Corp.12,164$134 12/31/2023
     NEA12,164$134 12/31/2023
Strategic Financial Concepts LLC12,157$134 12/31/2023
     NEA12,157$134 12/31/2023
InterOcean Capital Group LLC12,000$132 12/31/2023
     NEA12,000$132 12/31/2023
SMH Capital Advisors Inc.11,919$131 12/31/2023
     NEA11,919$131 12/31/2023
Acorn Wealth Advisors LLC11,887$131 12/31/2023
     NEA11,887$131 12/31/2023
Ieq Capital LLC11,809$130 12/31/2023
     NEA11,809$130 12/31/2023
Sound View Wealth Advisors Group LLC11,734$129 12/31/2023
     NEA11,734$129 12/31/2023
Jane Street Group LLC11,645$128 12/31/2023
     NEA11,645$128 12/31/2023
Strategies Wealth Advisors LLC11,663$128 12/31/2023
     NEA11,663$128 12/31/2023
Harbour Investments Inc.11,555$127 12/31/2023
     NEA11,555$127 12/31/2023
M&T Bank Corp11,439$126 12/31/2023
     NEA11,439$126 12/31/2023
Sheaff Brock Investment Advisors LLC11,141$123 12/31/2023
     NEA11,141$123 12/31/2023
Sigma Planning Corp11,052$122 12/31/2023
     NEA11,052$122 12/31/2023
Ackerman Capital Advisors LLC11,080$122 12/31/2023
     NEA11,080$122 12/31/2023
Clear Creek Financial Management LLC11,100$122 12/31/2023
     NEA11,100$122 12/31/2023
Clean Yield Group10,971$121 12/31/2023
     NEA10,971$121 12/31/2023
Apollon Wealth Management LLC11,001$121 12/31/2023
     NEA11,001$121 12/31/2023
WealthBridge Capital Management LLC10,983$121 12/31/2023
     NEA10,983$121 12/31/2023
Cutler Investment Counsel LLC10,745$118 12/31/2023
     NEA10,745$118 12/31/2023
Founders Financial Alliance LLC10,698$118 12/31/2023
     NEA10,698$118 12/31/2023
L.M. Kohn & Company10,670$117 12/31/2023
     NEA10,670$117 12/31/2023
Busey Wealth Management10,444$115 12/31/2023
     NEA10,444$115 12/31/2023
Global Assets Advisory LLC10,167$113 03/31/2024
     NEA10,167$113 03/31/2024
Kercheville Advisors LLC10,283$113 12/31/2023
     NEA10,283$113 12/31/2023
Future Financial Wealth Managment LLC10,000$111 03/31/2024
     NEA10,000$111 03/31/2024
Allworth Financial LP7,082$78 12/31/2023
     NEA7,082$78 12/31/2023
Webster Bank N. A.6,893$76 03/31/2024
     NEA6,893$76 03/31/2024
Founders Capital Management5,500$61 03/31/2024
     NEA5,500$61 03/31/2024
Creekmur Asset Management LLC5,573$61 12/31/2023
     NEA5,573$61 12/31/2023
Bessemer Group Inc.5,352$59 12/31/2023
     NEA5,352$59 12/31/2023
Baystate Wealth Management LLC4,787$53 12/31/2023
     NEA4,787$53 12/31/2023
American National Bank4,605$51 03/31/2024
     NEA4,605$51 03/31/2024
SJS Investment Consulting Inc.4,536$50 03/31/2024
     NEA4,536$50 03/31/2024
UMB Bank N A MO3,969$44 12/31/2023
     NEA3,969$44 12/31/2023
JFS Wealth Advisors LLC4,045$44 12/31/2023
     NEA4,045$44 12/31/2023
Turtle Creek Wealth Advisors LLC4,000$44 12/31/2023
     NEA4,000$44 12/31/2023
LM Advisors LLC3,900$43 12/31/2023
     NEA3,900$43 12/31/2023
Fortitude Family Office LLC3,700$41 03/31/2024
     NEA3,700$41 03/31/2024
Cornerstone Planning Group LLC3,729$41 12/31/2023
     NEA3,729$41 12/31/2023
First Community Trust NA3,299$37 03/31/2024
     NEA3,299$37 03/31/2024
AdvisorNet Financial Inc3,189$35 03/31/2024
     NEA3,189$35 03/31/2024
Asset Dedication LLC3,200$35 03/31/2024
     NEA3,200$35 03/31/2024
Elequin Capital LP3,097$34 12/31/2023
     NEA3,097$34 12/31/2023
Pinnacle Bank3,000$33 03/31/2024
     NEA3,000$33 03/31/2024
FSA Wealth Management LLC3,000$33 12/31/2023
     NEA3,000$33 12/31/2023
ICA Group Wealth Management LLC2,636$29 12/31/2023
     NEA2,636$29 12/31/2023
Harbor Investment Advisory LLC2,507$28 03/31/2024
     NEA2,507$28 03/31/2024
WASHINGTON TRUST Co2,500$28 12/31/2023
     NEA2,500$28 12/31/2023
Fifth Third Bancorp2,408$26 12/31/2023
     NEA2,408$26 12/31/2023
Cambridge Trust Co.2,378$26 12/31/2023
     NEA2,378$26 12/31/2023
Salomon & Ludwin LLC2,241$25 12/31/2023
     NEA2,241$25 12/31/2023
Roble Belko & Company Inc2,078$23 03/31/2024
     NEA2,078$23 03/31/2024
Montag A & Associates Inc.2,120$23 12/31/2023
     NEA2,120$23 12/31/2023
Financial Management Professionals Inc.2,012$22 03/31/2024
     NEA2,012$22 03/31/2024
Global Retirement Partners LLC2,030$22 12/31/2023
     NEA2,030$22 12/31/2023
West Paces Advisors Inc.1,920$21 03/31/2024
     NEA1,920$21 03/31/2024
Farmers & Merchants Trust Co of Chambersburg PA1,885$21 12/31/2023
     NEA1,885$21 12/31/2023
Mascoma Wealth Management LLC1,630$18 12/31/2023
     NEA1,630$18 12/31/2023
Sandy Spring Bank1,550$17 12/31/2023
     NEA1,550$17 12/31/2023
NBC Securities Inc.1,515$16 03/31/2024
     NEA1,515$16 03/31/2024
Capital Analysts LLC1,368$15 12/31/2023
     NEA1,368$15 12/31/2023
Thomas J. Herzfeld Advisors Inc.1,200$13 12/31/2023
     NEA1,200$13 12/31/2023
Geneos Wealth Management Inc.1,065$12 12/31/2023
     NEA1,065$12 12/31/2023
Tyler Stone Wealth Management1,000$11 12/31/2023
     NEA1,000$11 12/31/2023
Principal Securities Inc.809$9 12/31/2023
     NEA809$9 12/31/2023
M&R Capital Management Inc.677$7 03/31/2024
     NEA677$7 03/31/2024
Hexagon Capital Partners LLC666$7 03/31/2024
     NEA666$7 03/31/2024
Piscataqua Savings Bank645$7 03/31/2024
     NEA645$7 03/31/2024
Wolverine Asset Management LLC600$7 12/31/2023
     NEA600$7 12/31/2023
Moisand Fitzgerald Tamayo LLC583$6 03/31/2024
     NEA583$6 03/31/2024
Hanson & Doremus Investment Management500$6 12/31/2023
     NEA500$6 12/31/2023
IFP Advisors Inc530$6 12/31/2023
     NEA530$6 12/31/2023
Parallel Advisors LLC522$6 12/31/2023
     NEA522$6 12/31/2023
Larson Financial Group LLC519$6 12/31/2023
     NEA519$6 12/31/2023
Householder Group Estate & Retirement Specialist LLC551$6 12/31/2023
     NEA551$6 12/31/2023
Barrett & Company Inc.338$4 03/31/2024
     NEA338$4 03/31/2024
DiNuzzo Private Wealth Inc.334$4 12/31/2023
     NEA334$4 12/31/2023
Bogart Wealth LLC240$3 12/31/2023
     NEA240$3 12/31/2023
Whittier Trust Co. of Nevada Inc.105$1 12/31/2023
     NEA105$1 12/31/2023
Tower Research Capital LLC TRC 85$1 12/31/2023
     NEA85$1 12/31/2023
Bartlett & Co. LLC105$1 12/31/2023
     NEA105$1 12/31/2023
Richard W. Paul & Associates LLC79$1 12/31/2023
     NEA79$1 12/31/2023
Bartlett & CO. Wealth Management LLC105$1 12/31/2023
     NEA105$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     NEA1$0 12/31/2023
FMR LLC1$0 12/31/2023
     NEA1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     NEA0$0 12/31/2023

See Summary: Institutional Holders of NEA
See Details: Top 10 Hedge Funds Holding NEA
Also See: NEA Insider Buying
Also See: NEA Holdings Changes

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