Ever Source Wealth Advisors, LLC New Mountain Finance Corp Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in New Mountain Finance Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 308 shares of NMFC stock, worth $2,870. This represents 0.0% of its overall portfolio holdings.
Number of Shares
308
Previous 308
-0.0%
Holding current value
$2,870
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding NMFC
# of Institutions
189Shares Held
34.6MCall Options Held
25.3KPut Options Held
17K-
Round Table Services, LLC3.8MShares$35.4 Million8.61% of portfolio
-
Lsv Asset Management Chicago, IL2.76MShares$25.8 Million0.07% of portfolio
-
Van Eck Associates Corp2.47MShares$23.1 Million0.03% of portfolio
-
Cerity Partners LLC New York, NY2.07MShares$19.3 Million0.03% of portfolio
-
Ubs Group Ag1.25MShares$11.7 Million0.0% of portfolio
About New Mountain Finance Corp
- Ticker NMFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 100,716,928
- Market Cap $939M
- Description
- New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in ?defensive growth? industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at al...