Naviter Wealth, LLC New Mountain Finance Corp Transaction History
Naviter Wealth, LLC
- $842 Million
- Q3 2025
A detailed history of Naviter Wealth, LLC transactions in New Mountain Finance Corp stock. As of the latest transaction made, Naviter Wealth, LLC holds 203,085 shares of NMFC stock, worth $1.92 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
203,085
Previous 205,757
1.3%
Holding current value
$1.92 Million
Previous $2.17 Million
9.82%
% of portfolio
0.23%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding NMFC
# of Institutions
184Shares Held
33.5MCall Options Held
27.6KPut Options Held
0-
Round Table Services, LLC3.8MShares$35.8 Million8.61% of portfolio
-
Lsv Asset Management Chicago, IL2.63MShares$24.8 Million0.06% of portfolio
-
Van Eck Associates Corp2.59MShares$24.4 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY2.07MShares$19.5 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY1.6MShares$15 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 $950M
- 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...