A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in New Mountain Finance Corp stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 191,273 shares of NMFC stock, worth $2.21 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
191,273
Previous 193,840 1.32%
Holding current value
$2.21 Million
Previous $2.37 Billion 3.42%
% of portfolio
0.7%
Previous 0.84%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$11.84 - $12.5 $30,393 - $32,087
-2,567 Reduced 1.32%
191,273 $2.29 Billion
Q2 2024

Aug 08, 2024

SELL
$12.14 - $12.72 $87,699 - $91,889
-7,224 Reduced 3.59%
193,840 $2.37 Billion
Q1 2024

May 09, 2024

BUY
$12.25 - $13.05 $212,562 - $226,443
17,352 Added 9.45%
201,064 $2.55 Billion
Q4 2023

Feb 13, 2024

BUY
$12.25 - $13.21 $1.44 Million - $1.55 Million
117,153 Added 176.01%
183,712 $2.34 Billion
Q3 2023

Nov 14, 2023

BUY
$12.48 - $13.1 $830,656 - $871,922
66,559 New
66,559 $862 Million

Others Institutions Holding NMFC

About New Mountain Finance Corp


  • Ticker NMFC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 100,716,928
  • Market Cap $1.16B
  • 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...
More about NMFC
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