Latest Institutional Transactions on New Mountain Finance Corp (NMFC)
This table provides information on the latest institutional transactions involving New Mountain Finance Corp (NMFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.68K+ 9.25% |
$18.3K - $20.2K
|
19.8K
$194K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
4.78K+ 2.9% |
$52.1K - $57.5K
|
169K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
551+ 35.48% |
$6K - $6.62K
|
2.1K
$20.5K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
33.9KNew |
$369K - $407K
|
33.9K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.26K+ 5.3% |
$101K - $111K
|
184K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8K+ 94.85% |
$128K - $141K
|
24.1K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-366- 3.26% |
$3.99K - $4.4K
|
10.8K
$106K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-725- 3.97% |
$7.9K - $8.71K
|
17.5K
$171K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-46.8K- 45.06% |
$510K - $563K
|
57.1K
$557K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
12.9K+ 12.16% |
$140K - $155K
|
119K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
52.9K+ 15.54% |
$576K - $636K
|
393K
$3.84M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.51K+ 2.48% |
$38.3K - $42.2K
|
145K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.06% |
$76.2 - $84.1
|
11K
$107K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.9K+ 7.8% |
$151K - $167K
|
192K
$1.88M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
35.4K+ 325.05% |
$386K - $426K
|
46.3K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-235K- 6.38% |
$2.56M - $2.82M
|
3.45M
$33.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
217+ 0.72% |
$2.36K - $2.61K
|
30.5K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-77.4K- 56.21% |
$843K - $931K
|
60.3K
$589K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-217- 34.72% |
$2.36K - $2.61K
|
408
$3.98K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
26.7KNew |
$290K - $321K
|
26.7K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-370- 1.14% |
$4.03K - $4.45K
|
32.1K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
36.4K+ 5.58% |
$396K - $437K
|
688K
$6.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.41K- 23.18% |
$48K - $53K
|
14.6K
$143K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
8.55K+ 4.52% |
$93.1K - $103K
|
198K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
61.8K+ 19.0% |
$673K - $743K
|
387K
$3.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.45K- 6.62% |
$15.8K - $17.4K
|
20.4K
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.48M- 85.88% |
$27M - $29.8M
|
407K
$3.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
424KNew |
$4.62M - $5.09M
|
424K
$4.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
29.6K+ 32.57% |
$322K - $356K
|
120K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-283- 0.2% |
$3.08K - $3.4K
|
143K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.45K+ 7.86% |
$26.7K - $29.4K
|
33.6K
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.42K- 4.03% |
$15.5K - $17.1K
|
33.9K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.73K- 1.4% |
$18.8K - $20.7K
|
121K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.36K+ 22.39% |
$80.2K - $88.5K
|
40.2K
$393K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
14.1K+ 6.45% |
$153K - $169K
|
233K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-7.71K- 2.73% |
$83.9K - $92.6K
|
274K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
36.1K+ 820.75% |
$393K - $434K
|
40.5K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 30.37% |
$119K - $131K
|
46.8K
$457K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
59.2K+ 23.31% |
$645K - $712K
|
313K
$3.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.54K- 5.15% |
$27.7K - $30.5K
|
46.8K
$457K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 34.2% |
$1.86K - $2.06K
|
329
$3.21K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-53- 44.92% |
$577 - $637
|
65
$634
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.05K+ 0.41% |
$11.5K - $12.6K
|
261K
$2.54M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
8.88K+ 2.07% |
$96.7K - $107K
|
439K
$4.28M
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
53.9KNew |
$576K - $644K
|
53.9K
$526K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
210KNew |
$2.24M - $2.5M
|
210K
$2.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.11K+ 7.22% |
$11.9K - $13.3K
|
16.5K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
18.6K+ 29.47% |
$198K - $222K
|
81.6K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.3K+ 115.8% |
$323K - $361K
|
56.4K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.2K+ 2.7% |
$12.8K - $14.3K
|
45.6K
$445K
|
|