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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.7K+ 14.09% |
$443K - $540K
|
394K
$4.13M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
485New |
$4.42K - $5.38K
|
485
$5.08K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 35.65% |
$6.83K - $8.32K
|
2.85K
$29.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-304K- 26.74% |
$2.77M - $3.37M
|
833K
$8.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.76KNew |
$16K - $19.5K
|
1.76K
$18.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.4K+ 10.52% |
$250K - $304K
|
288K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-12.1K- 1.59% |
$110K - $134K
|
748K
$7.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.1KNew |
$92K - $112K
|
10.1K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
74.4K+ 257.76% |
$678K - $825K
|
103K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.81K- 6.06% |
$25.6K - $31.2K
|
43.6K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$92K - $112K
|
10.1K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
16.9K+ 138.65% |
$154K - $188K
|
29.1K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
3.75K+ 46.34% |
$34.2K - $41.6K
|
11.8K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.62K+ 19.43% |
$42.1K - $51.3K
|
28.4K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-193K- 28.12% |
$1.76M - $2.15M
|
494K
$5.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
179K+ 7.81% |
$1.63M - $1.99M
|
2.47M
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48.9K- 50.44% |
$446K - $543K
|
48.1K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
375K+ 42.55% |
$3.41M - $4.15M
|
1.25M
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22- 1.06% |
$200 - $244
|
2.05K
$21.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
138K+ 17.01% |
$1.26M - $1.53M
|
950K
$9.95M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-41.1K- 3.75% |
$374K - $456K
|
1.05M
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.43K+ 12.76% |
$31.2K - $38K
|
30.3K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.54K+ 3.29% |
$68.7K - $83.6K
|
237K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
188KNew |
$1.72M - $2.09M
|
188K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Ares Management LLC
Los Angeles, CA |
BUY
|
- |
30.2K+ 5.33% |
$275K - $335K
|
596K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-334K- 67.94% |
$3.05M - $3.71M
|
158K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.04K- 3.85% |
$27.7K - $33.7K
|
76.1K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.5K- 23.03% |
$133K - $161K
|
48.6K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.63K+ 2.83% |
$24K - $29.2K
|
95.8K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84New |
$765 - $932
|
84
$879
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$137K - $166K
|
15K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-66.3K- 56.18% |
$604K - $735K
|
51.7K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-9.82K- 5.11% |
$89.5K - $109K
|
182K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
40.7KNew |
$371K - $451K
|
40.7K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43K- 67.8% |
$392K - $477K
|
20.4K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
33.1KNew |
$302K - $367K
|
33.1K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-308K- 43.38% |
$2.81M - $3.42M
|
403K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.5K- 67.8% |
$205K - $250K
|
10.7K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-44.2K- 97.13% |
$403K - $490K
|
1.31K
$13.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
82.3KNew |
$750K - $913K
|
82.3K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 16.06% |
$120K - $146K
|
95K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$124K - $151K
|
13.6K
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
36.6KNew |
$334K - $406K
|
36.6K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.28K+ 17.24% |
$20.8K - $25.3K
|
15.5K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.8K- 14.14% |
$25.5K - $31.1K
|
17K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.71K- 10.95% |
$33.8K - $41.1K
|
30.2K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-13K- 8.49% |
$118K - $144K
|
140K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.82K+ 9.75% |
$53.1K - $64.6K
|
65.6K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.16K+ 38.03% |
$83.4K - $102K
|
33.2K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-10.1K- 10.28% |
$91.7K - $112K
|
87.9K
$920K
|