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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.6K- 11.78% |
$38.4K - $43K
|
27K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-54- 0.17% |
$577 - $645
|
32K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$491 - $549
|
46
$539
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.78K+ 33.6% |
$51.1K - $57.1K
|
19K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-183K- 5.96% |
$1.95M - $2.18M
|
2.88M
$33.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
93.3K+ 4.15% |
$997K - $1.11M
|
2.34M
$27.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-307K- 77.19% |
$3.28M - $3.67M
|
90.9K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
390+ 1.3% |
$4.17K - $4.66K
|
30.3K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.8K- 4.35% |
$158K - $177K
|
325K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.5KNew |
$197K - $221K
|
18.5K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-36.3K- 89.19% |
$388K - $434K
|
4.4K
$51.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.8K- 22.28% |
$115K - $129K
|
37.7K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-776- 0.98% |
$8.29K - $9.27K
|
78.5K
$920K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
10.5K+ 130.64% |
$112K - $125K
|
18.5K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
27.4KNew |
$293K - $327K
|
27.4K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-178- 0.5% |
$1.9K - $2.13K
|
35.3K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 1.97% |
$1.07K - $1.19K
|
5.18K
$60.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.19K+ 3.47% |
$12.7K - $14.2K
|
35.5K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-264- 0.81% |
$2.82K - $3.15K
|
32.4K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
571+ 1.17% |
$6.1K - $6.82K
|
49.4K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.8K- 11.35% |
$168K - $188K
|
123K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.25K- 0.48% |
$13.3K - $14.9K
|
260K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
60.7K+ 31.39% |
$649K - $725K
|
254K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1K- 5.16% |
$10.7K - $11.9K
|
18.4K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
125K+ 79.11% |
$1.33M - $1.49M
|
282K
$3.31M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-343K- 91.65% |
$3.67M - $4.1M
|
31.3K
$366K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.47K+ 0.34% |
$15.7K - $17.6K
|
430K
$5.04M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16K+ 1.29% |
$189K - $200K
|
1.26M
$14.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14KNew |
$166K - $175K
|
14K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-13.2K- 17.32% |
$156K - $165K
|
63K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.3K+ 70.35% |
$217K - $229K
|
44.4K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-124K- 14.18% |
$1.47M - $1.56M
|
753K
$8.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.43KNew |
$52.4K - $55.4K
|
4.43K
$51.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
30.3KNew |
$358K - $378K
|
30.3K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.38K+ 1.2% |
$28.2K - $29.8K
|
202K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.16K- 3.52% |
$72.9K - $77K
|
169K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.39K+ 5.34% |
$28.3K - $29.9K
|
47.1K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.4KNew |
$171K - $180K
|
14.4K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.89K+ 8.02% |
$117K - $124K
|
133K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.3KNew |
$264K - $279K
|
22.3K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.4KNew |
$147K - $155K
|
12.4K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-39.4K- 65.92% |
$466K - $493K
|
20.4K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-14.3K- 1.33% |
$170K - $179K
|
1.07M
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-77K- 14.48% |
$912K - $963K
|
455K
$5.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-72.8K- 8.7% |
$861K - $909K
|
764K
$8.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-2.99K- 90.44% |
$35.4K - $37.4K
|
316
$3.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.1K+ 76.64% |
$262K - $276K
|
51K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
238K+ 7.57% |
$2.81M - $2.97M
|
3.38M
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-3.14K- 0.37% |
$37.2K - $39.2K
|
839K
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ares Management LLC
Los Angeles, CA |
BUY
|
- |
492KNew |
$5.82M - $6.15M
|
492K
$5.76M
|
|