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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.7K- 13.71% |
$204K - $225K
|
118K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.4KClosed |
$15.2K - $16.8K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
32.8KNew |
$357K - $394K
|
32.8K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-191- 0.73% |
$2.08K - $2.3K
|
26.1K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-90.8K- 87.04% |
$988K - $1.09M
|
13.5K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
30K+ 296.96% |
$327K - $361K
|
40.1K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-617- 66.7% |
$6.72K - $7.42K
|
308
$3.27K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
182K+ 50.19% |
$1.98M - $2.19M
|
545K
$5.78M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-38.2K- 24.29% |
$416K - $460K
|
119K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.29K- 3.22% |
$35.8K - $39.5K
|
98.7K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
52.6KNew |
$573K - $633K
|
52.6K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.18K+ 0.52% |
$12.9K - $14.2K
|
229K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
98.9K+ 183.41% |
$1.08M - $1.19M
|
153K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.71K- 5.62% |
$51.3K - $56.6K
|
79.1K
$839K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.3K- 41.0% |
$351K - $388K
|
46.4K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-35.9K- 58.55% |
$390K - $431K
|
25.4K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
305K+ 52.99% |
$3.32M - $3.66M
|
880K
$9.34M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.68K+ 107.74% |
$61.8K - $68.3K
|
11K
$116K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.66K+ 0.13% |
$18K - $19.9K
|
1.24M
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.03K- 18.1% |
$33K - $36.5K
|
13.7K
$146K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-115- 47.52% |
$1.25K - $1.38K
|
127
$1.35K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.11K- 6.23% |
$12.1K - $13.3K
|
16.7K
$177K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
106K+ 10.71% |
$1.15M - $1.27M
|
1.09M
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.8KNew |
$129K - $142K
|
11.8K
$125K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-31.4K- 30.95% |
$341K - $377K
|
70K
$742K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.24M- 46.93% |
$13.5M - $15M
|
1.41M
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.96K+ 6.39% |
$64.9K - $71.7K
|
99.3K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
245+ 2.9% |
$2.67K - $2.94K
|
8.69K
$92.2K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$16.3K - $18K
|
1.5K
$15.9K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.99K- 11.08% |
$32.5K - $35.9K
|
24K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
191+ 0.86% |
$2.08K - $2.3K
|
22.4K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.3K- 63.43% |
$450K - $496K
|
23.8K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
347K+ 14.33% |
$3.77M - $4.17M
|
2.76M
$29.3M
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
45.5KNew |
$495K - $547K
|
45.5K
$483K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.68K+ 9.25% |
$18.3K - $20.2K
|
19.8K
$211K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
4.78K+ 2.9% |
$52.1K - $57.5K
|
169K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.26K+ 5.3% |
$101K - $111K
|
184K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
33.9KNew |
$369K - $407K
|
33.9K
$360K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
551+ 35.48% |
$6K - $6.62K
|
2.1K
$22.3K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8K+ 94.85% |
$128K - $141K
|
24.1K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-725- 3.97% |
$7.9K - $8.71K
|
17.5K
$186K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-366- 3.26% |
$3.99K - $4.4K
|
10.8K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
52.9K+ 15.54% |
$576K - $636K
|
393K
$4.17M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
12.9K+ 12.16% |
$140K - $155K
|
119K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-46.8K- 45.06% |
$510K - $563K
|
57.1K
$606K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.51K+ 2.48% |
$38.3K - $42.2K
|
145K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.06% |
$76.2 - $84.1
|
11K
$116K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.9K+ 7.8% |
$151K - $167K
|
192K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
35.4K+ 325.05% |
$386K - $426K
|
46.3K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-235K- 6.38% |
$2.56M - $2.82M
|
3.45M
$36.6M
|