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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.5K+ 10.87% |
$29.6K - $31.3K
|
25.5K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.1KNew |
$167K - $176K
|
14.1K
$159K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
75New |
$888 - $938
|
75
$845
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
846+ 2.66% |
$10K - $10.6K
|
32.7K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.12K- 12.98% |
$25.1K - $26.6K
|
14.2K
$160K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
13KNew |
$154K - $163K
|
13K
$147K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-803- 4.2% |
$9.51K - $10K
|
18.3K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.03K- 10.19% |
$47.7K - $50.3K
|
35.5K
$400K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 50.4% |
$129K - $136K
|
32.5K
$366K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
68K+ 54.19% |
$805K - $850K
|
193K
$2.18M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
341K+ 1017.27% |
$4.04M - $4.26M
|
374K
$4.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
16.5KNew |
$195K - $206K
|
16.5K
$186K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.66K+ 0.12% |
$43.3K - $45.7K
|
3.07M
$34.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.8K- 14.14% |
$199K - $210K
|
102K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-805- 2.05% |
$9.53K - $10.1K
|
38.5K
$433K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-430- 0.87% |
$5.09K - $5.38K
|
48.8K
$550K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.49K- 3.15% |
$29.5K - $31.1K
|
76.4K
$861K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.25K+ 0.48% |
$14.8K - $15.6K
|
261K
$2.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-19.1K- 12.7% |
$226K - $239K
|
131K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-45- 0.06% |
$533 - $563
|
79.3K
$894K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.2K- 4.33% |
$26K - $27.4K
|
48.5K
$547K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.2K- 49.71% |
$156K - $164K
|
13.3K
$150K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.67K+ 19.82% |
$67.1K - $70.9K
|
34.3K
$386K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
276+ 2.57% |
$3.27K - $3.45K
|
11K
$124K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-10.1K- 6.03% |
$120K - $126K
|
158K
$1.78M
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3KNew |
$36.4K - $38.2K
|
3K
$33.8K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
340New |
$4.13K - $4.32K
|
340
$3.83K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
48.7KNew |
$591K - $619K
|
48.7K
$549K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-360- 14.83% |
$4.37K - $4.58K
|
2.07K
$23.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-67.2K- 71.25% |
$815K - $854K
|
27.1K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
18.2KNew |
$221K - $231K
|
18.2K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
62.2K+ 580.79% |
$755K - $791K
|
72.9K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-5.75K- 2.52% |
$69.8K - $73.1K
|
222K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.15K+ 1.27% |
$62.5K - $65.5K
|
410K
$4.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
792New |
$9.61K - $10.1K
|
792
$8.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.19K+ 30.48% |
$14.4K - $15.1K
|
5.08K
$57.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 2.25% |
$24.3 - $25.4
|
91
$1.03K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
851+ 2.69% |
$10.3K - $10.8K
|
32.5K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
1.88K+ 1.41% |
$22.9K - $24K
|
136K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.88K+ 8.81% |
$59.2K - $62K
|
60.2K
$678K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
790+ 2.39% |
$9.59K - $10K
|
33.8K
$381K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
280+ 5.71% |
$3.4K - $3.56K
|
5.18K
$58.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-72.7K- 87.91% |
$882K - $925K
|
10K
$113K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.8K- 36.86% |
$179K - $188K
|
25.3K
$285K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.3KNew |
$247K - $259K
|
20.3K
$229K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 2.43% |
$60.7 - $63.6
|
211
$2.38K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
900New |
$10.9K - $11.4K
|
900
$10.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
150+ 2.03% |
$1.82K - $1.91K
|
7.53K
$84.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19.5KNew |
$237K - $248K
|
19.5K
$220K
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
27.4KNew |
$333K - $349K
|
27.4K
$309K
|
|