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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.5KNew |
$197K - $221K
|
18.5K
$196K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-776- 0.98% |
$8.29K - $9.27K
|
78.5K
$833K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.8K- 22.28% |
$115K - $129K
|
37.7K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
10.5K+ 130.64% |
$112K - $125K
|
18.5K
$196K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
27.4KNew |
$293K - $327K
|
27.4K
$291K
|
|
|
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
$55K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1K- 5.16% |
$10.7K - $11.9K
|
18.4K
$195K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-343K- 91.65% |
$3.67M - $4.1M
|
31.3K
$332K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.23K- 96.05% |
$85.6K - $90.4K
|
297
$3.15K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14KNew |
$166K - $175K
|
14K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
30.3KNew |
$358K - $378K
|
30.3K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.3KNew |
$264K - $279K
|
22.3K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
29.3KNew |
$347K - $366K
|
29.3K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-776- 4.38% |
$9.19K - $9.7K
|
16.9K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
288New |
$3.41K - $3.6K
|
288
$3.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.4KNew |
$147K - $155K
|
12.4K
$131K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.8KNew |
$128K - $135K
|
10.8K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-423K- 97.23% |
$5.01M - $5.28M
|
12.1K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-48.6K- 9.36% |
$575K - $607K
|
470K
$4.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-780- 4.26% |
$9.24K - $9.75K
|
17.5K
$186K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
200New |
$2.37K - $2.5K
|
200
$2.12K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.19KNew |
$25.9K - $27.4K
|
2.19K
$23.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.5K+ 10.87% |
$29.6K - $31.3K
|
25.5K
$271K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
75New |
$888 - $938
|
75
$796
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-803- 4.2% |
$9.51K - $10K
|
18.3K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
13KNew |
$154K - $163K
|
13K
$138K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
16.5KNew |
$195K - $206K
|
16.5K
$175K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-805- 2.05% |
$9.53K - $10.1K
|
38.5K
$408K
|
|
|
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
$811K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-19.1K- 12.7% |
$226K - $239K
|
131K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
276+ 2.57% |
$3.27K - $3.45K
|
11K
$117K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3KNew |
$36.4K - $38.2K
|
3K
$31.8K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
340New |
$4.13K - $4.32K
|
340
$3.61K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-360- 14.83% |
$4.37K - $4.58K
|
2.07K
$21.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
48.7KNew |
$591K - $619K
|
48.7K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
18.2KNew |
$221K - $231K
|
18.2K
$193K
|
|
|
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
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.15K+ 1.27% |
$62.5K - $65.5K
|
410K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
792New |
$9.61K - $10.1K
|
792
$8.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
851+ 2.69% |
$10.3K - $10.8K
|
32.5K
$344K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
1.88K+ 1.41% |
$22.9K - $24K
|
136K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 2.25% |
$24.3 - $25.4
|
91
$966
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.88K+ 8.81% |
$59.2K - $62K
|
60.2K
$639K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-72.7K- 87.91% |
$882K - $925K
|
10K
$106K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
280+ 5.71% |
$3.4K - $3.56K
|
5.18K
$55K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
790+ 2.39% |
$9.59K - $10K
|
33.8K
$358K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 2.43% |
$60.7 - $63.6
|
211
$2.24K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
900New |
$10.9K - $11.4K
|
900
$9.55K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19.5KNew |
$237K - $248K
|
19.5K
$207K
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
27.4KNew |
$333K - $349K
|
27.4K
$291K
|
|