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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.8KClosed |
$20.1K - $25K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.36K+ 2.17% |
$26.4K - $32.8K
|
111K
$1.18M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
30+ 0.15% |
$336 - $417
|
20.3K
$215K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-942- 62.63% |
$10.6K - $13.1K
|
562
$5.96K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-29.8KClosed |
$334K - $415K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3.26KNew |
$36.5K - $45.3K
|
3.26K
$34.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.5K+ 5.54% |
$16.8K - $20.9K
|
28.6K
$303K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-17.6KClosed |
$197K - $245K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1K- 80.59% |
$12.3K - $15.3K
|
265
$2.81K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
403KNew |
$4.52M - $5.61M
|
403K
$4.28M
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-66KClosed |
$854K - $914K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.78KClosed |
$87.7K - $93.9K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.92KClosed |
$37.8K - $40.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4K- 6.98% |
$51.7K - $55.3K
|
53.3K
$565K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.5KClosed |
$136K - $146K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
645New |
$8.35K - $8.93K
|
645
$6.84K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-18.9KClosed |
$245K - $262K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-409- 33.83% |
$5.29K - $5.66K
|
800
$8.49K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
700New |
$9.06K - $9.7K
|
700
$7.43K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
191New |
$2.51K - $2.69K
|
191
$2.03K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
10KNew |
$132K - $141K
|
10K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
325+ 2.07% |
$4.27K - $4.57K
|
16K
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20.4KClosed |
$268K - $287K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-19.2KClosed |
$252K - $269K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3Closed |
$39.4 - $42.2
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-11.9KClosed |
$156K - $167K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
22.2KNew |
$292K - $312K
|
22.2K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-80.3KClosed |
$1.06M - $1.13M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1KClosed |
$13.1K - $14.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.5KClosed |
$138K - $148K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
5.38K+ 3.8% |
$70.7K - $75.7K
|
147K
$1.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.1KClosed |
$14.5K - $15.5K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1KNew |
$14.5K - $15.5K
|
1.1K
$11.7K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-242KClosed |
$3.1M - $3.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-8.7KClosed |
$112K - $119K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-17.8KClosed |
$229K - $243K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5.95KClosed |
$76.3K - $81.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-604KClosed |
$7.75M - $8.25M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-302Closed |
$3.87K - $4.12K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
350New |
$4.49K - $4.78K
|
350
$3.71K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.68KNew |
$98.5K - $105K
|
7.68K
$81.5K
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-44.5KClosed |
$571K - $607K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-1.07KClosed |
$13.8K - $14.6K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1KNew |
$12.8K - $13.7K
|
1K
$10.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.86KClosed |
$23.9K - $25.4K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-485Closed |
$6.22K - $6.62K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
300New |
$3.85K - $4.1K
|
300
$3.18K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
378KNew |
$4.74M - $5.17M
|
378K
$4.01M
|
|
|
Aug 16, 2021
Q2 2021
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-19.2KClosed |
$240K - $262K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-21.1KClosed |
$265K - $289K
|
0
$0
|
|