Latest Institutional Purchases of New Mountain Finance Corp (NMFC)
This list provides information on the latest institutional transactions involving New Mountain Finance Corp (NMFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
125K+ 79.11% |
$1.33M - $1.49M
|
282K
$3.31M
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
93.3K+ 4.15% |
$997K - $1.11M
|
2.34M
$27.5M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
60.7K+ 31.39% |
$649K - $725K
|
254K
$2.98M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
27.4KNew |
$293K - $327K
|
27.4K
$321K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.5KNew |
$197K - $221K
|
18.5K
$217K
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
10.5K+ 130.64% |
$112K - $125K
|
18.5K
$216K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.78K+ 33.6% |
$51.1K - $57.1K
|
19K
$223K
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.47K+ 0.34% |
$15.7K - $17.6K
|
430K
$5.04M
|
|
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
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
571+ 1.17% |
$6.1K - $6.82K
|
49.4K
$579K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
390+ 1.3% |
$4.17K - $4.66K
|
30.3K
$355K
|
|
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 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$491 - $549
|
46
$539
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ares Management LLC
Los Angeles, CA |
BUY
|
- |
492KNew |
$5.82M - $6.15M
|
492K
$5.76M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
238K+ 7.57% |
$2.81M - $2.97M
|
3.38M
$39.6M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
224KNew |
$2.65M - $2.8M
|
224K
$2.62M
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
182K+ 533.6% |
$2.16M - $2.28M
|
217K
$2.54M
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
133KNew |
$1.57M - $1.66M
|
133K
$1.56M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100K+ 2.69% |
$1.19M - $1.25M
|
3.82M
$44.8M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
80.5K+ 101.13% |
$953K - $1.01M
|
160K
$1.88M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
51.5KNew |
$609K - $643K
|
51.5K
$603K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
47.8KNew |
$567K - $598K
|
47.8K
$561K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34K+ 79.58% |
$403K - $426K
|
76.8K
$900K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33.8K+ 239.72% |
$400K - $423K
|
47.9K
$562K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.3KNew |
$371K - $392K
|
31.3K
$367K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31K+ 6.06% |
$367K - $388K
|
543K
$6.36M
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
30.3KNew |
$358K - $378K
|
30.3K
$355K
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
29.3KNew |
$347K - $366K
|
29.3K
$344K
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
29.2K+ 19.4% |
$346K - $365K
|
180K
$2.11M
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
28.5K+ 49.98% |
$337K - $356K
|
85.5K
$1M
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
24.5K+ 138.71% |
$290K - $306K
|
42.2K
$494K
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.3KNew |
$264K - $279K
|
22.3K
$261K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.1K+ 76.64% |
$262K - $276K
|
51K
$597K
|
|
Nov 06, 2024
Q3 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
20.8K+ 6.4% |
$247K - $260K
|
346K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.9K+ 5.81% |
$224K - $236K
|
344K
$4.03M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.3K+ 70.35% |
$217K - $229K
|
44.4K
$520K
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
16.5KNew |
$195K - $206K
|
16.5K
$193K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16K+ 1.29% |
$189K - $200K
|
1.26M
$14.8M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15KNew |
$178K - $188K
|
15K
$176K
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.4KNew |
$171K - $180K
|
14.4K
$169K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.1KNew |
$167K - $176K
|
14.1K
$165K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14KNew |
$166K - $175K
|
14K
$164K
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
13KNew |
$154K - $163K
|
13K
$152K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.7K+ 9.8% |
$151K - $159K
|
143K
$1.67M
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
12.6KNew |
$150K - $158K
|
12.6K
$148K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.4KNew |
$147K - $155K
|
12.4K
$145K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 50.4% |
$129K - $136K
|
32.5K
$381K
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.8KNew |
$128K - $135K
|
10.8K
$127K
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.8KNew |
$128K - $135K
|
10.8K
$126K
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.7K+ 12.43% |
$126K - $133K
|
96.4K
$1.13M
|