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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
6.34K+ 360.73% |
$69K - $76.2K
|
8.1K
$85.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.96K+ 6.39% |
$64.9K - $71.7K
|
99.3K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.8K+ 118.37% |
$63.2K - $69.7K
|
10.7K
$114K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.68K+ 107.74% |
$61.8K - $68.3K
|
11K
$116K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
4.78K+ 2.9% |
$52.1K - $57.5K
|
169K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.51K+ 2.48% |
$38.3K - $42.2K
|
145K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.18K+ 4.04% |
$34.6K - $38.2K
|
81.8K
$868K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.45K+ 7.86% |
$26.7K - $29.4K
|
33.6K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.26K+ 44.91% |
$24.6K - $27.2K
|
7.3K
$77.4K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.68K+ 9.25% |
$18.3K - $20.2K
|
19.8K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.66K+ 0.13% |
$18K - $19.9K
|
1.24M
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$16.3K - $18K
|
1.5K
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.18K+ 0.52% |
$12.9K - $14.2K
|
229K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.05K+ 0.41% |
$11.5K - $12.6K
|
261K
$2.76M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
551+ 35.48% |
$6K - $6.62K
|
2.1K
$22.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
293New |
$3.19K - $3.52K
|
293
$3.11K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
245+ 2.9% |
$2.67K - $2.94K
|
8.69K
$92.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
217+ 0.72% |
$2.36K - $2.61K
|
30.5K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
191+ 0.86% |
$2.08K - $2.3K
|
22.4K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
73+ 0.09% |
$795 - $877
|
77.1K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21+ 0.15% |
$229 - $252
|
13.7K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
14+ 0.03% |
$152 - $168
|
42.2K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.06% |
$76.2 - $84.1
|
11K
$116K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
210KNew |
$2.24M - $2.5M
|
210K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
135KNew |
$1.45M - $1.62M
|
135K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ares Management LLC
Los Angeles, CA |
BUY
|
- |
74.5K+ 15.15% |
$796K - $889K
|
566K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.3K+ 115.8% |
$323K - $361K
|
56.4K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.1K+ 158.7% |
$310K - $347K
|
47.4K
$502K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
28.4KNew |
$304K - $340K
|
28.4K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
27.4KNew |
$293K - $327K
|
27.4K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
27.1KNew |
$289K - $323K
|
27.1K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
24.7KNew |
$264K - $295K
|
24.7K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
18.6K+ 29.47% |
$198K - $222K
|
81.6K
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.5KNew |
$197K - $221K
|
18.5K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.2KNew |
$141K - $157K
|
13.2K
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
13KNew |
$139K - $156K
|
13K
$138K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
10.5K+ 130.64% |
$112K - $125K
|
18.5K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.81K+ 57.19% |
$72.8K - $81.3K
|
18.7K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.37K+ 40.36% |
$46.6K - $52.1K
|
15.2K
$161K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.16KNew |
$23.1K - $25.8K
|
2.16K
$22.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.11K+ 7.22% |
$11.9K - $13.3K
|
16.5K
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
241New |
$2.57K - $2.88K
|
241
$2.56K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
130New |
$1.39K - $1.55K
|
130
$1.38K
|
|
|
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 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$491 - $549
|
46
$488
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
7New |
$74.8 - $83.6
|
7
$74.3
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
30.3KNew |
$358K - $378K
|
30.3K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
29.3KNew |
$347K - $366K
|
29.3K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.3KNew |
$264K - $279K
|
22.3K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
16.5KNew |
$195K - $206K
|
16.5K
$175K
|
|