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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.72K+ 3.25% |
$43K - $52.3K
|
150K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.62K+ 19.43% |
$42.1K - $51.3K
|
28.4K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.5K+ 30.8% |
$41K - $49.9K
|
19.1K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
3.75K+ 46.34% |
$34.2K - $41.6K
|
11.8K
$118K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.6KNew |
$32.8K - $39.9K
|
3.6K
$35.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.43K+ 311.81% |
$31.3K - $38.1K
|
4.53K
$45K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.43K+ 12.76% |
$31.2K - $38K
|
30.3K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.63K+ 2.83% |
$24K - $29.2K
|
95.8K
$950K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.28K+ 17.24% |
$20.8K - $25.3K
|
15.5K
$154K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.76KNew |
$16K - $19.5K
|
1.76K
$17.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 3.98% |
$13.7K - $16.6K
|
39.2K
$389K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.39K+ 5.08% |
$12.7K - $15.4K
|
28.8K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 2.9% |
$12.4K - $15.1K
|
48.1K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.18K+ 3.77% |
$10.7K - $13.1K
|
32.4K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.1K+ 0.37% |
$9.99K - $12.2K
|
297K
$2.95M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 35.65% |
$6.83K - $8.32K
|
2.85K
$28.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
500+ 8.83% |
$4.56K - $5.55K
|
6.16K
$61.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
485New |
$4.42K - $5.38K
|
485
$4.81K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
408+ 1.01% |
$3.72K - $4.52K
|
40.6K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
249+ 2.86% |
$2.27K - $2.76K
|
8.94K
$88.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84New |
$765 - $932
|
84
$833
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 0.51% |
$501 - $610
|
10.9K
$108K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
53+ 81.54% |
$483 - $588
|
118
$1.17K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37+ 0.11% |
$337 - $410
|
33.7K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22+ 0.16% |
$200 - $244
|
13.7K
$136K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.06% |
$63.8 - $77.6
|
11K
$109K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3New |
$27.3 - $33.3
|
3
$29.8
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.01% |
$9.11 - $11.1
|
13.7K
$136K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
105K+ 108.99% |
$1.14M - $1.26M
|
201K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
63.2KNew |
$688K - $760K
|
63.2K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
52.6KNew |
$573K - $633K
|
52.6K
$522K
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
45.5KNew |
$495K - $547K
|
45.5K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
32.8KNew |
$357K - $394K
|
32.8K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
30K+ 296.96% |
$327K - $361K
|
40.1K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
26.7KNew |
$290K - $321K
|
26.7K
$265K
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
24KNew |
$261K - $288K
|
24K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.2K+ 79.07% |
$209K - $231K
|
43.6K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
15.1KNew |
$164K - $181K
|
15.1K
$149K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.8KNew |
$129K - $142K
|
11.8K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.8K+ 118.37% |
$63.2K - $69.7K
|
10.7K
$106K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
4.78K+ 2.9% |
$52.1K - $57.5K
|
169K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.26K+ 44.91% |
$24.6K - $27.2K
|
7.3K
$72.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.66K+ 0.13% |
$18K - $19.9K
|
1.24M
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$16.3K - $18K
|
1.5K
$14.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
293New |
$3.19K - $3.52K
|
293
$2.91K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
73+ 0.09% |
$795 - $877
|
77.1K
$765K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
14+ 0.03% |
$152 - $168
|
42.2K
$419K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
210KNew |
$2.24M - $2.5M
|
210K
$2.08M
|
|