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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.6K+ 3.49% |
$18.9K - $20K
|
47.4K
$463K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
288New |
$3.41K - $3.6K
|
288
$2.81K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
276+ 2.57% |
$3.27K - $3.45K
|
11K
$107K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
200New |
$2.37K - $2.5K
|
200
$1.95K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
75New |
$888 - $938
|
75
$732
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
48.7KNew |
$591K - $619K
|
48.7K
$475K
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
27.4KNew |
$333K - $349K
|
27.4K
$268K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19.5KNew |
$237K - $248K
|
19.5K
$191K
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
18.2KNew |
$221K - $231K
|
18.2K
$178K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.15K+ 1.27% |
$62.5K - $65.5K
|
410K
$4.01M
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.88K+ 8.81% |
$59.2K - $62K
|
60.2K
$587K
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3KNew |
$36.4K - $38.2K
|
3K
$29.3K
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
1.88K+ 1.41% |
$22.9K - $24K
|
136K
$1.32M
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
900New |
$10.9K - $11.4K
|
900
$8.78K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
851+ 2.69% |
$10.3K - $10.8K
|
32.5K
$317K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
792New |
$9.61K - $10.1K
|
792
$7.73K
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
790+ 2.39% |
$9.59K - $10K
|
33.8K
$330K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
422New |
$5.12K - $5.37K
|
422
$4.12K
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
340New |
$4.13K - $4.32K
|
340
$3.32K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
280+ 5.71% |
$3.4K - $3.56K
|
5.18K
$50.6K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 2.43% |
$60.7 - $63.6
|
211
$2.06K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 2.25% |
$24.3 - $25.4
|
91
$888
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
149KNew |
$1.83M - $1.94M
|
149K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
110KNew |
$1.35M - $1.44M
|
110K
$1.08M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.8KNew |
$243K - $259K
|
19.8K
$193K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
19.7KNew |
$241K - $257K
|
19.7K
$192K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
15.2KNew |
$186K - $198K
|
15.2K
$148K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$140K - $149K
|
11.4K
$112K
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10KNew |
$123K - $131K
|
10K
$97.6K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.1KNew |
$50.2K - $53.5K
|
4.1K
$40K
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
4KNew |
$49K - $52.2K
|
4K
$39K
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.14KNew |
$38.5K - $41K
|
3.14K
$30.6K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$12.3K - $13.1K
|
1K
$9.76K
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
548+ 6.15% |
$6.71K - $7.15K
|
9.45K
$92.3K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
500New |
$6.13K - $6.53K
|
500
$4.88K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
449New |
$5.5K - $5.86K
|
449
$4.38K
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
240+ 12000.0% |
$2.94K - $3.13K
|
242
$2.36K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
155New |
$1.9K - $2.02K
|
155
$1.51K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
77New |
$943 - $1K
|
77
$752
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
325KNew |
$3.98M - $4.29M
|
325K
$3.17M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
36.3K+ 131.14% |
$444K - $479K
|
63.9K
$624K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
30KNew |
$368K - $396K
|
30K
$293K
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
11.2K+ 38.29% |
$137K - $148K
|
40.5K
$395K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.77KNew |
$33.9K - $36.6K
|
2.77K
$27K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
765+ 13.7% |
$9.37K - $10.1K
|
6.35K
$62K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
207New |
$2.54K - $2.73K
|
207
$2.02K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
29New |
$355 - $383
|
29
$283
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 1.75% |
$24.5 - $26.4
|
116
$1.13K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
13.6KNew |
$170K - $179K
|
13.6K
$133K
|