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 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
$129K - $135K
|
10.3K
$101K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10K+ 95.06% |
$125K - $131K
|
20.5K
$200K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.9KNew |
$61.2K - $64.2K
|
4.9K
$47.8K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
1.79KNew |
$22.4K - $23.5K
|
1.79K
$17.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.65K+ 5.05% |
$20.6K - $21.6K
|
34.3K
$335K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
39.4KNew |
$449K - $499K
|
39.4K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
20.8KNew |
$238K - $264K
|
20.8K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$135K - $150K
|
11.8K
$115K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.1KNew |
$115K - $128K
|
10.1K
$98.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.39KNew |
$38.7K - $43K
|
3.39K
$33.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$5.71K - $6.35K
|
500
$4.88K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
31.7KNew |
$369K - $416K
|
31.7K
$310K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
22.2KNew |
$258K - $291K
|
22.2K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$237K - $267K
|
20.4K
$199K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
733New |
$8.52K - $9.61K
|
733
$7.15K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
200New |
$2.33K - $2.62K
|
200
$1.95K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
135+ 6.13% |
$1.57K - $1.77K
|
2.34K
$22.8K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34New |
$395 - $446
|
34
$332
|
|
| Q4 2022 | |||||||
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
63KNew |
$719K - $807K
|
63K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
48.4KNew |
$551K - $619K
|
48.4K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18.9K+ 60.59% |
$215K - $242K
|
50.1K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
12.3KNew |
$141K - $158K
|
12.3K
$120K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.57KNew |
$74.8K - $84K
|
6.57K
$64.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
925New |
$10.5K - $11.8K
|
925
$9.03K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400New |
$4.56K - $5.12K
|
400
$3.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
132New |
$1.5K - $1.69K
|
132
$1.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
40New |
$456 - $512
|
40
$390
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1New |
$11.4 - $12.8
|
1
$9.76
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
171K+ 4.72% |
$1.93M - $2.31M
|
3.8M
$37.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
19.9KNew |
$224K - $268K
|
19.9K
$194K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
11.9KNew |
$134K - $160K
|
11.9K
$116K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.03KNew |
$22.9K - $27.4K
|
2.03K
$19.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2KNew |
$22.5K - $27K
|
2K
$19.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
900+ 180.0% |
$10.1K - $12.2K
|
1.4K
$13.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
118New |
$1.33K - $1.59K
|
118
$1.15K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.05% |
$56.3 - $67.5
|
10.1K
$98.1K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
403KNew |
$4.52M - $5.61M
|
403K
$3.94M
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
159KNew |
$1.78M - $2.21M
|
159K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
11.5KNew |
$128K - $159K
|
11.5K
$112K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.09KNew |
$45.9K - $56.9K
|
4.09K
$40K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3.26KNew |
$36.5K - $45.3K
|
3.26K
$31.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.36K+ 2.17% |
$26.4K - $32.8K
|
111K
$1.09M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.5K+ 5.54% |
$16.8K - $20.9K
|
28.6K
$279K
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
217+ 1.71% |
$2.43K - $3.02K
|
12.9K
$126K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
102+ 0.75% |
$1.14K - $1.42K
|
13.6K
$133K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
30+ 0.15% |
$336 - $417
|
20.3K
$198K
|
|
| Q1 2022 | |||||||
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
700New |
$9.06K - $9.7K
|
700
$6.83K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
645New |
$8.35K - $8.93K
|
645
$6.3K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
22.2KNew |
$292K - $312K
|
22.2K
$217K
|
|