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 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400New |
$4.56K - $5.12K
|
400
$4.49K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
132New |
$1.5K - $1.69K
|
132
$1.48K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
40New |
$456 - $512
|
40
$449
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1New |
$11.4 - $12.8
|
1
$11.2
|
|
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
$42.6M
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
19.9KNew |
$224K - $268K
|
19.9K
$223K
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
11.9KNew |
$134K - $160K
|
11.9K
$133K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.03KNew |
$22.9K - $27.4K
|
2.03K
$22.8K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2KNew |
$22.5K - $27K
|
2K
$22.4K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
900+ 180.0% |
$10.1K - $12.2K
|
1.4K
$15.7K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
118New |
$1.33K - $1.59K
|
118
$1.32K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.05% |
$56.3 - $67.5
|
10.1K
$113K
|
|
Q2 2022 | |||||||
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
403KNew |
$4.52M - $5.61M
|
403K
$4.52M
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
159KNew |
$1.78M - $2.21M
|
159K
$1.78M
|
|
Aug 15, 2022
Q2 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
11.5KNew |
$128K - $159K
|
11.5K
$129K
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.09KNew |
$45.9K - $56.9K
|
4.09K
$45.9K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3.26KNew |
$36.5K - $45.3K
|
3.26K
$36.5K
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.36K+ 2.17% |
$26.4K - $32.8K
|
111K
$1.25M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.5K+ 5.54% |
$16.8K - $20.9K
|
28.6K
$321K
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
217+ 1.71% |
$2.43K - $3.02K
|
12.9K
$144K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
102+ 0.75% |
$1.14K - $1.42K
|
13.6K
$153K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
30+ 0.15% |
$336 - $417
|
20.3K
$228K
|
|
Q1 2022 | |||||||
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
700New |
$9.06K - $9.7K
|
700
$7.85K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
645New |
$8.35K - $8.93K
|
645
$7.24K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
22.2KNew |
$292K - $312K
|
22.2K
$249K
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
21.9KNew |
$288K - $308K
|
21.9K
$246K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
10KNew |
$132K - $141K
|
10K
$113K
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
5.38K+ 3.8% |
$70.7K - $75.7K
|
147K
$1.65M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1KNew |
$14.5K - $15.5K
|
1.1K
$12.4K
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
325+ 2.07% |
$4.27K - $4.57K
|
16K
$179K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
191New |
$2.51K - $2.69K
|
191
$2.14K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.68KNew |
$98.5K - $105K
|
7.68K
$86.2K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1KNew |
$12.8K - $13.7K
|
1K
$11.2K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
350New |
$4.49K - $4.78K
|
350
$3.93K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
300New |
$3.85K - $4.1K
|
300
$3.37K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
378KNew |
$4.74M - $5.17M
|
378K
$4.24M
|
|
Aug 09, 2021
Q2 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
30KNew |
$377K - $410K
|
30K
$337K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
23.4K+ 32.55% |
$212K - $285K
|
95.3K
$1.07M
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
150New |
$1.36K - $1.82K
|
150
$1.68K
|
|
Jan 22, 2021
Q4 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
18+ 6.12% |
$163 - $219
|
312
$3.5K
|
|
Q4 2019 | |||||||
Jan 15, 2020
Q4 2019
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
15KNew |
$199K - $208K
|
15K
$168K
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.34KNew |
$124K - $129K
|
9.34K
$105K
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
20.7KNew |
$275K - $291K
|
20.7K
$232K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
46.5K+ 61.73% |
$570K - $643K
|
122K
$1.37M
|
|
Feb 14, 2019
Q4 2018
|
Barclays PLC
London, X0 |
BUY
|
PUT |
600New |
$7.35K - $8.3K
|
600
$6.73K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
187KNew |
$2.52M - $2.66M
|
187K
$2.1M
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
100KNew |
$1.26M - $1.38M
|
100K
$1.12M
|