Latest Institutional Sells of New Mountain Finance Corp (NMFC)
This list provides information on the latest institutional transactions involving New Mountain Finance Corp (NMFC) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-115- 47.52% |
$1.25K - $1.38K
|
127
$1.35K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-53- 44.92% |
$577 - $637
|
65
$690
|
|
| Q4 2024 | |||||||
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-343K- 91.65% |
$3.67M - $4.1M
|
31.3K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-324K- 99.7% |
$3.46M - $3.87M
|
969
$10.3K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24K- 6.57% |
$256K - $287K
|
342K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.8K- 22.28% |
$115K - $129K
|
37.7K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.39K- 99.05% |
$46.9K - $52.4K
|
42
$446
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.7K- 5.83% |
$18.2K - $20.3K
|
27.5K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1K- 6.67% |
$10.7K - $11.9K
|
14K
$149K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1K- 5.16% |
$10.7K - $11.9K
|
18.4K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-776- 0.98% |
$8.29K - $9.27K
|
78.5K
$833K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-54- 0.17% |
$577 - $645
|
32K
$339K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-423K- 97.23% |
$5.01M - $5.28M
|
12.1K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-48.6K- 9.36% |
$575K - $607K
|
470K
$4.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-19.1K- 12.7% |
$226K - $239K
|
131K
$1.39M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.23K- 96.05% |
$85.6K - $90.4K
|
297
$3.15K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.49K- 3.15% |
$29.5K - $31.1K
|
76.4K
$811K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-805- 2.05% |
$9.53K - $10.1K
|
38.5K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-803- 4.2% |
$9.51K - $10K
|
18.3K
$195K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-780- 4.26% |
$9.24K - $9.75K
|
17.5K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-776- 4.38% |
$9.19K - $9.7K
|
16.9K
$180K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-72.7K- 87.91% |
$882K - $925K
|
10K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-5.75K- 2.52% |
$69.8K - $73.1K
|
222K
$2.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.97K- 22.15% |
$48.2K - $50.5K
|
14K
$148K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-600- 5.27% |
$7.28K - $7.63K
|
10.8K
$114K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-360- 14.83% |
$4.37K - $4.58K
|
2.07K
$21.9K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.12K- 28.91% |
$50.5K - $53.8K
|
10.1K
$108K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.44K- 83.91% |
$17.6K - $18.8K
|
276
$2.93K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48.3K- 59.25% |
$591K - $638K
|
33.2K
$352K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13.4K- 18.29% |
$164K - $177K
|
59.9K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.63K- 4.25% |
$44.5K - $48K
|
81.8K
$868K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.4KClosed |
$29.4K - $31.7K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.08K- 12.97% |
$25.5K - $27.5K
|
14K
$148K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.31K- 17.23% |
$41.2K - $43.3K
|
15.9K
$168K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.81K- 10.21% |
$22.5K - $23.6K
|
15.9K
$168K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-113- 1.05% |
$1.41K - $1.48K
|
10.6K
$113K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-6.55K- 84.52% |
$74.8K - $83.1K
|
1.2K
$12.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.16K- 29.37% |
$47.5K - $52.8K
|
10K
$106K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.04K- 0.56% |
$23.3K - $25.9K
|
360K
$3.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.47K- 7.19% |
$16.8K - $18.7K
|
19K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-336- 1.53% |
$3.84K - $4.26K
|
21.6K
$229K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.77KClosed |
$20.6K - $23.2K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 51.43% |
$13.6K - $15.4K
|
1.11K
$11.7K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-15.2K- 72.04% |
$173K - $195K
|
5.9K
$62.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-14K- 79.73% |
$160K - $179K
|
3.56K
$37.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-5.16K- 9.7% |
$58.9K - $66.1K
|
48.1K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-2.65K- 10.9% |
$30.2K - $33.9K
|
21.6K
$229K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-8.36K- 42.65% |
$94.2K - $113K
|
11.2K
$119K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.75K- 26.57% |
$31K - $37.1K
|
7.6K
$80.6K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-900- 3.55% |
$10.1K - $12.2K
|
24.5K
$259K
|
|