Institutional Ownership New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
325,365
shares
|
$3.75 Million
0.33% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
324,625
shares
|
$3.74 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
316,480
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
314,929
shares
|
$3.63 Million
0.35% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
261,563
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
260,769
shares
|
$3 Million
0.07% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
256,901
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
229,106
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
223,891
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
216,690
shares
|
$2.5 Million
0.02% of portfolio
|
Q3 2024
Added 533.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
201,514
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
193,449
shares
|
$2.23 Million
0.11% of portfolio
|
Q3 2024
Added 54.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
191,618
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
191,273
shares
|
$2.2 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Granite Shares Advisors LLC
|
Oct 28, 2024 Q3 2024 |
179,628
shares
|
$2.07 Million
1.48% of portfolio
|
Q3 2024
Added 19.4%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
168,950
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
160,005
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2024
Added 101.13%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
157,508
shares
|
$1.81 Million
0.93% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
149,000
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
147,067
shares
|
$1.69 Million
0.13% of portfolio
|
Q4 2021
Added 3.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
142,669
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
140,714
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
138,940
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
135,748
shares
|
$1.56 Million
0.3% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
133,183
shares
|
$1.53 Million
0.49% of portfolio
|
Q3 2024
Added 8.02%
|