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 187 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 $470 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
132,764
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
131,280
shares
|
$1.54 Million
0.5% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
121,800
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2018
Added 61.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
117,280
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
107,726
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
102,176
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
96,358
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
95,300
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2020
Added 32.55%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
85,520
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 49.98%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
84,779
shares
|
$994,457
0.0% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
82,885
shares
|
$972,241
0.0% of portfolio
|
Q3 2024
Reduced 21.17%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
79,294
shares
|
$930,118
0.38% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
77,669
shares
|
$911,057
0.1% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
76,815
shares
|
$901,039
0.01% of portfolio
|
Q3 2024
Added 79.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,418
shares
|
$896,383
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
69,573
shares
|
$816,091
0.01% of portfolio
|
Q3 2024
Reduced 49.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
63,371
shares
|
$743,341
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
63,027
shares
|
$739,306
0.37% of portfolio
|
Q3 2024
Reduced 17.32%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
60,190
shares
|
$706,028
0.79% of portfolio
|
Q2 2024
Added 8.81%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
59,850
shares
|
$702,040
0.02% of portfolio
|
Q4 2023
Reduced 18.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
57,464
shares
|
$674,052
0.0% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
53,270
shares
|
$624,857
0.0% of portfolio
|
Q1 2022
Reduced 6.98%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
51,473
shares
|
$603,778
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
50,956
shares
|
$597,713
0.0% of portfolio
|
Q3 2024
Added 76.64%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
50,069
shares
|
$587,309
0.0% of portfolio
|
Q4 2022
Added 60.59%
|