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 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $482 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fny Investment Advisers, LLC
|
May 02, 2024 Q1 2024 |
15,200
shares
|
$187,568
0.12% of portfolio
|
Q1 2024
New holding
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,000
shares
|
$185,100
0.03% of portfolio
|
Q4 2019
New holding
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 07, 2024 Q1 2024 |
15,000
shares
|
$185,100
0.0% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
Essex Financial Services, Inc.
|
Apr 23, 2024 Q1 2024 |
14,215
shares
|
$175,413
0.02% of portfolio
|
Q4 2023
Added 0.05%
|
|
Xtx Topco LTD
London, X0 |
May 13, 2024 Q1 2024 |
14,126
shares
|
$174,314
0.03% of portfolio
|
Q1 2024
Added 14.05%
|
|
Pro Share Advisors LLC
|
May 08, 2024 Q1 2024 |
13,035
shares
|
$160,851
0.0% of portfolio
|
Q1 2024
Added 16.02%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
12,753
shares
|
$157,372
0.0% of portfolio
|
Q1 2024
Added 0.13%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
12,500
shares
|
$154,250
0.0% of portfolio
|
Q1 2024
Added 19.05%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
12,159
shares
|
$150,042
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
May 13, 2024 Q1 2024 |
11,390
shares
|
$140,552
0.02% of portfolio
|
Q4 2022
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
11,195
shares
|
$138,146
0.0% of portfolio
|
Q1 2024
Added 6.87%
|
|
Y Intercept (Hong Kong) LTD
|
May 10, 2024 Q1 2024 |
10,702
shares
|
$132,062
0.01% of portfolio
|
Q1 2024
New holding
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 10, 2024 Q1 2024 |
10,199
shares
|
$125,855
0.01% of portfolio
|
Q4 2023
New holding
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
10,136
shares
|
$125,078
0.0% of portfolio
|
Q1 2024
Reduced 28.91%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,047
shares
|
$123,979
0.0% of portfolio
|
Q4 2021
New holding
|
|
Lazard Asset Management LLC
New York, NY |
May 14, 2024 Q1 2024 |
10,005
shares
|
$123,461
0.0% of portfolio
|
Q1 2024
New holding
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
10,000
shares
|
$123,400
0.0% of portfolio
|
Q2 2023
Reduced 29.37%
|
|
State Of Wyoming
Cheyenne, WY |
May 13, 2024 Q1 2024 |
9,454
shares
|
$116,662
0.02% of portfolio
|
Q1 2024
Added 6.15%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
7,680
shares
|
$94,771
0.0% of portfolio
|
Q3 2021
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
7,375
shares
|
$91,007
0.0% of portfolio
|
Q4 2023
Added 9.81%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
6,348
shares
|
$78,334
0.0% of portfolio
|
Q4 2023
Added 13.7%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
5,202
shares
|
$64,192
0.0% of portfolio
|
Q1 2024
Added 712.81%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
4,903
shares
|
$60,503
0.0% of portfolio
|
Q1 2024
Added 18.06%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
4,900
shares
|
$60,466
0.0% of portfolio
|
Q3 2023
New holding
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2024 Q1 2024 |
4,101
shares
|
$50,606
0.05% of portfolio
|
Q1 2024
New holding
|