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 39.3 Million shares, which have been reported (via 13F filing form) to have a value of $455 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
16,946
shares
|
$198,607
0.01% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
15,497
shares
|
$181,624
0.0% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
15,384
shares
|
$180,300
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$175,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$175,800
0.0% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,000
shares
|
$175,800
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,406
shares
|
$168,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
14,110
shares
|
$165,369
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
14,000
shares
|
$164,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,928
shares
|
$163,236
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,305
shares
|
$155,934
0.0% of portfolio
|
Q3 2024
Reduced 49.71%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
13,000
shares
|
$152,360
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
12,649
shares
|
$148,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,389
shares
|
$145,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Nov 12, 2024 Q3 2024 |
12,057
shares
|
$141,308
0.04% of portfolio
|
Q3 2024
Reduced 97.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,911
shares
|
$139,596
0.0% of portfolio
|
Q3 2024
Reduced 44.7%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,817
shares
|
$126,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
10,783
shares
|
$126,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,591
shares
|
$124,126
0.0% of portfolio
|
Q3 2024
Reduced 82.34%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,186
shares
|
$119,379
0.0% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,136
shares
|
$118,793
0.0% of portfolio
|
Q1 2024
Reduced 28.91%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,047
shares
|
$117,750
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
10,000
shares
|
$117,200
0.01% of portfolio
|
Q2 2024
Reduced 87.91%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$117,200
0.0% of portfolio
|
Q2 2023
Reduced 29.37%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
8,215
shares
|
$96,279
0.03% of portfolio
|
Q3 2024
Added 2.76%
|