Purchases and Sales Made in Q1 2022 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q1 2022. The information is specifically focused on institutions that hold shares of New Mountain Finance Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.36K+ 1.77% |
$17.6K - $18.8K
|
77.9K
$913K
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.1K+ 0.04% |
$14.2K - $15.2K
|
3.1M
$36.4M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1K+ 4.9% |
$12.9K - $13.9K
|
21.4K
$251K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
900+ 303.03% |
$11.6K - $12.5K
|
1.2K
$14K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
787+ 3.13% |
$10.2K - $10.9K
|
25.9K
$304K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
739+ 4.38% |
$9.56K - $10.2K
|
17.6K
$207K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
700New |
$9.06K - $9.7K
|
700
$8.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
645New |
$8.35K - $8.93K
|
645
$7.56K
|
|
|
Apr 29, 2022
Q1 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
480+ 0.29% |
$6.21K - $6.65K
|
165K
$1.93M
|
|
|
May 16, 2022
Q1 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
474+ 2.18% |
$6.13K - $6.56K
|
22.2K
$260K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
449+ 0.47% |
$5.81K - $6.22K
|
95.6K
$1.12M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
448+ 0.37% |
$5.8K - $6.2K
|
121K
$1.42M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
317+ 0.08% |
$4.1K - $4.39K
|
402K
$4.71M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
297New |
$3.84K - $4.11K
|
297
$3.48K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
270New |
$3.49K - $3.74K
|
270
$3.16K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
244+ 0.33% |
$3.16K - $3.38K
|
74K
$867K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
202+ 0.36% |
$2.61K - $2.8K
|
56.6K
$663K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
200New |
$2.59K - $2.77K
|
200
$2.34K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
182New |
$2.36K - $2.52K
|
182
$2.13K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
162+ 0.63% |
$2.1K - $2.24K
|
25.8K
$302K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4+ 0.04% |
$51.8 - $55.4
|
10.2K
$119K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
2+ 1.72% |
$25.9 - $27.7
|
118
$1.38K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 1.39% |
$12.9 - $13.9
|
73
$856
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-75- 0.08% |
$971 - $1.04K
|
95.8K
$1.12M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-111- 1.01% |
$1.44K - $1.54K
|
10.9K
$128K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-125- 0.91% |
$1.62K - $1.73K
|
13.5K
$159K
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-170- 1.33% |
$2.2K - $2.35K
|
12.7K
$148K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-307- 21.56% |
$3.97K - $4.25K
|
1.12K
$13.1K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-409- 33.83% |
$5.29K - $5.66K
|
800
$9.38K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-483- 22.42% |
$6.25K - $6.69K
|
1.67K
$19.6K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-488- 1.56% |
$6.31K - $6.76K
|
30.8K
$361K
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-600Closed |
$7.76K - $8.31K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-907- 7.6% |
$11.7K - $12.6K
|
11K
$129K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1K- 3.92% |
$12.9K - $13.9K
|
24.5K
$287K
|
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.1K- 68.75% |
$14.2K - $15.2K
|
500
$5.86K
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.2K- 10.67% |
$15.5K - $16.6K
|
10K
$118K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.79K- 1.53% |
$23.1K - $24.7K
|
115K
$1.35M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2K- 18.18% |
$25.9K - $27.7K
|
9K
$105K
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2.17K- 13.49% |
$28.1K - $30.1K
|
13.9K
$163K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.23K- 2.22% |
$28.8K - $30.9K
|
98.1K
$1.15M
|
|
|
May 10, 2022
Q1 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-2.65K- 3.28% |
$34.3K - $36.7K
|
78.2K
$916K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.92KClosed |
$37.8K - $40.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.93K- 57.68% |
$38K - $40.6K
|
2.15K
$25.2K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.76K- 1.93% |
$48.7K - $52.1K
|
191K
$2.24M
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4K- 6.98% |
$51.7K - $55.3K
|
53.3K
$624K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.28K- 0.98% |
$55.3K - $59.2K
|
431K
$5.05M
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-5.57K- 17.21% |
$72.1K - $77.1K
|
26.8K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.23K- 5.97% |
$80.6K - $86.2K
|
98.1K
$1.15M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.78KClosed |
$87.7K - $93.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.08K- 5.18% |
$105K - $112K
|
148K
$1.73M
|