Purchases and Sales Made in Q1 2023 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q1 2023. 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 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
185K+ 84.85% |
$2.15M - $2.43M
|
404K
$4.73M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
175K+ 4.68% |
$2.03M - $2.29M
|
3.91M
$45.9M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
115K+ 6.55% |
$1.34M - $1.51M
|
1.87M
$22M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.1K+ 3.8% |
$1.09M - $1.23M
|
2.57M
$30.1M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
89.3K+ 178.29% |
$1.04M - $1.17M
|
139K
$1.63M
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
86.3K+ 6.91% |
$1M - $1.13M
|
1.34M
$15.6M
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
65.6K+ 129.78% |
$763K - $860K
|
116K
$1.36M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
52K+ 15.14% |
$605K - $682K
|
395K
$4.63M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
48.3KNew |
$562K - $634K
|
48.3K
$566K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.2K+ 10.75% |
$491K - $554K
|
435K
$5.1M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
37.6KNew |
$437K - $493K
|
37.6K
$441K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
31.7KNew |
$369K - $416K
|
31.7K
$372K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.9K+ 2.58% |
$336K - $378K
|
1.15M
$13.5M
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
26.9K+ 3.98% |
$313K - $353K
|
703K
$8.24M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
22.2KNew |
$258K - $291K
|
22.2K
$260K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 9.75% |
$258K - $291K
|
250K
$2.92M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 18.98% |
$248K - $279K
|
134K
$1.56M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$237K - $267K
|
20.4K
$239K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
18.2K+ 5.33% |
$211K - $238K
|
359K
$4.2M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.7KNew |
$206K - $232K
|
17.7K
$207K
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.2KNew |
$188K - $212K
|
16.2K
$190K
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
15.1KNew |
$175K - $198K
|
15.1K
$177K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 3.85% |
$154K - $174K
|
358K
$4.19M
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12.4K+ 43.44% |
$144K - $163K
|
40.9K
$480K
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.9KNew |
$139K - $157K
|
11.9K
$140K
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
11.7K+ 6.72% |
$136K - $154K
|
186K
$2.18M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3K+ 6.31% |
$120K - $135K
|
174K
$2.03M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.98KNew |
$116K - $131K
|
9.98K
$117K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.79K+ 8.59% |
$114K - $128K
|
124K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.14K+ 4.72% |
$106K - $120K
|
203K
$2.38M
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.12K+ 2.58% |
$106K - $120K
|
362K
$4.24M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.06K+ 14.73% |
$105K - $119K
|
70.6K
$827K
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
8.17K+ 1.57% |
$95K - $107K
|
529K
$6.2M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.75KNew |
$90.1K - $102K
|
7.75K
$90.8K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.77K+ 22.26% |
$78.7K - $88.8K
|
37.2K
$436K
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.59K+ 59.08% |
$76.6K - $86.4K
|
17.7K
$208K
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.41K+ 0.21% |
$74.6K - $84.1K
|
3.12M
$36.6M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.75K+ 1.64% |
$66.9K - $75.4K
|
357K
$4.19M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.35K+ 3.94% |
$62.2K - $70.1K
|
141K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.27K+ 140.96% |
$38K - $42.8K
|
5.58K
$65.4K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.25K+ 4.29% |
$37.8K - $42.6K
|
78.9K
$925K
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.1K+ 16.3% |
$36.1K - $40.7K
|
22.1K
$259K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.76K+ 9.2% |
$32.1K - $36.1K
|
32.7K
$384K
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.59K+ 2.07% |
$30.1K - $33.9K
|
128K
$1.5M
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.42KNew |
$28.1K - $31.7K
|
2.42K
$28.3K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2.13K+ 2.42% |
$24.8K - $28K
|
90.4K
$1.06M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.98K+ 11.65% |
$23K - $25.9K
|
18.9K
$222K
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.46K+ 5.48% |
$17K - $19.2K
|
28.2K
$330K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.46K+ 6.01% |
$16.9K - $19.1K
|
25.7K
$301K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34K+ 0.72% |
$15.5K - $17.5K
|
188K
$2.2M
|