Purchases and Sales Made in Q1 2024 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q1 2024. 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, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
327K+ 37.94% |
$4M - $4.26M
|
1.19M
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
286K+ 38.27% |
$3.5M - $3.73M
|
1.03M
$11.6M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
260KNew |
$3.18M - $3.39M
|
260K
$2.92M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
214K+ 7.54% |
$2.62M - $2.79M
|
3.05M
$34.4M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
183K+ 182.39% |
$2.24M - $2.39M
|
283K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
178KNew |
$2.19M - $2.33M
|
178K
$2.01M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 7.91% |
$1.9M - $2.02M
|
2.12M
$23.8M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
149KNew |
$1.83M - $1.94M
|
149K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
148K+ 9.5% |
$1.82M - $1.94M
|
1.71M
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
110KNew |
$1.35M - $1.44M
|
110K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
95.2K+ 175.8% |
$1.17M - $1.24M
|
149K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
94.3KNew |
$1.15M - $1.23M
|
94.3K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
82.7KNew |
$1.01M - $1.08M
|
82.7K
$932K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82K+ 59.83% |
$1M - $1.07M
|
219K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
80K+ 24.6% |
$980K - $1.04M
|
405K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
65.2K+ 431.79% |
$799K - $851K
|
80.3K
$905K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
50KNew |
$612K - $652K
|
50K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48K+ 30.83% |
$587K - $626K
|
203K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
47K+ 316.39% |
$576K - $614K
|
61.9K
$697K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.5KNew |
$570K - $607K
|
46.5K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.1K+ 2.13% |
$541K - $576K
|
2.12M
$23.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.1K+ 2.13% |
$541K - $576K
|
2.12M
$23.8M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.1K+ 87.4% |
$491K - $523K
|
86K
$969K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
39.9KNew |
$488K - $520K
|
39.9K
$449K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
38.9K+ 10.36% |
$477K - $508K
|
414K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37K+ 200.26% |
$453K - $483K
|
55.5K
$625K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
36.5KNew |
$447K - $476K
|
36.5K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
34.4K+ 4.37% |
$421K - $449K
|
821K
$9.26M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
34.3K+ 10.04% |
$420K - $448K
|
376K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
30K+ 111.03% |
$368K - $392K
|
57K
$643K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.3K+ 0.74% |
$323K - $344K
|
3.6M
$40.6M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.4KNew |
$311K - $331K
|
25.4K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
23.9K+ 9.65% |
$293K - $312K
|
272K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
22.9K+ 34.04% |
$281K - $299K
|
90.2K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
22.1K+ 27.77% |
$270K - $288K
|
102K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21.6K+ 125.06% |
$265K - $282K
|
38.9K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
21.5K+ 24.65% |
$264K - $281K
|
109K
$1.23M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 19.05% |
$243K - $259K
|
124K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.8KNew |
$243K - $259K
|
19.8K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
19.7KNew |
$241K - $257K
|
19.7K
$222K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
19.4KNew |
$237K - $253K
|
19.4K
$218K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
17.9KNew |
$220K - $234K
|
17.9K
$202K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17.4K+ 9.45% |
$213K - $226K
|
201K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
16.9K+ 46.2% |
$207K - $220K
|
53.4K
$601K
|
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
16.8K+ 14.58% |
$205K - $219K
|
132K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.4KNew |
$188K - $201K
|
15.4K
$173K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
15.2KNew |
$186K - $198K
|
15.2K
$171K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
13.1K+ 2.39% |
$161K - $171K
|
561K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.3K+ 66.38% |
$150K - $160K
|
30.8K
$347K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2KNew |
$149K - $159K
|
12.2K
$137K
|