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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$140K - $149K
|
11.4K
$129K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.7KNew |
$131K - $140K
|
10.7K
$121K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10KNew |
$123K - $131K
|
10K
$113K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.29K+ 3.04% |
$114K - $121K
|
315K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.02K+ 33.68% |
$110K - $118K
|
35.8K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.27K+ 56.18% |
$101K - $108K
|
23K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.19K+ 0.23% |
$88K - $93.8K
|
3.08M
$34.8M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.13K+ 21.64% |
$87.3K - $93K
|
40.1K
$451K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.15K+ 8.55% |
$75.3K - $80.2K
|
78.1K
$880K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.77K+ 12.07% |
$58.4K - $62.2K
|
44.3K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.56K+ 712.81% |
$55.9K - $59.5K
|
5.2K
$58.6K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.1KNew |
$50.2K - $53.5K
|
4.1K
$46.2K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
4KNew |
$49K - $52.2K
|
4K
$45.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.89KNew |
$47.7K - $50.8K
|
3.89K
$43.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.21K+ 9.67% |
$39.3K - $41.9K
|
36.4K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.14KNew |
$38.5K - $41K
|
3.14K
$35.4K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.67K+ 0.72% |
$32.7K - $34.8K
|
373K
$4.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03K+ 1.73% |
$24.9K - $26.5K
|
120K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2K+ 19.05% |
$24.5K - $26.1K
|
12.5K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2K+ 10.06% |
$24.5K - $26.1K
|
21.9K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.8K+ 16.02% |
$22.1K - $23.5K
|
13K
$147K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.74K+ 14.05% |
$21.3K - $22.7K
|
14.1K
$159K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.64K+ 5.29% |
$20.1K - $21.4K
|
32.7K
$368K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.46K+ 3.96% |
$17.9K - $19.1K
|
38.3K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$12.3K - $13.1K
|
1K
$11.3K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
941+ 91.89% |
$11.5K - $12.3K
|
1.97K
$22.1K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750+ 18.06% |
$9.19K - $9.79K
|
4.9K
$55.3K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
720+ 6.87% |
$8.82K - $9.4K
|
11.2K
$126K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
583+ 3.05% |
$7.14K - $7.61K
|
19.7K
$222K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
548+ 6.15% |
$6.71K - $7.15K
|
9.45K
$107K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
500New |
$6.13K - $6.53K
|
500
$5.64K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
449New |
$5.5K - $5.86K
|
449
$5.06K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
305+ 0.97% |
$3.74K - $3.98K
|
31.6K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
250+ 0.68% |
$3.06K - $3.26K
|
37.2K
$419K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
210+ 1.36% |
$2.57K - $2.74K
|
15.6K
$176K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
206New |
$2.52K - $2.69K
|
206
$2.32K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
155New |
$1.9K - $2.02K
|
155
$1.75K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
77New |
$943 - $1K
|
77
$868
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.13% |
$196 - $209
|
12.8K
$144K
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
10+ 0.02% |
$123 - $131
|
55.3K
$623K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 3.49% |
$36.8 - $39.2
|
89
$1K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-93- 0.33% |
$1.14K - $1.21K
|
28.2K
$317K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-105- 0.14% |
$1.29K - $1.37K
|
72.4K
$816K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-107- 0.42% |
$1.31K - $1.4K
|
25.1K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-382- 82.33% |
$4.68K - $4.99K
|
82
$924
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-437- 0.94% |
$5.35K - $5.7K
|
45.8K
$516K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-524- 88.96% |
$6.42K - $6.84K
|
65
$733
|
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-525- 1.77% |
$6.43K - $6.85K
|
29.2K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-649- 56.48% |
$7.95K - $8.47K
|
500
$5.64K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-750- 1.52% |
$9.19K - $9.79K
|
48.5K
$547K
|