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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-750- 1.52% |
$9.19K - $9.79K
|
48.5K
$473K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.24K- 3.76% |
$15.1K - $16.1K
|
31.6K
$308K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.44K- 83.91% |
$17.6K - $18.8K
|
276
$2.69K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.52K- 0.66% |
$18.6K - $19.8K
|
228K
$2.22M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.9K- 6.29% |
$23.2K - $24.7K
|
28.3K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2K- 11.76% |
$24.5K - $26.1K
|
15K
$146K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3.65K- 8.26% |
$44.7K - $47.6K
|
40.5K
$395K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.12K- 28.91% |
$50.5K - $53.8K
|
10.1K
$98.9K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-4.28K- 2.13% |
$52.4K - $55.8K
|
197K
$1.92M
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.34K- 19.02% |
$53.1K - $56.6K
|
18.5K
$180K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.38K- 16.39% |
$53.6K - $57.1K
|
22.3K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-5K- 3.6% |
$61.3K - $65.3K
|
134K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.81K- 2.13% |
$71.2K - $75.8K
|
267K
$2.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.97K- 1.52% |
$73.1K - $77.8K
|
387K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.44K- 29.43% |
$78.8K - $84K
|
15.4K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.8K- 8.6% |
$83.3K - $88.7K
|
72.3K
$705K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.96K- 5.16% |
$97.5K - $104K
|
146K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-9.06K- 9.33% |
$111K - $118K
|
88K
$859K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.3K- 8.64% |
$138K - $147K
|
119K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.3K- 8.8% |
$188K - $200K
|
159K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.8K- 1.28% |
$194K - $207K
|
1.22M
$11.9M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.2K- 85.67% |
$199K - $212K
|
2.71K
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-17.3K- 84.39% |
$212K - $226K
|
3.2K
$31.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17.6K- 15.8% |
$216K - $230K
|
94K
$917K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.3K- 7.28% |
$224K - $239K
|
233K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.7K- 13.08% |
$229K - $244K
|
124K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-26.3K- 1.03% |
$322K - $343K
|
2.53M
$24.7M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-31.4K- 2.62% |
$385K - $410K
|
1.17M
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.4K- 7.43% |
$458K - $487K
|
466K
$4.54M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.7K- 2.99% |
$462K - $492K
|
1.22M
$11.9M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-57.2K- 24.29% |
$701K - $747K
|
178K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-68.9K- 13.71% |
$844K - $899K
|
433K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-87.5K- 9.2% |
$1.07M - $1.14M
|
864K
$8.43M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-158K- 47.32% |
$1.94M - $2.06M
|
176K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-189K- 88.27% |
$2.31M - $2.46M
|
25.1K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-321K- 43.01% |
$3.93M - $4.19M
|
425K
$4.15M
|