Purchases and Sales Made in Q1 2025 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q1 2025. 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 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
424KNew |
$4.62M - $5.09M
|
424K
$4.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
61.8K+ 19.0% |
$673K - $743K
|
387K
$3.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
59.2K+ 23.31% |
$645K - $712K
|
313K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
52.9K+ 15.54% |
$576K - $636K
|
393K
$3.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
36.4K+ 5.58% |
$396K - $437K
|
688K
$6.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
36.1K+ 820.75% |
$393K - $434K
|
40.5K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
35.4K+ 325.05% |
$386K - $426K
|
46.3K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
33.9KNew |
$369K - $407K
|
33.9K
$331K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
29.6K+ 32.57% |
$322K - $356K
|
120K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
26.7KNew |
$290K - $321K
|
26.7K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
14.1K+ 6.45% |
$153K - $169K
|
233K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.9K+ 7.8% |
$151K - $167K
|
192K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
12.9K+ 12.16% |
$140K - $155K
|
119K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8K+ 94.85% |
$128K - $141K
|
24.1K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 30.37% |
$119K - $131K
|
46.8K
$457K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.26K+ 5.3% |
$101K - $111K
|
184K
$1.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
8.88K+ 2.07% |
$96.7K - $107K
|
439K
$4.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
8.55K+ 4.52% |
$93.1K - $103K
|
198K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.36K+ 22.39% |
$80.2K - $88.5K
|
40.2K
$393K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
4.78K+ 2.9% |
$52.1K - $57.5K
|
169K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.51K+ 2.48% |
$38.3K - $42.2K
|
145K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.45K+ 7.86% |
$26.7K - $29.4K
|
33.6K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.68K+ 9.25% |
$18.3K - $20.2K
|
19.8K
$194K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.05K+ 0.41% |
$11.5K - $12.6K
|
261K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
551+ 35.48% |
$6K - $6.62K
|
2.1K
$20.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
217+ 0.72% |
$2.36K - $2.61K
|
30.5K
$298K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.06% |
$76.2 - $84.1
|
11K
$107K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-53- 44.92% |
$577 - $637
|
65
$634
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 34.2% |
$1.86K - $2.06K
|
329
$3.21K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-217- 34.72% |
$2.36K - $2.61K
|
408
$3.98K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-283- 0.2% |
$3.08K - $3.4K
|
143K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-366- 3.26% |
$3.99K - $4.4K
|
10.8K
$106K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-370- 1.14% |
$4.03K - $4.45K
|
32.1K
$313K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-725- 3.97% |
$7.9K - $8.71K
|
17.5K
$171K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.42K- 4.03% |
$15.5K - $17.1K
|
33.9K
$331K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.45K- 6.62% |
$15.8K - $17.4K
|
20.4K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.73K- 1.4% |
$18.8K - $20.7K
|
121K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.54K- 5.15% |
$27.7K - $30.5K
|
46.8K
$457K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.41K- 23.18% |
$48K - $53K
|
14.6K
$143K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-7.71K- 2.73% |
$83.9K - $92.6K
|
274K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-46.8K- 45.06% |
$510K - $563K
|
57.1K
$557K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-77.4K- 56.21% |
$843K - $931K
|
60.3K
$589K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-235K- 6.38% |
$2.56M - $2.82M
|
3.45M
$33.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.48M- 85.88% |
$27M - $29.8M
|
407K
$3.97M
|