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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.36K+ 22.39% |
$80.2K - $88.5K
|
40.2K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
6.34K+ 360.73% |
$69K - $76.2K
|
8.1K
$85.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.96K+ 6.39% |
$64.9K - $71.7K
|
99.3K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.8K+ 118.37% |
$63.2K - $69.7K
|
10.7K
$114K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.68K+ 107.74% |
$61.8K - $68.3K
|
11K
$116K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
4.78K+ 2.9% |
$52.1K - $57.5K
|
169K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.63K+ 0.51% |
$39.6K - $43.7K
|
718K
$7.61M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.51K+ 2.48% |
$38.3K - $42.2K
|
145K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.18K+ 4.04% |
$34.6K - $38.2K
|
81.8K
$868K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.45K+ 7.86% |
$26.7K - $29.4K
|
33.6K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.26K+ 44.91% |
$24.6K - $27.2K
|
7.3K
$77.4K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.68K+ 9.25% |
$18.3K - $20.2K
|
19.8K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.66K+ 0.13% |
$18K - $19.9K
|
1.24M
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$16.3K - $18K
|
1.5K
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.25K+ 1.32% |
$13.7K - $15.1K
|
96.6K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.18K+ 0.52% |
$12.9K - $14.2K
|
229K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.05K+ 0.41% |
$11.5K - $12.6K
|
261K
$2.76M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
551+ 35.48% |
$6K - $6.62K
|
2.1K
$22.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
293New |
$3.19K - $3.52K
|
293
$3.11K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
245+ 2.9% |
$2.67K - $2.94K
|
8.69K
$92.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
217+ 0.72% |
$2.36K - $2.61K
|
30.5K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
191+ 0.86% |
$2.08K - $2.3K
|
22.4K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
73+ 0.09% |
$795 - $877
|
77.1K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21+ 0.15% |
$229 - $252
|
13.7K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
14+ 0.03% |
$152 - $168
|
42.2K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.06% |
$76.2 - $84.1
|
11K
$116K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-53- 44.92% |
$577 - $637
|
65
$690
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-115- 47.52% |
$1.25K - $1.38K
|
127
$1.35K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 34.2% |
$1.86K - $2.06K
|
329
$3.49K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-191- 0.73% |
$2.08K - $2.3K
|
26.1K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-217- 34.72% |
$2.36K - $2.61K
|
408
$4.33K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-283- 0.2% |
$3.08K - $3.4K
|
143K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-366- 3.26% |
$3.99K - $4.4K
|
10.8K
$115K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-370- 1.14% |
$4.03K - $4.45K
|
32.1K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-617- 66.7% |
$6.72K - $7.42K
|
308
$3.27K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-725- 3.97% |
$7.9K - $8.71K
|
17.5K
$186K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.11K- 6.23% |
$12.1K - $13.3K
|
16.7K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.4KClosed |
$15.2K - $16.8K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.42K- 4.03% |
$15.5K - $17.1K
|
33.9K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.45K- 6.62% |
$15.8K - $17.4K
|
20.4K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.73K- 1.4% |
$18.8K - $20.7K
|
121K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.54K- 5.15% |
$27.7K - $30.5K
|
46.8K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.99K- 11.08% |
$32.5K - $35.9K
|
24K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.03K- 18.1% |
$33K - $36.5K
|
13.7K
$146K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.29K- 3.22% |
$35.8K - $39.5K
|
98.7K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.6K- 38.86% |
$39.2K - $43.2K
|
5.66K
$60.1K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-4.16K- 11.73% |
$45.3K - $50K
|
31.3K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.41K- 23.18% |
$48K - $53K
|
14.6K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.71K- 5.62% |
$51.3K - $56.6K
|
79.1K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.86K- 8.49% |
$63.8K - $70.5K
|
63.2K
$670K
|