Purchases and Sales Made in Q2 2022 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2K- 8.16% |
$22.4K - $27.8K
|
22.5K
$249K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.27K- 2.32% |
$25.4K - $31.6K
|
95.8K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-3K- 8.73% |
$33.6K - $41.7K
|
31.4K
$348K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.41K- 3.48% |
$38.2K - $47.5K
|
94.7K
$1.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.51K- 1.59% |
$61.7K - $76.7K
|
340K
$3.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.19K- 9.23% |
$69.3K - $86.1K
|
60.9K
$675K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.31K- 10.67% |
$93.1K - $116K
|
69.6K
$771K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-9KClosed |
$101K - $125K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.9K- 14.8% |
$123K - $152K
|
63K
$698K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-11KClosed |
$123K - $153K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-12.1K- 21.46% |
$136K - $169K
|
44.4K
$492K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-13K- 54.25% |
$146K - $181K
|
11K
$122K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.6K- 45.49% |
$153K - $189K
|
16.3K
$181K
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-13.9KClosed |
$156K - $194K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.7K- 3.03% |
$165K - $205K
|
470K
$5.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-14.7K- 2.96% |
$165K - $205K
|
482K
$5.34M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.8KClosed |
$165K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-15.1K- 53.97% |
$169K - $210K
|
12.9K
$142K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-17.6KClosed |
$197K - $245K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-25.7K- 55.03% |
$288K - $357K
|
21K
$233K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-29.8KClosed |
$334K - $415K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-30.9KClosed |
$347K - $430K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-33K- 21.94% |
$369K - $459K
|
117K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-33.1KClosed |
$371K - $460K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-35.9K- 37.49% |
$402K - $500K
|
59.9K
$664K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.6K- 20.17% |
$432K - $536K
|
153K
$1.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-39.3K- 3.15% |
$440K - $547K
|
1.21M
$13.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.4K- 10.08% |
$486K - $604K
|
387K
$4.29M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-54K- 63.7% |
$605K - $751K
|
30.8K
$341K
|
|
|
Aug 12, 2022
Q2 2022
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-54.4K- 16.02% |
$609K - $756K
|
285K
$3.16M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-83.6K- 72.84% |
$936K - $1.16M
|
31.2K
$345K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-258K- 74.69% |
$2.89M - $3.59M
|
87.5K
$970K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-302K- 47.97% |
$3.38M - $4.2M
|
328K
$3.63M
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-856K- 41.0% |
$9.58M - $11.9M
|
1.23M
$13.6M
|