Purchases and Sales Made in Q2 2023 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q2 2023. 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 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.86K+ 6.6% |
$21.2K - $23.6K
|
30K
$293K
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.81K+ 2.21% |
$20.7K - $23K
|
84.1K
$820K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.5K+ 8.48% |
$17.1K - $19K
|
19.2K
$187K
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.29K+ 0.35% |
$14.7K - $16.3K
|
372K
$3.63M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.24K+ 0.88% |
$14.2K - $15.8K
|
142K
$1.39M
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.07K+ 2.62% |
$12.2K - $13.6K
|
42K
$410K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.03KNew |
$11.8K - $13.1K
|
1.03K
$10.1K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
950+ 3.72% |
$10.8K - $12.1K
|
26.5K
$258K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
937+ 0.5% |
$10.7K - $11.9K
|
189K
$1.84M
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
779New |
$8.9K - $9.89K
|
779
$7.6K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
552+ 3.11% |
$6.3K - $7K
|
18.3K
$179K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$5.71K - $6.35K
|
500
$4.88K
|
|
Jul 20, 2023
Q2 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
250+ 0.34% |
$2.86K - $3.17K
|
73.4K
$716K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
209New |
$2.39K - $2.65K
|
209
$2.04K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
201+ 2.99% |
$2.3K - $2.55K
|
6.92K
$67.5K
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
97+ 0.64% |
$1.11K - $1.23K
|
15.2K
$148K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
69+ 1380.0% |
$788 - $876
|
74
$722
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47+ 0.1% |
$537 - $596
|
45.3K
$442K
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 0.12% |
$148 - $165
|
10.7K
$105K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.04% |
$57.1 - $63.4
|
14.2K
$139K
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
3+ 2.78% |
$34.3 - $38.1
|
111
$1.08K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 2.47% |
$22.8 - $25.4
|
83
$810
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-125- 0.4% |
$1.43K - $1.59K
|
31.2K
$305K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-244- 37.71% |
$2.79K - $3.1K
|
403
$3.93K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-254- 0.07% |
$2.9K - $3.22K
|
372K
$3.63M
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-261- 2.19% |
$2.98K - $3.31K
|
11.7K
$114K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-282- 1.72% |
$3.22K - $3.58K
|
16.1K
$157K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-336- 1.53% |
$3.84K - $4.26K
|
21.6K
$211K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-343- 1.43% |
$3.92K - $4.35K
|
23.7K
$231K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-359- 16.26% |
$4.1K - $4.56K
|
1.85K
$18K
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.08K- 0.72% |
$12.4K - $13.8K
|
149K
$1.45M
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.22K- 1.05% |
$14K - $15.5K
|
115K
$1.12M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.24K- 8.88% |
$14.1K - $15.7K
|
12.7K
$124K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.39K- 1.13% |
$15.9K - $17.7K
|
122K
$1.19M
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.47K- 7.19% |
$16.8K - $18.7K
|
19K
$186K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.61K- 5.07% |
$18.4K - $20.4K
|
30.1K
$294K
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.9K- 3.97% |
$21.7K - $24.1K
|
46K
$449K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 5.56% |
$22.8K - $25.4K
|
34K
$331K
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.04K- 0.56% |
$23.3K - $25.9K
|
360K
$3.51M
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.28K- 1.79% |
$26.1K - $29K
|
125K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-2.48K- 0.24% |
$28.4K - $31.5K
|
1.03M
$10M
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.53K- 1.05% |
$28.9K - $32.1K
|
238K
$2.32M
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-3.7K- 12.21% |
$42.2K - $46.9K
|
26.6K
$259K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.09K- 4.63% |
$46.7K - $51.9K
|
84.2K
$822K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.15K- 13.46% |
$47.4K - $52.6K
|
26.7K
$260K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.16K- 29.37% |
$47.5K - $52.8K
|
10K
$97.6K
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.38K- 0.37% |
$50.1K - $55.6K
|
1.19M
$11.6M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.7K- 9.73% |
$53.7K - $59.7K
|
43.6K
$426K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.71K- 1.32% |
$53.8K - $59.8K
|
353K
$3.45M
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-5.48K- 23.05% |
$62.6K - $69.6K
|
18.3K
$179K
|