Purchases and Sales Made in Q2 2024 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.15K+ 1.27% |
$62.5K - $65.5K
|
410K
$4.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.88K+ 8.81% |
$59.2K - $62K
|
60.2K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.16K+ 19.01% |
$50.5K - $52.9K
|
26K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.57K+ 3.51% |
$43.3K - $45.4K
|
105K
$1.03M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3KNew |
$36.4K - $38.2K
|
3K
$29.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.86K+ 18.54% |
$34.7K - $36.4K
|
18.3K
$179K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.57K+ 9.13% |
$31.2K - $32.7K
|
30.7K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
1.88K+ 1.41% |
$22.9K - $24K
|
136K
$1.32M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.87K+ 15.41% |
$22.8K - $23.8K
|
14K
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.86K+ 14.27% |
$22.6K - $23.7K
|
14.9K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.51K+ 0.65% |
$18.4K - $19.3K
|
235K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.5K+ 3.38% |
$18.2K - $19K
|
45.8K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.34K+ 68.3% |
$16.3K - $17.1K
|
3.31K
$32.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.19K+ 30.48% |
$14.4K - $15.1K
|
5.08K
$49.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.02K+ 0.68% |
$12.4K - $13K
|
150K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
900New |
$10.9K - $11.4K
|
900
$8.78K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
851+ 2.69% |
$10.3K - $10.8K
|
32.5K
$317K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
812+ 1.04% |
$9.86K - $10.3K
|
78.9K
$770K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
792New |
$9.61K - $10.1K
|
792
$7.73K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
790+ 2.39% |
$9.59K - $10K
|
33.8K
$330K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
746+ 1.54% |
$9.06K - $9.49K
|
49.2K
$481K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
583+ 1.5% |
$7.08K - $7.42K
|
39.5K
$385K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
571+ 273.21% |
$6.93K - $7.26K
|
780
$7.61K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
527+ 5.17% |
$6.4K - $6.7K
|
10.7K
$105K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$6.07K - $6.36K
|
500
$4.88K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
489+ 2.85% |
$5.94K - $6.22K
|
17.7K
$172K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
432+ 1.37% |
$5.24K - $5.5K
|
32K
$313K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
422New |
$5.12K - $5.37K
|
422
$4.12K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
340New |
$4.13K - $4.32K
|
340
$3.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
330+ 1.17% |
$4.01K - $4.2K
|
28.6K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
280+ 5.71% |
$3.4K - $3.56K
|
5.18K
$50.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
150+ 2.03% |
$1.82K - $1.91K
|
7.53K
$73.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 2.43% |
$60.7 - $63.6
|
211
$2.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 2.25% |
$24.3 - $25.4
|
91
$888
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-282- 0.24% |
$3.42K - $3.59K
|
119K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-360- 14.83% |
$4.37K - $4.58K
|
2.07K
$20.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-567- 2.88% |
$6.88K - $7.21K
|
19.1K
$187K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-600- 5.27% |
$7.28K - $7.63K
|
10.8K
$105K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-622- 1.54% |
$7.55K - $7.91K
|
39.9K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-792- 3.55% |
$9.61K - $10.1K
|
21.5K
$210K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.25K- 3.36% |
$15.2K - $15.9K
|
36K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.26K- 0.58% |
$15.3K - $16K
|
218K
$2.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.37K- 12.26% |
$16.7K - $17.5K
|
9.82K
$95.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.72K- 1.95% |
$20.9K - $21.9K
|
86.3K
$842K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.17K- 1.36% |
$26.3K - $27.6K
|
157K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.25K- 16.55% |
$39.4K - $41.3K
|
16.4K
$160K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.27K- 1.83% |
$39.6K - $41.5K
|
175K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.27K- 1.83% |
$39.6K - $41.5K
|
175K
$1.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.97K- 22.15% |
$48.2K - $50.5K
|
14K
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.36K- 2.14% |
$53K - $55.5K
|
199K
$1.94M
|