Purchases and Sales Made in Q3 2023 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.07MNew |
$38.4M - $40.3M
|
3.07M
$34.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
345KNew |
$4.3M - $4.52M
|
345K
$3.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
264K+ 13.84% |
$3.29M - $3.46M
|
2.17M
$24.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
158KNew |
$1.97M - $2.07M
|
158K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
143K+ 186.28% |
$1.78M - $1.87M
|
220K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
93.6K+ 21.67% |
$1.17M - $1.23M
|
526K
$5.92M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
93.2K+ 3.41% |
$1.16M - $1.22M
|
2.83M
$31.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
85.9K+ 6.51% |
$1.07M - $1.12M
|
1.41M
$15.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
78.6KNew |
$981K - $1.03M
|
78.6K
$886K
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
66.6KNew |
$831K - $872K
|
66.6K
$750K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
56K+ 13.8% |
$699K - $734K
|
462K
$5.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
30.9K+ 70.78% |
$385K - $405K
|
74.5K
$840K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
29.3KNew |
$365K - $384K
|
29.3K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
27.7KNew |
$345K - $362K
|
27.7K
$312K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
25.9K+ 12.82% |
$323K - $339K
|
228K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
24.8KNew |
$309K - $324K
|
24.8K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.5K+ 14.88% |
$306K - $322K
|
190K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
24.3K+ 21.64% |
$303K - $318K
|
136K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
24.2K+ 90.98% |
$302K - $317K
|
50.7K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.6K+ 50.96% |
$282K - $296K
|
66.9K
$754K
|
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
20.5K+ 893.77% |
$256K - $269K
|
22.8K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.1KNew |
$239K - $251K
|
19.1K
$216K
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
18.9K+ 1.58% |
$236K - $247K
|
1.21M
$13.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.1KNew |
$213K - $224K
|
17.1K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
16.8K+ 2.03% |
$210K - $221K
|
846K
$9.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16.8K+ 4.45% |
$209K - $219K
|
393K
$4.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1KNew |
$176K - $185K
|
14.1K
$159K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.9KNew |
$174K - $182K
|
13.9K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
13.8KNew |
$172K - $180K
|
13.8K
$155K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
13.6KNew |
$170K - $179K
|
13.6K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12.2K+ 26.44% |
$152K - $159K
|
58.2K
$655K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
11.4KNew |
$142K - $149K
|
11.4K
$128K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 8.59% |
$131K - $138K
|
133K
$1.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
$129K - $135K
|
10.3K
$116K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10K+ 95.06% |
$125K - $131K
|
20.5K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.55K+ 25.19% |
$94.3K - $99K
|
37.5K
$423K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.07K+ 10.33% |
$88.2K - $92.6K
|
75.4K
$850K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.72K+ 1.9% |
$83.9K - $88K
|
360K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.51K+ 2.66% |
$81.2K - $85.3K
|
251K
$2.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.06K+ 38.68% |
$75.6K - $79.3K
|
21.7K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.61KNew |
$70K - $73.4K
|
5.61K
$63.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.9KNew |
$61.2K - $64.2K
|
4.9K
$55.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.71K+ 1.98% |
$58.7K - $61.6K
|
243K
$2.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
4.59K+ 3.99% |
$57.2K - $60.1K
|
120K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.01K+ 1002.25% |
$50K - $52.5K
|
4.41K
$49.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
3.15K+ 0.85% |
$39.4K - $41.3K
|
375K
$4.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3K+ 8.84% |
$37.4K - $39.3K
|
37K
$416K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.59K+ 6.39% |
$32.3K - $33.9K
|
43.1K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.53K+ 21.62% |
$31.5K - $33.1K
|
14.2K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.4KNew |
$30K - $31.4K
|
2.4K
$27K
|