Purchases and Sales Made in Q3 2024 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.38K+ 3.23% |
$40K - $42.2K
|
108K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.81K+ 6.14% |
$33.3K - $35.1K
|
48.6K
$564K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.5K+ 10.87% |
$29.6K - $31.3K
|
25.5K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.42K+ 0.77% |
$28.7K - $30.3K
|
316K
$3.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.39K+ 0.74% |
$28.3K - $29.9K
|
325K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.39K+ 5.34% |
$28.3K - $29.9K
|
47.1K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.38K+ 1.2% |
$28.2K - $29.8K
|
202K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.19KNew |
$25.9K - $27.4K
|
2.19K
$25.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.14K+ 3.5% |
$25.3K - $26.8K
|
63.4K
$736K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.12K+ 3.83% |
$25.1K - $26.5K
|
57.5K
$667K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.6K+ 3.49% |
$18.9K - $20K
|
47.4K
$551K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.25K+ 0.48% |
$14.8K - $15.6K
|
261K
$3.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
846+ 2.66% |
$10K - $10.6K
|
32.7K
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
824+ 2.07% |
$9.76K - $10.3K
|
40.7K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
602+ 4.04% |
$7.13K - $7.53K
|
15.5K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
364+ 3.71% |
$4.31K - $4.55K
|
10.2K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
288New |
$3.41K - $3.6K
|
288
$3.34K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
276+ 2.57% |
$3.27K - $3.45K
|
11K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
221+ 2.76% |
$2.62K - $2.76K
|
8.22K
$95.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
200New |
$2.37K - $2.5K
|
200
$2.32K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
75New |
$888 - $938
|
75
$871
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
53New |
$628 - $663
|
53
$615
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-45- 0.06% |
$533 - $563
|
79.3K
$921K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-105- 0.75% |
$1.24K - $1.31K
|
13.9K
$162K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-430- 0.87% |
$5.09K - $5.38K
|
48.8K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-554- 71.03% |
$6.56K - $6.93K
|
226
$2.62K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-776- 4.38% |
$9.19K - $9.7K
|
16.9K
$197K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-780- 4.26% |
$9.24K - $9.75K
|
17.5K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-803- 4.2% |
$9.51K - $10K
|
18.3K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-805- 2.05% |
$9.53K - $10.1K
|
38.5K
$446K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-854- 2.78% |
$10.1K - $10.7K
|
29.9K
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.59K- 1.13% |
$18.8K - $19.9K
|
139K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.12K- 12.98% |
$25.1K - $26.6K
|
14.2K
$165K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.2K- 4.33% |
$26K - $27.4K
|
48.5K
$563K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.49K- 3.15% |
$29.5K - $31.1K
|
76.4K
$887K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-2.57K- 1.32% |
$30.4K - $32.1K
|
191K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-2.99K- 90.44% |
$35.4K - $37.4K
|
316
$3.67K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-3.14K- 0.37% |
$37.2K - $39.2K
|
839K
$9.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.03K- 10.19% |
$47.7K - $50.3K
|
35.5K
$412K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.57K- 14.25% |
$54.1K - $57.1K
|
27.5K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.4K- 15.02% |
$63.9K - $67.5K
|
30.6K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.5K- 2.35% |
$65.2K - $68.8K
|
229K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.16K- 3.52% |
$72.9K - $77K
|
169K
$1.96M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.23K- 96.05% |
$85.6K - $90.4K
|
297
$3.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.53K- 25.89% |
$89.1K - $94.1K
|
21.6K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-8.62K- 9.99% |
$102K - $108K
|
77.7K
$902K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8.69K- 3.22% |
$103K - $109K
|
262K
$3.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-9.4K- 24.31% |
$111K - $118K
|
29.3K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.63K- 44.7% |
$114K - $120K
|
11.9K
$138K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-10.1K- 6.03% |
$120K - $126K
|
158K
$1.83M
|