Purchases and Sales Made in Q3 2025 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q3 2025. 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 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
897+ 7.51% |
$8.65K - $9.72K
|
12.8K
$121K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
839+ 4.47% |
$8.09K - $9.09K
|
19.6K
$185K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
824+ 2.07% |
$7.94K - $8.93K
|
40.7K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
729+ 0.77% |
$7.03K - $7.9K
|
95.7K
$902K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
684+ 4.99% |
$6.59K - $7.41K
|
14.4K
$136K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
671+ 1.68% |
$6.47K - $7.27K
|
40.6K
$383K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
274+ 0.98% |
$2.64K - $2.97K
|
28.3K
$267K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
211+ 0.69% |
$2.03K - $2.29K
|
30.7K
$289K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
161+ 20.13% |
$1.55K - $1.75K
|
961
$9.06K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
120+ 1.01% |
$1.16K - $1.3K
|
12K
$114K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
44+ 95.65% |
$424 - $477
|
90
$849
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30+ 0.09% |
$289 - $325
|
33.7K
$318K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
10New |
$96.4 - $108
|
10
$94.3
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.07% |
$77.1 - $86.7
|
11K
$103K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2+ 0.01% |
$19.3 - $21.7
|
13.7K
$130K
|
|
|
Nov 13, 2025
Q3 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
1New |
$9.64 - $10.8
|
1
$9.43
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$9.64 - $10.8
|
10.9K
$103K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-12- 70.59% |
$116 - $130
|
5
$47.2
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-363- 2.3% |
$3.5K - $3.93K
|
15.4K
$145K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 45.59% |
$12.5K - $14.1K
|
1.55K
$14.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.42K- 5.33% |
$13.7K - $15.4K
|
25.3K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.78K- 24.46% |
$17.2K - $19.3K
|
5.51K
$52K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.79K- 0.62% |
$17.3K - $19.4K
|
287K
$2.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2K- 10.88% |
$19.3K - $21.7K
|
16.4K
$154K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.15K- 6.78% |
$20.7K - $23.3K
|
29.6K
$279K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.64K- 4.4% |
$25.4K - $28.6K
|
57.3K
$540K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.67K- 1.3% |
$25.8K - $29K
|
203K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.98K- 2.53% |
$28.7K - $32.3K
|
115K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.05K- 8.9% |
$39.1K - $43.9K
|
41.5K
$391K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.56K- 9.48% |
$44K - $49.5K
|
43.6K
$411K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4.8K- 53.65% |
$46.3K - $52K
|
4.15K
$39.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-5.06K- 82.14% |
$48.8K - $54.9K
|
1.1K
$10.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.17K- 8.13% |
$49.9K - $56.1K
|
58.4K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.28K- 25.84% |
$50.9K - $57.2K
|
15.1K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-5.48K- 19.94% |
$52.8K - $59.4K
|
22K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.22K- 0.75% |
$59.9K - $67.4K
|
827K
$7.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.31K- 20.83% |
$60.9K - $68.4K
|
24K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.57K- 17.36% |
$73K - $82.1K
|
36K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-8.14K- 42.04% |
$78.5K - $88.2K
|
11.2K
$106K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.97K- 10.65% |
$96.1K - $108K
|
83.6K
$788K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 9.38% |
$104K - $117K
|
104K
$982K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.9K- 21.06% |
$105K - $118K
|
40.8K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.4K- 34.29% |
$110K - $124K
|
21.8K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.7K- 26.16% |
$123K - $138K
|
35.9K
$338K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-12.9K- 44.39% |
$125K - $140K
|
16.2K
$153K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.8K- 69.74% |
$133K - $150K
|
6K
$56.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-14.4K- 2.91% |
$139K - $156K
|
480K
$4.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-14.7K- 7.3% |
$142K - $160K
|
187K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
SELL
|
- |
-18.4K- 15.88% |
$177K - $199K
|
97.4K
$919K
|
|