Purchases and Sales Made in Q4 2021 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.1MNew |
$40.8M - $43.7M
|
3.1M
$36.4M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
138K+ 6.73% |
$1.81M - $1.94M
|
2.19M
$25.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
132K+ 5.03% |
$1.74M - $1.86M
|
2.77M
$32.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
103K+ 7.78% |
$1.36M - $1.45M
|
1.43M
$16.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
66KNew |
$867K - $929K
|
66K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.2K+ 3.39% |
$712K - $762K
|
1.65M
$19.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
51.5KNew |
$677K - $724K
|
51.5K
$603K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
51.4K+ 8.75% |
$675K - $723K
|
639K
$7.49M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
40.1KNew |
$527K - $564K
|
40.1K
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.8K+ 34.21% |
$523K - $560K
|
156K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
35.9K+ 6.17% |
$471K - $505K
|
617K
$7.23M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
32.4KNew |
$425K - $455K
|
32.4K
$379K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
27.9KNew |
$366K - $392K
|
27.9K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.1K+ 9.21% |
$304K - $325K
|
274K
$3.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
22.2KNew |
$292K - $312K
|
22.2K
$260K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
22.1K+ 7.12% |
$290K - $311K
|
332K
$3.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.9K+ 18.18% |
$288K - $309K
|
143K
$1.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
21.9KNew |
$288K - $308K
|
21.9K
$257K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.3K+ 6.44% |
$241K - $258K
|
303K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.1KNew |
$199K - $213K
|
15.1K
$178K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
13.8K+ 12.87% |
$181K - $194K
|
121K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 7.37% |
$177K - $189K
|
196K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.9KNew |
$157K - $168K
|
11.9K
$140K
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$150K - $160K
|
11.4K
$134K
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$148K - $158K
|
11.2K
$132K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 16.76% |
$139K - $149K
|
73.7K
$864K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.5KNew |
$138K - $148K
|
10.5K
$123K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10.4KNew |
$136K - $146K
|
10.4K
$121K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.2KNew |
$134K - $143K
|
10.2K
$119K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
10KNew |
$132K - $141K
|
10K
$118K
|
|
|
Jan 28, 2022
Q4 2021
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
9.7K+ 0.47% |
$127K - $136K
|
2.05M
$24.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.58K+ 17.98% |
$126K - $135K
|
62.9K
$737K
|
|
|
Feb 14, 2022
Q4 2021
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
9.36K+ 37.42% |
$123K - $132K
|
34.4K
$403K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.27K+ 63.29% |
$109K - $116K
|
21.3K
$250K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.4K+ 0.57% |
$84K - $90K
|
1.13M
$13.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
5.38K+ 3.8% |
$70.7K - $75.7K
|
147K
$1.72M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.48K+ 7.28% |
$58.9K - $63K
|
66K
$773K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.33K+ 12.14% |
$56.8K - $60.9K
|
40K
$468K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.23K+ 4.97% |
$55.6K - $59.5K
|
89.4K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.68K+ 3.26% |
$48.4K - $51.8K
|
117K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.41K+ 26.52% |
$44.9K - $48K
|
16.3K
$191K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.35K+ 11.97% |
$44K - $47.1K
|
31.3K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.29K+ 5.34% |
$43.3K - $46.3K
|
64.9K
$761K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.92KNew |
$38.4K - $41.1K
|
2.92K
$34.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.8KNew |
$23.6K - $25.3K
|
1.8K
$21.1K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.74K+ 14.55% |
$22.8K - $24.4K
|
13.7K
$160K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.54K+ 2.81% |
$20.2K - $21.7K
|
56.4K
$661K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$19.7K - $21.1K
|
1.5K
$17.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.38K+ 2.64% |
$18.2K - $19.5K
|
53.9K
$632K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1KNew |
$14.5K - $15.5K
|
1.1K
$12.9K
|