Purchases and Sales Made in Q4 2022 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.77K+ 21.5% |
$31.6K - $35.5K
|
15.7K
$183K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.65K+ 3.62% |
$30.2K - $33.9K
|
75.7K
$887K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.5K+ 7.47% |
$28.5K - $32K
|
36K
$421K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.41K+ 1.99% |
$27.5K - $30.9K
|
123K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$26K - $29.2K
|
2.28K
$26.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.2KNew |
$25.1K - $28.2K
|
2.2K
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.07KNew |
$23.6K - $26.5K
|
2.07K
$24.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.01K+ 1.09% |
$22.9K - $25.7K
|
187K
$2.19M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2K+ 5.89% |
$22.8K - $25.6K
|
36K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.13K+ 1.42% |
$12.9K - $14.5K
|
81.1K
$950K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
1.13K+ 5.81% |
$12.8K - $14.4K
|
20.5K
$240K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
986+ 5.46% |
$11.2K - $12.6K
|
19K
$223K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
980+ 3.52% |
$11.2K - $12.5K
|
28.8K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
925New |
$10.5K - $11.8K
|
925
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
786+ 33.92% |
$8.96K - $10.1K
|
3.1K
$36.4K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
786+ 33.92% |
$8.96K - $10.1K
|
3.1K
$36.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
744+ 1144.62% |
$8.48K - $9.52K
|
809
$9.48K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
695+ 2.5% |
$7.92K - $8.9K
|
28.5K
$335K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
611+ 2.47% |
$6.97K - $7.82K
|
25.3K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
483+ 2.07% |
$5.51K - $6.18K
|
23.8K
$279K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
464New |
$5.29K - $5.94K
|
464
$5.44K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400New |
$4.56K - $5.12K
|
400
$4.69K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
265+ 2.09% |
$3.02K - $3.39K
|
12.9K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
259New |
$2.95K - $3.32K
|
259
$3.04K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
132New |
$1.5K - $1.69K
|
132
$1.55K
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
115+ 0.43% |
$1.31K - $1.47K
|
26.7K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
40New |
$456 - $512
|
40
$469
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.04% |
$68.4 - $76.8
|
14.2K
$166K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
4+ 3.23% |
$45.6 - $51.2
|
128
$1.5K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
3+ 2.94% |
$34.2 - $38.4
|
105
$1.23K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.19% |
$22.8 - $25.6
|
1.08K
$12.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1New |
$11.4 - $12.8
|
1
$11.7
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1New |
$11.4 - $12.8
|
1
$11.7
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-15- -0.0% |
$171 - $192
|
3.11M
$36.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-219- 0.13% |
$2.5K - $2.8K
|
163K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-372- 1.66% |
$4.24K - $4.76K
|
22.1K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-385- 2.25% |
$4.39K - $4.93K
|
16.7K
$196K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-471- 1.83% |
$5.37K - $6.03K
|
25.3K
$297K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-519- 0.13% |
$5.92K - $6.64K
|
401K
$4.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-788- 0.6% |
$8.98K - $10.1K
|
130K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.5K- 6.98% |
$17.1K - $19.2K
|
20K
$234K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.6K- 1.16% |
$18.2K - $20.4K
|
136K
$1.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.02K- 2.15% |
$23K - $25.9K
|
91.9K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.08K- 3.5% |
$23.7K - $26.6K
|
57.3K
$671K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.28K- 6.1% |
$25.9K - $29.1K
|
35K
$411K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.45K- 7.56% |
$27.9K - $31.4K
|
30K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-2.65K- 10.9% |
$30.2K - $33.9K
|
21.6K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.04K- 11.14% |
$34.6K - $38.9K
|
24.2K
$284K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.29K- 5.74% |
$37.5K - $42.1K
|
54K
$633K
|