Purchases and Sales Made in Q4 2023 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
392K+ 1157.01% |
$4.81M - $5.18M
|
426K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
335K+ 63.76% |
$4.1M - $4.43M
|
861K
$9.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
325KNew |
$3.98M - $4.29M
|
325K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
285K+ 61.74% |
$3.49M - $3.77M
|
747K
$8.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
157K+ 11.14% |
$1.92M - $2.07M
|
1.56M
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
152K+ 247.89% |
$1.87M - $2.01M
|
214K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
126K+ 57.48% |
$1.55M - $1.67M
|
346K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
117K+ 176.01% |
$1.44M - $1.55M
|
184K
$2.07M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 5.66% |
$1.36M - $1.46M
|
2.07M
$23.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
91.4K+ 2.62% |
$1.12M - $1.21M
|
3.57M
$40.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
87.3KNew |
$1.07M - $1.15M
|
87.3K
$984K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78K+ 6.73% |
$956K - $1.03M
|
1.24M
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
71.5K+ 45.33% |
$876K - $945K
|
229K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.4K+ 13.92% |
$753K - $812K
|
503K
$5.67M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
60.5K+ 34.54% |
$741K - $799K
|
236K
$2.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
58K+ 7.96% |
$711K - $767K
|
787K
$8.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
54.2KNew |
$663K - $715K
|
54.2K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
46.3KNew |
$567K - $611K
|
46.3K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
36.3K+ 131.14% |
$444K - $479K
|
63.9K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.5K+ 198.18% |
$374K - $403K
|
46K
$518K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
30KNew |
$368K - $396K
|
30K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.6KNew |
$338K - $364K
|
27.6K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.7K+ 139.8% |
$328K - $353K
|
45.9K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.9KNew |
$244K - $263K
|
19.9K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
19.8K+ 8.69% |
$243K - $262K
|
248K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
18.7K+ 1038.89% |
$229K - $247K
|
20.5K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.3KNew |
$224K - $242K
|
18.3K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.8KNew |
$193K - $208K
|
15.8K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
15.4K+ 135.98% |
$189K - $204K
|
26.8K
$302K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.2KNew |
$186K - $201K
|
15.2K
$172K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
14.9KNew |
$182K - $196K
|
14.9K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$180K - $195K
|
14.7K
$166K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.2KNew |
$174K - $188K
|
14.2K
$160K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 12.02% |
$155K - $167K
|
118K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$152K - $164K
|
12.4K
$140K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 8.46% |
$147K - $159K
|
154K
$1.74M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
11.7K+ 6.16% |
$143K - $154K
|
201K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 3.52% |
$142K - $153K
|
342K
$3.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
11.2K+ 38.29% |
$137K - $148K
|
40.5K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 3.02% |
$133K - $143K
|
371K
$4.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10.2KNew |
$125K - $135K
|
10.2K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.23K+ 2.27% |
$88.5K - $95.5K
|
325K
$3.67M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.84K+ 0.24% |
$83.8K - $90.4K
|
2.84M
$32M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.52K+ 27.59% |
$79.9K - $86.2K
|
30.2K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.6K+ 8.37% |
$68.6K - $73.9K
|
72.5K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.43K+ 3.34% |
$54.2K - $58.5K
|
137K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.38K+ 31.08% |
$53.7K - $57.9K
|
18.5K
$208K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.93K+ 13.54% |
$48.1K - $51.9K
|
32.9K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.3K+ 58.89% |
$40.4K - $43.6K
|
8.91K
$100K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.77KNew |
$33.9K - $36.6K
|
2.77K
$31.2K
|