Purchases and Sales Made in Q4 2024 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.03KNew |
$53.8K - $60.1K
|
5.03K
$60.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.78K+ 33.6% |
$51.1K - $57.1K
|
19K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
4.57K+ 2.86% |
$48.9K - $54.6K
|
165K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.37K+ 40.36% |
$46.6K - $52.1K
|
15.2K
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.71K+ 13.5% |
$39.6K - $44.3K
|
31.2K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.66K+ 17.19% |
$28.5K - $31.8K
|
18.2K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.16KNew |
$23.1K - $25.8K
|
2.16K
$25.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.47K+ 0.34% |
$15.7K - $17.6K
|
430K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.44K+ 456.01% |
$15.4K - $17.2K
|
1.76K
$21K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.22K+ 30.21% |
$13.1K - $14.6K
|
5.27K
$63.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.2K+ 2.7% |
$12.8K - $14.3K
|
45.6K
$546K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.19K+ 3.47% |
$12.7K - $14.2K
|
35.5K
$425K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.11K+ 7.22% |
$11.9K - $13.3K
|
16.5K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
725+ 0.51% |
$7.74K - $8.66K
|
143K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
571+ 1.17% |
$6.1K - $6.82K
|
49.4K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
475+ 316.67% |
$5.07K - $5.67K
|
625
$7.49K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
390+ 1.3% |
$4.17K - $4.66K
|
30.3K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
361+ 2.71% |
$3.86K - $4.31K
|
13.7K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
242New |
$2.58K - $2.89K
|
242
$2.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
241New |
$2.57K - $2.88K
|
241
$2.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
234+ 2.85% |
$2.5K - $2.79K
|
8.45K
$101K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
130New |
$1.39K - $1.55K
|
130
$1.56K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
118New |
$1.26K - $1.41K
|
118
$1.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 1.97% |
$1.07K - $1.19K
|
5.18K
$62.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$491 - $549
|
46
$551
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
15+ 0.04% |
$160 - $179
|
42.2K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
7New |
$74.8 - $83.6
|
7
$83.9
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-51- 96.23% |
$545 - $609
|
2
$24
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-54- 0.17% |
$577 - $645
|
32K
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-178- 0.5% |
$1.9K - $2.13K
|
35.3K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-264- 0.81% |
$2.82K - $3.15K
|
32.4K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-617- 0.79% |
$6.59K - $7.37K
|
77.1K
$923K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-776- 0.98% |
$8.29K - $9.27K
|
78.5K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-929- 9.12% |
$9.92K - $11.1K
|
9.26K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1K- 6.67% |
$10.7K - $11.9K
|
14K
$168K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1K- 5.16% |
$10.7K - $11.9K
|
18.4K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.01K- 1.05% |
$10.8K - $12K
|
95.3K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.01K- 0.44% |
$10.8K - $12K
|
228K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.25K- 0.48% |
$13.3K - $14.9K
|
260K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.54K- 11.03% |
$16.4K - $18.3K
|
12.4K
$148K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.7K- 5.83% |
$18.2K - $20.3K
|
27.5K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.6K- 11.78% |
$38.4K - $43K
|
27K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.95K- 2.8% |
$42.1K - $47.1K
|
137K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.39K- 99.05% |
$46.9K - $52.4K
|
42
$503
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.86K- 7.07% |
$62.6K - $70K
|
77K
$923K
|
|
|
Feb 05, 2025
Q4 2024
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-5.87K- 1.7% |
$62.7K - $70.1K
|
340K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.89K- 8.7% |
$94.9K - $106K
|
93.3K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.8K- 22.28% |
$115K - $129K
|
37.7K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-11K- 37.63% |
$118K - $131K
|
18.3K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-11.6K- 6.84% |
$123K - $138K
|
157K
$1.89M
|