Latest Institutional Transactions on New Mountain Finance Corp (NMFC)
This table provides information on the latest institutional transactions involving New Mountain Finance Corp (NMFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-5.06K- 82.14% |
$48.8K - $54.9K
|
1.1K
$10.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.7K- 26.16% |
$123K - $138K
|
35.9K
$338K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.2K+ 4.45% |
$127K - $143K
|
311K
$2.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-363- 2.3% |
$3.5K - $3.93K
|
15.4K
$145K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.31K- 20.83% |
$60.9K - $68.4K
|
24K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-186K- 85.21% |
$1.79M - $2.02M
|
32.3K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
48.5KNew |
$467K - $526K
|
48.5K
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.8K- 19.13% |
$287K - $323K
|
126K
$1.19M
|
|
|
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 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-43.7K- 31.22% |
$421K - $473K
|
96.2K
$907K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75K+ 39.21% |
$723K - $813K
|
266K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.57K- 17.36% |
$73K - $82.1K
|
36K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
21.6KNew |
$208K - $234K
|
21.6K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
10New |
$96.4 - $108
|
10
$94.3
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$9.68K - $10.9K
|
1K
$9.47K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-12- 70.59% |
$116 - $130
|
5
$47.2
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
897+ 7.51% |
$8.65K - $9.72K
|
12.8K
$121K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
16.7K+ 25.51% |
$161K - $181K
|
82.3K
$776K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
50.1K+ 26.56% |
$483K - $543K
|
239K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4.8K- 53.65% |
$46.3K - $52K
|
4.15K
$39.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.78K- 24.46% |
$17.2K - $19.3K
|
5.51K
$52K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
5KNew |
$48.2K - $54.2K
|
5K
$47.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2+ 0.01% |
$19.3 - $21.7
|
13.7K
$130K
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
SELL
|
- |
-18.4K- 15.88% |
$177K - $199K
|
97.4K
$919K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
355K+ 28.62% |
$3.42M - $3.85M
|
1.6M
$15M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
15.6K+ 7.23% |
$151K - $169K
|
232K
$2.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-130K- 4.69% |
$1.25M - $1.4M
|
2.63M
$24.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.67K- 1.3% |
$25.8K - $29K
|
203K
$1.92M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 5.51% |
$262K - $295K
|
521K
$4.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30+ 0.09% |
$289 - $325
|
33.7K
$318K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
28.5KNew |
$275K - $309K
|
28.5K
$269K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
839+ 4.47% |
$8.09K - $9.09K
|
19.6K
$185K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
274+ 0.98% |
$2.64K - $2.97K
|
28.3K
$267K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.02K+ 3.0% |
$58.1K - $65.3K
|
207K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.69K+ 0.24% |
$16.3K - $18.3K
|
716K
$6.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.64K- 4.4% |
$25.4K - $28.6K
|
57.3K
$540K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.05K- 8.9% |
$39.1K - $43.9K
|
41.5K
$391K
|
|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.15K- 6.78% |
$20.7K - $23.3K
|
29.6K
$279K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
824+ 2.07% |
$7.94K - $8.93K
|
40.7K
$384K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
84.6K+ 36.44% |
$815K - $917K
|
317K
$2.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16KNew |
$154K - $173K
|
16K
$151K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.6K- 50.64% |
$198K - $223K
|
20.1K
$189K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
26.5K+ 165.41% |
$255K - $287K
|
42.5K
$400K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 9.38% |
$104K - $117K
|
104K
$982K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
115K+ 23.37% |
$1.11M - $1.24M
|
606K
$5.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-8.14K- 42.04% |
$78.5K - $88.2K
|
11.2K
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
120+ 1.01% |
$1.16K - $1.3K
|
12K
$114K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.9KNew |
$47.2K - $53.1K
|
4.9K
$46.2K
|
|