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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.2KNew |
$108K - $122K
|
11.2K
$106K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.97K- 10.65% |
$96.1K - $108K
|
83.6K
$788K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 45.59% |
$12.5K - $14.1K
|
1.55K
$14.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70.3K+ 17.13% |
$677K - $762K
|
480K
$4.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-697K- 25.17% |
$6.72M - $7.56M
|
2.07M
$19.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
24K+ 9.66% |
$231K - $260K
|
272K
$2.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
95.6K+ 16.61% |
$921K - $1.04M
|
671K
$6.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$147K - $165K
|
15.2K
$143K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.78KNew |
$17.1K - $19.2K
|
1.78K
$16.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.1K+ 27.31% |
$97K - $109K
|
46.9K
$442K
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.42K- 5.33% |
$13.7K - $15.4K
|
25.3K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-50.9K- 13.8% |
$491K - $552K
|
318K
$3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.56K- 9.48% |
$44K - $49.5K
|
43.6K
$411K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
671+ 1.68% |
$6.47K - $7.27K
|
40.6K
$383K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
161+ 20.13% |
$1.55K - $1.75K
|
961
$9.06K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-14.7K- 7.3% |
$142K - $160K
|
187K
$1.76M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2K- 10.88% |
$19.3K - $21.7K
|
16.4K
$154K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 16.06% |
$120K - $146K
|
95K
$895K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
485New |
$4.42K - $5.38K
|
485
$4.57K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.76KNew |
$16K - $19.5K
|
1.76K
$16.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.62K+ 19.43% |
$42.1K - $51.3K
|
28.4K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
3.75K+ 46.34% |
$34.2K - $41.6K
|
11.8K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$92K - $112K
|
10.1K
$95.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.1KNew |
$92K - $112K
|
10.1K
$95.2K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22- 1.06% |
$200 - $244
|
2.05K
$19.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48.9K- 50.44% |
$446K - $543K
|
48.1K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Ares Management LLC
Los Angeles, CA |
BUY
|
- |
30.2K+ 5.33% |
$275K - $335K
|
596K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.5K- 67.8% |
$205K - $250K
|
10.7K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-44.2K- 97.13% |
$403K - $490K
|
1.31K
$12.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$124K - $151K
|
13.6K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
36.6KNew |
$334K - $406K
|
36.6K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-308K- 43.38% |
$2.81M - $3.42M
|
403K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
33.1KNew |
$302K - $367K
|
33.1K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-9.82K- 5.11% |
$89.5K - $109K
|
182K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
40.7KNew |
$371K - $451K
|
40.7K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
82.3KNew |
$750K - $913K
|
82.3K
$776K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
18.9KNew |
$172K - $209K
|
18.9K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 41.01% |
$95.1K - $116K
|
35.9K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$187K - $228K
|
20.6K
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.3KNew |
$149K - $181K
|
16.3K
$154K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-520- 2.66% |
$4.74K - $5.77K
|
19K
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.72K+ 3.25% |
$43K - $52.3K
|
150K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-23.1K- 17.02% |
$210K - $256K
|
112K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3New |
$27.3 - $33.3
|
3
$28.3
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.56K- 24.71% |
$41.6K - $50.6K
|
13.9K
$131K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.6KNew |
$32.8K - $39.9K
|
3.6K
$33.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-191- 0.85% |
$1.74K - $2.12K
|
22.2K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.43K+ 311.81% |
$31.3K - $38.1K
|
4.53K
$42.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
26.2KNew |
$238K - $290K
|
26.2K
$247K
|
|