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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 3.98% |
$13.7K - $16.6K
|
39.2K
$370K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-42.3K- 74.13% |
$386K - $469K
|
14.8K
$139K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
SELL
|
- |
-24.7K- 53.28% |
$225K - $274K
|
21.6K
$204K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
53+ 81.54% |
$483 - $588
|
118
$1.11K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-31.9K- 66.27% |
$290K - $353K
|
16.2K
$153K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.18K+ 3.77% |
$10.7K - $13.1K
|
32.4K
$306K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-117K- 44.93% |
$1.07M - $1.3M
|
143K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.8KNew |
$144K - $175K
|
15.8K
$149K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.39K+ 5.08% |
$12.7K - $15.4K
|
28.8K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.5K+ 30.8% |
$41K - $49.9K
|
19.1K
$180K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
10.3KNew |
$93.6K - $114K
|
10.3K
$96.9K
|
|
| Q1 2025 | |||||||
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
24KNew |
$261K - $288K
|
24K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.2K+ 79.07% |
$209K - $231K
|
43.6K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-81.6K- 52.4% |
$889K - $981K
|
74.1K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
63.2KNew |
$688K - $760K
|
63.2K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
73+ 0.09% |
$795 - $877
|
77.1K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
293New |
$3.19K - $3.52K
|
293
$2.76K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-10.5K- 30.7% |
$114K - $126K
|
23.7K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
14+ 0.03% |
$152 - $168
|
42.2K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-11.5K- 13.52% |
$125K - $138K
|
73.3K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-191- 0.73% |
$2.08K - $2.3K
|
26.1K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
32.8KNew |
$357K - $394K
|
32.8K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
30K+ 296.96% |
$327K - $361K
|
40.1K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-617- 66.7% |
$6.72K - $7.42K
|
308
$2.9K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.29K- 3.22% |
$35.8K - $39.5K
|
98.7K
$930K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
52.6KNew |
$573K - $633K
|
52.6K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-31.4K- 30.95% |
$341K - $377K
|
70K
$660K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-115- 47.52% |
$1.25K - $1.38K
|
127
$1.2K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.8KNew |
$129K - $142K
|
11.8K
$111K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.99K- 11.08% |
$32.5K - $35.9K
|
24K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$16.3K - $18K
|
1.5K
$14.1K
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
45.5KNew |
$495K - $547K
|
45.5K
$429K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
4.78K+ 2.9% |
$52.1K - $57.5K
|
169K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-725- 3.97% |
$7.9K - $8.71K
|
17.5K
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-217- 34.72% |
$2.36K - $2.61K
|
408
$3.85K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.45K- 6.62% |
$15.8K - $17.4K
|
20.4K
$193K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.48M- 85.88% |
$27M - $29.8M
|
407K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 34.2% |
$1.86K - $2.06K
|
329
$3.1K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
210KNew |
$2.24M - $2.5M
|
210K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
7New |
$74.8 - $83.6
|
7
$66
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1K- 6.67% |
$10.7K - $11.9K
|
14K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
18.6K+ 29.47% |
$198K - $222K
|
81.6K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.37K+ 40.36% |
$46.6K - $52.1K
|
15.2K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
27.1KNew |
$289K - $323K
|
27.1K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
130New |
$1.39K - $1.55K
|
130
$1.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.16KNew |
$23.1K - $25.8K
|
2.16K
$20.4K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
28.4KNew |
$304K - $340K
|
28.4K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.81K+ 57.19% |
$72.8K - $81.3K
|
18.7K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
241New |
$2.57K - $2.88K
|
241
$2.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-324K- 99.7% |
$3.46M - $3.87M
|
969
$9.14K
|
|