Institutional Ownership New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC). We have compiled data on the 187 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $452 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
48,816
shares
|
$545,274
0.29% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
48,586
shares
|
$542,705
0.0% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
48,507
shares
|
$541,823
0.02% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
48,095
shares
|
$537,221
0.01% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
47,914
shares
|
$535,199
0.0% of portfolio
|
Q3 2024
Added 239.72%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,848
shares
|
$534,462
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
47,427
shares
|
$529,759
0.0% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
47,138
shares
|
$526,531
0.0% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
44,358
shares
|
$495,478
0.0% of portfolio
|
Q3 2024
Added 70.35%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
42,187
shares
|
$471,228
0.0% of portfolio
|
Q3 2024
Added 138.71%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
40,706
shares
|
$454,686
0.26% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,454
shares
|
$429,531
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
35,468
shares
|
$396,177
0.03% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
34,299
shares
|
$383,119
0.08% of portfolio
|
Q3 2023
Added 5.05%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
34,267
shares
|
$382,762
0.04% of portfolio
|
Q3 2024
Added 19.82%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
32,693
shares
|
$365,180
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
32,471
shares
|
$362,701
0.0% of portfolio
|
Q3 2024
Added 50.4%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
32,457
shares
|
$362,544
0.24% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
32,008
shares
|
$357,529
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
31,736
shares
|
$354,491
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,341
shares
|
$350,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,554
shares
|
$341,288
0.0% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
30,272
shares
|
$338,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
30,000
shares
|
$335,100
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
29,888
shares
|
$333,848
0.05% of portfolio
|
Q3 2024
Reduced 2.78%
|