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 39.8 Million shares, which have been reported (via 13F filing form) to have a value of $437 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
29,319
shares
|
$319,283
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
29,261
shares
|
$318,652
0.01% of portfolio
|
Q3 2024
Reduced 24.31%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
29,173
shares
|
$317,693
0.13% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
27,466
shares
|
$299,104
0.01% of portfolio
|
Q3 2024
Reduced 14.25%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
26,127
shares
|
$284,523
0.0% of portfolio
|
Q3 2024
Reduced 79.62%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
25,500
shares
|
$277,695
0.0% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
24,456
shares
|
$266,325
0.02% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,310
shares
|
$242,955
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
22,206
shares
|
$241,823
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
22,206
shares
|
$241,823
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
21,895
shares
|
$238,436
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
21,628
shares
|
$235,528
0.01% of portfolio
|
Q4 2022
Reduced 10.9%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
21,554
shares
|
$234,723
0.0% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
20,520
shares
|
$223,462
0.02% of portfolio
|
Q3 2023
Added 95.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
20,373
shares
|
$221,861
0.0% of portfolio
|
Q3 2024
Reduced 65.92%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
20,359
shares
|
$221,709
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
19,880
shares
|
$216,493
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
19,825
shares
|
$215,894
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
19,520
shares
|
$212,572
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
19,375
shares
|
$210,993
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
19,010
shares
|
$207,018
0.0% of portfolio
|
Q2 2023
Reduced 7.19%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
18,334
shares
|
$199,657
0.03% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
18,305
shares
|
$199,341
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,510
shares
|
$190,683
0.02% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
16,946
shares
|
$184,541
0.01% of portfolio
|
Q3 2024
Reduced 4.38%
|