Purchases and Sales Made in Q2 2025 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q2 2025. The information is specifically focused on institutions that hold shares of New Mountain Finance Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.55K+ 17.73% |
$50.5K - $61.5K
|
36.8K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.72K+ 3.25% |
$43K - $52.3K
|
150K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.62K+ 19.43% |
$42.1K - $51.3K
|
28.4K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.5K+ 30.8% |
$41K - $49.9K
|
19.1K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
3.75K+ 46.34% |
$34.2K - $41.6K
|
11.8K
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.6KNew |
$32.8K - $39.9K
|
3.6K
$33.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.43K+ 311.81% |
$31.3K - $38.1K
|
4.53K
$42.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.43K+ 12.76% |
$31.2K - $38K
|
30.3K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.63K+ 2.83% |
$24K - $29.2K
|
95.8K
$903K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.28K+ 17.24% |
$20.8K - $25.3K
|
15.5K
$146K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.76KNew |
$16K - $19.5K
|
1.76K
$16.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 3.98% |
$13.7K - $16.6K
|
39.2K
$370K
|
|
|
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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 2.9% |
$12.4K - $15.1K
|
48.1K
$454K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.18K+ 3.77% |
$10.7K - $13.1K
|
32.4K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.1K+ 0.37% |
$9.99K - $12.2K
|
297K
$2.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 35.65% |
$6.83K - $8.32K
|
2.85K
$26.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
500+ 8.83% |
$4.56K - $5.55K
|
6.16K
$58.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
485New |
$4.42K - $5.38K
|
485
$4.57K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
408+ 1.01% |
$3.72K - $4.52K
|
40.6K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
249+ 2.86% |
$2.27K - $2.76K
|
8.94K
$84.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84New |
$765 - $932
|
84
$792
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 0.51% |
$501 - $610
|
10.9K
$103K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
53+ 81.54% |
$483 - $588
|
118
$1.11K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37+ 0.11% |
$337 - $410
|
33.7K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22+ 0.16% |
$200 - $244
|
13.7K
$129K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.06% |
$63.8 - $77.6
|
11K
$103K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3New |
$27.3 - $33.3
|
3
$28.3
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.01% |
$9.11 - $11.1
|
13.7K
$129K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22- 1.06% |
$200 - $244
|
2.05K
$19.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-191- 0.85% |
$1.74K - $2.12K
|
22.2K
$209K
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-211- 0.69% |
$1.92K - $2.34K
|
30.5K
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-520- 2.66% |
$4.74K - $5.77K
|
19K
$179K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-622- 1.54% |
$5.67K - $6.9K
|
39.9K
$376K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-723- 4.38% |
$6.59K - $8.02K
|
15.8K
$149K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-855- 0.03% |
$7.79K - $9.48K
|
2.76M
$26.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.05K- 5.3% |
$9.57K - $11.7K
|
18.8K
$177K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.64K- 1.38% |
$14.9K - $18.2K
|
118K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.15K- 6.34% |
$19.6K - $23.8K
|
31.7K
$299K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.45K- 8.03% |
$22.3K - $27.1K
|
28K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.81K- 6.06% |
$25.6K - $31.2K
|
43.6K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.04K- 3.85% |
$27.7K - $33.7K
|
76.1K
$717K
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-3.14K- 2.64% |
$28.6K - $34.8K
|
116K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.71K- 10.95% |
$33.8K - $41.1K
|
30.2K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.56K- 24.71% |
$41.6K - $50.6K
|
13.9K
$131K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.68K- 5.72% |
$51.8K - $63K
|
93.6K
$882K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.54K- 5.39% |
$59.6K - $72.6K
|
115K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-6.91K- 14.74% |
$62.9K - $76.6K
|
39.9K
$377K
|
|