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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.6K- 18.16% |
$78.4K - $95.4K
|
38.8K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-9.54K- 1.33% |
$86.9K - $106K
|
708K
$6.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-9.82K- 5.11% |
$89.5K - $109K
|
182K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-10.1K- 10.28% |
$91.7K - $112K
|
87.9K
$829K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-10.9K- 99.84% |
$99.6K - $121K
|
17
$160
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-12.1K- 1.59% |
$110K - $134K
|
748K
$7.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-13K- 8.49% |
$118K - $144K
|
140K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.5K- 23.03% |
$133K - $161K
|
48.6K
$458K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.8K- 24.52% |
$135K - $164K
|
45.5K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20K- 5.48% |
$182K - $222K
|
346K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.5K- 67.8% |
$205K - $250K
|
10.7K
$101K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-23.1K- 17.02% |
$210K - $256K
|
112K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
SELL
|
- |
-24.7K- 53.28% |
$225K - $274K
|
21.6K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-31.9K- 66.27% |
$290K - $353K
|
16.2K
$153K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-32.3K- 13.02% |
$295K - $359K
|
216K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-41.1K- 3.75% |
$374K - $456K
|
1.05M
$9.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-42.3K- 74.13% |
$386K - $469K
|
14.8K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43K- 67.8% |
$392K - $477K
|
20.4K
$193K
|
|
|
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
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48.9K- 50.44% |
$446K - $543K
|
48.1K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-61.8K- 5.66% |
$563K - $686K
|
1.03M
$9.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-66.3K- 56.18% |
$604K - $735K
|
51.7K
$488K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-69.5K- 15.85% |
$633K - $771K
|
369K
$3.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-72.8K- 26.51% |
$663K - $807K
|
202K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-117K- 44.93% |
$1.07M - $1.3M
|
143K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-193K- 28.12% |
$1.76M - $2.15M
|
494K
$4.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-304K- 26.74% |
$2.77M - $3.37M
|
833K
$7.86M
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-334K- 67.94% |
$3.05M - $3.71M
|
158K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-682K- 19.77% |
$6.21M - $7.57M
|
2.77M
$26.1M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-913K- 64.91% |
$8.32M - $10.1M
|
494K
$4.66M
|
|