Purchases and Sales Made in Q3 2025 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
459K+ 290.87% |
$4.42M - $4.98M
|
617K
$5.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
355K+ 28.62% |
$3.42M - $3.85M
|
1.6M
$15M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
192K+ 81.11% |
$1.85M - $2.08M
|
429K
$4.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
190K+ 18.47% |
$1.83M - $2.06M
|
1.22M
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
182K+ 19.2% |
$1.76M - $1.98M
|
1.13M
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
115K+ 4.65% |
$1.11M - $1.25M
|
2.59M
$24.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
115K+ 23.37% |
$1.11M - $1.24M
|
606K
$5.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
95.6K+ 16.61% |
$921K - $1.04M
|
671K
$6.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
84.6K+ 36.44% |
$815K - $917K
|
317K
$2.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75K+ 39.21% |
$723K - $813K
|
266K
$2.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70.3K+ 17.13% |
$677K - $762K
|
480K
$4.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
50.1K+ 26.56% |
$483K - $543K
|
239K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
48.5KNew |
$467K - $526K
|
48.5K
$457K
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
45.3KNew |
$437K - $491K
|
45.3K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
37.7K+ 42.01% |
$364K - $409K
|
128K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
32.8KNew |
$316K - $356K
|
32.8K
$309K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
28.5KNew |
$275K - $309K
|
28.5K
$269K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 5.51% |
$262K - $295K
|
521K
$4.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
26.5K+ 165.41% |
$255K - $287K
|
42.5K
$400K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
24K+ 9.66% |
$231K - $260K
|
272K
$2.56M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.9K+ 141.51% |
$212K - $238K
|
37.5K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
21.6KNew |
$208K - $234K
|
21.6K
$204K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
18.3K+ 19.06% |
$176K - $198K
|
114K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$171K - $192K
|
17.7K
$167K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
16.7K+ 25.51% |
$161K - $181K
|
82.3K
$776K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16KNew |
$154K - $173K
|
16K
$151K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
15.6K+ 7.23% |
$151K - $169K
|
232K
$2.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$147K - $165K
|
15.2K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 3.47% |
$132K - $148K
|
408K
$3.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.2K+ 4.45% |
$127K - $143K
|
311K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.1KNew |
$127K - $142K
|
13.1K
$124K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$110K - $123K
|
11.4K
$107K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.2KNew |
$108K - $122K
|
11.2K
$106K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$97.1K - $109K
|
10.1K
$95K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.1K+ 27.31% |
$97K - $109K
|
46.9K
$442K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
10K+ 11.39% |
$96.5K - $109K
|
97.9K
$923K
|
|
|
Nov 13, 2025
Q3 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
10K+ 66.67% |
$96.4K - $108K
|
25K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.19K+ 20.45% |
$69.3K - $77.9K
|
42.4K
$399K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.76KNew |
$65.1K - $73.2K
|
6.76K
$63.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.02K+ 3.0% |
$58.1K - $65.3K
|
207K
$1.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
5KNew |
$48.2K - $54.2K
|
5K
$47.2K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.9KNew |
$47.2K - $53.1K
|
4.9K
$46.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.81KNew |
$46.4K - $52.1K
|
4.81K
$45.3K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
2.93K+ 2.84% |
$28.3K - $31.8K
|
106K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.9K+ 2260.71% |
$18.3K - $20.6K
|
1.98K
$18.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.78KNew |
$17.1K - $19.2K
|
1.78K
$16.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.69K+ 0.24% |
$16.3K - $18.3K
|
716K
$6.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.13K+ 3.73% |
$10.9K - $12.2K
|
31.3K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$9.68K - $10.9K
|
1K
$9.47K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
969New |
$9.34K - $10.5K
|
969
$9.14K
|
|