Purchases and Sales Made in Q4 2024 in New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
125K+ 79.11% |
$1.33M - $1.49M
|
282K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
93.3K+ 4.15% |
$997K - $1.11M
|
2.34M
$27.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
60.7K+ 31.39% |
$649K - $725K
|
254K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
27.4KNew |
$293K - $327K
|
27.4K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.5KNew |
$197K - $221K
|
18.5K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
10.5K+ 130.64% |
$112K - $125K
|
18.5K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.78K+ 33.6% |
$51.1K - $57.1K
|
19K
$223K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.47K+ 0.34% |
$15.7K - $17.6K
|
430K
$5.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.19K+ 3.47% |
$12.7K - $14.2K
|
35.5K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
571+ 1.17% |
$6.1K - $6.82K
|
49.4K
$579K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
390+ 1.3% |
$4.17K - $4.66K
|
30.3K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 1.97% |
$1.07K - $1.19K
|
5.18K
$60.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
46New |
$491 - $549
|
46
$539
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-54- 0.17% |
$577 - $645
|
32K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-178- 0.5% |
$1.9K - $2.13K
|
35.3K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-264- 0.81% |
$2.82K - $3.15K
|
32.4K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-776- 0.98% |
$8.29K - $9.27K
|
78.5K
$920K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1K- 5.16% |
$10.7K - $11.9K
|
18.4K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.25K- 0.48% |
$13.3K - $14.9K
|
260K
$3.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.6K- 11.78% |
$38.4K - $43K
|
27K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.8K- 22.28% |
$115K - $129K
|
37.7K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.8K- 4.35% |
$158K - $177K
|
325K
$3.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.8K- 11.35% |
$168K - $188K
|
123K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-36.3K- 89.19% |
$388K - $434K
|
4.4K
$51.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-183K- 5.96% |
$1.95M - $2.18M
|
2.88M
$33.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-307K- 77.19% |
$3.28M - $3.67M
|
90.9K
$1.07M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-343K- 91.65% |
$3.67M - $4.1M
|
31.3K
$366K
|