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New Mountain Finance (NMFC) Institutional Ownership

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(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for New Mountain Finance (NASDAQ:NMFC)

Current
Institutional Ownership
Percentage
32.08%
Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$52.67M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$30.04M
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NMFC Institutional Buying and Selling by Quarter

New Mountain Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Csenge Advisory Group17,943$227K0.0%N/A0.017%
5/2/2024 Mckinley Capital Management LLC133,865$1.70M0.2%-3.6%0.126%
5/1/2024 Janney Montgomery Scott LLC146,152$1.85M0.0%-5.2%0.138%
4/30/2024 Hartline Investment Corp19,704$250K0.0%N/A0.019%
4/30/2024 Van ECK Associates Corp1,710,907$21.68M0.0%+9.5%1.610%
4/30/2024 Allspring Global Investments Holdings LLC3,083,543$39.07M0.1%+0.2%2.901%
4/29/2024Commonwealth Equity Services LLC119,289$1.51M0.0%-8.6%0.112%
4/25/2024 Lindbrook Capital LLC387,320$4.91M0.5%-1.5%0.364%
4/25/2024 Cambridge Investment Research Advisors Inc.119,726$1.52M0.0%+1.7%0.113%
4/24/2024 Verity & Verity LLC82,690$1.05M0.3%N/A0.078%
4/24/2024 Oak Family Advisors LLC149,364$1.89M0.7%+175.8%0.141%
4/24/2024 Spire Wealth Management36,425$462K0.0%+9.7%0.034%
4/22/2024 PFG Investments LLC38,911$493K0.0%+125.1%0.037%
4/22/2024 GraniteShares Advisors LLC131,683$1.67M0.9%+14.6%0.124%
4/19/2024 WFA Asset Management Corp40,504$513K0.3%-8.3%0.038%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.267,087$3.38M0.0%-2.1%0.251%
4/18/2024 Allspring Global Investments Holdings LLC3,083,543$39.07M0.1%+0.2%2.901%
4/17/2024 Hennion & Walsh Asset Management Inc.93,968$1.19M0.1%-15.8%0.088%
4/11/2024 Sanders Morris Harris LLC19,375$245K0.0%N/A0.018%
4/10/2024 Stableford Capital II LLC39,873$505K0.2%N/A0.038%
4/1/2024 Confluence Investment Management LLC414,282$5.25M0.1%N/A0.390%
2/26/2024Virtu Financial LLC14,229$181K0.0%N/A0.014%
2/14/2024Muzinich & Co. Inc.278,857$3.55M2.4%-16.9%0.275%
2/14/2024Connectus Wealth LLC63,910$813K0.0%+131.1%0.063%
2/13/2024Epoch Investment Partners Inc.129,542$1.65M0.0%-5.1%0.128%
2/13/2024Bard Associates Inc.29,698$378K0.1%-5.0%0.029%
2/13/2024Prevail Innovative Wealth Advisors LLC183,712$2.34M1.1%+176.0%0.181%
2/12/2024Condor Capital Management247,765$3.15M0.3%+8.7%0.244%
2/12/2024Focus Financial Network Inc. ADV324,625$4.14M0.2%N/A0.320%
2/9/2024Advisory Services Network LLC14,257$181K0.0%-23.5%0.014%
2/9/2024 Cambridge Investment Research Advisors Inc.117,694$1.50M0.0%+12.0%0.116%
2/9/2024Trexquant Investment LP67,268$856K0.0%-9.7%0.066%
2/9/2024 Mckinley Capital Management LLC138,865$1.77M0.2%-1.3%0.137%
2/8/2024 Janney Montgomery Scott LLC154,108$1.96M0.0%+8.5%0.152%
2/7/2024 Wambolt & Associates LLC13,973$178K0.0%-13.0%0.014%
2/6/2024 Spire Wealth Management33,213$427K0.0%-6.1%0.033%
2/6/2024LSV Asset Management2,557,475$32.53M0.1%-2.6%2.521%
2/5/2024 Van ECK Associates Corp1,562,437$19.88M0.0%+11.1%1.540%
2/1/2024Sigma Planning Corp33,197$422K0.0%-59.3%0.033%
2/1/2024 WFA Asset Management Corp44,149$562K0.3%+2.5%0.044%
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1/31/2024Beaumont Financial Advisors LLC10,199$130K0.0%N/A0.010%
1/30/2024 GraniteShares Advisors LLC114,925$1.46M1.3%-3.8%0.113%
1/30/2024SVB Wealth LLC32,927$419K0.0%+13.5%0.032%
1/30/2024 Oak Family Advisors LLC54,156$689K0.3%N/A0.053%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.272,897$3.47M0.0%-15.5%0.269%
1/29/2024NewEdge Wealth LLC30,000$382K0.0%N/A0.030%
1/29/2024 Valeo Financial Advisors LLC59,850$761K0.0%-18.3%0.059%
1/29/2024 Morton Brown Family Wealth LLC2,771$35K0.0%N/A0.003%
1/26/2024Cerity Partners LLC3,574,600$45.47M0.1%+2.6%3.524%
1/25/2024 Allspring Global Investments Holdings LLC3,076,357$39.13M0.1%+0.0%3.033%
1/24/2024 International Assets Investment Management LLC426,352$5.42M0.0%+1,157.0%0.420%
1/16/2024 Raymond James Financial Services Advisors Inc.71,947$915K0.0%-4.6%0.071%
1/16/2024 Raymond James & Associates31,013$394K0.0%-12.8%0.031%
1/12/2024Mutual Advisors LLC25,246$321K0.0%+5.0%0.025%
1/12/2024 Guild Investment Management Inc.55,305$703K1.1%-23.5%0.055%
1/9/2024 Key Client Fiduciary Advisors LLC49,250$626K0.4%-15.3%0.049%
12/1/2023Dimension Capital Management LLC1,210,723$15.68M3.7%+1.6%1.194%
11/15/2023 Key Client Fiduciary Advisors LLC58,150$753K0.5%+26.4%0.057%
11/15/2023Advisors Asset Management Inc.355,491$4.60M0.1%+7.9%0.350%
11/14/2023Schonfeld Strategic Advisors LLC98,400$1.27M0.0%-24.5%0.097%
11/14/2023Reuter James Wealth Management LLC34,299$444K0.3%+5.1%0.034%
11/14/2023Trexquant Investment LP74,511$965K0.0%+70.8%0.073%
11/14/2023 Mckinley Capital Management LLC140,626$1.82M0.3%-5.4%0.139%
11/13/2023Epoch Investment Partners Inc.136,466$1.77M0.0%+21.6%0.135%
11/13/2023Connor Clark & Lunn Investment Management Ltd.24,753$321K0.0%N/A0.024%
11/13/2023Brandywine Global Investment Management LLC545,163$7.06M0.1%-1.2%0.537%
11/13/2023Acadian Asset Management LLC344,782$4.46M0.0%N/A0.340%
11/13/2023Muzinich & Co. Inc.335,460$4.34M3.0%-6.6%0.331%
11/13/2023Bramshill Investments LLC111,399$1.44M0.2%-11.1%0.110%
11/13/2023WINTON GROUP Ltd29,281$379K0.0%N/A0.029%
11/13/2023Kestra Advisory Services LLC14,094$183K0.0%N/A0.014%
11/9/2023EMC Capital Management22,807$295K0.2%+893.8%0.022%
11/9/2023UBS Group AG330,285$4.28M0.0%-11.2%0.326%
11/8/2023HighTower Advisors LLC2,828,491$36.63M0.1%+1.9%2.802%
11/8/2023 Van ECK Associates Corp1,405,785$18.21M0.0%+6.5%1.393%
11/8/2023Atria Wealth Solutions Inc.36,954$479K0.0%+8.8%0.037%
11/7/2023Merit Financial Group LLC78,616$1.02M0.0%N/A0.078%
11/7/2023Virtus ETF Advisers LLC50,741$657K0.4%+91.0%0.050%
11/7/2023Barclays PLC4,900$63K0.0%N/A0.005%
11/6/2023Sigma Planning Corp81,469$1.06M0.0%-3.3%0.081%
11/6/2023GYL Financial Synergies LLC21,711$281K0.0%+38.7%0.022%
11/6/2023 PFG Investments LLC17,075$221K0.0%N/A0.017%
11/6/2023 Guild Investment Management Inc.72,285$936K1.6%-1.5%0.072%
11/4/2023LSV Asset Management2,625,003$33.99M0.1%-1.8%2.601%
11/2/2023Nisa Investment Advisors LLC10,300$133K0.0%N/A0.010%
10/31/2023Tranquility Partners LLC99,767$1.29M0.6%+2.4%0.099%
10/31/2023 GraniteShares Advisors LLC119,515$1.55M1.4%+4.0%0.118%
10/30/2023 Sumitomo Mitsui Trust Holdings Inc.322,821$4.18M0.0%-5.9%0.320%
10/27/2023 Hennion & Walsh Asset Management Inc.158,442$2.05M0.1%-33.0%0.157%
10/27/2023 Allspring Global Investments Holdings LLC3,074,990$39.82M0.1%+0.1%3.046%
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10/26/2023Inspire Investing LLC23,642$306K0.0%-6.4%0.023%
10/25/2023 Lindbrook Capital LLC393,175$5.09M0.6%+4.4%0.390%
10/24/2023 Raymond James Financial Services Advisors Inc.75,448$977K0.0%-19.2%0.075%
10/24/2023 Raymond James & Associates35,546$460K0.0%-21.5%0.035%
10/24/2023 Cambridge Investment Research Advisors Inc.105,069$1.36M0.0%+1.4%0.104%
10/23/2023SVB Wealth LLC29,001$376K0.0%-3.7%0.029%
10/23/2023Commonwealth Equity Services LLC132,854$1.72M0.0%+8.6%0.132%
10/19/2023Simplicity Solutions LLC15,879$206K0.0%-10.2%0.016%
10/17/2023DAVENPORT & Co LLC13,641$177K0.0%N/A0.014%
10/13/2023 WFA Asset Management Corp43,092$558K0.3%+2.6%0.043%
(Data available from 1/1/2016 forward)

NMFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NMFC shares?

During the previous two years, 128 institutional investors and hedge funds held shares of New Mountain Finance. The most heavily invested institutionals were Cerity Partners LLC ($45.47M), Round Table Services LLC ($43.78M), Allspring Global Investments Holdings LLC ($39.07M), HighTower Advisors LLC ($36.63M), LSV Asset Management ($32.53M), Van ECK Associates Corp ($21.68M), and Dimension Capital Management LLC ($15.68M).Learn more on NMFC's institutional investors.

What percentage of New Mountain Finance stock is owned by institutional investors?

32.08% of New Mountain Finance stock is owned by institutional investors. Learn more on NMFC's institutional investor holdings.

Which institutional investors have been buying New Mountain Finance stock?

Of the 108 institutional investors that purchased New Mountain Finance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Van ECK Associates Corp ($1.24M), Round Table Services LLC ($820.67K), LSV Asset Management ($623.17K), Confluence Investment Management LLC ($420.05K), International Assets Investment Management LLC ($400.33K), Lindbrook Capital LLC ($393.18K), and Acadian Asset Management LLC ($344.78K).

How much institutional buying is happening at New Mountain Finance?

Institutional investors have bought a total of 8,287,194 shares in the last 24 months. This purchase volume represents approximately $138.10M in transactions.

Which New Mountain Finance major shareholders have been selling company stock?

Of the 62 institutional investors that sold New Mountain Finance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Capital Management LLC ($1.95M), Van ECK Associates Corp ($956.88K), Cliffwater LLC ($436.00K), Sumitomo Mitsui Trust Holdings Inc. ($228.25K), Ares Management LLC ($191.79K), Cerity Partners LLC ($161.88K), and Hennion & Walsh Asset Management Inc. ($142.47K).

How much institutional selling is happening at New Mountain Finance?

Institutional investors have sold a total of 5,420,893 shares in the last 24 months. This volume of shares sold represents approximately $90.60M in transactions.


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This page (NASDAQ:NMFC) was last updated on 5/4/2024 by MarketBeat.com Staff

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