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New Mountain Finance (NMFC) Institutional Ownership

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$11.33 +0.12 (+1.07%)
(As of 11:27 AM 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)
71
Total
Institutional Inflows
(last 12 months)
$63.25M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$14.59M
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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
12/26/2024JPMorgan Chase & Co.1,258,842$15.08M0.0%+1.3%1.167%
11/27/2024Franklin Resources Inc.223,891$2.61M0.0%N/A0.208%
11/25/2024Wilmington Savings Fund Society FSB14,000$168K0.0%N/A0.013%
11/15/2024Jane Street Group LLC31,341$375K0.0%N/A0.029%
11/15/2024Two Sigma Advisers LP1,026,200$12.29M0.0%-3.1%0.952%
11/15/2024Stifel Financial Corp47,138$565K0.0%+5.3%0.044%
11/15/2024HighTower Advisors LLC3,376,702$40.44M0.1%+7.6%3.131%
11/15/2024Centiva Capital LP10,817$130K0.0%N/A0.010%
11/15/2024Paloma Partners Management Co29,319$351K0.0%N/A0.027%
11/14/2024Captrust Financial Advisors140,714$1.69M0.0%-10.3%0.130%
11/13/2024BNP Paribas Financial Markets2,200$26K0.0%N/A0.002%
11/13/2024Quantbot Technologies LP10,783$129K0.0%N/A0.010%
11/12/2024Cerity Partners LLC3,823,925$45.81M0.1%+2.7%3.546%
11/8/2024Advisors Asset Management Inc.261,563$3.13M0.1%-3.2%0.243%
11/7/2024Tranquility Partners LLC398,344$4.77M1.7%+2.5%0.369%
11/6/2024Muzinich & Co. Inc.346,118$4.15M2.9%+6.4%0.321%
11/6/2024Oppenheimer & Co. Inc.27,466$329K0.0%-14.3%0.025%
11/5/2024Sumitomo Mitsui Trust Group Inc.340,158$4.08M0.0%+9.3%0.315%
11/5/2024First National Trust Co160,005$1.92M0.1%+101.1%0.148%
11/1/2024Lindbrook Capital LLC325,365$3.90M0.3%+0.7%0.302%
10/31/2024Confluence Investment Management LLC428,334$5.13M0.1%+1.1%0.397%
10/29/2024Van ECK Associates Corp2,249,321$25.98M0.0%+8.1%2.086%
10/29/2024Janney Montgomery Scott LLC138,940$1.67M0.0%-1.1%0.129%
10/29/2024Farther Finance Advisors LLC14,110$169K0.0%N/A0.013%
10/28/2024Stephens Inc. AR25,500$305K0.0%+10.9%0.024%
10/24/2024PFG Investments LLC35,468$425K0.0%-10.2%0.033%
10/23/2024Hennion & Walsh Asset Management Inc.193,449$2.32M0.1%+54.2%0.179%
10/22/2024International Assets Investment Management LLC374,487$4.49M0.0%+1,017.3%0.347%
10/21/2024Genesee Capital Advisors LLC16,508$198K0.1%N/A0.015%
10/19/2024Allspring Global Investments Holdings LLC3,067,421$36.75M0.1%+0.1%2.844%
10/11/2024Creative Planning13,305$159K0.0%-49.7%0.012%
10/10/2024Inspire Investing LLC34,267$411K0.0%+19.8%0.032%
10/8/2024Rockingstone Advisors LLC157,508$1.89M0.9%-6.0%0.146%
9/5/2024Sanctuary Advisors LLC31,776$404K0.0%N/A0.029%
8/16/2024Quarry LP3,307$40K0.0%+68.3%0.003%
8/16/2024Creative Planning26,455$324K0.0%+107.4%0.025%
8/15/2024Millennium Management LLC456,811$5.59M0.0%+5.4%0.424%
8/15/2024Deerfield Management Company L.P. Series C18,190$223K0.0%N/A0.017%
8/15/2024Dimension Capital Management LLC1,080,460$13.23M2.7%-7.5%1.002%
8/14/2024ProShare Advisors LLC14,895$182K0.0%+14.3%0.014%
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8/13/2024Sei Investments Co.85,708$1.05M0.0%+18.4%0.079%
8/10/2024Clearstead Trust LLC7,994$98K0.0%N/A0.007%
8/8/2024Condor Capital Management348,406$4.26M0.4%+28.2%0.323%
8/8/2024Prevail Innovative Wealth Advisors LLC193,840$2.37M0.8%-3.6%0.180%
8/7/2024Wedbush Securities Inc.38,661$473K0.0%-46.5%0.036%
8/6/2024LSV Asset Management2,548,475$31.19M0.1%+0.7%2.363%
8/6/2024Acadian Asset Management LLC314,058$3.84M0.0%+78.5%0.291%
8/2/2024First National Trust Co79,554$974K0.0%N/A0.074%
8/1/2024GraniteShares Advisors LLC150,445$1.84M0.6%+14.2%0.139%
7/31/2024Essex Financial Services Inc.19,603$240K0.0%+37.9%0.018%
7/31/2024Spire Wealth Management50,702$621K0.0%+39.2%0.047%
7/31/2024Van ECK Associates Corp2,080,602$25.47M0.0%+21.6%1.929%
7/31/2024Rothschild Investment LLC19,520$239K0.0%N/A0.018%
7/30/2024Moloney Securities Asset Management LLC30,742$376K0.1%+9.1%0.029%
7/30/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.27,435$336K0.0%N/A0.025%
7/26/2024Cambridge Investment Research Advisors Inc.129,933$1.59M0.0%+8.5%0.120%
7/26/2024Allspring Global Investments Holdings LLC3,063,762$37.50M0.1%-0.6%2.841%
7/25/2024Tranquility Partners LLC388,753$4.76M1.8%+37.2%0.360%
7/23/2024GYL Financial Synergies LLC18,290$224K0.0%+18.5%0.017%
7/23/2024Oak Family Advisors LLC150,384$1.84M0.6%+0.7%0.139%
7/23/2024Stableford Capital II LLC79,339$986K0.4%+99.0%0.074%
7/20/2024Hennion & Walsh Asset Management Inc.125,459$1.54M0.1%+33.5%0.116%
7/19/2024Sumitomo Mitsui Trust Holdings Inc.311,201$3.81M0.0%+16.5%0.289%
7/17/2024Rockingstone Advisors LLC167,623$2.05M1.1%-14.8%0.155%
7/16/2024Wealth Enhancement Advisory Services LLC21,590$264K0.0%+38.0%0.020%
7/10/2024Csenge Advisory Group13,969$171K0.0%-22.1%0.013%
7/1/2024Confluence Investment Management LLC423,578$5.19M0.1%+2.2%0.393%
5/20/2024EMC Capital Management18,470$234K0.1%-19.0%0.017%
5/15/2024SVB Wealth LLC40,052$507K0.0%+21.6%0.038%
5/15/2024Lazard Asset Management LLC10,005$126K0.0%N/A0.009%
5/14/2024Advisors Asset Management Inc.314,702$3.99M0.1%+3.0%0.296%
5/14/2024EntryPoint Capital LLC4,101$52K0.0%N/A0.004%
5/14/2024MQS Management LLC61,879$784K0.4%+316.4%0.058%
5/14/2024CANADA LIFE ASSURANCE Co101,576$1.29M0.0%+27.8%0.096%
5/11/2024Cliffwater LLC425,174$5.39M1.5%-43.0%0.400%
5/11/2024Hillsdale Investment Management Inc.3,140$40K0.0%N/A0.003%
5/10/2024Acadian Asset Management LLC175,901$2.22M0.0%-47.3%0.165%
5/10/2024Prevail Innovative Wealth Advisors LLC201,064$2.55M0.9%+9.4%0.189%
5/9/2024Midwest Professional Planners LTD.108,830$1.38M0.5%+24.7%0.102%
5/9/2024Condor Capital Management271,667$3.44M0.3%+9.6%0.256%
5/9/2024SageView Advisory Group LLC2,712$34K0.0%-85.7%0.003%
5/8/2024ProShare Advisors LLC13,035$165K0.0%+16.0%0.012%
5/8/2024Tranquility Partners LLC283,320$3.59M1.4%+182.4%0.267%
5/8/2024Williams Jones Wealth Management LLC.15,000$190K0.0%-11.8%0.014%
5/8/2024Inspire Investing LLC28,269$358K0.0%-6.3%0.027%
5/7/2024Oppenheimer & Co. Inc.31,600$400K0.0%-3.8%0.030%
5/6/2024LSV Asset Management2,531,175$32.07M0.1%-1.0%2.381%
5/4/2024Csenge Advisory Group17,943$227K0.0%N/A0.017%
5/2/2024Mckinley Capital Management LLC133,865$1.70M0.2%-3.6%0.126%
5/1/2024Janney Montgomery Scott LLC146,152$1.85M0.0%-5.2%0.138%
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4/30/2024Hartline Investment Corp19,704$250K0.0%N/A0.019%
4/30/2024Van ECK Associates Corp1,710,907$21.68M0.0%+9.5%1.610%
4/30/2024Allspring 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%
4/25/2024Lindbrook Capital LLC387,320$4.91M0.5%-1.5%0.364%
4/25/2024Cambridge Investment Research Advisors Inc.119,726$1.52M0.0%+1.7%0.113%
4/24/2024Verity & Verity LLC82,690$1.05M0.3%N/A0.078%
4/24/2024Oak Family Advisors LLC149,364$1.89M0.7%+175.8%0.141%
4/24/2024Spire Wealth Management36,425$462K0.0%+9.7%0.034%
4/22/2024PFG Investments LLC38,911$493K0.0%+125.1%0.037%
(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, 142 institutional investors and hedge funds held shares of New Mountain Finance. The most heavily invested institutionals were Cerity Partners LLC ($45.81M), HighTower Advisors LLC ($40.44M), Allspring Global Investments Holdings LLC ($36.75M), LSV Asset Management ($31.19M), Van ECK Associates Corp ($25.98M), JPMorgan Chase & Co. ($15.08M), and Dimension Capital Management LLC ($13.23M).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 120 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 ($1.12M), International Assets Investment Management LLC ($741.30K), LSV Asset Management ($496.34K), Acadian Asset Management LLC ($482.94K), Confluence Investment Management LLC ($432.78K), Lindbrook Capital LLC ($395.56K), and Cerity Partners LLC ($366.57K).

How much institutional buying is happening at New Mountain Finance?

Institutional investors have bought a total of 8,321,782 shares in the last 24 months. This purchase volume represents approximately $109.60M 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), Cliffwater LLC ($756.94K), Ares Management LLC ($191.79K), Cerity Partners LLC ($161.88K), Acadian Asset Management LLC ($157.98K), LSV Asset Management ($145.29K), 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 4,823,962 shares in the last 24 months. This volume of shares sold represents approximately $70.16M in transactions.


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This page (NASDAQ:NMFC) was last updated on 12/30/2024 by MarketBeat.com Staff
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