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New Mountain Finance (NMFC) Institutional Ownership

New Mountain Finance logo
$11.52 -0.09 (-0.78%)
(As of 11/20/2024 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)
$60.45M
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
11/15/2024 Jane Street Group LLC31,341$375K0.0%N/A0.029%
11/15/2024 Two Sigma Advisers LP1,026,200$12.29M0.0%-3.1%0.952%
11/15/2024 Stifel Financial Corp47,138$565K0.0%+5.3%0.044%
11/15/2024 HighTower Advisors LLC3,376,702$40.44M0.1%+7.6%3.131%
11/15/2024 Centiva Capital LP10,817$130K0.0%N/A0.010%
11/15/2024 Paloma Partners Management Co29,319$351K0.0%N/A0.027%
11/14/2024 Captrust Financial Advisors140,714$1.69M0.0%-10.3%0.130%
11/13/2024 BNP Paribas Financial Markets2,200$26K0.0%N/A0.002%
11/13/2024 Quantbot Technologies LP10,783$129K0.0%N/A0.010%
11/12/2024 Cerity Partners LLC3,823,925$45.81M0.1%+2.7%3.546%
11/8/2024 Advisors Asset Management Inc.261,563$3.13M0.1%-3.2%0.243%
11/7/2024 Tranquility Partners LLC398,344$4.77M1.7%+2.5%0.369%
11/6/2024 Muzinich & Co. Inc.346,118$4.15M2.9%+6.4%0.321%
11/6/2024 Oppenheimer & Co. Inc.27,466$329K0.0%-14.3%0.025%
11/5/2024 Sumitomo Mitsui Trust Group Inc.340,158$4.08M0.0%+9.3%0.315%
11/5/2024 First National Trust Co160,005$1.92M0.1%+101.1%0.148%
11/1/2024 Lindbrook Capital LLC325,365$3.90M0.3%+0.7%0.302%
10/31/2024 Confluence Investment Management LLC428,334$5.13M0.1%+1.1%0.397%
10/29/2024 Van ECK Associates Corp2,249,321$25.98M0.0%+8.1%2.086%
10/29/2024 Janney Montgomery Scott LLC138,940$1.67M0.0%-1.1%0.129%
10/29/2024 Farther Finance Advisors LLC14,110$169K0.0%N/A0.013%
10/28/2024 Stephens Inc. AR25,500$305K0.0%+10.9%0.024%
10/24/2024 PFG Investments LLC35,468$425K0.0%-10.2%0.033%
10/23/2024 Hennion & Walsh Asset Management Inc.193,449$2.32M0.1%+54.2%0.179%
10/22/2024 International Assets Investment Management LLC374,487$4.49M0.0%+1,017.3%0.347%
10/21/2024 Genesee Capital Advisors LLC16,508$198K0.1%N/A0.015%
10/19/2024 Allspring Global Investments Holdings LLC3,067,421$36.75M0.1%+0.1%2.844%
10/11/2024 Creative Planning13,305$159K0.0%-49.7%0.012%
10/10/2024 Inspire Investing LLC34,267$411K0.0%+19.8%0.032%
10/8/2024 Rockingstone Advisors LLC157,508$1.89M0.9%-6.0%0.146%
9/5/2024Sanctuary Advisors LLC31,776$404K0.0%N/A0.029%
8/16/2024 Quarry LP3,307$40K0.0%+68.3%0.003%
8/16/2024 Creative Planning26,455$324K0.0%+107.4%0.025%
8/15/2024 Millennium Management LLC456,811$5.59M0.0%+5.4%0.424%
8/15/2024 Deerfield Management Company L.P. Series C18,190$223K0.0%N/A0.017%
8/15/2024 Dimension Capital Management LLC1,080,460$13.23M2.7%-7.5%1.002%
8/14/2024 ProShare Advisors LLC14,895$182K0.0%+14.3%0.014%
8/13/2024 Sei Investments Co.85,708$1.05M0.0%+18.4%0.079%
8/10/2024 Clearstead Trust LLC7,994$98K0.0%N/A0.007%
8/8/2024 Condor Capital Management348,406$4.26M0.4%+28.2%0.323%
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8/8/2024 Prevail Innovative Wealth Advisors LLC193,840$2.37M0.8%-3.6%0.180%
8/7/2024 Wedbush Securities Inc.38,661$473K0.0%-46.5%0.036%
8/6/2024 LSV Asset Management2,548,475$31.19M0.1%+0.7%2.363%
8/6/2024 Acadian Asset Management LLC314,058$3.84M0.0%+78.5%0.291%
8/2/2024 First National Trust Co79,554$974K0.0%N/A0.074%
8/1/2024 GraniteShares Advisors LLC150,445$1.84M0.6%+14.2%0.139%
7/31/2024 Essex Financial Services Inc.19,603$240K0.0%+37.9%0.018%
7/31/2024 Spire Wealth Management50,702$621K0.0%+39.2%0.047%
7/31/2024 Van ECK Associates Corp2,080,602$25.47M0.0%+21.6%1.929%
7/31/2024Rothschild Investment LLC19,520$239K0.0%N/A0.018%
7/30/2024 Moloney Securities Asset Management LLC30,742$376K0.1%+9.1%0.029%
7/30/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.27,435$336K0.0%N/A0.025%
7/26/2024 Cambridge Investment Research Advisors Inc.129,933$1.59M0.0%+8.5%0.120%
7/26/2024 Allspring Global Investments Holdings LLC3,063,762$37.50M0.1%-0.6%2.841%
7/25/2024 Tranquility Partners LLC388,753$4.76M1.8%+37.2%0.360%
7/23/2024 GYL Financial Synergies LLC18,290$224K0.0%+18.5%0.017%
7/23/2024Oak Family Advisors LLC150,384$1.84M0.6%+0.7%0.139%
7/23/2024 Stableford Capital II LLC79,339$986K0.4%+99.0%0.074%
7/20/2024 Hennion & Walsh Asset Management Inc.125,459$1.54M0.1%+33.5%0.116%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.311,201$3.81M0.0%+16.5%0.289%
7/17/2024 Rockingstone Advisors LLC167,623$2.05M1.1%-14.8%0.155%
7/16/2024 Wealth Enhancement Advisory Services LLC21,590$264K0.0%+38.0%0.020%
7/10/2024 Csenge Advisory Group13,969$171K0.0%-22.1%0.013%
7/1/2024 Confluence Investment Management LLC423,578$5.19M0.1%+2.2%0.393%
5/20/2024 EMC Capital Management18,470$234K0.1%-19.0%0.017%
5/15/2024SVB Wealth LLC40,052$507K0.0%+21.6%0.038%
5/15/2024 Lazard Asset Management LLC10,005$126K0.0%N/A0.009%
5/14/2024 Advisors Asset Management Inc.314,702$3.99M0.1%+3.0%0.296%
5/14/2024 EntryPoint Capital LLC4,101$52K0.0%N/A0.004%
5/14/2024 MQS Management LLC61,879$784K0.4%+316.4%0.058%
5/14/2024 CANADA LIFE ASSURANCE Co101,576$1.29M0.0%+27.8%0.096%
5/11/2024 Cliffwater LLC425,174$5.39M1.5%-43.0%0.400%
5/11/2024 Hillsdale Investment Management Inc.3,140$40K0.0%N/A0.003%
5/10/2024 Acadian Asset Management LLC175,901$2.22M0.0%-47.3%0.165%
5/10/2024 Prevail Innovative Wealth Advisors LLC201,064$2.55M0.9%+9.4%0.189%
5/9/2024 Midwest Professional Planners LTD.108,830$1.38M0.5%+24.7%0.102%
5/9/2024 Condor Capital Management271,667$3.44M0.3%+9.6%0.256%
5/9/2024 SageView Advisory Group LLC2,712$34K0.0%-85.7%0.003%
5/8/2024 ProShare Advisors LLC13,035$165K0.0%+16.0%0.012%
5/8/2024 Tranquility Partners LLC283,320$3.59M1.4%+182.4%0.267%
5/8/2024 Williams Jones Wealth Management LLC.15,000$190K0.0%-11.8%0.014%
5/8/2024 Inspire Investing LLC28,269$358K0.0%-6.3%0.027%
5/7/2024 Oppenheimer & Co. Inc.31,600$400K0.0%-3.8%0.030%
5/6/2024 LSV Asset Management2,531,175$32.07M0.1%-1.0%2.381%
5/4/2024 Csenge Advisory Group17,943$227K0.0%N/A0.017%
5/2/2024Mckinley 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%
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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%
4/24/2024Oak 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%
(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, 139 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), Dimension Capital Management LLC ($13.23M), and Two Sigma Advisers LP ($12.29M).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 117 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 8,069,405 shares in the last 24 months. This purchase volume represents approximately $106.57M 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 11/21/2024 by MarketBeat.com Staff
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