Who owns New Mountain Finance Corp?

Tip: Access positions for across all investors

Analyze quarterly positions in New Mountain Finance Corp with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of New Mountain Finance Corp stock

Who bought or sold New Mountain Finance Corp this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
HPM Partners 3.6M $46M 3% Dec 2023
 View chart
Allspring Global Investments Holdings 3.1M $39M 0% Dec 2023
 View chart
HighTower Advisors 2.8M $36M 0% Dec 2023
 View chart
LSV Asset Management 2.6M $33M -3% Dec 2023
 View chart
Morgan Stanley 2.2M $28M 14% Sep 2023
 View chart
Van Eck Associates Corp. 1.6M $20M 11% Dec 2023
 View chart
Jpmorgan Chase & Co 1.2M $16M 7% Dec 2023
 View chart
Dimension Capital Management Partners 1.2M $15M -1% Dec 2023
 View chart
Palisade Capital Management 952k $12M -5% Dec 2023
 View chart
Two Sigma Investments 861k $11M 64% Dec 2023
 View chart
Cliffwater 846k $11M 2% Sep 2023
 View chart
Legal & General Group 787k $10M 8% Dec 2023
 View chart
Two Sigma Advisers 747k $9.5M 62% Dec 2023
 View chart
Brandywine Global Investment Management 548k $7.0M 1% Dec 2023
 View chart
Bank of America Corporation 503k $6.4M 3% Dec 2023
 View chart
Millennium Management 502k $6.4M -42% Dec 2023
 View chart
Lindbrook Capital 393k $5.0M 0% Dec 2023
 View chart
Confluence Investment Management 375k $4.9M 1% Sep 2023
 View chart
Advisor Group Holdings 371k $4.7M 3% Dec 2023
 View chart
Goldman Sachs Group 346k $4.4M 57% Dec 2023
 View chart
Acadian Asset Management 345k $4.5M 100% Sep 2023
 View chart
UBS Group 342k $4.3M 4% Dec 2023
 View chart
Muzinich & Co 336k $4.3M -7% Sep 2023
 View chart
Focus Financial Network 325k $4.1M 100% Dec 2023
 View chart
BlackRock 318k $4.1M -29% Sep 2023
 View chart
Advisors Asset Management 305k $3.9M -14% Dec 2023
 View chart
Sumitomo Mitsui Trust Holdings 273k $3.5M -15% Dec 2023
 View chart
Wells Fargo & Company 251k $3.2M 0% Dec 2023
 View chart
Condor Capital Management 248k $3.2M 9% Dec 2023
 View chart
Neuberger Berman Group 236k $3.0M -3% Dec 2023
 View chart
Citadel Advisors 234k $3.0M 189% Dec 2023
 View chart
Tudor Investment Corporation 229k $2.9M 45% Dec 2023
 View chart
Ameriprise Financial 190k $2.5M 15% Sep 2023
 View chart
Captrust Financial Advisors 174k $2.2M -7% Dec 2023
 View chart
Janney Montgomery Scott 154k $2.0M 8% Dec 2023
 View chart
Royal Bank of Canada 143k $1.8M -8% Dec 2023
 View chart
Mckinley Capital Management 139k $1.8M -1% Dec 2023
 View chart
Epoch Investment Partners 137k $1.8M 22% Sep 2023
 View chart
LPL Financial 133k $1.7M -6% Sep 2023
 View chart
Commonwealth Equity Services 131k $1.7M -2% Dec 2023
 View chart
Alberta Investment Management Corporation 122k $1.5M 0% Dec 2023
 View chart
Cambridge Investment Research Advisors 118k $1.5M 12% Dec 2023
 View chart
GraniteShares Advisors 115k $1.5M -4% Dec 2023
 View chart
Hennion & Walsh Asset Management 112k $1.4M -30% Dec 2023
 View chart
Bramshill Investments 111k $1.4M -11% Sep 2023
 View chart
Tranquility Partners 100k $1.3M 1% Dec 2023
 View chart
Macquarie Group 95k $1.2M 0% Sep 2023
 View chart
Ares Management 93k $1.2M 0% Dec 2023
 View chart
Great-West Life Assurance Company 88k $1.1M 1% Sep 2023
 View chart
Midwest Professional Planners 87k $1.1M 100% Dec 2023
 View chart
Cynosure Management 82k $1.0M -4% Dec 2023
 View chart
Wedbush Morgan Securities 79k $1.0M 3% Dec 2023
 View chart
Raymond James Financial Services Advisors 72k $915k -5% Dec 2023
 View chart
Trexquant Investment 67k $856k -10% Dec 2023
 View chart
Sei Investments 67k $866k 51% Sep 2023
 View chart
Prevail Innovative Wealth Advisors 67k $862k 100% Sep 2023
 View chart
Valeo Financial Advisors 60k $761k -18% Dec 2023
 View chart
Guild Investment Management 55k $704k -23% Dec 2023
 View chart
Oak Family Advisors 54k $689k 100% Dec 2023
 View chart
Geode Capital Management 53k $690k 0% Sep 2023
 View chart
First Republic Investment Management 50k $648k 0% Sep 2023
 View chart
Key Client Fiduciary Advisors 49k $627k -15% Dec 2023
 View chart
Whittier Trust 48k $612k 0% Dec 2023
 View chart
Mercer Global Advisors 46k $46k 100% Dec 2023
 View chart
Hrt Financial 46k $584k 198% Dec 2023
 View chart
WFA Asset Management Corp 44k $562k 2% Dec 2023
 View chart
Winton Capital 41k $515k 38% Dec 2023
 View chart
Invesco 40k $522k -2% Sep 2023
 View chart
Atria Wealth Solutions 37k $470k 0% Dec 2023
 View chart
Stifel Financial 37k $469k -2% Dec 2023
 View chart
Virtus ETF Advisers 37k $464k -28% Dec 2023
 View chart
Oppenheimer & Co 35k $458k 1% Sep 2023
 View chart
Reuter James Wealth Management 34k $444k 5% Sep 2023
 View chart
International Assets Investment Management 34k $426k -1% Dec 2023
 View chart
Spire Wealth Management 33k $427k -6% Dec 2023
 View chart
Sigma Planning 33k $422k -59% Dec 2023
 View chart
CornerCap Investment Counsel 33k $420k 1% Dec 2023
 View chart
Northern Trust 33k $427k -2% Sep 2023
 View chart
Bp Wealth Management 33k $419k 14% Dec 2023
 View chart
Caprock 32k $404k 0% Dec 2023
 View chart
Coombe, Bender & Co 31k $398k 2% Dec 2023
 View chart
Bard Associates 31k $405k 0% Sep 2023
 View chart
Raymond James & Associates 31k $395k -13% Dec 2023
 View chart
CWM Advisors 30k $384k 28% Dec 2023
 View chart
NewEdge Wealth 30k $382k 100% Dec 2023
 View chart
BI Asset Management Fondsmaeglerselskab A/S 29k $370k 0% Dec 2023
 View chart
Moloney Securities Asset Management 28k $360k 0% Dec 2023
 View chart
Connectus Wealth 28k $358k 100% Sep 2023
 View chart
Chilton Investment 27k $344k 0% Dec 2023
 View chart
D. E. Shaw & Co 27k $341k 136% Dec 2023
 View chart
CI Private Wealth 27k $340k -5% Dec 2023
 View chart
Mutual Advisors 25k $321k 5% Dec 2023
 View chart
Susquehanna International 25k $326k 14% Sep 2023
 View chart
EMC Capital Management 23k $290k 0% Dec 2023
 View chart
Empower Advisory Group 22k $283k 0% Dec 2023
 View chart
Shore Point Advisors 22k $279k 0% Dec 2023
 View chart
Gyl Financial Synergies 22k $278k 1% Dec 2023
 View chart
Kennedy Capital Management 22k $275k 0% Dec 2023
 View chart
Rothschild Investment Corp 21k $266k 95% Sep 2023
 View chart
Aquatic Capital Management 21k $261k 1039% Dec 2023
 View chart
Lido Advisors 20k $253k 100% Dec 2023
 View chart
Claybrook Capital 20k $257k 0% Sep 2023
 View chart
Qube Research & Technologies 19k $248k 100% Sep 2023
 View chart
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19k $243k 2% Dec 2023
 View chart
Allen Investment Management 19k $246k 0% Sep 2023
 View chart
SageView Advisory Group 19k $246k 0% Dec 2023
 View chart
Kestra Advisory Services 19k $235k 31% Dec 2023
 View chart
Bank Of Montreal 18k $238k 100% Dec 2023
 View chart
PFG Investments 17k $220k 1% Dec 2023
 View chart
Natixis 17k $222k -6% Sep 2023
 View chart
Williams Jones Wealth Management 17k $220k 0% Sep 2023
 View chart
Squarepoint Ops 17k $209k 56% Dec 2023
 View chart
ExodusPoint Capital Management 16k $212k -82% Sep 2023
 View chart
Wealth Enhancement Advisory Services 15k $196k 11% Dec 2023
 View chart
GSA Capital Partners 15k $194k 100% Dec 2023
 View chart
Schonfeld Strategic Advisors 15k $192k -85% Dec 2023
 View chart
Jane Street 15k $187k 100% Dec 2023
 View chart
Advisory Services Network 14k $181k -23% Dec 2023
 View chart
Virtu Financial 14k $181k 100% Dec 2023
 View chart
Essex Financial Services 14k $181k 0% Dec 2023
 View chart
Wambolt & Associates 14k $178k -13% Dec 2023
 View chart
Creative Planning 13k $162k 0% Dec 2023
 View chart
ProShare Advisors 13k $164k -16% Sep 2023
 View chart
ARS Wealth Advisors Group 11k $145k 0% Dec 2023
 View chart
Brian McDonald 11k $147k 100% Sep 2023
 View chart
Stephens 11k $136k 0% Sep 2023
 View chart
Beaumont Financial Advisors 10k $130k 100% Dec 2023
 View chart
Brown Advisory Holdings Incorporated 10k $127k 0% Dec 2023
 View chart
State of Wyoming 8.9k $113k 59% Dec 2023
 View chart
Bessemer 7.7k $98k 0% Dec 2023
 View chart
Cedar Wealth Management 7.6k $98k 0% Sep 2023
 View chart
IFP Advisors 7.4k $94k 10% Dec 2023
 View chart
Harbour Investments 6.3k $81k 14% Dec 2023
 View chart
Barclays 4.9k $62k 0% Dec 2023
 View chart
Steward Partners Investment Advisory 4.2k $53k -6% Dec 2023
 View chart
Morton Brown Family Wealth 2.8k $35k 100% Dec 2023
 View chart
Carolinas Wealth Consulting 2.4k $30k 100% Sep 2023
 View chart
Goss Wealth Management 2.1k $27k 0% Sep 2023
 View chart
Private Trust Co Na 2.0k $26k 0% Dec 2023
 View chart
Cape Investment Advisory 1.7k $22k 100% Dec 2023
 View chart
Geneos Wealth Management 1.6k $20k 100% Dec 2023
 View chart
Proequities 1.4k $18M 0% Dec 2023
 View chart
Nomura Asset Management 1.1k $15k 0% Dec 2023
 View chart
Huntington National Bank 1.1k $14k 0% Dec 2023
 View chart
Quarry 1.0k $13k 100% Dec 2023
 View chart
FTB Advisors 1.0k $13k 0% Dec 2023
 View chart
EverSource Wealth Advisors 925.00 $12k 0% Dec 2023
 View chart
Sound Income Strategies 800.00 $10k 0% Dec 2023
 View chart
Householder Group Estate & Retirement Specialist 733.00 $9.0k 0% Dec 2023
 View chart
Iron Horse Wealth Management 700.00 $8.9k 0% Dec 2023
 View chart

Who sold out of New Mountain Finance Corp?

Fund or Company Name Date Sold Shares Held Valued At
Envestnet Asset Management Jun 2023 269k $3.3M
Cetera Investment Advisers Jun 2023 222k $2.8M
Merit Financial Group Sep 2023 79k $1.0M
Financial Network Investment Corporation Jun 2023 40k $493k
Connor, Clark & Lunn Investment Management Sep 2023 25k $321k
Jump Financial Sep 2023 22k $288k
Sanders Morris Harris Sep 2023 22k $283k
Atom Investors Jun 2023 21k $259k
Sawtooth Asset Management Sep 2023 16k $206k
Bleakley Financial Group Sep 2023 16k $206k
Dynamic Technology Lab Private Sep 2023 14k $184k
Centiva Capital Sep 2023 14k $178k
Davenport & Co Sep 2023 14k $177k
Paul Damon & Associates Sep 2023 11k $138k
NISA Investment Advisors Sep 2023 10k $133k
Multi-Financial Securities Jun 2023 10k $125k
Verity and Verity Sep 2023 10k $128k
Bnp Paribas Arbitrage, Snc Sep 2023 5.3k $69k
Quantbot Technologies Jun 2023 2.8k $35k
SCBT Financial Corporation Sep 2023 1.8k $23k
Northwestern Mutual Wealth Management Company Jun 2023 1.0k $13k