Who owns New Mountain Finance Corp?

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

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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 3.7M $42M -4% Dec 2024
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Allspring Global Investments Holdings 2.9M $33M -6% Dec 2024
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HighTower Advisors 2.7M $30M -21% Dec 2024
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LSV Asset Management 2.4M $27M -2% Dec 2024
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Van Eck Associates Corp. 2.3M $26M 4% Dec 2024
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Jpmorgan Chase & Co 1.2M $14M -2% Dec 2024
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Morgan Stanley 1.1M $13M -24% Dec 2024
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Invesco 986k $11M 1929% Dec 2024
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Two Sigma Advisers 959k $11M -7% Dec 2024
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Dimension Capital Management Partners 896k $10M -16% Dec 2024
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Legal & General Group 714k $8.0M -7% Dec 2024
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Two Sigma Investments 679k $7.6M -10% Dec 2024
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Palisade Capital Management 652k $7.3M -22% Dec 2024
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UBS Group 575k $6.5M 26% Dec 2024
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Ares Management 566k $6.4M 15% Dec 2024
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Millennium Management 520k $5.8M 102% Dec 2024
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Bank of America Corporation 483k $5.4M -11% Dec 2024
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Confluence Investment Management 430k $4.8M 0% Dec 2024
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BlackRock 428k $4.8M 26% Dec 2024
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Franklin Resources 363k $4.1M 62% Dec 2024
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Advisor Group Holdings 344k $4.1M 0% Dec 2024
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Muzinich & Co 340k $3.8M -2% Dec 2024
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Sumitomo Mitsui Trust Holdings 325k $3.7M -4% Dec 2024
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Hennion & Walsh Asset Management 313k $3.5M 23% Mar 2025
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Rockingstone Advisors 274k $3.0M -3% Mar 2025
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Merit Financial Group 261k $2.9M 0% Mar 2025
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GraniteShares Advisors 233k $2.6M 6% Mar 2025
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Advisors Asset Management 229k $2.6M -12% Dec 2024
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Wells Fargo & Company 228k $2.6M 0% Dec 2024
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Ameriprise Financial 216k $2.4M 7% Dec 2024
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Universal- Beteiligungs- und Servicegesellschaft mbH 210k $2.4M 100% Dec 2024
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Naviter Wealth 189k $2.1M 100% Dec 2024
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Acadian Asset Management 186k $2.1M -41% Dec 2024
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Citadel Advisors 183k $2.1M 40% Dec 2024
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Prevail Innovative Wealth Advisors 178k $2.0M -7% Dec 2024
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LPL Financial 175k $2.0M -9% Dec 2024
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Trexquant Investment 166k $1.9M 139% Dec 2024
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First National Trust Company 165k $1.9M 3% Dec 2024
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Neuberger Berman Group 157k $1.8M -7% Dec 2024
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Susquehanna International 151k $1.7M 99% Dec 2024
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Mill Creek Capital Advisors 149k $1.7M 0% Dec 2024
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Cambridge Investment Research Advisors 143k $1.6M 1% Dec 2024
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Midwest Professional Planners 142k $1.6M 6% Dec 2024
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Envestnet Asset Management 138k $1.6M 140% Dec 2024
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Captrust Financial Advisors 137k $1.5M -3% Dec 2024
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Dorsey & Whitney Trust Company 136k $1.5M 100% Dec 2024
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D. E. Shaw & Co 125k $1.4M 161% Dec 2024
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Alberta Investment Management Corporation 122k $1.4M 0% Dec 2024
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Janney Montgomery Scott 121k $1.3M -1% Mar 2025
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Denali Advisors 106k $1.2M -20% Dec 2024
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Jane Street 104k $1.2M 233% Dec 2024
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Y-Intercept 104k $1.2M 100% Dec 2024
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Hartland & Co 102k $1.1M 33% Dec 2024
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Connor, Clark & Lunn Investment Management 101k $1.1M 100% Dec 2024
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BI Asset Management Fondsmaeglerselskab A/S 96k $1.1M 345% Dec 2024
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Sei Investments 95k $1.1M -1% Dec 2024
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Macquarie Group 95k $1.1M 0% Dec 2024
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Commonwealth Equity Services 93k $1.0M -9% Dec 2024
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Tranquility Partners 91k $1.1M -77% Dec 2024
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Chilton Investment 86k $963k 0% Dec 2024
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Epoch Investment Partners 85k $955k 0% Dec 2024
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Raymond James Financial 84k $944k 100% Dec 2024
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Virtus ETF Advisers 82k $919k 29% Dec 2024
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Stifel Financial 79k $886k 67% Dec 2024
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Royal Bank of Canada 79k $886k -27% Dec 2024
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Stableford Capital Ii 79k $884k -1% Dec 2024
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Bramshill Investments 77k $868k -1% Dec 2024
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Great-West Life Assurance Company 77k $866k -7% Dec 2024
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Kestra Advisory Services 69k $777k 9% Dec 2024
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Goldman Sachs Group 65k $733k 28% Dec 2024
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Northern Trust 61k $689k 28% Dec 2024
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Valeo Financial Advisors 60k $674k 0% Dec 2024
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Aquatic Capital Management 58k $652k 881% Dec 2024
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Hrt Financial 56k $634k 116% Dec 2024
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Wealthedge Investment Advisors 54k $607k 100% Dec 2024
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Geode Capital Management 53k $600k 0% Dec 2024
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Whittier Trust 48k $542k 0% Dec 2024
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Bank Of Montreal 47k $533k 159% Dec 2024
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Key Client Fiduciary Advisors 47k $517k -5% Mar 2025
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Farther Finance Advisors 47k $519k 30% Mar 2025
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Lido Advisors 46k $513k 3% Dec 2024
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Natixis 42k $477k 0% Dec 2024
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WFA Asset Management Corp 41k $513k 821% Mar 2025
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Squarepoint Ops 40k $454k 180% Dec 2024
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Wealth Enhancement Advisory Services 40k $444k 22% Mar 2025
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Spire Wealth Management 38k $425k -22% Dec 2024
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Everstar Asset Management 37k $418k -28% Dec 2024
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CWM Advisors 36k $399k 3% Dec 2024
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PFG Investments 35k $397k -1% Dec 2024
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Reuter James Wealth Management 34k $378k 0% Mar 2025
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Mutual Advisors 32k $364k -1% Dec 2024
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Sanctuary Advisors 32k $370k 0% Dec 2024
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Caprock 32k $357k 0% Dec 2024
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International Assets Investment Management 31k $355k -92% Dec 2024
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Oppenheimer & Co 31k $351k 14% Dec 2024
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Moloney Securities Asset Management 30k $341k 1% Dec 2024
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Fayez Sarofim & Co 30k $341k 0% Dec 2024
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NewEdge Wealth 30k $338k 0% Dec 2024
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TrueMark Investments 28k $320k 100% Dec 2024
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Bard Associates 28k $309k -6% Dec 2024
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Union Bancaire Privee, UBP SA 27k $302k 100% Mar 2025
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Dynamic Technology Lab Private 27k $305k 100% Dec 2024
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Atria Wealth Solutions 27k $304k -12% Dec 2024
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Verition Fund Management 27k $303k 100% Dec 2024
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ExodusPoint Capital Management 26k $296k 108% Dec 2024
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Bp Wealth Management 25k $279k 100% Dec 2024
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Schonfeld Strategic Advisors 24k $274k -89% Dec 2024
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Empower Advisory Group 22k $250k 0% Dec 2024
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Shore Point Advisors 22k $247k 0% Dec 2024
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Colony 21k $237k 100% Dec 2024
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Atlantic Trust 20k $218k 0% Dec 2024
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Rothschild Investment 20k $215k 0% Mar 2025
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Essex Financial Services 19k $214k 34% Dec 2024
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CI Private Wealth 19k $211k 57% Dec 2024
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EMC Capital Management 19k $208k 131% Dec 2024
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Sanders Morris Harris 18k $206k -5% Dec 2024
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Wedbush Morgan Securities 18k $205k -38% Dec 2024
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ProShare Advisors 18k $205k 17% Dec 2024
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Virtu Financial 18k $200k 100% Dec 2024
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Condor Capital Management 17k $189k -95% Dec 2024
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Vise Technologies 17k $186k 7% Dec 2024
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Centiva Capital 15k $171k 40% Dec 2024
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Bryn Mawr Trust 14k $158k 0% Dec 2024
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Williams Jones Wealth Management 14k $158k -7% Dec 2024
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Creative Planning 14k $154k 3% Dec 2024
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XTX Topco 13k $148k 100% Dec 2024
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New World Advisors 13k $147k 100% Dec 2024
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Navis Wealth Advisors 13k $146k 0% Dec 2024
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Cetera Investment Advisers 12k $140k -11% Dec 2024
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AE Wealth Management 11k $126k 100% Dec 2024
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Larson Financial Group 11k $123k 4746% Dec 2024
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MQS Management 11k $123k 100% Dec 2024
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Fox Run Management 10k $114k 100% Dec 2024
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Verity and Verity 10k $110k 0% Mar 2025
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Brown Advisory Holdings Incorporated 10k $113k 0% Dec 2024
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Brian McDonald 9.3k $104k -9% Dec 2024
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Atlantic Trust 8.4k $95k 3% Dec 2024
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Bnp Paribas Arbitrage, Snc 7.5k $84k 240% Dec 2024
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Harbour Investments 6.3k $72k 0% Dec 2024
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Citigroup 5.3k $59k 30% Dec 2024
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Nelson, Van Denburg & Campbell Wealth Management 5.2k $58k 2% Dec 2024
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MAI Wealth Advisors 5.0k $57k 100% Dec 2024
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Barclays 4.9k $55k 0% Dec 2024
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Nomura Asset Management 2.2k $24k 100% Dec 2024
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Goss Wealth Management 2.1k $23k 0% Dec 2024
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Quarry 1.8k $20k 456% Dec 2024
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Geneos Wealth Management 1.6k $18k 0% Dec 2024
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Proequities 1.4k $16M 0% Dec 2024
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Huntington National Bank 1.1k $12k 0% Dec 2024
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FTB Advisors 1.0k $11k 0% Dec 2024
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Lindbrook Capital 969.00 $11k -100% Dec 2024
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Tower Research Capital 42.00 $472.999800 -99% Dec 2024
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Who sold out of New Mountain Finance Corp?

Fund or Company Name
Date Sold
Shares Held
Valued At
Brandywine Global Investment Management Sep 2024 470k $5.5M
Guild Investment Management Sep 2024 60k $721k
Mercer Global Advisors Sep 2024 47k $561k
Sunrise Partners Limited Partnership Sep 2024 29k $351k
Stephens Sep 2024 26k $306k
Jump Financial Sep 2024 22k $267k
Kennedy Capital Management Sep 2024 22k $259k
Qube Research & Technologies Sep 2024 20k $244k
Allen Investment Management Sep 2024 19k $228k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Sep 2024 18k $220k
SageView Advisory Group Sep 2024 17k $203k
Genesee Capital Advisors Sep 2024 17k $198k
Northwestern Mutual Wealth Management Company Sep 2024 15k $180k
Wiley Bros.-aintree Capital Sep 2024 12k $148k
Cliffwater Sep 2024 12k $144k
Beaumont Financial Advisors Sep 2024 11k $132k
Quantbot Technologies Sep 2024 11k $129k
Advisory Services Network Sep 2024 10k $124k