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 3.6M $46M 3% Dec 2023
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Allspring Global Investments Holdings 3.1M $39M 0% Mar 2024
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HighTower Advisors 3.0M $39M 8% Mar 2024
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LSV Asset Management 2.5M $32M -1% Mar 2024
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Van Eck Associates Corp. 1.7M $22M 10% Mar 2024
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Jpmorgan Chase & Co 1.2M $16M 7% Dec 2023
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Dimension Capital Management Partners 1.2M $15M -1% Dec 2023
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Palisade Capital Management 952k $12M -5% Dec 2023
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Two Sigma Investments 861k $11M 64% Dec 2023
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Legal & General Group 787k $10M 8% Dec 2023
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Two Sigma Advisers 747k $9.5M 62% Dec 2023
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Brandywine Global Investment Management 548k $7.0M 1% Dec 2023
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Bank of America Corporation 503k $6.4M 3% Dec 2023
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Millennium Management 502k $6.4M -42% Dec 2023
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Lindbrook Capital 387k $4.9M -2% Mar 2024
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Advisor Group Holdings 371k $4.7M 3% Dec 2023
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Goldman Sachs Group 346k $4.4M 57% Dec 2023
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UBS Group 342k $4.3M 4% Dec 2023
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Focus Financial Network 325k $4.1M 100% Dec 2023
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Advisors Asset Management 305k $3.9M -14% Dec 2023
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Tranquility Partners 283k $3.6M 182% Mar 2024
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Condor Capital Management 272k $3.4M 10% Mar 2024
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Sumitomo Mitsui Trust Holdings 267k $3.4M -2% Mar 2024
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Merit Financial Group 260k $3.3M 100% Mar 2024
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Neuberger Berman Group 236k $3.0M -3% Dec 2023
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Citadel Advisors 234k $3.0M 189% Dec 2023
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Wells Fargo & Company 233k $3.0M -7% Mar 2024
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Tudor Investment Corporation 229k $2.9M 45% Dec 2023
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Prevail Innovative Wealth Advisors 201k $2.5M 202% Mar 2024
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Captrust Financial Advisors 174k $2.2M -7% Dec 2023
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Oak Family Advisors 149k $1.9M 176% Mar 2024
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Janney Montgomery Scott 146k $1.9M -5% Mar 2024
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Royal Bank of Canada 143k $1.8M -8% Dec 2023
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Mckinley Capital Management 134k $1.7M -4% Mar 2024
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GraniteShares Advisors 132k $1.7M 15% Mar 2024
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Alberta Investment Management Corporation 122k $1.5M 0% Dec 2023
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Cambridge Investment Research Advisors 120k $1.5M 2% Mar 2024
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Commonwealth Equity Services 119k $1.5M -9% Mar 2024
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Midwest Professional Planners 109k $1.4M 25% Mar 2024
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Hennion & Walsh Asset Management 94k $1.2M -16% Mar 2024
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Ares Management 93k $1.2M 0% Dec 2023
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Verity and Verity 83k $10M 100% Mar 2024
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Cynosure Management 82k $1.0M -4% Dec 2023
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Wedbush Morgan Securities 79k $1.0M 3% Dec 2023
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Raymond James Financial Services Advisors 78k $990k 9% Mar 2024
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Sei Investments 72k $917k 8% Mar 2024
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Trexquant Investment 67k $856k -10% Dec 2023
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Valeo Financial Advisors 60k $761k 0% Mar 2024
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Susquehanna International 59k $741k 132% Mar 2024
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Guild Investment Management 55k $721k 0% Mar 2024
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Key Client Fiduciary Advisors 49k $615k -2% Mar 2024
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Whittier Trust 48k $609k 0% Mar 2024
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Mercer Global Advisors 46k $46k 100% Dec 2023
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Hrt Financial 46k $584k 198% Dec 2023
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WFA Asset Management Corp 41k $513k -8% Mar 2024
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Winton Capital 41k $515k 38% Dec 2023
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Stableford Capital Ii 40k $505k 100% Mar 2024
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PFG Investments 39k $493k 125% Mar 2024
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Atria Wealth Solutions 37k $470k 0% Dec 2023
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Stifel Financial 37k $469k -2% Dec 2023
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Virtus ETF Advisers 37k $464k -28% Dec 2023
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Connor, Clark & Lunn Investment Management 37k $462k 100% Mar 2024
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Spire Wealth Management 36k $462k 10% Mar 2024
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Reuter James Wealth Management 34k $435k 0% Mar 2024
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International Assets Investment Management 34k $422k 0% Mar 2024
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CornerCap Investment Counsel 33k $418k 0% Mar 2024
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Bp Wealth Management 33k $419k 14% Dec 2023
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Raymond James & Associates 33k $414k 5% Mar 2024
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Caprock 32k $402k 0% Mar 2024
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Coombe, Bender & Co 32k $401k 1% Mar 2024
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Oppenheimer & Co 32k $400k -11% Mar 2024
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NewEdge Wealth 30k $379k 0% Mar 2024
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BI Asset Management Fondsmaeglerselskab A/S 29k $368k 0% Mar 2024
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CWM Advisors 28k $358k -6% Mar 2024
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Moloney Securities Asset Management 28k $357k 0% Mar 2024
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Chilton Investment 27k $344k 0% Dec 2023
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D. E. Shaw & Co 27k $341k 136% Dec 2023
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Mutual Advisors 25k $319k 0% Mar 2024
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EMC Capital Management 23k $290k 0% Dec 2023
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CI Private Wealth 22k $283k -16% Mar 2024
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Empower Advisory Group 22k $281k 0% Mar 2024
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Shore Point Advisors 22k $277k 0% Mar 2024
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Gyl Financial Synergies 22k $278k 1% Dec 2023
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Kennedy Capital Management 22k $275k 0% Dec 2023
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Aquatic Capital Management 21k $261k 1039% Dec 2023
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Lido Advisors 20k $253k 100% Dec 2023
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Atlantic Trust 20k $249k 100% Mar 2024
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Hartline Investment Corporation 20k $250k 100% Mar 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 20k $250k 3% Mar 2024
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Sanders Morris Harris 19k $246k 100% Mar 2024
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Allen Investment Management 19k $241k 0% Mar 2024
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Kestra Advisory Services 19k $235k 31% Dec 2023
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Bank Of Montreal 18k $238k 100% Dec 2023
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Csenge Advisory Group 18k $227k 100% Mar 2024
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Squarepoint Ops 17k $209k 56% Dec 2023
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Wealth Enhancement Advisory Services 16k $198k 1% Mar 2024
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FNY Investment Advisers 15k $192k 100% Mar 2024
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Schonfeld Strategic Advisors 15k $192k -85% Dec 2023
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Williams Jones Wealth Management 15k $190k -12% Mar 2024
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Jane Street 15k $187k 100% Dec 2023
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Virtu Financial 14k $181k 100% Dec 2023
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Essex Financial Services 14k $180k 0% Mar 2024
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ProShare Advisors 13k $165k 3% Mar 2024
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Creative Planning 13k $162k 0% Dec 2023
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ARS Wealth Advisors Group 11k $145k 0% Dec 2023
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Y-Intercept 11k $136k 100% Mar 2024
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Beaumont Financial Advisors 10k $130k 100% Dec 2023
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Advisory Services Network 10k $128k -29% Mar 2024
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Brown Advisory Holdings Incorporated 10k $127k 0% Mar 2024
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State of Wyoming 8.9k $113k 59% Dec 2023
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Bessemer 7.7k $98k 0% Dec 2023
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IFP Advisors 7.4k $94k 10% Dec 2023
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Harbour Investments 6.3k $81k 14% Dec 2023
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Barclays 4.9k $62k 0% Dec 2023
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Steward Partners Investment Advisory 4.2k $53k -6% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 3.9k $49k 100% Mar 2024
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SageView Advisory Group 2.7k $1.6M -86% Mar 2024
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Private Trust Co Na 2.0k $26k 0% Mar 2024
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Cape Investment Advisory 1.7k $22k 100% Dec 2023
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Geneos Wealth Management 1.6k $20k 0% Mar 2024
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Proequities 1.4k $18M 0% Mar 2024
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Nomura Asset Management 1.1k $15k 0% Dec 2023
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Huntington National Bank 1.1k $14k 0% Mar 2024
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Quarry 1.0k $13k 100% Dec 2023
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FTB Advisors 1.0k $13k 0% Mar 2024
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EverSource Wealth Advisors 925.00 $12k 0% Dec 2023
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Sound Income Strategies 800.00 $10k 0% Mar 2024
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Householder Group Estate & Retirement Specialist 733.00 $9.3k 0% Mar 2024
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Iron Horse Wealth Management 700.00 $8.9k 0% Mar 2024
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Pnc Financial Services 500.00 $6.3k 100% Mar 2024
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Farther Finance Advisors 461.00 $5.9k -1% Dec 2023
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Russell Investments 449.00 $5.7k 100% Mar 2024
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Parallel Advisors 300.00 $3.8k 0% Mar 2024
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Larson Financial Group 209.00 $2.6k 0% Mar 2024
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Creekmur Asset Management 207.00 $2.6k 100% Dec 2023
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Hexagon Capital Partners 150.00 $1.9k 0% Mar 2024
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Benjamin F. Edwards & Company 89.00 $1.0k 3% Mar 2024
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Simplex Trading 65.00 $0 -89% Mar 2024
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Horizon Investments 34.00 $432.000600 0% Dec 2023
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Elequin Capital 11.00 $140.000300 -79% Dec 2023
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Citigroup 5.00 $63.000000 0% Mar 2024
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Who sold out of New Mountain Finance Corp?

Fund or Company Name Date Sold Shares Held Valued At
Sigma Planning Dec 2023 33k $422k
Jump Financial Sep 2023 22k $288k
Sawtooth Asset Management Sep 2023 16k $206k
GSA Capital Partners Dec 2023 15k $194k
Dynamic Technology Lab Private Sep 2023 14k $184k
Wambolt & Associates Dec 2023 14k $178k
Centiva Capital Sep 2023 14k $178k
Morton Brown Family Wealth Dec 2023 2.8k $35k
AdvisorNet Financial Dec 2023 265.00 $3.4k
West Financial Advisors Dec 2023 116.00 $1.5k
Riggs Asset Managment Dec 2023 29.00 $368.998900