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NMFC - New Mountain Finance Corp Stock Price, Fair Value and News
12.68
USD
+0.11
(+0.88%)
Market Closed
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NMFC
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Funds-Owners-Holders
Which funds bought or sold NMFC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
3,894
2024-04-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
ADDED
Premium
Premium
Premium
Premium
19,704
2024-04-30
Wambolt & Associates, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Coombe, Bender & Co LLC
ADDED
Premium
Premium
Premium
Premium
31,606
2024-04-30
Shore Point Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
21,895
2024-04-30
VAN ECK ASSOCIATES CORP
ADDED
Premium
Premium
Premium
Premium
1,710,910
2024-04-30
HARTLINE INVESTMENT CORP/
NEW
Premium
Premium
Premium
Premium
19,704
2024-04-29
BENJAMIN F. EDWARDS & COMPANY, INC.
ADDED
Premium
Premium
Premium
Premium
89.00
2024-04-29
Caprock Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
31,736
2024-04-29
Allspring Global Investments Holdings, LLC
ADDED
Premium
Premium
Premium
Premium
3,083,540
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
119,289
2024-04-26
Guild Investment Management, Inc.
ADDED
Premium
Premium
Premium
Premium
55,315
2024-04-26
First Horizon Advisors, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
1,000
2024-04-25
INCOME RESEARCH & MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
12,712,000
2024-04-25
SIMPLEX TRADING, LLC
REDUCED
Premium
Premium
Premium
Premium
65.00
2024-04-25
Valeo Financial Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
59,850
2024-04-25
Lindbrook Capital, LLC
REDUCED
Premium
Premium
Premium
Premium
387,320
2024-04-24
Essex Financial Services, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
14,215
2024-04-24
BROWN ADVISORY INC
UNCHANGED
Premium
Premium
Premium
Premium
10,000
2024-04-24
Cambridge Investment Research Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
119,726
2024-04-24
Verity & Verity, LLC
NEW
Premium
Premium
Premium
Premium
82,690
2024-04-24
Catalyst Capital Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,825,000
2024-04-24
OAK FAMILY ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
149,364
2024-04-24
Spire Wealth Management
ADDED
Premium
Premium
Premium
Premium
36,425
2024-04-23
RATIONAL ADVISORS LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
Rows per page:
10
25
50
All
1–25 of 210
Which funds are the top buyers of NMFC?
Fund Name
# Shares
$ Value
% Port.
INCOME RESEARCH & MANAGEMENT
12,712,000
12,877,300
8.69%
Yakira Capital Management, Inc.
6,100,000
6,283,000
2.05%
Round Table Services, LLC
3,796,760
43,777,000
8.61%
Cerity Partners LLC
3,574,600
45,468,900
0.15%
Thrivent Financial for Lutherans
3,500,000
3,554,000
0.01%
Allspring Global Investments Holdings, LLC
3,083,540
39,068,500
0.06%
HighTower Advisors, LLC
2,835,330
36,075,000
0.06%
Catalyst Capital Advisors LLC
2,825,000
2,829,050
0.07%
LSV ASSET MANAGEMENT
2,557,480
32,531,000
0.07%
MORGAN STANLEY
2,070,900
26,341,900
-
Rows per page:
10
1–10 of 86
Which funds have put a big percent of portfolio in NMFC?
Fund Name
$ Value
% Port.
INCOME RESEARCH & MANAGEMENT
12,877,300
8.69%
Round Table Services, LLC
43,777,000
8.61%
DIMENSION CAPITAL MANAGEMENT LLC
15,258,800
3.17%
Cliffwater LLC
9,490,580
2.71%
Muzinich & Co., Inc.
3,547,060
2.36%
Yakira Capital Management, Inc.
6,283,000
2.05%
Verity & Verity, LLC
10,049,200
1.14%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
2,336,820
1.11%
Guild Investment Management, Inc.
720,754
0.92%
GraniteShares Advisors LLC
1,668,420
0.88%
Rows per page:
10
1–10 of 87
Trend of No. of funds that hold NMFC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Verity & Verity, LLC
10,049,200
Yakira Capital Management, Inc.
6,283,000
CONFLUENCE INVESTMENT MANAGEMENT LLC
5,248,950
Farmer Steven Patrick
4,802,000
FOCUS FINANCIAL NETWORK INC /ADV
4,135,220
Thrivent Financial for Lutherans
3,554,000
Laffer Tengler Investments, Inc.
2,769,530
Midwest Professional Planners, LTD.
1,110,560
Additions
Fund Name
% Increased
Aquatic Capital Management LLC
1,038
ExodusPoint Capital Management, LP
380
CITADEL ADVISORS LLC
247
GOLDMAN SACHS GROUP INC
214
HRT FINANCIAL LP
198
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
176
OAK FAMILY ADVISORS, LLC
175
Qube Research & Technologies Ltd
139
Reductions
Fund Name
% Reduced
SIMPLEX TRADING, LLC
-88.96
Schonfeld Strategic Advisors LLC
-84.65
Elequin Capital, LP
-79.25
NBC SECURITIES, INC.
-60.87
Sigma Planning Corp
-59.25
NORTHERN TRUST CORP
-43.9
MILLENNIUM MANAGEMENT LLC
-42.11
Virtus ETF Advisers LLC
-28.07
Sold off
Fund Name
$ Sold
RATIONAL ADVISORS LLC
-2,882,910
Merit Financial Group, LLC
-1,018,080
Acrisure Capital Management, LLC
-779,780
Connor, Clark & Lunn Investment Management Ltd.
-320,551
Jump Financial, LLC
-288,384
Simplicity Solutions, LLC
-205,633
Bleakley Financial Group, LLC
-205,633
Dynamic Technology Lab Private Ltd
-184,000