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Get Institutions for : 
New Mountain Finance Corp (NMFC)  
$12.57 0.15 (1.18%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 162    4
Total shares held : 
 32,991,382  
% of shares held : 
 34.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 675,790  
% of shares held change : 
   0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $12.80  
Last Quarter's Ending Price : 
 $12.72  
Last Quarter's Average Price : 
 $12.74  
Change from last quarter's     
avg. price to the last closing  : 
0.17 (1.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 357,769
 1.08%
 
Increased Positions :
57
 1,834,083
 5.56%
 
Unchanged Positions :
38
 1,076,896
 3.26%
 
Decreased Positions :
47
-1,249,086
-3.79%
 
Closed Positions :
16
-266,976
-0.81%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Midwest Professional Planners LTD. 60 *New 2023-12-31 87,308 $1,111,000 87,308
   STABLEFORD CAPITAL II LLC 107 *New 2024-03-31 39,873 $505,000 39,873
   NewEdge Wealth LLC 560 *New 2023-12-31 30,000 $382,000 30,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4241 *New 2023-12-31 27,552 $350,000 27,552
   Lido Advisors LLC 982 *New 2023-12-31 19,880 $253,000 19,880
   Kula Investments LLC 512 *New 2023-03-31 20,359 $248,000 20,359
   BANK OF MONTREAL /CAN/ 2506 *New 2023-12-31 18,305 $238,000 18,305
   GSA CAPITAL PARTNERS LLP 1328 *New 2023-12-31 15,222 $194,000 15,222
   MQS Management LLC 387 *New 2023-12-31 14,861 $189,000 14,861
   JANE STREET GROUP LLC 4791 *New 2023-12-31 14,727 $187,000 14,727
   VIRTU FINANCIAL LLC 865 *New 2023-12-31 14,229 $181,000 14,229
   XTX Topco Ltd 1030 *New 2023-12-31 12,386 $158,000 12,386
   Beaumont Financial Advisors LLC 333 *New 2023-12-31 10,199 $130,000 10,199
   MERCER GLOBAL ADVISORS INC /ADV 1959 *New 2023-12-31 46,264 $46,000 46,264
   Cape Investment Advisory Inc. 514 *New 2023-12-31 1,715 $22,000 1,715
   Geneos Wealth Management Inc. *New 2023-12-31 1,553 $20,000 1,553
   TOWER RESEARCH CAPITAL LLC 4541 *New 2023-12-31 640 $8,000 640
   Riggs Asset Managment Co. Inc. 383 *New 2023-12-31 29 $0 29
   FMR LLC 5118 *New 2023-12-31 1 $0 1
  19 Records found
  1    
  Page 1 of 1
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