NMFC Insider Trading

Insider Ownership Percentage: 10.22%
Insider Buying (Last 12 Months): $178,052.75
Insider Selling (Last 12 Months): $15,729.80

New Mountain Finance Insider Trading History Chart

This chart shows the insider buying and selling history at New Mountain Finance by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

New Mountain Finance Share Price & Price History

Current Price: $12.58
Price Change: Price Decrease of -0.14 (-1.10%)
As of 04/25/2024 06:32 PM ET

This chart shows the closing price history over time for NMFC up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

New Mountain Finance Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
4/22/2024John KlineCEOSell1,238$12.55$15,536.90254,610View SEC Filing Icon  
7/27/2023Robert HamweeDirectorSell15$12.86$192.90549,373View SEC Filing Icon  
5/11/2023Laura Holson BoswergerCFOBuy14,975$11.89$178,052.7549,398View SEC Filing Icon  
3/17/2023Steven B KlinskyDirectorBuy100,000$11.74$1,174,000.007,820,681View SEC Filing Icon  
3/15/2023Steven B KlinskyDirectorBuy100,000$11.83$1,183,000.007,620,681View SEC Filing Icon  
3/14/2023James StoneInsiderBuy11,000$11.96$131,560.00129,670View SEC Filing Icon  
3/13/2023Steven B KlinskyDirectorBuy100,000$11.70$1,170,000.007,420,681View SEC Filing Icon  
3/10/2023David OgensDirectorBuy5,400$11.65$62,910.00135,266View SEC Filing Icon  
3/10/2023John KlineCEOBuy8,200$12.05$98,810.00229,572View SEC Filing Icon  
12/16/2022Rome G. Arnold, IIIDirectorBuy10,000$12.05$120,500.0051,210View SEC Filing Icon  
6/15/2022Robert HamweeCEOBuy20,000$11.63$232,600.00514,584View SEC Filing Icon  
5/23/2022Laura Holson BoswergerCOOBuy4,000$12.49$49,960.0023,124View SEC Filing Icon  
5/20/2022Adam WeinsteinCAOBuy25,000$12.50$312,500.00366,398View SEC Filing Icon  
5/20/2022Joseph HartswellInsiderBuy4,500$12.65$56,925.0010,143View SEC Filing Icon  
5/16/2022Steven B KlinskyDirectorBuy18,350$12.80$234,880.007,181,197View SEC Filing Icon  
5/13/2022Steven B KlinskyDirectorBuy14,250$12.73$181,402.507,162,847View SEC Filing Icon  
9/16/2021Rome G. Arnold, IIIDirectorBuy15,000$13.15$197,250.0037,423View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for New Mountain Finance (NASDAQ:NMFC)

32.08% of New Mountain Finance stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at NMFC by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

New Mountain Finance Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Cambridge Investment Research Advisors Inc.119,726$1.52M0.0%+1.7%0.113%Search for SEC Filing on Google Icon
4/24/2024Verity & Verity LLC82,690$1.05M0.3%N/A0.078%Search for SEC Filing on Google Icon
4/24/2024Oak Family Advisors LLC149,364$1.89M0.7%+175.8%0.141%Search for SEC Filing on Google Icon
4/24/2024Spire Wealth Management36,425$0.46M0.0%+9.7%0.034%Search for SEC Filing on Google Icon
4/22/2024PFG Investments LLC38,911$0.49M0.0%+125.1%0.037%Search for SEC Filing on Google Icon
4/22/2024GraniteShares Advisors LLC131,683$1.67M0.9%+14.6%0.124%Search for SEC Filing on Google Icon
4/19/2024WFA Asset Management Corp40,504$0.51M0.3%-8.3%0.038%Search for SEC Filing on Google Icon
4/19/2024Sumitomo Mitsui Trust Holdings Inc.267,087$3.38M0.0%-2.1%0.251%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC3,083,543$39.07M0.1%+0.2%2.901%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.93,968$1.19M0.1%-15.8%0.088%Search for SEC Filing on Google Icon
4/11/2024Sanders Morris Harris LLC19,375$0.25M0.0%N/A0.018%Search for SEC Filing on Google Icon
4/10/2024Stableford Capital II LLC39,873$0.51M0.2%N/A0.038%Search for SEC Filing on Google Icon
4/1/2024Confluence Investment Management LLC414,282$5.25M0.1%N/A0.390%Search for SEC Filing on Google Icon
2/26/2024Virtu Financial LLC14,229$0.18M0.0%N/A0.014%Search for SEC Filing on Google Icon
2/14/2024Muzinich & Co. Inc.278,857$3.55M2.4%-16.9%0.275%Search for SEC Filing on Google Icon
2/14/2024Connectus Wealth LLC63,910$0.81M0.0%+131.1%0.063%Search for SEC Filing on Google Icon
2/13/2024Epoch Investment Partners Inc.129,542$1.65M0.0%-5.1%0.128%Search for SEC Filing on Google Icon
2/13/2024Bard Associates Inc.29,698$0.38M0.1%-5.0%0.029%Search for SEC Filing on Google Icon
2/13/2024Prevail Innovative Wealth Advisors LLC183,712$2.34M1.1%+176.0%0.181%Search for SEC Filing on Google Icon
2/12/2024Condor Capital Management247,765$3.15M0.3%+8.7%0.244%Search for SEC Filing on Google Icon
2/12/2024Focus Financial Network Inc. ADV324,625$4.14M0.2%N/A0.320%Search for SEC Filing on Google Icon
2/9/2024Advisory Services Network LLC14,257$0.18M0.0%-23.5%0.014%Search for SEC Filing on Google Icon
2/9/2024Cambridge Investment Research Advisors Inc.117,694$1.50M0.0%+12.0%0.116%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP67,268$0.86M0.0%-9.7%0.066%Search for SEC Filing on Google Icon
2/9/2024Mckinley Capital Management LLC138,865$1.77M0.2%-1.3%0.137%Search for SEC Filing on Google Icon
2/8/2024Janney Montgomery Scott LLC154,108$1.96M0.0%+8.5%0.152%Search for SEC Filing on Google Icon
2/7/2024Wambolt & Associates LLC13,973$0.18M0.0%-13.0%0.014%Search for SEC Filing on Google Icon
2/6/2024Spire Wealth Management33,213$0.43M0.0%-6.1%0.033%Search for SEC Filing on Google Icon
2/6/2024LSV Asset Management2,557,475$32.53M0.1%-2.6%2.521%Search for SEC Filing on Google Icon
2/5/2024Van ECK Associates Corp1,562,437$19.88M0.0%+11.1%1.540%Search for SEC Filing on Google Icon
2/1/2024Sigma Planning Corp33,197$0.42M0.0%-59.3%0.033%Search for SEC Filing on Google Icon
2/1/2024WFA Asset Management Corp44,149$0.56M0.3%+2.5%0.044%Search for SEC Filing on Google Icon
1/31/2024Beaumont Financial Advisors LLC10,199$0.13M0.0%N/A0.010%Search for SEC Filing on Google Icon
1/30/2024GraniteShares Advisors LLC114,925$1.46M1.3%-3.8%0.113%Search for SEC Filing on Google Icon
1/30/2024SVB Wealth LLC32,927$0.42M0.0%+13.5%0.032%Search for SEC Filing on Google Icon
1/30/2024Oak Family Advisors LLC54,156$0.69M0.3%N/A0.053%Search for SEC Filing on Google Icon
1/30/2024Sumitomo Mitsui Trust Holdings Inc.272,897$3.47M0.0%-15.5%0.269%Search for SEC Filing on Google Icon
1/29/2024NewEdge Wealth LLC30,000$0.38M0.0%N/A0.030%Search for SEC Filing on Google Icon
1/29/2024Valeo Financial Advisors LLC59,850$0.76M0.0%-18.3%0.059%Search for SEC Filing on Google Icon
1/29/2024Morton Brown Family Wealth LLC2,771$35K0.0%N/A0.003%Search for SEC Filing on Google Icon
1/26/2024Cerity Partners LLC3,574,600$45.47M0.1%+2.6%3.524%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC3,076,357$39.13M0.1%+0.0%3.033%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC426,352$5.42M0.0%+1,157.0%0.420%Search for SEC Filing on Google Icon
1/16/2024Raymond James Financial Services Advisors Inc.71,947$0.92M0.0%-4.6%0.071%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates31,013$0.39M0.0%-12.8%0.031%Search for SEC Filing on Google Icon
1/12/2024Mutual Advisors LLC25,246$0.32M0.0%+5.0%0.025%Search for SEC Filing on Google Icon
1/12/2024Guild Investment Management Inc.55,305$0.70M1.1%-23.5%0.055%Search for SEC Filing on Google Icon
1/9/2024Key Client Fiduciary Advisors LLC49,250$0.63M0.4%-15.3%0.049%Search for SEC Filing on Google Icon
12/1/2023Dimension Capital Management LLC1,210,723$15.68M3.7%+1.6%1.194%Search for SEC Filing on Google Icon
11/15/2023Key Client Fiduciary Advisors LLC58,150$0.75M0.5%+26.4%0.057%Search for SEC Filing on Google Icon
11/15/2023Advisors Asset Management Inc.355,491$4.60M0.1%+7.9%0.350%Search for SEC Filing on Google Icon
11/14/2023Schonfeld Strategic Advisors LLC98,400$1.27M0.0%-24.5%0.097%Search for SEC Filing on Google Icon
11/14/2023Reuter James Wealth Management LLC34,299$0.44M0.3%+5.1%0.034%Search for SEC Filing on Google Icon
11/14/2023Trexquant Investment LP74,511$0.97M0.0%+70.8%0.073%Search for SEC Filing on Google Icon
11/14/2023Mckinley Capital Management LLC140,626$1.82M0.3%-5.4%0.139%Search for SEC Filing on Google Icon
11/13/2023Epoch Investment Partners Inc.136,466$1.77M0.0%+21.6%0.135%Search for SEC Filing on Google Icon
11/13/2023Connor Clark & Lunn Investment Management Ltd.24,753$0.32M0.0%N/A0.024%Search for SEC Filing on Google Icon
11/13/2023Brandywine Global Investment Management LLC545,163$7.06M0.1%-1.2%0.537%Search for SEC Filing on Google Icon
11/13/2023Acadian Asset Management LLC344,782$4.46M0.0%N/A0.340%Search for SEC Filing on Google Icon
11/13/2023Muzinich & Co. Inc.335,460$4.34M3.0%-6.6%0.331%Search for SEC Filing on Google Icon
11/13/2023Bramshill Investments LLC111,399$1.44M0.2%-11.1%0.110%Search for SEC Filing on Google Icon
11/13/2023WINTON GROUP Ltd29,281$0.38M0.0%N/A0.029%Search for SEC Filing on Google Icon
11/13/2023Kestra Advisory Services LLC14,094$0.18M0.0%N/A0.014%Search for SEC Filing on Google Icon
11/9/2023EMC Capital Management22,807$0.30M0.2%+893.8%0.022%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG330,285$4.28M0.0%-11.2%0.326%Search for SEC Filing on Google Icon
11/8/2023HighTower Advisors LLC2,828,491$36.63M0.1%+1.9%2.802%Search for SEC Filing on Google Icon
11/8/2023Van ECK Associates Corp1,405,785$18.21M0.0%+6.5%1.393%Search for SEC Filing on Google Icon
11/8/2023Atria Wealth Solutions Inc.36,954$0.48M0.0%+8.8%0.037%Search for SEC Filing on Google Icon
11/7/2023Merit Financial Group LLC78,616$1.02M0.0%N/A0.078%Search for SEC Filing on Google Icon
11/7/2023Virtus ETF Advisers LLC50,741$0.66M0.4%+91.0%0.050%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC4,900$63K0.0%N/A0.005%Search for SEC Filing on Google Icon
11/6/2023Sigma Planning Corp81,469$1.06M0.0%-3.3%0.081%Search for SEC Filing on Google Icon
11/6/2023GYL Financial Synergies LLC21,711$0.28M0.0%+38.7%0.022%Search for SEC Filing on Google Icon
11/6/2023PFG Investments LLC17,075$0.22M0.0%N/A0.017%Search for SEC Filing on Google Icon
11/6/2023Guild Investment Management Inc.72,285$0.94M1.6%-1.5%0.072%Search for SEC Filing on Google Icon
11/4/2023LSV Asset Management2,625,003$33.99M0.1%-1.8%2.601%Search for SEC Filing on Google Icon
11/2/2023Nisa Investment Advisors LLC10,300$0.13M0.0%N/A0.010%Search for SEC Filing on Google Icon
10/31/2023Tranquility Partners LLC99,767$1.29M0.6%+2.4%0.099%Search for SEC Filing on Google Icon
10/31/2023GraniteShares Advisors LLC119,515$1.55M1.4%+4.0%0.118%Search for SEC Filing on Google Icon
10/30/2023Sumitomo Mitsui Trust Holdings Inc.322,821$4.18M0.0%-5.9%0.320%Search for SEC Filing on Google Icon
10/27/2023Hennion & Walsh Asset Management Inc.158,442$2.05M0.1%-33.0%0.157%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC3,074,990$39.82M0.1%+0.1%3.046%Search for SEC Filing on Google Icon
10/26/2023Inspire Investing LLC23,642$0.31M0.0%-6.4%0.023%Search for SEC Filing on Google Icon
10/25/2023Lindbrook Capital LLC393,175$5.09M0.6%+4.4%0.390%Search for SEC Filing on Google Icon
10/24/2023Raymond James Financial Services Advisors Inc.75,448$0.98M0.0%-19.2%0.075%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates35,546$0.46M0.0%-21.5%0.035%Search for SEC Filing on Google Icon
10/24/2023Cambridge Investment Research Advisors Inc.105,069$1.36M0.0%+1.4%0.104%Search for SEC Filing on Google Icon
10/23/2023SVB Wealth LLC29,001$0.38M0.0%-3.7%0.029%Search for SEC Filing on Google Icon
10/23/2023Commonwealth Equity Services LLC132,854$1.72M0.0%+8.6%0.132%Search for SEC Filing on Google Icon
10/19/2023Simplicity Solutions LLC15,879$0.21M0.0%-10.2%0.016%Search for SEC Filing on Google Icon
10/17/2023DAVENPORT & Co LLC13,641$0.18M0.0%N/A0.014%Search for SEC Filing on Google Icon
10/13/2023WFA Asset Management Corp43,092$0.56M0.3%+2.6%0.043%Search for SEC Filing on Google Icon
10/10/2023International Assets Investment Management LLC33,918$0.44M0.0%-14.5%0.034%Search for SEC Filing on Google Icon
10/10/2023Confluence Investment Management LLC375,382$4.86M0.1%+0.8%0.372%Search for SEC Filing on Google Icon
10/4/2023International Assets Investment Management LLC33,918$0.44M0.0%-14.5%0.034%Search for SEC Filing on Google Icon
8/18/2023Coombe Bender & Co LLC30,022$0.37M0.3%+6.6%0.030%Search for SEC Filing on Google Icon
8/14/2023Cynosure Management LLC84,050$1.05M0.3%+2.2%0.083%Search for SEC Filing on Google Icon
8/14/2023Cerity Partners LLC3,751,061$46.66M0.2%-4.1%3.716%Search for SEC Filing on Google Icon
8/11/2023Epoch Investment Partners Inc.112,185$1.40M0.0%+13.1%0.111%Search for SEC Filing on Google Icon
8/11/2023Natixis18,297$0.23M0.0%-23.1%0.018%Search for SEC Filing on Google Icon
Data available starting January 2016

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New Mountain Finance logo
New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in defensive growth industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at all levels of the capital structure including first and second lien debt, unsecured notes, and mezzanine securities. In some cases, its investments may also include equity interests. It targets energy, engineering and consulting services, specialty chemicals and materials, trading companies and distributors, commercial printing, diversified support services, education services, environmental and facilities services, office services and supplies, media, distributors, health care services, health care facilities, application software, business services, systems software, federal services, distribution and logistics, interactive home entertainment, telecommunication services, hydroelectric power generation, electric power generation by fossil fuels, electric power generation by nuclear fuels, health care technology, and security and alarm services. The fund seeks to invest in United States of America. It seeks to invest between $10 million and $125 million per transaction. The firm invests through both primary originations and open-market secondary purchases. It invests in companies with EBITDA between $10 million and $200 million. The fund seeks a majority stake in its portfolio companies.
Read More on New Mountain Finance

Today's Range

Now: $12.58
Low: $12.55
High: $12.68

50 Day Range

MA: $12.60
Low: $12.25
High: $12.94

52 Week Range

Now: $12.58
Low: $11.38
High: $13.23

Volume

256,053 shs

Average Volume

428,131 shs

Market Capitalization

$1.34 billion

P/E Ratio

10.06

Dividend Yield

10.08%

Beta

1.13

Who are the company insiders with the largest holdings of New Mountain Finance?

New Mountain Finance's top insider investors include:
  1. Steven B Klinsky (Director)
  2. Robert Hamwee (Director)
  3. Robert Hamwee (CEO)
  4. Adam Weinstein (CAO)
  5. John Kline (CEO)
  6. David Ogens (Director)
  7. James Stone (Insider)
  8. Rome G Arnold III (Director)
  9. Laura Holson Boswerger (CFO)
  10. Laura Holson Boswerger (COO)
  11. Joseph Hartswell (Insider)
Learn More about top insider investors at New Mountain Finance.

Who are the major institutional investors of New Mountain Finance?

New Mountain Finance's top institutional investors include:
  1. Allspring Global Investments Holdings LLC — 2.90%
  2. Confluence Investment Management LLC — 0.39%
  3. Sumitomo Mitsui Trust Holdings Inc. — 0.25%
  4. Oak Family Advisors LLC — 0.14%
  5. GraniteShares Advisors LLC — 0.12%
  6. Cambridge Investment Research Advisors Inc. — 0.11%
Learn More about top institutional investors of New Mountain Finance stock.

Which institutional investors are selling New Mountain Finance stock?

Within the last quarter, NMFC stock was sold by these institutional investors:
  1. Hennion & Walsh Asset Management Inc.
  2. Sumitomo Mitsui Trust Holdings Inc.
  3. WFA Asset Management Corp
During the previous year, company insiders that have sold New Mountain Finance company stock include:
  1. Steven B Klinsky (Director)
  2. Robert Hamwee (Director)
Learn More investors selling New Mountain Finance stock.

Which institutional investors are buying New Mountain Finance stock?

During the previous quarter, NMFC stock was acquired by institutional investors including:
  1. Confluence Investment Management LLC
  2. Oak Family Advisors LLC
  3. Verity & Verity LLC
  4. Stableford Capital II LLC
  5. PFG Investments LLC
  6. Sanders Morris Harris LLC
  7. GraniteShares Advisors LLC
  8. Allspring Global Investments Holdings LLC
Within the last year, these company insiders have bought New Mountain Finance stock:
  1. Steven B Klinsky (Director)
  2. Robert Hamwee (Director)
  3. Robert Hamwee (CEO)
  4. Adam Weinstein (CAO)
  5. John Kline (CEO)
  6. David Ogens (Director)
  7. James Stone (Insider)
  8. Rome G Arnold III (Director)
  9. Laura Holson Boswerger (CFO)
  10. Laura Holson Boswerger (COO)
Learn More investors buying New Mountain Finance stock.