NMFC Insider Trading

Insider Ownership Percentage: 10.22%
Insider Buying (Last 12 Months): $3,705,045.16
Insider Selling (Last 12 Months): $15,536.90

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: $11.16
Price Change: Price Increase of +0.17 (1.55%)
As of 03/14/2025 05:00 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
3/4/2025David OgensDirectorBuy5,000$11.44$57,200.00179,020View SEC Filing Icon  
12/17/2024Steven B KlinskyDirectorBuy72,280$11.28$815,318.404,285,505View SEC Filing Icon  
12/5/2024Steven B KlinskyDirectorBuy16,624$11.74$195,165.764,133,737View SEC Filing Icon  
12/3/2024Steven B KlinskyDirectorBuy6,200$11.75$72,850.004,122,655View SEC Filing Icon  
11/26/2024Steven B KlinskyDirectorBuy2,400$11.74$28,176.004,118,522View SEC Filing Icon  
11/20/2024Steven B KlinskyDirectorBuy34,867$11.51$401,319.174,056,324View SEC Filing Icon  
11/6/2024John KlineCEOBuy41,550$10.92$453,726.00351,783View SEC Filing Icon  
11/6/2024Steven B KlinskyDirectorBuy150,609$10.87$1,637,119.833,632,326View SEC Filing Icon  
6/7/2024David OgensDirectorBuy3,500$12.62$44,170.00166,391View SEC Filing Icon  
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  
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
3/12/2025Wealthedge Investment Advisors LLC53,942$0.61M0.3%N/A0.050%Search for SEC Filing on Google Icon
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH209,500$2.36M0.0%N/A0.194%Search for SEC Filing on Google Icon
2/18/2025Vise Technologies Inc.16,494$0.19M0.0%+7.2%0.015%Search for SEC Filing on Google Icon
2/17/2025Williams Jones Wealth Management LLC.14,000$0.16M0.0%-6.7%0.013%Search for SEC Filing on Google Icon
2/17/2025Squarepoint Ops LLC40,292$0.45M0.0%+179.7%0.037%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Advisers LP959,271$10.80M0.0%-6.5%0.889%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP678,896$7.64M0.0%-9.8%0.629%Search for SEC Filing on Google Icon
2/17/2025ProShare Advisors LLC18,161$0.20M0.0%+17.2%0.017%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC519,532$5.85M0.0%+102.2%0.482%Search for SEC Filing on Google Icon
2/17/2025Focus Partners Wealth20,999$0.24M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/17/2025D. E. Shaw & Co. Inc.124,989$1.41M0.0%+161.2%0.116%Search for SEC Filing on Google Icon
2/17/2025Dimension Capital Management LLC895,862$10.09M1.6%-16.0%0.831%Search for SEC Filing on Google Icon
2/17/2025Cetera Investment Advisers12,392$0.14M0.0%-11.0%0.011%Search for SEC Filing on Google Icon
2/17/2025Captrust Financial Advisors136,769$1.54M0.0%-2.8%0.127%Search for SEC Filing on Google Icon
2/17/2025BNP Paribas Financial Markets7,488$84K0.0%+240.4%0.007%Search for SEC Filing on Google Icon
2/14/2025Ares Management LLC566,186$6.38M0.0%+15.2%0.525%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC104,285$1.17M0.0%+232.7%0.097%Search for SEC Filing on Google Icon
2/14/2025Comerica Bank9,257$0.10M0.0%-9.1%0.009%Search for SEC Filing on Google Icon
2/14/2025Schonfeld Strategic Advisors LLC24,325$0.27M0.0%-88.8%0.023%Search for SEC Filing on Google Icon
2/14/2025Lido Advisors LLC45,557$0.51M0.0%+2.7%0.042%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp61,228$0.69M0.0%+27.8%0.057%Search for SEC Filing on Google Icon
2/14/2025Aquatic Capital Management LLC57,862$0.65M0.0%+880.7%0.054%Search for SEC Filing on Google Icon
2/14/2025Virtus ETF Advisers LLC81,601$0.92M0.4%+29.5%0.076%Search for SEC Filing on Google Icon
2/14/2025Stifel Financial Corp78,681$0.89M0.0%+66.9%0.073%Search for SEC Filing on Google Icon
2/14/2025BI Asset Management Fondsmaeglerselskab A S95,987$1.08M0.0%+345.3%0.089%Search for SEC Filing on Google Icon
2/13/2025CANADA LIFE ASSURANCE Co77,021$0.87M0.0%-7.1%0.071%Search for SEC Filing on Google Icon
2/13/2025XTX Topco Ltd13,164$0.15M0.0%N/A0.012%Search for SEC Filing on Google Icon
2/13/2025LSV Asset Management2,417,603$27.22M0.1%-2.4%2.242%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.83,804$0.94M0.0%N/A0.078%Search for SEC Filing on Google Icon
2/13/2025Legal & General Group Plc713,975$8.04M0.0%-6.5%0.662%Search for SEC Filing on Google Icon
2/13/2025Invesco Ltd.985,917$11.10M0.0%+1,929.2%0.914%Search for SEC Filing on Google Icon
2/13/2025Bank of Montreal Can47,355$0.53M0.0%-95.3%0.044%Search for SEC Filing on Google Icon
2/13/2025Cerity Partners LLC3,686,210$41.51M0.1%-3.6%3.418%Search for SEC Filing on Google Icon
2/13/2025Envestnet Asset Management Inc.137,773$1.55M0.0%+139.8%0.128%Search for SEC Filing on Google Icon
2/13/2025Wedbush Securities Inc.18,250$0.21M0.0%-37.6%0.017%Search for SEC Filing on Google Icon
2/13/2025Dynamic Technology Lab Private Ltd27,081$0.31M0.0%N/A0.025%Search for SEC Filing on Google Icon
2/12/2025ExodusPoint Capital Management LP26,291$0.30M0.0%+107.9%0.024%Search for SEC Filing on Google Icon
2/12/2025Trexquant Investment LP166,404$1.87M0.0%+139.2%0.154%Search for SEC Filing on Google Icon
2/12/2025Franklin Resources Inc.362,751$4.09M0.0%+62.0%0.336%Search for SEC Filing on Google Icon
2/12/2025Everstar Asset Management LLC37,075$0.42M0.3%-28.0%0.034%Search for SEC Filing on Google Icon
2/12/2025Prevail Innovative Wealth Advisors LLC178,374$2.01M0.6%-6.7%0.165%Search for SEC Filing on Google Icon
2/12/2025JPMorgan Chase & Co.1,238,952$13.95M0.0%-1.6%1.149%Search for SEC Filing on Google Icon
2/12/2025TrueMark Investments LLC28,446$0.32M0.1%N/A0.026%Search for SEC Filing on Google Icon
2/11/2025LPL Financial LLC174,774$1.97M0.0%-8.8%0.162%Search for SEC Filing on Google Icon
2/11/2025Fox Run Management L.L.C.10,106$0.11M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/11/2025Sei Investments Co.95,349$1.07M0.0%-1.0%0.088%Search for SEC Filing on Google Icon
2/11/2025Virtu Financial LLC17,762$0.20M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/11/2025Condor Capital Management16,764$0.19M0.0%-94.7%0.016%Search for SEC Filing on Google Icon
2/10/2025Advisors Asset Management Inc.229,084$2.58M0.0%-12.4%0.212%Search for SEC Filing on Google Icon
2/10/2025Corient Private Wealth LLC18,723$0.21M0.0%+57.2%0.017%Search for SEC Filing on Google Icon
2/10/2025First National Trust Co164,579$1.85M0.1%+2.9%0.153%Search for SEC Filing on Google Icon
2/10/2025Midwest Professional Planners LTD.141,833$1.60M0.5%+6.5%0.132%Search for SEC Filing on Google Icon
2/10/2025Commonwealth Equity Services LLC93,289$1.05M0.0%-8.7%0.086%Search for SEC Filing on Google Icon
2/10/2025Connor Clark & Lunn Investment Management Ltd.101,311$1.14M0.0%N/A0.094%Search for SEC Filing on Google Icon
2/10/2025Farther Finance Advisors LLC35,885$0.40M0.0%+154.3%0.033%Search for SEC Filing on Google Icon
2/7/2025HighTower Advisors LLC2,651,080$29.85M0.0%-21.5%2.458%Search for SEC Filing on Google Icon
2/7/2025MQS Management LLC10,894$0.12M3.5%N/A0.010%Search for SEC Filing on Google Icon
2/7/2025Dorsey & Whitney Trust CO LLC135,462$1.53M0.1%N/A0.126%Search for SEC Filing on Google Icon
2/7/2025Naviter Wealth LLC189,129$2.13M0.3%N/A0.175%Search for SEC Filing on Google Icon
2/7/2025Larson Financial Group LLC10,953$0.12M0.0%+4,746.5%0.010%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.83,804$0.94M0.0%N/A0.078%Search for SEC Filing on Google Icon
2/6/2025Bard Associates Inc.27,473$0.31M0.1%-5.8%0.025%Search for SEC Filing on Google Icon
2/5/2025SVB Wealth LLC24,735$0.28M0.0%N/A0.023%Search for SEC Filing on Google Icon
2/5/2025Muzinich & Co. Inc.340,248$3.83M2.4%-1.7%0.315%Search for SEC Filing on Google Icon
2/5/2025Oppenheimer & Co. Inc.31,174$0.35M0.0%+13.5%0.029%Search for SEC Filing on Google Icon
2/4/2025GraniteShares Advisors LLC218,414$2.46M1.6%+21.6%0.203%Search for SEC Filing on Google Icon
2/4/2025Denali Advisors LLC106,071$1.19M0.1%-20.1%0.098%Search for SEC Filing on Google Icon
2/4/2025New World Advisors LLC13,047$0.15M0.0%N/A0.012%Search for SEC Filing on Google Icon
2/4/2025Y Intercept Hong Kong Ltd103,921$1.17M0.1%N/A0.096%Search for SEC Filing on Google Icon
2/4/2025Union Bancaire Privee UBP SA27,419$0.31M0.0%N/A0.025%Search for SEC Filing on Google Icon
1/31/2025Atria Wealth Solutions Inc.26,954$0.30M0.0%-11.8%0.025%Search for SEC Filing on Google Icon
1/30/2025Strategic Financial Concepts LLC18,488$0.21M0.0%N/A0.017%Search for SEC Filing on Google Icon
1/29/2025Tranquility Partners LLC90,872$1.12M0.4%-77.2%0.084%Search for SEC Filing on Google Icon
1/29/2025Van ECK Associates Corp2,342,650$26.38M0.0%+4.1%2.172%Search for SEC Filing on Google Icon
1/29/2025Allspring Global Investments Holdings LLC2,884,556$32.71M0.1%-6.0%2.675%Search for SEC Filing on Google Icon
1/29/2025Essex Financial Services Inc.19,017$0.21M0.0%+33.6%0.018%Search for SEC Filing on Google Icon
1/28/2025Sumitomo Mitsui Trust Group Inc.325,367$3.66M0.0%-4.3%0.302%Search for SEC Filing on Google Icon
1/28/2025Strategic Financial Concepts LLC18,488$0.21M0.0%N/A0.017%Search for SEC Filing on Google Icon
1/24/2025WFA Asset Management Corp4,399$50K0.0%-89.2%0.004%Search for SEC Filing on Google Icon
1/24/2025Spire Wealth Management37,700$0.43M0.0%-22.3%0.035%Search for SEC Filing on Google Icon
1/23/2025EMC Capital Management18,470$0.21M0.1%+130.6%0.017%Search for SEC Filing on Google Icon
1/22/2025Union Bancaire Privee UBP SA27,419$0.31M0.0%N/A0.025%Search for SEC Filing on Google Icon
1/17/2025Inspire Investing LLC35,455$0.40M0.0%+3.5%0.033%Search for SEC Filing on Google Icon
1/17/2025Janney Montgomery Scott LLC123,172$1.39M0.0%-11.3%0.114%Search for SEC Filing on Google Icon
1/15/2025Merit Financial Group LLC259,520$2.92M0.1%-0.5%0.241%Search for SEC Filing on Google Icon
1/15/2025Sanders Morris Harris LLC18,375$0.21M0.0%-5.2%0.017%Search for SEC Filing on Google Icon
1/15/2025Hennion & Walsh Asset Management Inc.254,181$2.86M0.1%+31.4%0.236%Search for SEC Filing on Google Icon
1/14/2025Rockingstone Advisors LLC282,107$3.18M1.4%+79.1%0.262%Search for SEC Filing on Google Icon
1/8/2025International Assets Investment Management LLC31,259$0.35M0.0%-91.7%0.029%Search for SEC Filing on Google Icon
1/2/2025Confluence Investment Management LLC429,806$4.84M0.1%+0.3%0.399%Search for SEC Filing on Google Icon
12/26/2024JPMorgan Chase & Co.1,258,842$15.08M0.0%+1.3%1.167%Search for SEC Filing on Google Icon
11/27/2024Franklin Resources Inc.223,891$2.61M0.0%N/A0.208%Search for SEC Filing on Google Icon
11/25/2024Wilmington Savings Fund Society FSB14,000$0.17M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC31,341$0.38M0.0%N/A0.029%Search for SEC Filing on Google Icon
11/15/2024Two Sigma Advisers LP1,026,200$12.29M0.0%-3.1%0.952%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp47,138$0.57M0.0%+5.3%0.044%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC3,376,702$40.44M0.1%+7.6%3.131%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP10,817$0.13M0.0%N/A0.010%Search for SEC Filing on Google Icon
11/15/2024Paloma Partners Management Co29,319$0.35M0.0%N/A0.027%Search for SEC Filing on Google Icon
11/14/2024Captrust Financial Advisors140,714$1.69M0.0%-10.3%0.130%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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: $11.16
Low: $11.05
High: $11.20

50 Day Range

MA: $11.48
Low: $10.89
High: $12.02

52 Week Range

Now: $11.16
Low: $10.61
High: $12.81

Volume

832,469 shs

Average Volume

437,932 shs

Market Capitalization

$1.20 billion

P/E Ratio

10.63

Dividend Yield

11.50%

Beta

1.16

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. John Kline (CEO)
  4. David Ogens (Director)
  5. Laura Holson Boswerger (CFO)
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. Cerity Partners LLC — 3.42%
  2. Allspring Global Investments Holdings LLC — 2.67%
  3. HighTower Advisors LLC — 2.46%
  4. LSV Asset Management — 2.24%
  5. Van ECK Associates Corp — 2.17%
  6. JPMorgan Chase & Co. — 1.15%
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. Bank of Montreal Can
  2. HighTower Advisors LLC
  3. International Assets Investment Management LLC
  4. Tranquility Partners LLC
  5. Condor Capital Management
  6. Schonfeld Strategic Advisors LLC
  7. Allspring Global Investments Holdings LLC
  8. Dimension Capital Management LLC

Which institutional investors are buying New Mountain Finance stock?

Within the previous quarter, NMFC stock was acquired by institutional investors including:
  1. Invesco Ltd.
  2. Millennium Management LLC
  3. Universal Beteiligungs und Servicegesellschaft mbH
  4. Naviter Wealth LLC
  5. Franklin Resources Inc.
  6. Dorsey & Whitney Trust CO LLC
  7. Rockingstone Advisors LLC
  8. Y Intercept Hong Kong Ltd
During the previous year, these company insiders have bought New Mountain Finance stock:
  1. Steven B Klinsky (Director)
  2. Robert Hamwee (Director)
  3. John Kline (CEO)
  4. David Ogens (Director)
Learn More investors buying New Mountain Finance stock.