New Mountain Finance COR

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Radcliffe Capital Management, L.P.

INCREASED

Shares114,047,000 from 67,047,000

Change+47,000,000 (+70%)

Value$114.0M (+$46.8M)

Filed 2025-11-14

Walleye Capital LLC

INCREASED

Shares38,643,000 from 35,643,000

Change+3,000,000 (+8%)

Value$38.7M (+$2.9M)

Filed 2025-11-14

Victory Capital Management Inc

DECREASED

Shares36,670,000 from 37,822,000

Change-1,152,000 (-3%)

Value$36.7M (-$1.1M)

Filed 2025-11-12

Advent Capital Management

INCREASED

Shares10,547,000 from 7,404,000

Change+3,143,000 (+42%)

Value$10.6M (+$3.1M)

Filed 2025-11-13

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares8,621,000 from 6,871,000

Change+1,750,000 (+25%)

Value$8.6M (+$1.7M)

Filed 2025-11-12

Palisade Capital Management, LP

UNCHANGED

Shares6,442,000 from 6,442,000

Change0 (0%)

Value$6.4M (-$27.5K)

Filed 2025-11-14

Piper Sandler & Co.

NEW

Shares5,636,000

Change+5,636,000

Value$5.6M

Filed 2025-11-12

Bank of America Corp

DECREASED

Shares4,578,000 from 4,710,000

Change-132,000 (-3%)

Value$4.6M (-$146.3K)

Filed 2026-02-03

Yakira Capital Management, Inc.

UNCHANGED

Shares4,500,000 from 4,500,000

Change0 (0%)

Value$4.5M (-$45.2K)

Filed 2025-11-13

Schroder Investment Management Group

UNCHANGED

Shares3,620,000 from 3,620,000

Change0 (0%)

Value$3.6M (-$10.9K)

Filed 2025-11-13

Catalyst Capital Advisors LLC

UNCHANGED

Shares2,825,000 from 2,825,000

Change0 (0%)

Value$2.8M (-$8.6K)

Filed 2025-11-12

Amtrust Financial Services, Inc.

NEW

Shares1,508,000

Change+1,508,000

Value$1.5M

Filed 2025-10-24

Thrivent Financial for Lutherans

DECREASED

Shares1,500,000 from 1,620,000

Change-120,000 (-7%)

Value$1.6K (-$98)

Filed 2025-11-04

Russell Investments Group, Ltd.

NEW

Shares900,000

Change+900,000

Value$932.3K

Filed 2025-11-13

Income Research & Management

DECREASED

Shares299,000 from 12,241,000

Change-11,942,000 (-98%)

Value$298.9K (-$12.0M)

Filed 2025-10-16

Quarry LP

NEW

Shares259,000

Change+259,000

Value$271.5K

Filed 2025-11-14

Aegon USA Investment Management, LLC

UNCHANGED

Shares155,000 from 155,000

Change0 (0%)

Value$154.9K (-$472)

Filed 2025-10-24

Barclays PLC

NEW

Shares97,000

Change+97,000

Value$97.1K

Filed 2026-03-31

&partners

DECREASED

Shares29,000 from 180,000

Change-151,000 (-84%)

Value$24.0K (-$156.5K)

Filed 2025-11-14

First Horizon Corp

NEW

Shares25,000

Change+25,000

Value$25.0K

Filed 2025-10-27

Steward Partners Investment Advisory, LLC

DECREASED

Shares22,000 from 29,000

Change-7,000 (-24%)

Value$22.0K (-$7.1K)

Filed 2025-11-12

Ameriprise Financial Inc

UNCHANGED

Shares21,000 from 21,000

Change0 (0%)

Value$21.0K (-$64)

Filed 2025-11-14

Laffer Tengler Investments, Inc.

INCREASED

Shares17,500 from 2,561

Change+14,939 (+583%)

Value$1.9M (-$785.4K)

Filed 2025-11-12

Colonial Trust Advisors

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$16.0K (-$49)

Filed 2025-11-10

LPL Financial LLC

NEW

Shares15,000

Change+15,000

Value$14.9K

Filed 2025-11-12

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$11.8K (-$277)

Filed 2025-10-29

Wells Fargo & Company

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$6.0K (-$20)

Filed 2025-11-13

Context Capital Management, LLC

DECREASED

Shares2,500 from 66,582

Change-64,082 (-96%)

Value$2.5M (-$64.3M)

Filed 2025-11-12

Virtus Advisers, LLC

CLOSED

Shares0 from 37,000

Change-37,000 (-100%)

Value$0 (-$37.1K)

Filed 2026-02-13

Goldstein Advisors, LLC

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$14.8K)

Filed 2025-10-21

Bartlett & Co. Wealth Management LLC

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$3.0K)

Filed 2025-10-09

FTB Advisors, Inc.

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Radcliffe Capital Management, L.P.	INCREASED	114,047,000	67,047,000	+47,000,000	+70%	$67.2M	$114.0M	+$46.8M	2025-11-14
Walleye Capital LLC	INCREASED	38,643,000	35,643,000	+3,000,000	+8%	$35.8M	$38.7M	+$2.9M	2025-11-14
Victory Capital Management Inc	DECREASED	36,670,000	37,822,000	-1,152,000	-3%	$37.8M	$36.7M	-$1.1M	2025-11-12
Advent Capital Management	INCREASED	10,547,000	7,404,000	+3,143,000	+42%	$7.4M	$10.6M	+$3.1M	2025-11-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	8,621,000	6,871,000	+1,750,000	+25%	$6.9M	$8.6M	+$1.7M	2025-11-12
Palisade Capital Management, LP	UNCHANGED	6,442,000	6,442,000	0	0%	$6.5M	$6.4M	-$27.5K	2025-11-14
Piper Sandler & Co.	NEW	5,636,000	—	+5,636,000	—	—	$5.6M	—	2025-11-12
Bank of America Corp	DECREASED	4,578,000	4,710,000	-132,000	-3%	$4.7M	$4.6M	-$146.3K	2026-02-03
Yakira Capital Management, Inc.	UNCHANGED	4,500,000	4,500,000	0	0%	$4.6M	$4.5M	-$45.2K	2025-11-13
Schroder Investment Management Group	UNCHANGED	3,620,000	3,620,000	0	0%	$3.6M	$3.6M	-$10.9K	2025-11-13
Catalyst Capital Advisors LLC	UNCHANGED	2,825,000	2,825,000	0	0%	$2.8M	$2.8M	-$8.6K	2025-11-12
Amtrust Financial Services, Inc.	NEW	1,508,000	—	+1,508,000	—	—	$1.5M	—	2025-10-24
Thrivent Financial for Lutherans	DECREASED	1,500,000	1,620,000	-120,000	-7%	$1.6K	$1.6K	-$98	2025-11-04
Russell Investments Group, Ltd.	NEW	900,000	—	+900,000	—	—	$932.3K	—	2025-11-13
Income Research & Management	DECREASED	299,000	12,241,000	-11,942,000	-98%	$12.3M	$298.9K	-$12.0M	2025-10-16
Quarry LP	NEW	259,000	—	+259,000	—	—	$271.5K	—	2025-11-14
Aegon USA Investment Management, LLC	UNCHANGED	155,000	155,000	0	0%	$155.4K	$154.9K	-$472	2025-10-24
Barclays PLC	NEW	97,000	—	+97,000	—	—	$97.1K	—	2026-03-31
&partners	DECREASED	29,000	180,000	-151,000	-84%	$180.5K	$24.0K	-$156.5K	2025-11-14
First Horizon Corp	NEW	25,000	—	+25,000	—	—	$25.0K	—	2025-10-27
Steward Partners Investment Advisory, LLC	DECREASED	22,000	29,000	-7,000	-24%	$29.1K	$22.0K	-$7.1K	2025-11-12
Ameriprise Financial Inc	UNCHANGED	21,000	21,000	0	0%	$21.1K	$21.0K	-$64	2025-11-14
Laffer Tengler Investments, Inc.	INCREASED	17,500	2,561	+14,939	+583%	$2.7M	$1.9M	-$785.4K	2025-11-12
Colonial Trust Advisors	UNCHANGED	16,000	16,000	0	0%	$16.0K	$16.0K	-$49	2025-11-10
LPL Financial LLC	NEW	15,000	—	+15,000	—	—	$14.9K	—	2025-11-12
Wealth Enhancement Advisory Services, LLC	UNCHANGED	12,000	12,000	0	0%	$12.1K	$11.8K	-$277	2025-10-29
Wells Fargo & Company	UNCHANGED	6,000	6,000	0	0%	$6.0K	$6.0K	-$20	2025-11-13
Context Capital Management, LLC	DECREASED	2,500	66,582	-64,082	-96%	$66.9M	$2.5M	-$64.3M	2025-11-12
Virtus Advisers, LLC	CLOSED	0	37,000	-37,000	-100%	$37.1K	$0	-$37.1K	2026-02-13
Goldstein Advisors, LLC	CLOSED	0	15,000	-15,000	-100%	$14.8K	$0	-$14.8K	2025-10-21
Bartlett & Co. Wealth Management LLC	CLOSED	0	3,000	-3,000	-100%	$3.0K	$0	-$3.0K	2025-10-09
FTB Advisors, Inc.	N/A	—	25,000	-25,000	-100%	$25.1K	—	—	—
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 33 of 33 institutions