Institutional Ownership Monarch Casino & Resort Inc (MCRI)
This table provides information about the institutional ownership of Monarch Casino & Resort Inc (MCRI). We have compiled data on the 246 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
34
shares
|
$3,250
0.0% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
33
shares
|
$3,154
0.0% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
31
shares
|
$2,963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
26
shares
|
$2,485
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
23
shares
|
$2,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
21
shares
|
$2,007
0.0% of portfolio
|
Q2 2022
Added 200.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
18
shares
|
$1,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
16
shares
|
$1,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
15
shares
|
$1,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
15
shares
|
$1,433
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
13
shares
|
$1,242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12
shares
|
$1,147
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12
shares
|
$1,147
0.0% of portfolio
|
Q4 2023
Reduced 86.52%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
5
shares
|
$477
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4
shares
|
$382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3
shares
|
$286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
1
shares
|
$95
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$95
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|