Latest Institutional Transactions on Monroe Capital Corp (MRCC)
This table provides information on the latest institutional transactions involving Monroe Capital Corp (MRCC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.21K+ 2.94% |
$7.5K - $9.3K
|
42.3K
$280K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
202+ 1.71% |
$1.25K - $1.55K
|
12K
$79.4K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
23.5KNew |
$146K - $181K
|
23.5K
$155K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.36K- 11.04% |
$14.6K - $18.1K
|
19K
$125K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$69.5K - $86.1K
|
11.2K
$74K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.09K- 4.15% |
$25.4K - $31.5K
|
94.5K
$625K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30.9KNew |
$192K - $238K
|
30.9K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.03K- 2.48% |
$6.41K - $7.95K
|
40.7K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
72.4KNew |
$449K - $557K
|
72.4K
$479K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1K- 6.99% |
$6.2K - $7.69K
|
13.3K
$87.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
227New |
$1.41K - $1.75K
|
227
$1.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-4.8K- 25.58% |
$29.8K - $36.9K
|
14K
$92.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-36.7K- 77.75% |
$227K - $282K
|
10.5K
$69.4K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20- 0.08% |
$123 - $153
|
24.4K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-22.5K- 67.37% |
$138K - $172K
|
10.9K
$72K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
27.9KNew |
$172K - $214K
|
27.9K
$184K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-6.74K- 29.01% |
$41.4K - $51.6K
|
16.5K
$109K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
20.4K+ 85.53% |
$126K - $156K
|
44.3K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
82.4KNew |
$507K - $631K
|
82.4K
$545K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.7K- 10.35% |
$127K - $158K
|
179K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-50.9K- 70.68% |
$313K - $390K
|
21.1K
$140K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.28K- 10.14% |
$7.85K - $9.77K
|
11.3K
$74.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14.8KNew |
$91.2K - $114K
|
14.8K
$98.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
5K+ 35.71% |
$30.8K - $38.3K
|
19K
$126K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-21.9K- 54.69% |
$135K - $168K
|
18.1K
$120K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
606New |
$3.73K - $4.64K
|
606
$4.01K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.94K- 1.78% |
$11.9K - $14.9K
|
107K
$707K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-821- 7.59% |
$5.05K - $6.29K
|
10K
$66.1K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.3KNew |
$78.3K - $90.6K
|
10.3K
$68K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.24K- 5.22% |
$9.47K - $11K
|
22.6K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.84K+ 2.85% |
$21.6K - $25K
|
102K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-75- 0.16% |
$571 - $661
|
47.1K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.08% |
$83.7 - $96.9
|
13.3K
$87.8K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
36.8KNew |
$280K - $324K
|
36.8K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59.4KNew |
$452K - $523K
|
59.4K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
14.5KNew |
$110K - $128K
|
14.5K
$95.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
873+ 1039.29% |
$6.64K - $7.69K
|
957
$6.33K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.36K- 13.7% |
$56K - $64.9K
|
46.4K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.43K- 19.17% |
$18.5K - $21.4K
|
10.3K
$67.8K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
560+ 1400.0% |
$4.38K - $4.84K
|
600
$3.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.2K+ 71.34% |
$166K - $183K
|
50.9K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.81K+ 6.68% |
$29.8K - $32.9K
|
60.9K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-150- 1.35% |
$1.17K - $1.3K
|
11K
$72.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2K+ 5.71% |
$15.6K - $17.3K
|
37K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.5K- 14.29% |
$19.6K - $21.6K
|
15K
$99.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-82.2K- 49.93% |
$643K - $710K
|
82.4K
$545K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
261New |
$2.04K - $2.26K
|
261
$1.73K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17KNew |
$133K - $147K
|
17K
$112K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
264New |
$2.06K - $2.28K
|
264
$1.75K
|
|