Latest Institutional Purchases of Monroe Capital Corp (MRCC)
This list provides information on the latest institutional transactions involving Monroe Capital Corp (MRCC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3KNew |
$21K - $22.7K
|
3K
$24.5K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$21K - $22.7K
|
3K
$24.5K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400New |
$2.8K - $3.02K
|
400
$3.26K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
34.7K+ 173.74% |
$236K - $256K
|
54.7K
$446K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
26.9KNew |
$182K - $199K
|
26.9K
$219K
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$119K - $130K
|
17.6K
$143K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.7KNew |
$38.6K - $42K
|
5.7K
$46.4K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
104+ 0.18% |
$705 - $768
|
58K
$473K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28+ 3.66% |
$190 - $207
|
793
$6.46K
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
16+ 0.14% |
$108 - $118
|
11.7K
$95.2K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
31.1K+ 48.78% |
$222K - $274K
|
94.9K
$773K
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
20.5KNew |
$146K - $180K
|
20.5K
$167K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10KNew |
$71.4K - $88K
|
10K
$81.5K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2K+ 4.44% |
$14.3K - $17.6K
|
47.1K
$384K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.9K+ 8.52% |
$116K - $139K
|
215K
$1.75M
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
16KNew |
$110K - $132K
|
16K
$130K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.88KNew |
$33.5K - $40.3K
|
4.88K
$39.8K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.18K+ 7.75% |
$15K - $18K
|
30.3K
$247K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$178 - $215
|
26
$212
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
38.4KNew |
$273K - $338K
|
38.4K
$313K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
14.6KNew |
$104K - $129K
|
14.6K
$119K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.1KNew |
$78.8K - $97.7K
|
11.1K
$90.5K
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
3.39K+ 8.52% |
$24K - $29.8K
|
43.1K
$352K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1KNew |
$7.1K - $8.8K
|
1K
$8.15K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
606New |
$4.3K - $5.33K
|
606
$4.94K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
25+ 1.68% |
$178 - $220
|
1.51K
$12.3K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20+ 4.65% |
$142 - $176
|
450
$3.67K
|
|
Q4 2022 | |||||||
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
27.3KNew |
$199K - $254K
|
27.3K
$223K
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.78K+ 37.28% |
$20.2K - $25.8K
|
10.2K
$83.4K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
1K+ 10.0% |
$7.29K - $9.28K
|
11K
$89.7K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
400New |
$2.92K - $3.71K
|
400
$3.26K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
144New |
$1.05K - $1.34K
|
144
$1.17K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
11.7KNew |
$84.7K - $109K
|
11.7K
$95.4K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.4K+ 7.09% |
$10.2K - $13.1K
|
21.2K
$173K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
321+ 2.78% |
$2.32K - $2.99K
|
11.9K
$96.7K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
200New |
$1.45K - $1.87K
|
200
$1.63K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
160New |
$1.16K - $1.49K
|
160
$1.3K
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
83.2KNew |
$723K - $909K
|
83.2K
$678K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$121K - $152K
|
13.9K
$114K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1KNew |
$8.69K - $10.9K
|
1K
$8.15K
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$4.35K - $5.47K
|
500
$4.08K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
8.71KNew |
$90.8K - $98.5K
|
8.71K
$71K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2KNew |
$20.8K - $22.6K
|
2K
$16.3K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
212+ 2.11% |
$2.15K - $2.51K
|
10.3K
$83.7K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$507K - $556K
|
50K
$408K
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
18.8KNew |
$190K - $209K
|
18.8K
$153K
|
|
Q1 2021 | |||||||
Apr 21, 2021
Q1 2021
|
Crewe Advisors LLC
|
BUY
|
- |
2.8KNew |
$22.6K - $28.4K
|
2.8K
$22.8K
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
29K+ 52.73% |
$187K - $273K
|
84K
$685K
|
|
Jan 26, 2021
Q4 2020
|
La Fleur & Godfrey LLC
|
BUY
|
- |
21.8KNew |
$141K - $205K
|
21.8K
$178K
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.6KNew |
$81.8K - $120K
|
13.6K
$111K
|