Institutional Ownership Monroe Capital Corp (MRCC)
This table provides information about the institutional ownership of Monroe Capital Corp (MRCC). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 3.62 Million shares, which have been reported (via 13F filing form) to have a value of $30.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
35,000
shares
|
$297,850
0.03% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
34,302
shares
|
$291,910
0.02% of portfolio
|
Q4 2024
Reduced 84.45%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
32,854
shares
|
$279,587
0.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
32,759
shares
|
$278,779
0.0% of portfolio
|
Q3 2024
Reduced 66.92%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
32,678
shares
|
$278,089
0.02% of portfolio
|
Q1 2022
Reduced 16.41%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,200
shares
|
$265,512
0.0% of portfolio
|
Q2 2024
Added 56.78%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
29,716
shares
|
$252,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
28,421
shares
|
$241,862
0.49% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
27,340
shares
|
$232,663
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
26,006
shares
|
$221,311
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
26,000
shares
|
$221,260
0.07% of portfolio
|
Q1 2024
Added 73.33%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
25,853
shares
|
$220,009
0.01% of portfolio
|
Q2 2024
Added 6.56%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
24,341
shares
|
$207,141
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,812
shares
|
$202,640
0.0% of portfolio
|
Q1 2024
Reduced 47.53%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
22,574
shares
|
$192,104
0.01% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
22,161
shares
|
$188,590
0.0% of portfolio
|
Q4 2024
Reduced 16.06%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
22,155
shares
|
$188,539
0.04% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
21,314
shares
|
$181,382
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
21,220
shares
|
$180,582
0.0% of portfolio
|
Q3 2022
Added 7.09%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
20,500
shares
|
$174,455
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,266
shares
|
$172,463
0.0% of portfolio
|
Q3 2024
Reduced 23.32%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
19,941
shares
|
$169,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,940
shares
|
$169,689
0.0% of portfolio
|
Q3 2024
Reduced 75.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
19,775
shares
|
$168,285
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
18,765
shares
|
$159,690
0.04% of portfolio
|
Q3 2021
New holding
|