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 89 institutions that hold shares in the stock, with a total of 3.63 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
17,679
shares
|
$151,332
0.01% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
17,500
shares
|
$149,800
0.01% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
17,000
shares
|
$145,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
16,313
shares
|
$139,639
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
16,000
shares
|
$136,960
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
15,755
shares
|
$134,862
0.0% of portfolio
|
Q4 2024
Reduced 20.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
15,329
shares
|
$131,216
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,125
shares
|
$129,470
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
14,611
shares
|
$125,070
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,300
shares
|
$122,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,344
shares
|
$114,224
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,214
shares
|
$113,111
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
13,000
shares
|
$111,280
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
12,579
shares
|
$107,676
0.01% of portfolio
|
Q1 2023
Reduced 22.62%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
12,368
shares
|
$105,870
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
11,609
shares
|
$99,373
0.0% of portfolio
|
Q4 2024
Reduced 26.6%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
11,540
shares
|
$98,782
0.01% of portfolio
|
Q3 2023
Reduced 52.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
11,202
shares
|
$95,889
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,138
shares
|
$95,341
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,285
shares
|
$88,039
0.01% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
10,227
shares
|
$87,543
0.01% of portfolio
|
Q4 2022
Added 37.28%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
10,000
shares
|
$85,600
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
10,000
shares
|
$85,600
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,000
shares
|
$42,800
0.0% of portfolio
|
Q3 2024
Reduced 77.96%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,924
shares
|
$42,149
0.0% of portfolio
|
Q3 2024
Added 2.58%
|