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 96 institutions that hold shares in the stock, with a total of 4.48 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,442
shares
|
$69,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,285
shares
|
$67,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,285
shares
|
$67,983
0.01% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
10,227
shares
|
$67,600
0.01% of portfolio
|
Q4 2022
Added 37.28%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
10,000
shares
|
$66,100
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
8,449
shares
|
$55,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,766
shares
|
$51,333
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
5,521
shares
|
$36,493
0.0% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,246
shares
|
$34,676
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,830
shares
|
$31,926
0.0% of portfolio
|
Q3 2025
Reduced 56.5%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
2,800
shares
|
$18,508
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,533
shares
|
$10,133
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,300
shares
|
$8,593
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
700
shares
|
$4,627
0.0% of portfolio
|
Q1 2024
Reduced 58.82%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
643
shares
|
$4,250
0.0% of portfolio
|
Q2 2024
Added 6.63%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$3,305
0.0% of portfolio
|
Q3 2025
Reduced 76.74%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
227
shares
|
$1,500
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
27
shares
|
$178
0.0% of portfolio
|
Q3 2025
Reduced 99.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3
shares
|
$19
0.0% of portfolio
|
Q3 2025
Reduced 91.67%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$6
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
|
|