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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,800
shares
|
$23,828
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,709
shares
|
$14,543
0.0% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,573
shares
|
$13,386
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,533
shares
|
$13,045
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
700
shares
|
$5,957
0.0% of portfolio
|
Q1 2024
Reduced 58.82%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
643
shares
|
$5,471
0.0% of portfolio
|
Q2 2024
Added 6.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
300
shares
|
$2,553
0.0% of portfolio
|
Q2 2024
Reduced 77.83%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
264
shares
|
$2,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
172
shares
|
$1,463
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
112
shares
|
$953
0.0% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
20
shares
|
$170
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|