Purchases and Sales Made in Q4 2023 in Monroe Capital Corp (MRCC)
This table provides information about the institutional ownership of Monroe Capital Corp (MRCC) during Q4 2023. The information is specifically focused on institutions that hold shares of MONROE CAPITAL Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150KNew |
$1.02M - $1.11M
|
150K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
62.2K+ 58.25% |
$422K - $459K
|
169K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.3KNew |
$416K - $453K
|
61.3K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59K+ 146.62% |
$400K - $435K
|
99.2K
$807K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
56.8KNew |
$385K - $419K
|
56.8K
$462K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
54K+ 230.02% |
$366K - $398K
|
77.4K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45.4KNew |
$308K - $335K
|
45.4K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
44.5K+ 40.16% |
$302K - $328K
|
155K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
42.7K+ 107.4% |
$290K - $315K
|
82.5K
$672K
|
|
|
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 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
24.8K+ 82.47% |
$168K - $183K
|
54.9K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$119K - $130K
|
17.6K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9K+ 28.83% |
$115K - $125K
|
75.7K
$616K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11.8KNew |
$80.2K - $87.3K
|
11.8K
$96.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.3K+ 62.28% |
$76.9K - $83.7K
|
29.6K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.89K+ 69.49% |
$67K - $73K
|
24.1K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9.89K+ 13.03% |
$67K - $73K
|
85.8K
$698K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.73K+ 57.1% |
$59.2K - $64.4K
|
24K
$196K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.55K+ 0.75% |
$44.4K - $48.3K
|
883K
$7.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.7KNew |
$38.6K - $42K
|
5.7K
$46.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.19K+ 10.88% |
$35.2K - $38.3K
|
52.9K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.1K+ 1.2% |
$34.6K - $37.7K
|
431K
$3.51M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.54K+ 6.81% |
$24K - $26.1K
|
55.5K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.79KNew |
$18.9K - $20.6K
|
2.79K
$22.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.5K+ 6.1% |
$17K - $18.5K
|
43.5K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.83KNew |
$12.4K - $13.5K
|
1.83K
$14.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.69K+ 4.88% |
$11.4K - $12.5K
|
36.3K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.63K+ 3.03% |
$11.1K - $12.1K
|
55.5K
$452K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 142.86% |
$6.78K - $7.38K
|
1.7K
$13.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
718+ 3.25% |
$4.87K - $5.3K
|
22.8K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
716+ 4.61% |
$4.85K - $5.28K
|
16.3K
$132K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
538+ 3.58% |
$3.65K - $3.97K
|
15.6K
$127K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
289+ 2.57% |
$1.96K - $2.13K
|
11.5K
$93.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
232+ 1.4% |
$1.57K - $1.71K
|
16.8K
$137K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
211+ 0.43% |
$1.43K - $1.56K
|
49.5K
$403K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
112+ 0.44% |
$759 - $827
|
25.8K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
104+ 0.18% |
$705 - $768
|
58K
$472K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 1.96% |
$224 - $244
|
1.72K
$14K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28+ 3.66% |
$190 - $207
|
793
$6.46K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19+ 3.37% |
$129 - $140
|
582
$4.74K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
16+ 0.14% |
$108 - $118
|
11.7K
$95.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-24- 16.67% |
$163 - $177
|
120
$977
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.66K- 1.23% |
$11.3K - $12.3K
|
133K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2KClosed |
$13.6K - $14.8K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2K- 21.05% |
$13.6K - $14.8K
|
7.5K
$61.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.04K- 11.05% |
$13.8K - $15.1K
|
16.4K
$134K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.58K- 12.5% |
$17.5K - $19K
|
18.1K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.05K- 16.88% |
$20.7K - $22.5K
|
15K
$122K
|