Purchases and Sales Made in Q4 2024 in Monroe Capital Corp (MRCC)
This table provides information about the institutional ownership of Monroe Capital Corp (MRCC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.8KNew |
$655K - $724K
|
83.8K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
51.7KNew |
$404K - $447K
|
51.7K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
43K+ 197.29% |
$336K - $372K
|
64.8K
$504K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
35.6K+ 308.3% |
$278K - $307K
|
47.1K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
21.9K+ 13.7% |
$171K - $189K
|
182K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.2K+ 71.34% |
$166K - $183K
|
50.9K
$396K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17KNew |
$133K - $147K
|
17K
$132K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.7K+ 84.45% |
$131K - $144K
|
36.5K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.3K+ 39.49% |
$80.3K - $88.7K
|
36.3K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.65K+ 6.01% |
$59.8K - $66.1K
|
135K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.77K+ 165.96% |
$53K - $58.5K
|
10.9K
$84.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.81K+ 6.68% |
$29.8K - $32.9K
|
60.9K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8K+ 8.23% |
$21.9K - $24.2K
|
36.9K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.19K+ 2.25% |
$17.1K - $18.9K
|
99.4K
$773K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.01K+ 15.08% |
$15.7K - $17.4K
|
15.4K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.01K+ 3.99% |
$15.7K - $17.3K
|
52.3K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2K+ 18.18% |
$15.6K - $17.3K
|
13K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2K+ 5.71% |
$15.6K - $17.3K
|
37K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.92K+ 1.9% |
$15K - $16.6K
|
103K
$798K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.74K+ 0.41% |
$13.6K - $15K
|
428K
$3.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.65K+ 3.0% |
$12.9K - $14.3K
|
56.6K
$440K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.51K+ 2.31% |
$11.8K - $13.1K
|
67.1K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49K+ 13.27% |
$11.6K - $12.8K
|
12.7K
$98.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.3K+ 6.08% |
$10.1K - $11.2K
|
22.6K
$176K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.06K+ 3.73% |
$8.29K - $9.16K
|
29.5K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
760+ 2.94% |
$5.94K - $6.57K
|
26.6K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
640New |
$5K - $5.53K
|
640
$4.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
549+ 1.0% |
$4.29K - $4.74K
|
55.5K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
516+ 3.01% |
$4.04K - $4.46K
|
17.7K
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
368+ 2.86% |
$2.88K - $3.18K
|
13.2K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
365+ 1.65% |
$2.85K - $3.15K
|
22.5K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
278+ 2.25% |
$2.17K - $2.4K
|
12.6K
$98.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
267+ 0.82% |
$2.09K - $2.31K
|
33K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
264New |
$2.06K - $2.28K
|
264
$2.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
261New |
$2.04K - $2.26K
|
261
$2.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
203+ 0.38% |
$1.59K - $1.75K
|
53.7K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
125+ 2.54% |
$978 - $1.08K
|
5.05K
$39.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
75+ 0.16% |
$587 - $648
|
47.1K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
58+ 51.79% |
$454 - $501
|
170
$1.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-150- 1.35% |
$1.17K - $1.3K
|
11K
$85.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 0.95% |
$9.99K - $11K
|
134K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.38K- 6.82% |
$10.8K - $11.9K
|
18.9K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.53K- 8.3% |
$12K - $13.2K
|
16.9K
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.54K- 97.9% |
$12K - $13.3K
|
33
$257
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.63K- 95.08% |
$12.7K - $14K
|
84
$654
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.05K- 13.38% |
$16K - $17.7K
|
13.3K
$103K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.5K- 14.29% |
$19.6K - $21.6K
|
15K
$117K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.19K- 20.99% |
$32.7K - $36.2K
|
15.8K
$123K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.21K- 26.6% |
$32.9K - $36.3K
|
11.6K
$90.3K
|