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
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
43K+ 197.29% |
$336K - $372K
|
64.8K
$557K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17KNew |
$133K - $147K
|
17K
$146K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.7K+ 84.45% |
$131K - $144K
|
36.5K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8K+ 8.23% |
$21.9K - $24.2K
|
36.9K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2K+ 18.18% |
$15.6K - $17.3K
|
13K
$112K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.92K+ 1.9% |
$15K - $16.6K
|
103K
$881K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.65K+ 3.0% |
$12.9K - $14.3K
|
56.6K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.06K+ 3.73% |
$8.29K - $9.16K
|
29.5K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
760+ 2.94% |
$5.94K - $6.57K
|
26.6K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
640New |
$5K - $5.53K
|
640
$5.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
516+ 3.01% |
$4.04K - $4.46K
|
17.7K
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
368+ 2.86% |
$2.88K - $3.18K
|
13.2K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
365+ 1.65% |
$2.85K - $3.15K
|
22.5K
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
264New |
$2.06K - $2.28K
|
264
$2.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
261New |
$2.04K - $2.26K
|
261
$2.24K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
203+ 0.38% |
$1.59K - $1.75K
|
53.7K
$462K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.5K- 14.29% |
$19.6K - $21.6K
|
15K
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.19K- 20.99% |
$32.7K - $36.2K
|
15.8K
$135K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.21K- 26.6% |
$32.9K - $36.3K
|
11.6K
$99.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.24K- 16.06% |
$33.2K - $36.6K
|
22.2K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.2K- 12.29% |
$228K - $252K
|
208K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-82.2K- 49.93% |
$643K - $710K
|
82.4K
$708K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-186K- 84.45% |
$1.46M - $1.61M
|
34.3K
$295K
|