Latest Institutional Transactions on Monroe Capital Corp (MRCC)
This table provides information on the latest institutional transactions involving Monroe Capital Corp (MRCC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27KNew |
$205K - $238K
|
27K
$175K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
44.1K+ 68.05% |
$336K - $389K
|
109K
$706K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.18K+ 4.54% |
$8.99K - $10.4K
|
27.2K
$176K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-586- 1.61% |
$4.46K - $5.16K
|
35.9K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
329+ 1.46% |
$2.5K - $2.9K
|
22.8K
$148K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
1K+ 7.69% |
$7.61K - $8.81K
|
14K
$90.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22+ 0.1% |
$167 - $194
|
22.2K
$144K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.14K+ 8.51% |
$23.9K - $27.7K
|
40K
$259K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 5.15% |
$7.82K - $8.64K
|
18.4K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.81K+ 6.68% |
$29.8K - $32.9K
|
60.9K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.2K+ 71.34% |
$166K - $183K
|
50.9K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-150- 1.35% |
$1.17K - $1.3K
|
11K
$71.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.54K- 97.9% |
$12K - $13.3K
|
33
$214
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2K+ 5.71% |
$15.6K - $17.3K
|
37K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.5K- 14.29% |
$19.6K - $21.6K
|
15K
$97.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-82.2K- 49.93% |
$643K - $710K
|
82.4K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
261New |
$2.04K - $2.26K
|
261
$1.69K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
368+ 2.86% |
$2.88K - $3.18K
|
13.2K
$85.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17KNew |
$133K - $147K
|
17K
$110K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
264New |
$2.06K - $2.28K
|
264
$1.71K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-186K- 84.45% |
$1.46M - $1.61M
|
34.3K
$222K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-100- 83.33% |
$714 - $818
|
20
$130
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-100- 0.7% |
$714 - $818
|
14.2K
$92K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 19.68% |
$18K - $20.6K
|
10.3K
$66.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.2KNew |
$494K - $566K
|
69.2K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100- 6.12% |
$714 - $818
|
1.53K
$9.93K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.7K- 77.96% |
$126K - $145K
|
5K
$32.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-38- 0.16% |
$271 - $311
|
24.3K
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.3KNew |
$102K - $117K
|
14.3K
$92.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.2K+ 570.05% |
$480K - $550K
|
79K
$512K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.3KNew |
$213K - $239K
|
30.3K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
172New |
$1.21K - $1.36K
|
172
$1.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.7K- 48.52% |
$173K - $195K
|
26.2K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1+ 1.15% |
$7.03 - $7.89
|
88
$570
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.9K- 6.47% |
$34.4K - $38.7K
|
70.8K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 9.68% |
$42.2 - $47.3
|
56
$363
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21.2KNew |
$149K - $167K
|
21.2K
$137K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10KNew |
$70.3K - $78.9K
|
10K
$64.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.05K- 77.83% |
$7.4K - $8.31K
|
300
$1.94K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
40+ 6.63% |
$281 - $316
|
643
$4.17K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.3K+ 56.78% |
$79.4K - $89.2K
|
31.2K
$202K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
52New |
$366 - $410
|
52
$337
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400New |
$2.8K - $3.02K
|
400
$2.59K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.75K- 16.73% |
$19.2K - $20.8K
|
13.7K
$88.7K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$106K - $114K
|
15.1K
$98K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
45.4KNew |
$317K - $343K
|
45.4K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3KNew |
$21K - $22.7K
|
3K
$19.4K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.34KNew |
$23.4K - $25.2K
|
3.34K
$21.7K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$21K - $22.7K
|
3K
$19.4K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1K- 58.82% |
$6.99K - $7.55K
|
700
$4.54K
|
|