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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-664- 2.65% |
$4.67K - $5.24K
|
24.4K
$199K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
209+ 0.39% |
$1.47K - $1.65K
|
53.3K
$436K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
765+ 6.94% |
$5.38K - $6.04K
|
11.8K
$96.3K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.3K+ 56.78% |
$79.4K - $89.2K
|
31.2K
$255K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
52New |
$366 - $410
|
52
$425
|
|
Q1 2024 | |||||||
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
15.9K+ 134.48% |
$111K - $120K
|
27.7K
$227K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.81K+ 10.46% |
$40.6K - $43.8K
|
61.3K
$501K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400New |
$2.8K - $3.02K
|
400
$3.27K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.6K- 47.53% |
$151K - $163K
|
23.8K
$195K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.75K- 16.73% |
$19.2K - $20.8K
|
13.7K
$112K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$106K - $114K
|
15.1K
$124K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
45.4KNew |
$317K - $343K
|
45.4K
$371K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3KNew |
$21K - $22.7K
|
3K
$24.5K
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.34KNew |
$23.4K - $25.2K
|
3.34K
$27.3K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.06% |
$6.99 - $7.55
|
1.54K
$12.6K
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
619+ 2.97% |
$4.33K - $4.67K
|
21.5K
$176K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$21K - $22.7K
|
3K
$24.5K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1K- 58.82% |
$6.99K - $7.55K
|
700
$5.72K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6K+ 80.0% |
$41.9K - $45.3K
|
13.5K
$110K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
11K+ 73.33% |
$76.9K - $83.1K
|
26K
$212K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5KNew |
$80.3K - $86.7K
|
11.5K
$93.9K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.05K+ 28.47% |
$42.3K - $45.7K
|
27.3K
$223K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.05K- 16.88% |
$20.7K - $22.5K
|
15K
$123K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-24- 16.67% |
$163 - $177
|
120
$980
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2KClosed |
$13.6K - $14.8K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$119K - $130K
|
17.6K
$144K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
26.9KNew |
$182K - $199K
|
26.9K
$220K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-79.3K- 85.81% |
$538K - $585K
|
13.1K
$107K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17K- 77.98% |
$115K - $125K
|
4.8K
$39.2K
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
16+ 0.14% |
$108 - $118
|
11.7K
$95.5K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.7KNew |
$38.6K - $42K
|
5.7K
$46.5K
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
34.7K+ 173.74% |
$236K - $256K
|
54.7K
$447K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
104+ 0.18% |
$705 - $768
|
58K
$474K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28+ 3.66% |
$190 - $207
|
793
$6.48K
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.22K- 20.1% |
$21.8K - $23.8K
|
12.8K
$105K
|
|
Q3 2023 | |||||||
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.5K- 52.0% |
$89.3K - $110K
|
11.5K
$94.3K
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
20.5KNew |
$146K - $180K
|
20.5K
$167K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
12.9KNew |
$91.9K - $113K
|
12.9K
$105K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.9K- 1.86% |
$20.7K - $25.5K
|
153K
$1.25M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2K+ 4.44% |
$14.3K - $17.6K
|
47.1K
$384K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10KNew |
$71.4K - $88K
|
10K
$81.7K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
31.1K+ 48.78% |
$222K - $274K
|
94.9K
$775K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.88KNew |
$33.5K - $40.3K
|
4.88K
$39.9K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-97- 0.44% |
$665 - $801
|
22K
$180K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.82K- 1.89% |
$12.5K - $15K
|
94.4K
$771K
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
16KNew |
$110K - $132K
|
16K
$131K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.18K+ 7.75% |
$15K - $18K
|
30.3K
$248K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.9K+ 8.52% |
$116K - $139K
|
215K
$1.75M
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-17.7K- 22.62% |
$122K - $147K
|
60.7K
$496K
|