Latest Institutional Purchases of Monroe Capital Corp (MRCC)
This list provides information on the latest institutional transactions involving Monroe Capital Corp (MRCC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
75.6KNew |
$575K - $666K
|
75.6K
$490K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59.4KNew |
$452K - $523K
|
59.4K
$385K
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
44.1K+ 68.05% |
$336K - $389K
|
109K
$706K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
43.7K+ 120.6% |
$333K - $385K
|
80K
$519K
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
36.8KNew |
$280K - $324K
|
36.8K
$238K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
33.4KNew |
$254K - $294K
|
33.4K
$216K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27.9K+ 59.26% |
$212K - $246K
|
75K
$486K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27KNew |
$205K - $238K
|
27K
$175K
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
23.9KNew |
$182K - $210K
|
23.9K
$155K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.4K+ 32.03% |
$133K - $154K
|
71.9K
$466K
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
14.5KNew |
$110K - $128K
|
14.5K
$94K
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.3KNew |
$78.3K - $90.6K
|
10.3K
$66.6K
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.75K+ 33.07% |
$74.2K - $85.9K
|
39.2K
$254K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.91K+ 10.64% |
$45K - $52K
|
61.4K
$398K
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.45K+ 20.37% |
$26.2K - $30.4K
|
20.4K
$132K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.14K+ 8.51% |
$23.9K - $27.7K
|
40K
$259K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.02K+ 19.65% |
$23K - $26.6K
|
18.4K
$119K
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.84K+ 2.85% |
$21.6K - $25K
|
102K
$662K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.85K+ 8.18% |
$14.1K - $16.3K
|
24.5K
$158K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.81K+ 3.2% |
$13.8K - $16K
|
58.4K
$379K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.81K+ 2.7% |
$13.8K - $16K
|
68.9K
$446K
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.18K+ 4.54% |
$8.99K - $10.4K
|
27.2K
$176K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
1K+ 7.69% |
$7.61K - $8.81K
|
14K
$90.7K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
873+ 1039.29% |
$6.64K - $7.69K
|
957
$6.2K
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
836+ 3.14% |
$6.36K - $7.37K
|
27.4K
$178K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
573+ 3.24% |
$4.36K - $5.05K
|
18.3K
$118K
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
329+ 1.46% |
$2.5K - $2.9K
|
22.8K
$148K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
309+ 2.44% |
$2.35K - $2.72K
|
13K
$83.9K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250+ 2.3% |
$1.9K - $2.2K
|
11.1K
$72K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
174+ 1.5% |
$1.32K - $1.53K
|
11.8K
$76.4K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
138+ 2.73% |
$1.05K - $1.22K
|
5.19K
$33.6K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
75+ 0.48% |
$571 - $661
|
15.8K
$103K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22+ 0.1% |
$167 - $194
|
22.2K
$144K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19+ 0.1% |
$145 - $167
|
18.9K
$122K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.08% |
$83.7 - $96.9
|
13.3K
$86.1K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.2K+ 71.34% |
$166K - $183K
|
50.9K
$330K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17KNew |
$133K - $147K
|
17K
$110K
|
|
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 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2K+ 5.71% |
$15.6K - $17.3K
|
37K
$240K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
368+ 2.86% |
$2.88K - $3.18K
|
13.2K
$85.6K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
264New |
$2.06K - $2.28K
|
264
$1.71K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
261New |
$2.04K - $2.26K
|
261
$1.69K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.2KNew |
$494K - $566K
|
69.2K
$448K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.2K+ 570.05% |
$480K - $550K
|
79K
$512K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.3KNew |
$102K - $117K
|
14.3K
$92.7K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.3KNew |
$213K - $239K
|
30.3K
$197K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
21.2KNew |
$149K - $167K
|
21.2K
$137K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.3K+ 56.78% |
$79.4K - $89.2K
|
31.2K
$202K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10KNew |
$70.3K - $78.9K
|
10K
$64.8K
|