Institutional Ownership Monroe Capital Corp (MRCC)
This table provides information about the institutional ownership of Monroe Capital Corp (MRCC). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $24.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
421,503
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
199,728
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
159,200
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
122,882
shares
|
$801,190
0.27% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
114,899
shares
|
$749,141
0.0% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
108,910
shares
|
$710,093
0.12% of portfolio
|
Q1 2025
Added 68.05%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
104,520
shares
|
$681,470
0.0% of portfolio
|
Q1 2025
Reduced 22.53%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
102,236
shares
|
$666,578
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
84,004
shares
|
$547,706
0.0% of portfolio
|
Q4 2020
Added 52.73%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
82,412
shares
|
$537,326
0.08% of portfolio
|
Q4 2024
Reduced 49.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
81,584
shares
|
$531,927
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
80,025
shares
|
$521,762
0.2% of portfolio
|
Q1 2025
Added 120.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,012
shares
|
$515,158
0.0% of portfolio
|
Q3 2024
Added 570.05%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
75,599
shares
|
$492,905
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
75,038
shares
|
$489,247
0.06% of portfolio
|
Q1 2025
Added 59.26%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
72,029
shares
|
$469,629
0.0% of portfolio
|
Q1 2025
Reduced 35.89%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
71,900
shares
|
$468,787
0.0% of portfolio
|
Q1 2025
Added 32.03%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
70,843
shares
|
$461,896
0.0% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
69,168
shares
|
$450,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
68,871
shares
|
$449,038
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
62,035
shares
|
$404,468
0.0% of portfolio
|
Q1 2025
Reduced 25.97%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
61,447
shares
|
$400,634
0.0% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
59,406
shares
|
$387,327
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
58,414
shares
|
$380,859
0.0% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
47,062
shares
|
$306,844
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|