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 $24.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
46,370
shares
|
$300,477
0.0% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
43,140
shares
|
$279,547
0.19% of portfolio
|
Q1 2023
Added 8.52%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
41,608
shares
|
$269,619
0.0% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
40,022
shares
|
$259,342
0.01% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
39,230
shares
|
$254,210
0.48% of portfolio
|
Q1 2025
Added 33.07%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
37,000
shares
|
$239,760
0.03% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
36,802
shares
|
$238,476
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
35,888
shares
|
$232,554
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
34,302
shares
|
$222,276
0.02% of portfolio
|
Q4 2024
Reduced 84.45%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
32,678
shares
|
$211,753
0.02% of portfolio
|
Q1 2022
Reduced 16.41%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
31,200
shares
|
$202,176
0.02% of portfolio
|
Q2 2024
Added 56.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
30,120
shares
|
$195,177
0.0% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
27,449
shares
|
$177,869
0.01% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
27,340
shares
|
$177,163
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
27,181
shares
|
$176,132
0.07% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
27,000
shares
|
$174,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
24,523
shares
|
$158,909
0.18% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
24,458
shares
|
$158,487
0.0% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
24,341
shares
|
$157,729
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
23,885
shares
|
$154,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
23,227
shares
|
$150,510
0.0% of portfolio
|
Q1 2025
Reduced 55.08%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
22,849
shares
|
$148,061
0.05% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
22,568
shares
|
$146,240
0.0% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
22,183
shares
|
$143,745
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
21,220
shares
|
$137,505
0.0% of portfolio
|
Q3 2022
Added 7.09%
|