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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
20,500
shares
|
$132,840
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
20,432
shares
|
$132,399
0.01% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
20,361
shares
|
$131,939
0.0% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
19,405
shares
|
$125,744
0.0% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
18,902
shares
|
$122,484
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
18,765
shares
|
$121,597
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
18,373
shares
|
$119,057
0.0% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,252
shares
|
$118,272
0.01% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
16,000
shares
|
$103,680
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
15,830
shares
|
$102,578
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
15,000
shares
|
$97,200
0.01% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
14,611
shares
|
$94,679
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
14,500
shares
|
$93,960
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
14,300
shares
|
$92,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
14,000
shares
|
$90,720
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
13,289
shares
|
$86,112
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
13,214
shares
|
$85,626
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
12,955
shares
|
$83,948
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,579
shares
|
$81,511
0.0% of portfolio
|
Q1 2023
Reduced 22.62%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
11,783
shares
|
$76,353
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,104
shares
|
$71,953
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
10,988
shares
|
$71,202
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,285
shares
|
$66,646
0.01% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
10,285
shares
|
$66,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,256
shares
|
$66,458
0.0% of portfolio
|
Q1 2025
Reduced 19.17%
|