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 89 institutions that hold shares in the stock, with a total of 3.94 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Balentine LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
15,847
shares
|
$117,267
0.0% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
Ritholtz Wealth Management
|
Apr 24, 2024 Q1 2024 |
15,378
shares
|
$113,797
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
15,125
shares
|
$111,925
0.0% of portfolio
|
Q1 2024
New holding
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
14,611
shares
|
$108,121
0.08% of portfolio
|
Q1 2023
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
13,686
shares
|
$101,276
0.0% of portfolio
|
Q1 2024
Reduced 16.73%
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
13,500
shares
|
$99,900
0.01% of portfolio
|
Q1 2024
Added 80.0%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
13,315
shares
|
$98,531
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alera Investment Advisors, LLC
|
May 10, 2024 Q1 2024 |
12,805
shares
|
$94,757
0.01% of portfolio
|
Q4 2023
Reduced 20.1%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
12,579
shares
|
$93,084
0.01% of portfolio
|
Q1 2023
Reduced 22.62%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
11,951
shares
|
$88,437
0.0% of portfolio
|
Q1 2024
Added 2.58%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
11,540
shares
|
$85,396
0.01% of portfolio
|
Q3 2023
Reduced 52.0%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
11,515
shares
|
$85,211
0.01% of portfolio
|
Q4 2023
Added 2.57%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
11,490
shares
|
$85,026
0.0% of portfolio
|
Q1 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
11,027
shares
|
$81,599
0.0% of portfolio
|
Q1 2024
New holding
|
|
Aspiriant, LLC
|
Apr 15, 2024 Q1 2024 |
11,000
shares
|
$81,400
0.0% of portfolio
|
Q4 2022
Added 10.0%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
10,988
shares
|
$81,311
0.0% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
10,227
shares
|
$75,679
0.01% of portfolio
|
Q4 2022
Added 37.28%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
10,000
shares
|
$74,000
0.01% of portfolio
|
Q3 2023
New holding
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
8,712
shares
|
$64,468
0.01% of portfolio
|
Q1 2022
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
4,800
shares
|
$35,520
0.0% of portfolio
|
Q4 2023
Reduced 77.98%
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
4,747
shares
|
$35,127
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
4,380
shares
|
$32,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
Acadian Asset Management LLC
Boston, MA |
May 10, 2024 Q1 2024 |
3,343
shares
|
$24,738
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fny Investment Advisers, LLC
|
May 02, 2024 Q1 2024 |
3,000
shares
|
$22,200
0.01% of portfolio
|
Q1 2024
New holding
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
3,000
shares
|
$22,200
0.0% of portfolio
|
Q1 2024
New holding
|