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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
10,227
shares
|
$66,270
0.01% of portfolio
|
Q4 2022
Added 37.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,000
shares
|
$64,800
0.0% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10,000
shares
|
$64,800
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
10,000
shares
|
$64,800
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,187
shares
|
$33,611
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,800
shares
|
$18,144
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,533
shares
|
$9,933
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
957
shares
|
$6,201
0.0% of portfolio
|
Q1 2025
Added 1039.29%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
700
shares
|
$4,536
0.0% of portfolio
|
Q1 2024
Reduced 58.82%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
643
shares
|
$4,166
0.0% of portfolio
|
Q2 2024
Added 6.63%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
172
shares
|
$1,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
40
shares
|
$259
0.0% of portfolio
|
Q1 2025
Reduced 93.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
33
shares
|
$213
0.0% of portfolio
|
Q4 2024
Reduced 97.9%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
29
shares
|
$187
0.0% of portfolio
|
Q1 2025
Reduced 82.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|