Purchases and Sales Made in Q1 2024 in Monroe Capital Corp (MRCC)
This table provides information about the institutional ownership of Monroe Capital Corp (MRCC) during Q1 2024. The information is specifically focused on institutions that hold shares of MONROE CAPITAL Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
74.4K+ 251.59% |
$520K - $562K
|
104K
$877K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
51.4K+ 62.3% |
$359K - $388K
|
134K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
45.4KNew |
$317K - $343K
|
45.4K
$383K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.4K+ 1.86% |
$115K - $124K
|
899K
$7.59M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
15.9K+ 134.48% |
$111K - $120K
|
27.7K
$234K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
15.9K+ 134.48% |
$111K - $120K
|
27.7K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
15.4KNew |
$107K - $116K
|
15.4K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$106K - $114K
|
15.1K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.3KNew |
$93.1K - $101K
|
13.3K
$112K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2K+ 474.45% |
$92.4K - $99.8K
|
16K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
12.7K+ 34.36% |
$88.8K - $95.9K
|
49.7K
$419K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 12.17% |
$84.3K - $91.1K
|
111K
$939K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5KNew |
$80.3K - $86.7K
|
11.5K
$97K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11KNew |
$77.1K - $83.3K
|
11K
$93.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
11K+ 73.33% |
$76.9K - $83.1K
|
26K
$219K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.8K+ 40.65% |
$68.5K - $74K
|
33.9K
$286K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.35K+ 17.99% |
$65.3K - $70.6K
|
61.3K
$517K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.99K+ 38.7% |
$48.8K - $52.8K
|
25K
$211K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.05K+ 28.47% |
$42.3K - $45.7K
|
27.3K
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6K+ 80.0% |
$41.9K - $45.3K
|
13.5K
$114K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.81K+ 10.46% |
$40.6K - $43.8K
|
61.3K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.81K+ 10.46% |
$40.6K - $43.8K
|
61.3K
$517K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.75KNew |
$33.2K - $35.8K
|
4.75K
$40.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.38KNew |
$30.6K - $33.1K
|
4.38K
$37K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.14K+ 14.7% |
$28.9K - $31.2K
|
32.3K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.74K+ 10.33% |
$26.2K - $28.3K
|
40K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.67K+ 7.41% |
$25.6K - $27.7K
|
53.1K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.34KNew |
$23.4K - $25.2K
|
3.34K
$28.2K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3KNew |
$21K - $22.7K
|
3K
$25.3K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$21K - $22.7K
|
3K
$25.3K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.86K+ 16.75% |
$20K - $21.6K
|
19.9K
$168K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.68K+ 3.49% |
$11.8K - $12.7K
|
50K
$422K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.35K+ 1.02% |
$9.44K - $10.2K
|
134K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.11K+ 4.32% |
$7.79K - $8.41K
|
26.9K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1K+ 2.3% |
$6.99K - $7.55K
|
44.5K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
972+ 1.77% |
$6.79K - $7.34K
|
55.9K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
775+ 3.4% |
$5.42K - $5.85K
|
23.6K
$199K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
619+ 2.97% |
$4.33K - $4.67K
|
21.5K
$181K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
535+ 3.43% |
$3.74K - $4.04K
|
16.1K
$136K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
495+ 2.06% |
$3.46K - $3.74K
|
24.5K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400New |
$2.8K - $3.02K
|
400
$3.38K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
301+ 2.58% |
$2.1K - $2.27K
|
12K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
200+ 1.23% |
$1.4K - $1.51K
|
16.5K
$139K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
21+ 3.61% |
$147 - $159
|
603
$5.09K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1+ 1.16% |
$6.99 - $7.55
|
87
$734
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.06% |
$6.99 - $7.55
|
1.54K
$13K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37- 0.22% |
$259 - $279
|
16.8K
$142K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-90- 0.43% |
$629 - $680
|
21.1K
$178K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-365- 21.25% |
$2.55K - $2.76K
|
1.35K
$11.4K
|