Purchases and Sales Made in Q1 2025 in Monroe Capital Corp (MRCC)
This table provides information about the institutional ownership of Monroe Capital Corp (MRCC) during Q1 2025. 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, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
75.6KNew |
$575K - $666K
|
75.6K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59.4KNew |
$452K - $523K
|
59.4K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
44.1K+ 68.05% |
$336K - $389K
|
109K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
43.7K+ 120.6% |
$333K - $385K
|
80K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
36.8KNew |
$280K - $324K
|
36.8K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27.9K+ 59.26% |
$212K - $246K
|
75K
$472K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27KNew |
$205K - $238K
|
27K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
23.9KNew |
$182K - $210K
|
23.9K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.4K+ 32.03% |
$133K - $154K
|
71.9K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
14.5KNew |
$110K - $128K
|
14.5K
$91.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$82.3K - $95.3K
|
10.8K
$68.1K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.3KNew |
$78.3K - $90.6K
|
10.3K
$64.7K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.75K+ 33.07% |
$74.2K - $85.9K
|
39.2K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.91K+ 10.64% |
$45K - $52K
|
61.4K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.45K+ 20.37% |
$26.2K - $30.4K
|
20.4K
$128K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.14K+ 8.51% |
$23.9K - $27.7K
|
40K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.02K+ 19.65% |
$23K - $26.6K
|
18.4K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.84K+ 2.85% |
$21.6K - $25K
|
102K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.85K+ 8.18% |
$14.1K - $16.3K
|
24.5K
$154K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.81K+ 3.2% |
$13.8K - $16K
|
58.4K
$367K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.81K+ 2.7% |
$13.8K - $16K
|
68.9K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.18K+ 4.54% |
$8.99K - $10.4K
|
27.2K
$171K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
1K+ 7.69% |
$7.61K - $8.81K
|
14K
$88.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
873+ 1039.29% |
$6.64K - $7.69K
|
957
$6.02K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
836+ 3.14% |
$6.36K - $7.37K
|
27.4K
$173K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
573+ 3.24% |
$4.36K - $5.05K
|
18.3K
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
329+ 1.46% |
$2.5K - $2.9K
|
22.8K
$144K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
309+ 2.44% |
$2.35K - $2.72K
|
13K
$81.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250+ 2.3% |
$1.9K - $2.2K
|
11.1K
$69.8K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
174+ 1.5% |
$1.32K - $1.53K
|
11.8K
$74.1K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
138+ 2.73% |
$1.05K - $1.22K
|
5.19K
$32.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
75+ 0.48% |
$571 - $661
|
15.8K
$99.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22+ 0.1% |
$167 - $194
|
22.2K
$140K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19+ 0.1% |
$145 - $167
|
18.9K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.08% |
$83.7 - $96.9
|
13.3K
$83.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-75- 0.16% |
$571 - $661
|
47.1K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-141- 82.94% |
$1.07K - $1.24K
|
29
$182
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-535- 2.68% |
$4.07K - $4.71K
|
19.4K
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-586- 1.61% |
$4.46K - $5.16K
|
35.9K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-600- 93.75% |
$4.57K - $5.29K
|
40
$252
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.24K- 5.22% |
$9.47K - $11K
|
22.6K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.36K- 1.09% |
$10.3K - $11.9K
|
123K
$773K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.14K- 9.49% |
$16.3K - $18.9K
|
20.4K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.33K- 8.66% |
$17.7K - $20.5K
|
24.5K
$154K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.43K- 19.17% |
$18.5K - $21.4K
|
10.3K
$64.5K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.91K- 8.8% |
$22.1K - $25.6K
|
30.1K
$189K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.68K- 1.56% |
$50.9K - $58.9K
|
422K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.36K- 13.7% |
$56K - $64.9K
|
46.4K
$292K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.36K- 4.02% |
$63.6K - $73.6K
|
200K
$1.26M
|