Purchases and Sales Made in Q3 2023 in Monroe Capital Corp (MRCC)
This table provides information about the institutional ownership of Monroe Capital Corp (MRCC) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.5K+ 343.5% |
$325K - $401K
|
58.8K
$503K
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
39.8KNew |
$284K - $350K
|
39.8K
$340K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
31.1K+ 48.78% |
$222K - $274K
|
94.9K
$812K
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
30.8K+ 38.5% |
$220K - $271K
|
111K
$948K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.1K+ 34.01% |
$194K - $239K
|
107K
$914K
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
25.5K+ 108.45% |
$182K - $224K
|
48.9K
$419K
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
20.5KNew |
$146K - $180K
|
20.5K
$175K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.4K+ 39.98% |
$110K - $135K
|
53.9K
$461K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$107K - $132K
|
15K
$129K
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
15KNew |
$107K - $132K
|
15K
$128K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.2KNew |
$102K - $125K
|
14.2K
$122K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
12.9KNew |
$91.9K - $113K
|
12.9K
$110K
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
11.7KNew |
$83.3K - $103K
|
11.7K
$99.9K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$83.2K - $103K
|
11.7K
$99.7K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.4KNew |
$74.3K - $91.5K
|
10.4K
$89K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10KNew |
$71.4K - $88K
|
10K
$85.6K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.89K+ 25.13% |
$70.6K - $87K
|
49.2K
$422K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.88K+ 40.1% |
$70.5K - $86.9K
|
34.5K
$295K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.55KNew |
$68.2K - $84.1K
|
9.55K
$81.8K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.25K+ 34.16% |
$37.5K - $46.2K
|
20.6K
$177K
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.5K+ 12.33% |
$32.1K - $39.6K
|
41K
$351K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2K+ 4.44% |
$14.3K - $17.6K
|
47.1K
$403K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.96K+ 14.7% |
$14K - $17.2K
|
15.3K
$131K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.7K+ 1.28% |
$12.2K - $15K
|
135K
$1.15M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.61K+ 3.05% |
$11.5K - $14.2K
|
54.4K
$466K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1K+ 2.55% |
$7.14K - $8.8K
|
40.2K
$344K
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
637+ 2.97% |
$4.55K - $5.61K
|
22.1K
$189K
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
292+ 1.42% |
$2.08K - $2.57K
|
20.9K
$179K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
269+ 2.46% |
$1.92K - $2.37K
|
11.2K
$96.1K
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
256+ 1.28% |
$1.83K - $2.25K
|
20.2K
$173K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
97+ 0.17% |
$693 - $854
|
57.9K
$496K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
86New |
$614 - $757
|
86
$736
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
26+ 3.52% |
$186 - $229
|
765
$6.55K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24+ 20.0% |
$171 - $211
|
144
$1.23K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
16+ 2.93% |
$114 - $141
|
563
$4.82K
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
9+ 0.04% |
$64.3 - $79.2
|
23.5K
$201K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$7.14 - $8.8
|
18.2K
$156K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-69- 0.23% |
$493 - $607
|
30.1K
$258K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-849- 5.18% |
$6.06K - $7.47K
|
15.5K
$133K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.1K- 4.1% |
$7.83K - $9.64K
|
25.7K
$220K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.28K- 6.47% |
$9.12K - $11.2K
|
18.5K
$158K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.29K- 4.34% |
$16.4K - $20.2K
|
50.5K
$432K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.6K- 0.61% |
$18.5K - $22.9K
|
426K
$3.65M
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.9K- 1.86% |
$20.7K - $25.5K
|
153K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.9K- 9.32% |
$35K - $43.1K
|
47.7K
$408K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.38K- 0.61% |
$38.4K - $47.4K
|
876K
$7.5M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.52K- 29.41% |
$53.7K - $66.2K
|
18K
$154K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.4K- 23.06% |
$74K - $91.2K
|
34.6K
$296K
|