Purchases and Sales Made in Q3 2024 in Monroe Capital Corp (MRCC)
This table provides information about the institutional ownership of Monroe Capital Corp (MRCC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
193K+ 708.0% |
$1.38M - $1.58M
|
221K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
187KNew |
$1.34M - $1.53M
|
187K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.2KNew |
$494K - $566K
|
69.2K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.2K+ 570.05% |
$480K - $550K
|
79K
$676K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
41.2K+ 69.29% |
$294K - $337K
|
101K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
29.7KNew |
$212K - $243K
|
29.7K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
27.7K+ 39.76% |
$197K - $226K
|
97.2K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
26KNew |
$186K - $213K
|
26K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
19.9KNew |
$142K - $163K
|
19.9K
$171K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.3KNew |
$102K - $117K
|
14.3K
$122K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8KNew |
$91.7K - $105K
|
12.8K
$110K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11.2K+ 7.27% |
$79.7K - $91.3K
|
165K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.85K+ 9.98% |
$41.7K - $47.8K
|
64.4K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.6K+ 7.55% |
$32.9K - $37.6K
|
65.5K
$561K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4K+ 29.63% |
$28.6K - $32.7K
|
17.5K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.04K+ 5.85% |
$21.7K - $24.9K
|
55K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.3K+ 0.54% |
$16.4K - $18.8K
|
426K
$3.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.63K+ 3.05% |
$11.6K - $13.3K
|
55K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.5K+ 4.48% |
$10.7K - $12.3K
|
35K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
748+ 2.98% |
$5.34K - $6.12K
|
25.9K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
660+ 3.07% |
$4.71K - $5.4K
|
22.2K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
636+ 4.06% |
$4.54K - $5.2K
|
16.3K
$140K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
513+ 3.08% |
$3.66K - $4.2K
|
17.2K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
290+ 2.22% |
$2.07K - $2.37K
|
13.3K
$114K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
277+ 2.29% |
$1.98K - $2.27K
|
12.4K
$106K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
202+ 0.38% |
$1.44K - $1.65K
|
53.5K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
170+ 0.8% |
$1.21K - $1.39K
|
21.3K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150+ 1.37% |
$1.07K - $1.23K
|
11.1K
$95.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
124+ 2.58% |
$885 - $1.01K
|
4.92K
$42.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
93+ 0.33% |
$664 - $761
|
28.4K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
76+ 0.39% |
$543 - $622
|
19.8K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
72+ 0.14% |
$514 - $589
|
50.3K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32+ 2.08% |
$228 - $262
|
1.57K
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
11+ 0.03% |
$78.5 - $90
|
32.9K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.07% |
$71.4 - $81.8
|
15.3K
$131K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9+ 0.08% |
$64.3 - $73.6
|
11.2K
$95.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-38- 0.16% |
$271 - $311
|
24.3K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100- 6.12% |
$714 - $818
|
1.53K
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-100- 83.33% |
$714 - $818
|
20
$171
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-127- 0.8% |
$907 - $1.04K
|
15.8K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-616- 13.11% |
$4.4K - $5.04K
|
4.08K
$34.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-946- 35.63% |
$6.75K - $7.74K
|
1.71K
$14.6K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-946- 35.63% |
$6.75K - $7.74K
|
1.71K
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 0.44% |
$7.49K - $8.58K
|
237K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.95K- 7.94% |
$13.9K - $15.9K
|
22.6K
$193K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.99K- 7.01% |
$14.2K - $16.3K
|
26.4K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 19.68% |
$18K - $20.6K
|
10.3K
$88K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.2K- 2.32% |
$22.8K - $26.2K
|
135K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.16K- 23.32% |
$44K - $50.4K
|
20.3K
$173K
|