Purchases and Sales Made in Q4 2022 in Monroe Capital Corp (MRCC)
This table provides information about the institutional ownership of Monroe Capital Corp (MRCC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
106KNew |
$776K - $988K
|
106K
$912K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 118.31% |
$740K - $942K
|
187K
$1.6M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59.6KNew |
$435K - $553K
|
59.6K
$510K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
50.7KNew |
$370K - $471K
|
50.7K
$434K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
45.1KNew |
$329K - $418K
|
45.1K
$386K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.2KNew |
$315K - $401K
|
43.2K
$370K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.8K+ 18.32% |
$283K - $360K
|
251K
$2.15M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.9K+ 225.05% |
$232K - $296K
|
46K
$394K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
27.3KNew |
$199K - $254K
|
27.3K
$234K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.5KNew |
$157K - $199K
|
21.5K
$184K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.1K+ 47.48% |
$132K - $168K
|
56.1K
$480K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.7K+ 110.85% |
$100K - $127K
|
26.1K
$223K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.7KNew |
$92.5K - $118K
|
12.7K
$109K
|
|
Feb 10, 2023
Q4 2022
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
8.4K+ 2.44% |
$61.2K - $77.9K
|
352K
$3.01M
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.22K+ 24.56% |
$38K - $48.4K
|
26.5K
$226K
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.1K+ 34.08% |
$37.1K - $47.3K
|
20K
$172K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.8K+ 4.99% |
$35K - $44.5K
|
101K
$863K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.46K+ 2.88% |
$32.5K - $41.3K
|
159K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.39K+ 4.84% |
$32K - $40.7K
|
95K
$813K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.95K+ 13.85% |
$28.8K - $36.6K
|
32.4K
$278K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.44K+ 29.82% |
$25.1K - $31.9K
|
15K
$128K
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.2K+ 3.36% |
$23.3K - $29.7K
|
98.4K
$842K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.13K+ 2.47% |
$22.8K - $29K
|
130K
$1.11M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.09K+ 20.05% |
$22.5K - $28.7K
|
18.5K
$158K
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.78K+ 37.28% |
$20.2K - $25.8K
|
10.2K
$87.5K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.74K+ 0.2% |
$12.7K - $16.2K
|
858K
$7.35M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.49KNew |
$10.8K - $13.8K
|
1.49K
$12.7K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.33K+ 442.0% |
$9.67K - $12.3K
|
1.63K
$13.9K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.3K+ 12.38% |
$9.48K - $12.1K
|
11.8K
$101K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
1K+ 10.0% |
$7.29K - $9.28K
|
11K
$94.2K
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
648+ 3.31% |
$4.72K - $6.01K
|
20.2K
$173K
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
536+ 2.25% |
$3.91K - $4.97K
|
24.4K
$208K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
430New |
$3.13K - $3.99K
|
430
$3.68K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
400New |
$2.92K - $3.71K
|
400
$3.42K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
346+ 2.24% |
$2.52K - $3.21K
|
15.8K
$135K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
144New |
$1.05K - $1.34K
|
144
$1.23K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
144New |
$1.05K - $1.34K
|
144
$1.23K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84+ 0.28% |
$612 - $780
|
30.3K
$259K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
75+ 0.13% |
$547 - $696
|
57.6K
$493K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
15+ 2.91% |
$109 - $139
|
530
$4.54K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11+ 2.96% |
$80.2 - $102
|
383
$3.28K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-54- 9.31% |
$394 - $501
|
526
$4.5K
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-215- 0.94% |
$1.57K - $2K
|
22.7K
$195K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-375- 1.69% |
$2.73K - $3.48K
|
21.9K
$187K
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-500- 1.56% |
$3.65K - $4.64K
|
31.5K
$270K
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-616- 3.93% |
$4.49K - $5.72K
|
15K
$129K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-650- 2.63% |
$4.74K - $6.03K
|
24K
$206K
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.88K- 6.63% |
$13.7K - $17.4K
|
26.5K
$226K
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.03K- 7.26% |
$14.8K - $18.8K
|
25.9K
$222K
|