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Monroe Capital (MRCC) Institutional Ownership

Monroe Capital logo
$7.63 -0.06 (-0.78%)
As of 03/25/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Monroe Capital (NASDAQ:MRCC)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$10.35M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$4.22M
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MRCC Institutional Buying and Selling by Quarter

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Monroe Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.47,118$390K0.0%+308.3%0.217%
2/17/2025 Two Sigma Investments LP134,924$1.15M0.0%+6.0%0.623%
2/17/2025 Two Sigma Advisers LP181,700$1.54M0.0%+13.7%0.838%
2/17/2025 Millennium Management LLC50,915$433K0.0%+71.3%0.235%
2/17/2025 Focus Partners Wealth37,936$322K0.0%N/A0.175%
2/17/2025 Ameriprise Financial Inc.13,278$113K0.0%-13.4%0.061%
2/14/2025 Virtus ETF Advisers LLC60,862$517K0.2%+6.7%0.281%
2/14/2025 Kovitz Investment Group Partners LLC131,793$1.12M0.0%-29.7%0.608%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S99,400$845K0.0%+2.2%0.459%
2/13/2025 CANADA LIFE ASSURANCE Co16,915$144K0.0%-8.3%0.078%
2/13/2025 Marshall Wace LLP51,711$440K0.0%N/A0.239%
2/13/2025 Garden State Investment Advisory Services LLC36,276$308K0.1%+39.5%0.167%
2/13/2025 Raymond James Financial Inc.83,796$712K0.0%N/A0.387%
2/13/2025 Cerity Partners LLC52,337$445K0.0%+4.0%0.242%
2/13/2025 Envestnet Asset Management Inc.12,688$108K0.0%+13.3%0.059%
2/12/2025 O Shaughnessy Asset Management LLC67,060$570K0.0%+2.3%0.309%
2/12/2025 CIBC Private Wealth Group LLC10,854$92K0.0%+166.0%0.050%
2/12/2025 Blair William & Co. IL428,187$3.64M0.0%+0.4%1.976%
2/11/2025 LPL Financial LLC18,883$161K0.0%-6.8%0.087%
2/11/2025 Fiduciary Group LLC37,000$314K0.0%+5.7%0.171%
2/10/2025 Commonwealth Equity Services LLC133,591$1.14M0.0%-0.9%0.616%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.112,356$955K0.0%-11.4%0.518%
2/7/2025 HighTower Advisors LLC208,083$1.77M0.0%-12.3%0.960%
2/6/2025 Lindbrook Capital LLC15,000$128K0.0%-14.3%0.069%
2/6/2025 Raymond James Financial Inc.83,796$712K0.0%N/A0.387%
2/6/2025 Schechter Investment Advisors LLC82,412$701K0.1%-49.9%0.380%
2/5/2025 Oppenheimer & Co. Inc.36,474$310K0.0%+84.4%0.168%
1/31/2025 Truist Financial Corp15,755$134K0.0%-21.0%0.073%
1/30/2025 Strategic Financial Concepts LLC17,000$144K0.0%N/A0.000%
1/28/2025 Stephens Inc. AR11,609$99K0.0%-26.6%0.000%
1/28/2025 Strategic Financial Concepts LLC17,000$144K0.0%N/A0.078%
1/24/2025 Magnolia Capital Advisors LLC102,555$872K0.4%+1.9%0.473%
1/17/2025 Janney Montgomery Scott LLC22,161$188K0.0%-16.1%0.000%
1/16/2025 Aspiriant LLC13,000$110K0.0%+18.2%0.000%
1/16/2025 LaFleur & Godfrey LLC64,810$551K0.1%+197.3%0.299%
1/15/2025 HB Wealth Management LLC56,600$481K0.0%+3.0%0.261%
1/15/2025 Ritholtz Wealth Management36,882$313K0.0%+8.2%0.170%
1/8/2025 International Assets Investment Management LLC34,302$296K0.0%-84.5%0.158%
12/10/2024 Garden State Investment Advisory Services LLC26,006$210K0.1%N/A0.120%
11/15/2024 Garden State Investment Advisory Services LLC26,006$210K0.1%N/A0.000%
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11/14/2024 Cobblestone Capital Advisors LLC NY22,574$182K0.0%-7.9%0.000%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.126,773$1.02M0.0%-12.5%0.585%
10/22/2024 International Assets Investment Management LLC220,600$1.78M0.0%+708.0%1.018%
10/22/2024 Private Advisor Group LLC12,846$104K0.0%N/A0.059%
10/10/2024 Ritholtz Wealth Management34,079$275K0.0%-15.6%0.157%
8/16/2024 Magnolia Capital Advisors LLC412,358$3.14M0.1%N/A1.903%
8/8/2024 Fiduciary Group LLC33,500$255K0.0%-24.7%0.155%
8/1/2024 Ritholtz Wealth Management40,394$307K0.0%+162.7%0.000%
7/31/2024 Commonwealth Equity Services LLC138,069$1.05M0.0%+2.8%0.000%
7/31/2024 Rothschild Investment LLC10,000$76K0.0%N/A0.000%
7/27/2024 HB Wealth Management LLC53,323$406K0.0%+6.7%0.000%
5/15/2024 Quadrature Capital Ltd45,402$327K0.0%N/A0.000%
5/14/2024 CANADA LIFE ASSURANCE Co19,938$143K0.0%+16.8%0.092%
5/13/2024 O Shaughnessy Asset Management LLC33,917$244K0.0%+40.6%0.157%
5/11/2024 MAS Advisors LLC27,727$200K0.2%+134.5%0.000%
5/11/2024 Chiron Capital Management LLC36,124$260K0.2%-53.3%0.000%
5/9/2024 Blair William & Co. IL424,440$3.06M0.0%-1.6%1.959%
5/9/2024 Koshinski Asset Management Inc.19,900$143K0.0%-65.0%0.092%
5/7/2024 Oppenheimer & Co. Inc.40,003$288K0.0%+10.3%0.000%
4/30/2024 HB Wealth Management LLC49,967$360K0.0%+3.5%0.000%
4/30/2024 Commonwealth Equity Services LLC134,320$967K0.0%+1.0%0.000%
4/25/2024 Lindbrook Capital LLC13,500$97K0.0%+80.0%0.000%
4/18/2024 Chapin Davis Inc.26,000$187K0.1%+73.3%0.000%
4/11/2024 International Assets Investment Management LLC27,302$198K0.0%+28.5%0.000%
3/22/2024 PNC Financial Services Group Inc.28,146$199K0.0%-14.7%0.000%
2/12/2024 Chiron Capital Management LLC77,435$547K0.5%+230.0%0.357%
2/12/2024 Cape Investment Advisory Inc.5,697$40K0.0%N/A0.026%
2/8/2024 MAS Advisors LLC11,825$84K0.1%N/A0.055%
2/7/2024 Forum Financial Management LP54,747$387K0.0%+173.7%0.253%
2/5/2024 Fiduciary Group LLC43,500$307K0.0%+6.1%0.201%
2/1/2024 Lindbrook Capital LLC7,500$53K0.0%-21.1%0.035%
1/29/2024 Koshinski Asset Management Inc.56,800$401K0.1%N/A0.262%
1/26/2024 Cerity Partners LLC52,852$373K0.0%+10.9%0.244%
1/24/2024 International Assets Investment Management LLC150,145$1.06M0.0%+1,471.9%0.693%
1/23/2024Alera Investment Advisors LLC12,805$90K0.0%-20.1%0.059%
1/16/2024 HB Wealth Management LLC48,284$341K0.0%-11.3%0.223%
12/11/2023 Sunbelt Securities Inc.11,540$86K0.0%-52.0%0.053%
11/14/2023 O Shaughnessy Asset Management LLC14,228$106K0.0%N/A0.066%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.39,778$296K0.0%N/A0.184%
11/13/2023 WINTON GROUP Ltd11,667$87K0.0%N/A0.054%
11/9/2023 Blair William & Co. IL426,057$3.17M0.0%-0.6%1.966%
11/8/2023 Atria Wealth Solutions Inc.49,243$367K0.0%+25.1%0.227%
11/8/2023 Oppenheimer & Co. Inc.34,572$258K0.0%-23.1%0.160%
11/7/2023 Virtus ETF Advisers LLC48,943$365K0.2%+108.4%0.226%
11/7/2023 Cobblestone Capital Advisors LLC NY15,295$114K0.0%+14.7%0.071%
11/6/2023 Schechter Investment Advisors LLC153,425$1.14M0.1%-1.9%0.708%
11/6/2023GYL Financial Synergies LLC20,635$154K0.0%+34.2%0.095%
10/24/2023 Stratos Wealth Advisors LLC15,044$112K0.0%N/A0.069%
10/23/2023 Commonwealth Equity Services LLC134,631$1.00M0.0%+1.3%0.621%
10/13/2023 HB Wealth Management LLC54,422$405K0.0%+3.1%0.251%
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10/10/2023 National Bank of Canada FI94,903$692K0.0%+48.8%0.438%
10/4/2023 International Assets Investment Management LLC9,552$70K0.0%N/A0.044%
8/10/2023 Osaic Holdings Inc.881,583$7.21M0.0%+0.3%4.068%
8/10/2023 Southeast Asset Advisors Inc.16,000$131K0.0%N/A0.074%
8/10/2023 Cetera Investment Advisers214,584$1.76M0.0%+8.5%0.990%
8/4/2023 Envestnet Asset Management Inc.269,051$2.20M0.0%+8.5%1.242%
8/3/2023 Atria Wealth Solutions Inc.39,352$322K0.0%+3.2%0.182%
8/3/2023 Mackenzie Financial Corp60,715$496K0.0%-22.6%0.280%
8/3/2023 Oppenheimer & Co. Inc.44,935$368K0.0%+51.4%0.207%
8/1/2023 Cobblestone Capital Advisors LLC NY13,335$109K0.0%N/A0.062%
(Data available from 1/1/2016 forward)

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MRCC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MRCC shares?

During the previous two years, 64 institutional investors and hedge funds held shares of Monroe Capital. The most heavily invested institutionals were Osaic Holdings Inc. ($7.21M), Blair William & Co. IL ($3.64M), HighTower Advisors LLC ($1.77M), Cetera Investment Advisers ($1.76M), Two Sigma Advisers LP ($1.54M), Two Sigma Investments LP ($1.15M), and Commonwealth Equity Services LLC ($1.14M).Learn more on MRCC's institutional investors.

Which institutional investors have been buying Monroe Capital stock?

Of the 50 institutional investors that purchased Monroe Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Magnolia Capital Advisors LLC ($414.27K), International Assets Investment Management LLC ($349.49K), Raymond James Financial Inc. ($167.59K), National Bank of Canada FI ($94.90K), Garden State Investment Advisory Services LLC ($62.28K), Koshinski Asset Management Inc. ($56.80K), and Chiron Capital Management LLC ($53.97K).

How much institutional buying is happening at Monroe Capital?

Institutional investors have bought a total of 2,014,083 shares in the last 24 months. This purchase volume represents approximately $15.72M in transactions.

Which Monroe Capital major shareholders have been selling company stock?

Of the 31 institutional investors that sold Monroe Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cliffwater LLC ($273.53K), International Assets Investment Management LLC ($186.30K), Schechter Investment Advisors LLC ($85.07K), Oppenheimer & Co. Inc. ($81.53K), Kovitz Investment Group Partners LLC ($55.61K), Chiron Capital Management LLC ($41.31K), and Koshinski Asset Management Inc. ($36.90K).

How much institutional selling is happening at Monroe Capital?

Institutional investors have sold a total of 997,582 shares in the last 24 months. This volume of shares sold represents approximately $7.94M in transactions.


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This page (NASDAQ:MRCC) was last updated on 3/26/2025 by MarketBeat.com Staff
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