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Monroe Capital (MRCC) Institutional Ownership

Monroe Capital logo
$8.47 +0.11 (+1.32%)
As of 01/17/2025 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)
23
Total
Institutional Inflows
(last 12 months)
$8.91M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.60M
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MRCC Institutional Buying and Selling by Quarter

Monroe Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%0.000%
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%
12/10/2024Garden State Investment Advisory Services LLC26,006$210K0.1%N/A0.120%
11/15/2024Garden State Investment Advisory Services LLC26,006$210K0.1%N/A0.000%
11/14/2024Cobblestone Capital Advisors LLC NY22,574$182K0.0%-7.9%0.000%
11/8/2024Connor 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%
10/22/2024Private Advisor Group LLC12,846$104K0.0%N/A0.059%
10/10/2024 Ritholtz Wealth Management34,079$275K0.0%-15.6%0.157%
8/16/2024Magnolia Capital Advisors LLC412,358$3.14M0.1%N/A1.903%
8/8/2024Fiduciary Group LLC33,500$255K0.0%-24.7%0.155%
8/1/2024 Ritholtz Wealth Management40,394$307K0.0%+162.7%0.000%
7/31/2024Commonwealth Equity Services LLC138,069$1.05M0.0%+2.8%0.000%
7/31/2024Rothschild Investment LLC10,000$76K0.0%N/A0.000%
7/27/2024 HB Wealth Management LLC53,323$406K0.0%+6.7%0.000%
5/15/2024Quadrature Capital Ltd45,402$327K0.0%N/A0.000%
5/14/2024CANADA LIFE ASSURANCE Co19,938$143K0.0%+16.8%0.092%
5/13/2024O Shaughnessy Asset Management LLC33,917$244K0.0%+40.6%0.157%
5/11/2024MAS Advisors LLC27,727$200K0.2%+134.5%0.000%
5/11/2024Chiron Capital Management LLC36,124$260K0.2%-53.3%0.000%
5/9/2024Blair 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%
5/7/2024Oppenheimer & Co. Inc.40,003$288K0.0%+10.3%0.000%
4/30/2024 HB Wealth Management LLC49,967$360K0.0%+3.5%0.000%
4/30/2024Commonwealth Equity Services LLC134,320$967K0.0%+1.0%0.000%
4/25/2024Lindbrook Capital LLC13,500$97K0.0%+80.0%0.000%
4/18/2024Chapin 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%
3/22/2024PNC Financial Services Group Inc.28,146$199K0.0%-14.7%0.000%
2/12/2024Chiron Capital Management LLC77,435$547K0.5%+230.0%0.357%
2/12/2024Cape Investment Advisory Inc.5,697$40K0.0%N/A0.026%
2/8/2024MAS Advisors LLC11,825$84K0.1%N/A0.055%
2/7/2024Forum Financial Management LP54,747$387K0.0%+173.7%0.253%
2/5/2024Fiduciary Group LLC43,500$307K0.0%+6.1%0.201%
2/1/2024Lindbrook Capital LLC7,500$53K0.0%-21.1%0.035%
1/29/2024 Koshinski Asset Management Inc.56,800$401K0.1%N/A0.262%
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1/26/2024Cerity 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%
12/11/2023Sunbelt Securities Inc.11,540$86K0.0%-52.0%0.053%
11/14/2023O Shaughnessy Asset Management LLC14,228$106K0.0%N/A0.066%
11/13/2023Connor Clark & Lunn Investment Management Ltd.39,778$296K0.0%N/A0.184%
11/13/2023WINTON GROUP Ltd11,667$87K0.0%N/A0.054%
11/9/2023Blair William & Co. IL426,057$3.17M0.0%-0.6%1.966%
11/8/2023Atria Wealth Solutions Inc.49,243$367K0.0%+25.1%0.227%
11/8/2023Oppenheimer & Co. Inc.34,572$258K0.0%-23.1%0.160%
11/7/2023Virtus ETF Advisers LLC48,943$365K0.2%+108.4%0.226%
11/7/2023Cobblestone Capital Advisors LLC NY15,295$114K0.0%+14.7%0.071%
11/6/2023Schechter Investment Advisors LLC153,425$1.14M0.1%-1.9%0.708%
11/6/2023GYL Financial Synergies LLC20,635$154K0.0%+34.2%0.095%
10/24/2023Stratos Wealth Advisors LLC15,044$112K0.0%N/A0.069%
10/23/2023Commonwealth 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%
10/10/2023National 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%
8/10/2023Osaic Holdings Inc.881,583$7.21M0.0%+0.3%4.068%
8/10/2023Southeast Asset Advisors Inc.16,000$131K0.0%N/A0.074%
8/10/2023Cetera Investment Advisers214,584$1.76M0.0%+8.5%0.990%
8/4/2023Envestnet Asset Management Inc.269,051$2.20M0.0%+8.5%1.242%
8/3/2023Atria Wealth Solutions Inc.39,352$322K0.0%+3.2%0.182%
8/3/2023Mackenzie Financial Corp60,715$496K0.0%-22.6%0.280%
8/3/2023Oppenheimer & Co. Inc.44,935$368K0.0%+51.4%0.207%
8/1/2023Cobblestone Capital Advisors LLC NY13,335$109K0.0%N/A0.062%
7/31/2023LPL Financial LLC52,762$432K0.0%-14.6%0.243%
7/26/2023 Janney Montgomery Scott LLC26,751$219K0.0%-12.0%0.123%
7/26/2023National Bank of Canada FI63,789$517K0.0%N/A0.294%
7/13/2023 HB Wealth Management LLC52,811$432K0.0%+3.2%0.244%
6/14/2023Atria Wealth Solutions Inc.38,136$292K0.0%N/A0.176%
5/15/2023MAS Advisors LLC24,384$187K0.2%-7.8%0.113%
5/12/2023Cliffwater LLC78,440$600K0.2%-77.7%0.362%
5/12/2023Blair William & Co. IL435,208$3.33M0.0%-2.7%2.008%
5/11/2023Balentine LLC15,847$121K0.0%-66.7%0.073%
5/11/2023Cerity Partners LLC56,715$434K0.0%-4.9%0.262%
5/10/2023Oppenheimer & Co. Inc.29,670$227K0.0%-70.6%0.137%
5/2/2023 Arkadios Wealth Advisors12,579$96K0.0%-22.6%0.058%
5/1/2023Virtu Financial LLC11,104$85K0.0%N/A0.051%
4/26/2023Lindbrook Capital LLC9,500$73K0.0%-48.6%0.044%
4/25/2023Creative Financial Designs Inc. ADV10,722$82K0.0%-32.1%0.049%
4/24/2023Mackenzie Financial Corp78,460$600K0.0%+40.4%0.362%
4/18/2023Claybrook Capital LLC43,140$330K0.2%+8.5%0.199%
4/14/2023Asset Management Corp IL ADV14,611$112K0.1%N/A0.067%
2/13/2023CIBC Private Wealth Group LLC12,685$108K0.0%-41.5%0.059%
2/10/2023Cliffwater LLC351,966$3.01M0.8%+2.4%1.624%
2/10/2023Advisor Group Holdings Inc.858,322$7.33M0.0%+0.2%3.961%
2/10/2023Blair William & Co. IL447,323$3.82M0.0%-2.0%2.064%
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2/9/2023HighTower Advisors LLC46,011$395K0.0%+225.1%0.212%
2/8/2023Oppenheimer & Co. Inc.100,836$861K0.0%+5.0%0.465%
2/7/2023Commonwealth Equity Services LLC129,939$1.11M0.0%+2.5%0.600%
2/7/2023LPL Financial LLC56,131$479K0.0%+47.5%0.259%
2/7/2023Envestnet Asset Management Inc.250,595$2.14M0.0%+18.3%1.156%
1/27/2023GPS Wealth Strategies Group LLC10,227$87K0.0%+37.3%0.047%
1/25/2023Stephens Inc. AR19,919$170K0.0%-19.7%0.092%
1/25/2023Lindbrook Capital LLC18,500$158K0.0%+20.1%0.085%
1/20/2023 HB Wealth Management LLC50,743$433K0.0%N/A0.234%
1/18/2023Mckinley Capital Management LLC Delaware98,423$841K0.1%-5.6%0.454%
(Data available from 1/1/2016 forward)

MRCC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MRCC shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Monroe Capital. The most heavily invested institutionals were Advisor Group Holdings Inc. ($7.33M), Osaic Holdings Inc. ($7.21M), Magnolia Capital Advisors LLC ($3.14M), Blair William & Co. IL ($3.06M), Envestnet Asset Management Inc. ($2.20M), Cetera Investment Advisers ($1.76M), and Schechter Investment Advisors LLC ($1.14M).Learn more on MRCC's institutional investors.

Which institutional investors have been buying Monroe Capital stock?

Of the 44 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 ($412.36K), International Assets Investment Management LLC ($349.49K), National Bank of Canada FI ($94.90K), Envestnet Asset Management Inc. ($59.97K), Koshinski Asset Management Inc. ($56.80K), Chiron Capital Management LLC ($53.97K), and Garden State Investment Advisory Services LLC ($52.01K).

How much institutional buying is happening at Monroe Capital?

Institutional investors have bought a total of 1,698,784 shares in the last 24 months. This purchase volume represents approximately $13.05M in transactions.

Which Monroe Capital major shareholders have been selling company stock?

Of the 26 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), Oppenheimer & Co. Inc. ($81.53K), Chiron Capital Management LLC ($41.31K), Koshinski Asset Management Inc. ($36.90K), Balentine LLC ($31.69K), and Blair William & Co. IL ($30.39K).

How much institutional selling is happening at Monroe Capital?

Institutional investors have sold a total of 821,931 shares in the last 24 months. This volume of shares sold represents approximately $6.44M in transactions.


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This page (NASDAQ:MRCC) was last updated on 1/21/2025 by MarketBeat.com Staff
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