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Monroe Capital (MRCC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Monroe Capital (NASDAQ:MRCC)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$5.73M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.19M
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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
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%
4/30/2024Commonwealth 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%
2/12/2024Cape 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%
1/23/2024 Alera 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%
11/6/2023 GYL Financial Synergies LLC20,635$154K0.0%+34.2%0.095%
10/24/2023 Stratos Wealth Advisors LLC15,044$112K0.0%N/A0.069%
10/23/2023Commonwealth 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%
10/10/2023 National Bank of Canada FI94,903$692K0.0%+48.8%0.438%
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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%
7/31/2023 LPL Financial LLC52,762$432K0.0%-14.6%0.243%
7/26/2023 Janney Montgomery Scott LLC26,751$219K0.0%-12.0%0.123%
7/26/2023 National Bank of Canada FI63,789$517K0.0%N/A0.294%
7/13/2023 HB Wealth Management LLC52,811$432K0.0%+3.2%0.244%
6/14/2023 Atria Wealth Solutions Inc.38,136$292K0.0%N/A0.176%
5/15/2023 MAS Advisors LLC24,384$187K0.2%-7.8%0.113%
5/12/2023 Cliffwater LLC78,440$600K0.2%-77.7%0.362%
5/12/2023 Blair William & Co. IL435,208$3.33M0.0%-2.7%2.008%
5/11/2023 Balentine LLC15,847$121K0.0%-66.7%0.073%
5/11/2023 Cerity Partners LLC56,715$434K0.0%-4.9%0.262%
5/10/2023 Oppenheimer & Co. Inc.29,670$227K0.0%-70.6%0.137%
5/2/2023 Arkadios Wealth Advisors12,579$96K0.0%-22.6%0.058%
5/1/2023 Virtu Financial LLC11,104$85K0.0%N/A0.051%
4/26/2023 Lindbrook Capital LLC9,500$73K0.0%-48.6%0.044%
4/25/2023 Creative Financial Designs Inc. ADV10,722$82K0.0%-32.1%0.049%
4/24/2023 Mackenzie 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%
2/13/2023 CIBC Private Wealth Group LLC12,685$108K0.0%-41.5%0.059%
2/10/2023 Cliffwater LLC351,966$3.01M0.8%+2.4%1.624%
2/10/2023 Advisor Group Holdings Inc.858,322$7.33M0.0%+0.2%3.961%
2/10/2023 Blair William & Co. IL447,323$3.82M0.0%-2.0%2.064%
2/9/2023 HighTower Advisors LLC46,011$395K0.0%+225.1%0.212%
2/8/2023 Oppenheimer & Co. Inc.100,836$861K0.0%+5.0%0.465%
2/7/2023Commonwealth Equity Services LLC129,939$1.11M0.0%+2.5%0.600%
2/7/2023 LPL Financial LLC56,131$479K0.0%+47.5%0.259%
2/7/2023 Envestnet Asset Management Inc.250,595$2.14M0.0%+18.3%1.156%
1/27/2023 GPS Wealth Strategies Group LLC10,227$87K0.0%+37.3%0.047%
1/25/2023 Stephens Inc. AR19,919$170K0.0%-19.7%0.092%
1/25/2023 Lindbrook Capital LLC18,500$158K0.0%+20.1%0.085%
1/20/2023 HB Wealth Management LLC50,743$433K0.0%N/A0.234%
1/18/2023 Mckinley Capital Management LLC Delaware98,423$841K0.1%-5.6%0.454%
1/18/2023 Family Asset Management LLC27,340$233K0.2%N/A0.126%
1/11/2023 Arkadios Wealth Advisors16,256$139K0.0%-13.0%0.075%
11/16/2022Covington Capital Management21,220$154K0.0%+7.1%0.098%
11/15/2022 Fiduciary Group LLC32,000$261K0.0%+10.5%0.148%
11/14/2022 Virtus ETF Advisers LLC27,284$198K0.1%-9.6%0.126%
11/14/2022 Oppenheimer & Co. Inc.96,041$695K0.0%-4.9%0.443%
11/10/2022 Cliffwater LLC343,568$2.49M0.8%+2.8%1.586%
11/9/2022 Blair William & Co. IL456,281$3.30M0.0%+3.6%2.106%
11/8/2022 Advisors Asset Management Inc.164,664$1.19M0.0%-0.9%0.760%
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11/4/2022 Schechter Investment Advisors LLC138,025$999K0.1%+46.3%0.637%
11/1/2022 MAS Advisors LLC21,235$154K0.1%+57.3%0.098%
10/26/2022 Truist Financial Corp10,313$75K0.0%-28.9%0.048%
10/21/2022 Arkadios Wealth Advisors18,678$135K0.0%+12.7%0.086%
10/13/2022 Chiron Capital Management LLC22,955$166K0.1%+45.2%0.106%
10/7/2022 Mackenzie Financial Corp65,648$475K0.0%-14.5%0.303%
8/23/2022 Captrust Financial Advisors12,371$112K0.0%N/A0.057%
8/13/2022 Virtu Financial LLC12,642$114K0.0%N/A0.058%
8/12/2022 U.S. Capital Wealth Advisors LLC57,480$519K0.0%+4.5%0.265%
8/12/2022 Fiduciary Group LLC28,950$258K0.0%+28.7%0.134%
(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, 59 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), Blair William & Co. IL ($3.06M), Envestnet Asset Management Inc. ($2.20M), Cetera Investment Advisers ($1.76M), Advisors Asset Management Inc. ($1.19M), 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 48 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: International Assets Investment Management LLC ($156.20K), National Bank of Canada FI ($94.90K), Chiron Capital Management LLC ($63.57K), Envestnet Asset Management Inc. ($59.97K), Koshinski Asset Management Inc. ($56.80K), HB Wealth Management LLC ($55.66K), and Atria Wealth Solutions Inc. ($49.24K).

How much institutional buying is happening at Monroe Capital?

Institutional investors have bought a total of 1,235,389 shares in the last 24 months. This purchase volume represents approximately $9.58M in transactions.

Which Monroe Capital major shareholders have been selling company stock?

Of the 27 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), Oppenheimer & Co. Inc. ($86.46K), Mackenzie Financial Corp ($74.81K), Envestnet Asset Management Inc. ($50.08K), Chiron Capital Management LLC ($41.31K), Koshinski Asset Management Inc. ($36.90K), and Balentine LLC ($31.69K).

How much institutional selling is happening at Monroe Capital?

Institutional investors have sold a total of 776,718 shares in the last 24 months. This volume of shares sold represents approximately $6.13M in transactions.


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This page (NASDAQ:MRCC) was last updated on 5/28/2024 by MarketBeat.com Staff

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