MidCap Financial Investment (MFIC) Institutional Ownership

$14.42

+0.15 (+1.05%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 28.45%
Number of Institutional Buyers (last 12 months): 43
Total Institutional Inflows (last 12 months): $24.60M

Number of Institutional Sellers (last 12 months): 23
Total Institutional Outflows (last 12 months): $12.68M

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MFIC Institutional Buying and Selling by Quarter

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MidCap Financial Investment Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	HB Wealth Management LLC	10,131	$153K	0.0%	N/A	0.016%
7/26/2024	Allspring Global Investments Holdings LLC	2,146,174	$32.49M	0.1%	-5.0%	3.289%
7/20/2024	Hennion & Walsh Asset Management Inc.	263,128	$3.98M	0.2%	+19.4%	0.403%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	179,810	$2.72M	0.0%	-1.3%	0.276%
7/17/2024	Redhawk Wealth Advisors Inc.	38,144	$578K	0.1%	N/A	0.058%
7/12/2024	Accel Wealth Management	10,000	$151K	0.1%	N/A	0.015%
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7/5/2024	DNB Asset Management AS	169,451	$2.57M	0.0%	+19.3%	0.260%
5/24/2024	Cetera Advisors LLC	10,695	$161K	0.0%	N/A	0.016%
5/20/2024	Virtu Financial LLC	13,559	$204K	0.0%	+11.8%	0.021%
5/16/2024	B. Riley Wealth Advisors Inc.	11,361	$156K	0.0%	-17.3%	0.017%
5/16/2024	Apollo Management Holdings L.P.	2,362,273	$35.53M	0.5%	-5.1%	3.620%
5/14/2024	Advisors Asset Management Inc.	141,318	$2.13M	0.0%	+11.7%	0.217%
5/14/2024	CANADA LIFE ASSURANCE Co	55,799	$840K	0.0%	-5.2%	0.086%
5/9/2024	Condor Capital Management	263,085	$3.96M	0.4%	+6.1%	0.403%
5/9/2024	Camelot Portfolios LLC	46,375	$697K	0.7%	-48.7%	0.071%
5/7/2024	SG Americas Securities LLC	35,376	$532K	0.0%	N/A	0.054%
5/2/2024	Graypoint LLC	160,173	$2.41M	0.2%	+2.6%	0.245%
5/2/2024	Mckinley Capital Management LLC	102,086	$1.54M	0.2%	-4.0%	0.156%
5/1/2024	Janney Montgomery Scott LLC	20,748	$312K	0.0%	+5.3%	0.032%
4/30/2024	Van ECK Associates Corp	1,288,350	$19.38M	0.0%	+7.7%	1.974%
4/30/2024	Arkadios Wealth Advisors	106,748	$1.61M	0.1%	-12.5%	0.164%
4/29/2024	Commonwealth Equity Services LLC	337,880	$5.08M	0.0%	+1.0%	0.518%
4/29/2024	Onyx Bridge Wealth Group LLC	16,986	$258K	0.0%	-13.6%	0.026%
4/23/2024	Stablepoint Partners LLC	12,379	$186K	0.0%	N/A	0.019%
4/22/2024	GraniteShares Advisors LLC	123,155	$1.85M	1.0%	+14.6%	0.189%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	182,130	$2.74M	0.0%	+0.6%	0.279%
4/17/2024	Hennion & Walsh Asset Management Inc.	220,405	$3.32M	0.2%	+10.7%	0.338%
4/16/2024	Register Financial Advisors LLC	7,575	$114K	0.1%	N/A	0.012%
4/11/2024	International Assets Investment Management LLC	21,951	$327K	0.0%	+5.0%	0.034%
3/15/2024	B. Riley Wealth Advisors Inc.	13,738	$188K	0.0%	+20.9%	0.021%
3/4/2024	Tucker Asset Management LLC	5,945	$81K	0.0%	N/A	0.009%
2/14/2024	Muzinich & Co. Inc.	186,916	$2.56M	1.7%	+11.6%	0.286%
2/14/2024	Security National Bank	5,550	$76K	0.0%	N/A	0.009%
2/12/2024	Condor Capital Management	247,881	$3.39M	0.4%	+7.8%	0.380%
2/12/2024	Cape Investment Advisory Inc.	6,712	$92K	0.0%	N/A	0.010%
2/9/2024	D.A. Davidson & CO.	193,056	$2.64M	0.0%	+15.9%	0.296%
2/9/2024	Mckinley Capital Management LLC	106,323	$1.45M	0.2%	-1.3%	0.163%
2/9/2024	BI Asset Management Fondsmaeglerselskab A S	163,300	$2.23M	0.0%	+13.9%	0.250%
2/7/2024	Jump Financial LLC	60,401	$826K	0.0%	+115.0%	0.093%
2/7/2024	Access Investment Management LLC	26,000	$356K	0.1%	N/A	0.040%
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2/6/2024	LSV Asset Management	173,998	$2.38M	0.0%	-3.0%	0.267%
2/5/2024	Van ECK Associates Corp	1,196,306	$16.37M	0.0%	+10.6%	1.833%
2/2/2024	Truist Financial Corp	20,922	$286K	0.0%	N/A	0.032%
2/1/2024	Sigma Planning Corp	18,334	$251K	0.0%	-63.7%	0.028%
1/30/2024	GraniteShares Advisors LLC	107,475	$1.47M	1.3%	N/A	0.165%
1/30/2024	Sumitomo Mitsui Trust Holdings Inc.	181,073	$2.48M	0.0%	+8.1%	0.278%
1/29/2024	Graypoint LLC	156,184	$2.14M	0.2%	+2.8%	0.239%
1/25/2024	Allspring Global Investments Holdings LLC	2,259,347	$30.91M	0.1%	-0.7%	3.463%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	13,367	$183K	0.0%	-36.8%	0.020%
1/24/2024	International Assets Investment Management LLC	286,055	$3.91M	0.0%	+1,268.1%	0.438%
1/23/2024	Camelot Portfolios LLC	90,390	$1.24M	0.7%	+26.9%	0.139%
1/16/2024	Raymond James & Associates	43,127	$590K	0.0%	-7.0%	0.066%
12/1/2023	B. Riley Wealth Advisors Inc.	11,361	$156K	0.0%	-23.1%	0.017%
11/16/2023	Panoramic Investment Advisors LLC	53,630	$737K	0.7%	N/A	0.082%
11/15/2023	Advisors Asset Management Inc.	73,232	$1.01M	0.0%	+43.5%	0.112%
11/14/2023	Alpine Global Management LLC	10,000	$138K	0.0%	-80.0%	0.015%
11/14/2023	Mckinley Capital Management LLC	107,717	$1.48M	0.2%	-5.5%	0.165%
11/14/2023	Parkside Financial Bank & Trust	6,021	$83K	0.0%	+63.3%	0.009%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	13,005	$179K	0.0%	N/A	0.020%
11/13/2023	Muzinich & Co. Inc.	167,511	$2.30M	1.6%	-8.1%	0.257%
11/13/2023	Invesco Ltd.	791,010	$10.88M	0.0%	-8.1%	1.212%
11/13/2023	WINTON GROUP Ltd	27,832	$383K	0.0%	-51.1%	0.043%
11/13/2023	PNC Financial Services Group Inc.	62,248	$856K	0.0%	+19,112.3%	0.095%
11/8/2023	HighTower Advisors LLC	67,588	$928K	0.0%	+2.4%	0.104%
11/8/2023	Van ECK Associates Corp	1,081,719	$14.87M	0.0%	+6.3%	1.658%
11/8/2023	D.A. Davidson & CO.	166,510	$2.29M	0.0%	+17.6%	0.255%
11/8/2023	Janney Montgomery Scott LLC	20,683	$284K	0.0%	+10.0%	0.032%
11/7/2023	Virtus ETF Advisers LLC	50,512	$695K	0.4%	+56.2%	0.077%
11/7/2023	Jump Financial LLC	28,100	$386K	0.0%	+103.1%	0.043%
11/6/2023	Sigma Planning Corp	50,470	$694K	0.0%	+10.6%	0.077%
11/6/2023	Global Wealth Management Investment Advisory Inc.	44,936	$618K	0.2%	+4.7%	0.069%
11/4/2023	LSV Asset Management	179,332	$2.47M	0.0%	-5.0%	0.275%
11/4/2023	Meridian Investment Counsel Inc.	74,476	$1.02M	0.4%	-6.3%	0.114%
10/30/2023	Sumitomo Mitsui Trust Holdings Inc.	167,511	$2.30M	0.0%	-8.1%	0.257%
10/27/2023	Hennion & Walsh Asset Management Inc.	183,469	$2.52M	0.1%	+37.9%	0.281%
10/27/2023	Allspring Global Investments Holdings LLC	2,275,770	$31.29M	0.1%	-1.3%	3.488%
10/26/2023	Graypoint LLC	151,974	$2.09M	0.2%	N/A	0.233%
10/24/2023	Raymond James & Associates	46,374	$638K	0.0%	-12.8%	0.071%
10/24/2023	Cambridge Investment Research Advisors Inc.	13,963	$192K	0.0%	+6.8%	0.021%
10/23/2023	Commonwealth Equity Services LLC	329,443	$4.53M	0.0%	+12.6%	0.505%
10/20/2023	Camelot Portfolios LLC	71,217	$979K	0.9%	-44.1%	0.109%
10/16/2023	Onyx Bridge Wealth Group LLC	19,651	$270K	0.1%	-18.5%	0.030%
10/13/2023	Arkadios Wealth Advisors	121,996	$1.68M	0.2%	-7.3%	0.187%
10/12/2023	IFP Advisors Inc	20,360	$280K	0.0%	-3.8%	0.031%
10/11/2023	AE Wealth Management LLC	49,709	$683K	0.0%	+11.4%	0.076%
10/10/2023	International Assets Investment Management LLC	20,909	$285K	0.0%	-67.7%	0.032%
10/4/2023	International Assets Investment Management LLC	20,909	$285K	0.0%	-67.7%	0.032%
9/26/2023	M Holdings Securities Inc.	31,843	$400K	0.1%	-25.4%	0.049%
8/14/2023	WINTON GROUP Ltd	56,933	$715K	0.1%	-52.6%	0.087%
8/11/2023	D.A. Davidson & CO.	141,542	$1.78M	0.0%	+23.2%	0.217%
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8/10/2023	Commonwealth Equity Services LLC	292,601	$3.68M	0.0%	+12.8%	0.448%
8/9/2023	Meridian Investment Counsel Inc.	79,476	$998K	0.4%	-2.4%	0.122%
8/9/2023	Mckinley Capital Management LLC	114,044	$1.43M	0.2%	-0.8%	0.175%
8/3/2023	Van ECK Associates Corp	1,017,505	$12.78M	0.0%	+6.9%	1.555%
8/3/2023	Mackenzie Financial Corp	49,224	$623K	0.0%	-22.4%	0.075%
8/2/2023	LSV Asset Management	188,732	$2.37M	0.0%	+25.3%	0.288%
8/2/2023	Sigma Planning Corp	45,628	$573K	0.0%	-4.6%	0.070%
7/31/2023	LPL Financial LLC	124,861	$1.57M	0.0%	+1.9%	0.191%
7/31/2023	Cubic Asset Management LLC	51,694	$649K	0.2%	-19.1%	0.079%
7/31/2023	Sumitomo Mitsui Trust Holdings Inc.	182,285	$2.29M	0.0%	-13.3%	0.279%

(Data available from 1/1/2016 forward)

MFIC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFIC shares?: During the previous two years, 72 institutional investors and hedge funds held shares of MidCap Financial Investment. The most heavily invested institutionals were Apollo Management Holdings L.P. ($35.53M), Thornburg Investment Management Inc. ($33.49M), Allspring Global Investments Holdings LLC ($32.49M), Van ECK Associates Corp ($19.38M), Invesco Ltd. ($10.88M), Commonwealth Equity Services LLC ($5.08M), and Hennion & Walsh Asset Management Inc. ($3.98M).Learn more on MFIC's institutional investors.
What percentage of MidCap Financial Investment stock is owned by institutional investors?: 28.45% of MidCap Financial Investment stock is owned by institutional investors. Learn more on MFIC's institutional investor holdings.
Which institutional investors have been buying MidCap Financial Investment stock?: Of the 65 institutional investors that purchased MidCap Financial Investment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thornburg Investment Management Inc. ($2.94M), Allspring Global Investments Holdings LLC ($2.33M), Van ECK Associates Corp ($1.29M), Commonwealth Equity Services LLC ($332.66K), International Assets Investment Management LLC ($330.43K), Clear Harbor Asset Management LLC ($257.37K), and Muzinich & Co. Inc. ($229.61K).

How much institutional buying is happening at MidCap Financial Investment?: Institutional investors have bought a total of 10,966,683 shares in the last 24 months. This purchase volume represents approximately $129.38M in transactions.
Which MidCap Financial Investment major shareholders have been selling company stock?: Of the 24 institutional investors that sold MidCap Financial Investment stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($201.93K), Apollo Management Holdings L.P. ($127.95K), Camelot Portfolios LLC ($103.62K), WINTON GROUP Ltd ($92.27K), International Assets Investment Management LLC ($87.47K), Invesco Ltd. ($70.16K), and Sumitomo Mitsui Trust Holdings Inc. ($45.02K).
How much institutional selling is happening at MidCap Financial Investment?: Institutional investors have sold a total of 978,253 shares in the last 24 months. This volume of shares sold represents approximately $13.62M in transactions.