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Monroe Capital (MRCC) Institutional Ownership

Monroe Capital logo
$7.00 -0.10 (-1.41%)
As of 04/30/2025 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)
$11.04M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.30M
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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
4/30/2025Cerity Partners LLC41,608$325K0.0%-20.5%0.192%
4/24/2025 Sunbelt Securities Inc.75,038$585K0.1%+59.3%0.346%
4/23/2025 Sequoia Financial Advisors LLC27,000$211K0.0%N/A0.125%
4/23/2025 LaFleur & Godfrey LLC108,910$849K0.1%+68.0%0.503%
4/17/2025 Ritholtz Wealth Management40,022$312K0.0%+8.5%0.185%
4/16/2025 Wealth Enhancement Advisory Services LLC10,821$84K0.0%N/A0.050%
2/18/2025 Sunbelt Securities Inc.47,118$390K0.0%+308.3%0.217%
2/17/2025Two Sigma Investments LP134,924$1.15M0.0%+6.0%0.623%
2/17/2025Two Sigma Advisers LP181,700$1.54M0.0%+13.7%0.838%
2/17/2025Millennium Management LLC50,915$433K0.0%+71.3%0.235%
2/17/2025Focus Partners Wealth37,936$322K0.0%N/A0.175%
2/17/2025Ameriprise Financial Inc.13,278$113K0.0%-13.4%0.061%
2/14/2025Virtus ETF Advisers LLC60,862$517K0.2%+6.7%0.281%
2/14/2025Kovitz Investment Group Partners LLC131,793$1.12M0.0%-29.7%0.608%
2/14/2025BI Asset Management Fondsmaeglerselskab A S99,400$845K0.0%+2.2%0.459%
2/13/2025CANADA LIFE ASSURANCE Co16,915$144K0.0%-8.3%0.078%
2/13/2025Marshall Wace LLP51,711$440K0.0%N/A0.239%
2/13/2025Garden State Investment Advisory Services LLC36,276$308K0.1%+39.5%0.167%
2/13/2025Raymond James Financial Inc.83,796$712K0.0%N/A0.387%
2/13/2025Cerity Partners LLC52,337$445K0.0%+4.0%0.242%
2/13/2025 Envestnet Asset Management Inc.12,688$108K0.0%+13.3%0.059%
2/12/2025O Shaughnessy Asset Management LLC67,060$570K0.0%+2.3%0.309%
2/12/2025CIBC Private Wealth Group LLC10,854$92K0.0%+166.0%0.050%
2/12/2025Blair William & Co. IL428,187$3.64M0.0%+0.4%1.976%
2/11/2025LPL Financial LLC18,883$161K0.0%-6.8%0.087%
2/11/2025 Fiduciary Group LLC37,000$314K0.0%+5.7%0.171%
2/10/2025Commonwealth Equity Services LLC133,591$1.14M0.0%-0.9%0.616%
2/10/2025Connor Clark & Lunn Investment Management Ltd.112,356$955K0.0%-11.4%0.518%
2/7/2025HighTower Advisors LLC208,083$1.77M0.0%-12.3%0.960%
2/6/2025Lindbrook Capital LLC15,000$128K0.0%-14.3%0.069%
2/6/2025Raymond James Financial Inc.83,796$712K0.0%N/A0.387%
2/6/2025Schechter 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%
1/28/2025Stephens Inc. AR11,609$99K0.0%-26.6%0.000%
1/28/2025 Strategic Financial Concepts LLC17,000$144K0.0%N/A0.078%
1/24/2025Magnolia 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%
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1/16/2025 LaFleur & Godfrey LLC64,810$551K0.1%+197.3%0.299%
1/15/2025HB 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%
8/8/2024 Fiduciary Group LLC33,500$255K0.0%-24.7%0.155%
8/1/2024 Ritholtz Wealth Management40,394$307K0.0%+162.7%0.000%
7/31/2024Commonwealth Equity Services LLC138,069$1.05M0.0%+2.8%0.000%
7/31/2024 Rothschild Investment LLC10,000$76K0.0%N/A0.000%
7/27/2024HB 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%
5/7/2024 Oppenheimer & Co. Inc.40,003$288K0.0%+10.3%0.000%
4/30/2024HB 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%
4/18/2024 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%
3/22/2024PNC 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%
2/5/2024 Fiduciary 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%
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%
1/16/2024HB Wealth Management LLC48,284$341K0.0%-11.3%0.223%
12/11/2023 Sunbelt Securities Inc.11,540$86K0.0%-52.0%0.053%
11/14/2023O 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%
11/8/2023 Oppenheimer & Co. Inc.34,572$258K0.0%-23.1%0.160%
11/7/2023Virtus ETF Advisers LLC48,943$365K0.2%+108.4%0.226%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
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%
10/13/2023HB 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%
(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, 63 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 49 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), LaFleur & Godfrey LLC ($87.11K), Sunbelt Securities Inc. ($63.50K), and Garden State Investment Advisory Services LLC ($62.28K).

How much institutional buying is happening at Monroe Capital?

Institutional investors have bought a total of 2,086,497 shares in the last 24 months. This purchase volume represents approximately $16.30M in transactions.

Which Monroe Capital major shareholders have been selling company stock?

Of the 30 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 994,252 shares in the last 24 months. This volume of shares sold represents approximately $7.91M in transactions.


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This page (NASDAQ:MRCC) was last updated on 5/1/2025 by MarketBeat.com Staff
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