Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Monroe Capital (MRCC) Institutional Ownership

Monroe Capital logo
$7.43 +0.03 (+0.41%)
Closing price 04:00 PM Eastern
Extended Trading
$7.42 0.00 (-0.07%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$8.17M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$5.35M
Get MRCC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Monroe Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MRCC Institutional Buying and Selling by Quarter

Monroe Capital Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Garden State Investment Advisory Services LLC64,548$411K0.1%-19.3%0.298%
8/14/2025 Raymond James Financial Inc.74,528$474K0.0%+20.1%0.344%
8/13/2025 Marshall Wace LLP16,490$105K0.0%-29.0%0.076%
8/13/2025 Baird Financial Group Inc.34,031$216K0.0%+13.0%0.157%
8/13/2025 Virtus Investment Advisers LLC82,292$523K0.2%+8.9%0.380%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.21,119$134K0.0%-70.7%0.097%
8/5/2025 Magnolia Capital Advisors LLC131,135$834K0.2%+6.7%0.605%
8/1/2025 Cobblestone Capital Advisors LLC NY18,047$115K0.0%-11.7%0.083%
7/29/2025 Aspiriant LLC19,000$121K0.0%+35.7%0.088%
7/28/2025 Ritholtz Wealth Management18,135$115K0.0%-54.7%0.084%
7/24/2025 Blair William & Co. IL394,580$2.51M0.0%-6.4%1.821%
7/22/2025 MAS Advisors LLC41,123$262K0.4%+4.8%0.190%
7/14/2025 LaFleur & Godfrey LLC106,970$680K0.1%-1.8%0.494%
7/14/2025 Chapin Davis Inc.47,181$300K0.1%+73.6%0.218%
5/16/2025 Ascent Group LLC10,285$80K0.0%N/A0.047%
5/15/2025 Chiron Capital Management LLC24,523$191K0.2%-8.7%0.113%
5/15/2025 Baird Financial Group Inc.30,120$235K0.0%-8.8%0.139%
5/15/2025 Trexquant Investment LP23,885$186K0.0%N/A0.110%
5/14/2025 MAS Advisors LLC39,230$306K0.5%+33.1%0.181%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S102,236$797K0.0%+2.9%0.472%
5/13/2025 Ethos Financial Group LLC36,802$287K0.0%N/A0.170%
5/13/2025 Kovitz Investment Group Partners LLC81,584$636K0.0%-38.1%0.377%
5/13/2025 HighTower Advisors LLC199,728$1.56M0.0%-4.0%0.922%
5/12/2025 Cobblestone Capital Advisors LLC NY20,432$159K0.0%-9.5%0.094%
5/12/2025 Pandora Wealth Inc.14,500$113K0.1%N/A0.067%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.72,029$562K0.0%-35.9%0.332%
5/9/2025 Atria Wealth Solutions Inc.46,370$362K0.0%-13.7%0.214%
5/9/2025 Blair William & Co. IL421,503$3.29M0.0%-1.6%1.945%
5/7/2025 HB Wealth Management LLC58,414$456K0.0%+3.2%0.270%
4/30/2025 Cerity 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%
2/17/2025 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%
What Steve Bannon revealed about Trump’s gold play (Ad)

A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your IRA could be at risk. Here’s how to prepare.tc pixel

Download the Free Gold Protection Guide to get started now
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%
2/6/2025Lindbrook Capital LLC15,000$128K0.0%-14.3%0.069%
2/6/2025 Raymond James Financial Inc.83,796$712K0.0%N/A0.387%
2/6/2025Schechter 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%
1/28/2025 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%
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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
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%
4/25/2024Lindbrook 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%
3/22/2024 PNC Financial Services Group Inc.28,146$199K0.0%-14.7%0.000%
(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, 61 institutional investors and hedge funds held shares of Monroe Capital. The most heavily invested institutionals were Blair William & Co. IL ($2.51M), HighTower Advisors LLC ($1.56M), Two Sigma Advisers LP ($1.54M), Two Sigma Investments LP ($1.15M), Commonwealth Equity Services LLC ($1.14M), Magnolia Capital Advisors LLC ($834K), and BI Asset Management Fondsmaeglerselskab A S ($797K).Learn more on Monroe Capital's institutional investors.

Which institutional investors have been buying Monroe Capital's stock?

Of the 51 institutional investors that purchased Monroe Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Magnolia Capital Advisors LLC ($422.53K), International Assets Investment Management LLC ($349.49K), Raymond James Financial Inc. ($180.09K), LaFleur & Godfrey LLC ($87.11K), Sunbelt Securities Inc. ($63.50K), Garden State Investment Advisory Services LLC ($62.28K), and Koshinski Asset Management Inc. ($56.80K).

How much institutional buying is happening at Monroe Capital?

Institutional investors have bought a total of 1,006,674 shares in the last 24 months. This purchase volume represents approximately $8.17M in transactions.

Which of Monroe Capital's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Monroe Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($186.30K), Connor Clark & Lunn Investment Management Ltd. ($123.79K), Kovitz Investment Group Partners LLC ($105.81K), Schechter Investment Advisors LLC ($82.17K), HighTower Advisors LLC ($37.52K), Blair William & Co. IL ($33.61K), and Ritholtz Wealth Management ($28.20K).

How much institutional selling is happening at Monroe Capital?

Institutional investors have sold a total of 672,739 shares in the last 24 months. This volume of shares sold represents approximately $5.35M in transactions.


Related Companies

This page (NASDAQ:MRCC) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsoredtc pixel
Trump's "Big Beautiful Bill" hides ugly truth
Washington’s new “Big Beautiful Bill” promises tax breaks… but the fine print tells a different story: trillio...
Defi Master | Sponsoredtc pixel
Trump’s national nightmare is here
AI is no longer just about chatbots — it’s becoming the backbone of the global economy. While U.S. firms push ...
Porter & Company | Sponsoredtc pixel
“Sell Nvidia before earnings”
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel
Take a look at this picture ...
A strange investment secret — discovered just a few short weeks before this image was taken — correctly predic...
Weiss Ratings | Sponsoredtc pixel
Is This Stock the 'Next Nvidia'?
'AI Bottleneck' Now Threatens Entire Magnificent 7 A new critical failure has appeared in the AI market, an...
Altimetry | Sponsoredtc pixel