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Monroe Capital (MRCC) Institutional Ownership

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(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Monroe Capital (NASDAQ:MRCC)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$5.19M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.58M
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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
5/7/2024Oppenheimer & 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%
4/25/2024 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%
3/22/2024PNC 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%
2/1/2024 Lindbrook Capital LLC7,500$53K0.0%-21.1%0.035%
1/29/2024Koshinski 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%
1/16/2024 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%
11/14/2023O 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%
11/7/2023 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%
11/6/2023GYL 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%
10/10/2023National 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%
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8/3/2023Oppenheimer & Co. Inc.44,935$368K0.0%+51.4%0.207%
8/1/2023 Cobblestone Capital Advisors LLC NY13,335$109K0.0%N/A0.062%
7/31/2023LPL 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%
4/26/2023 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%
4/24/2023Mackenzie 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%
2/9/2023 HighTower 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%
1/27/2023 GPS Wealth Strategies Group LLC10,227$87K0.0%+37.3%0.047%
1/25/2023Stephens Inc. AR19,919$170K0.0%-19.7%0.092%
1/25/2023 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%
1/18/2023Family 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%
11/15/2022Fiduciary Group LLC32,000$261K0.0%+10.5%0.148%
11/14/2022Virtus ETF Advisers LLC27,284$198K0.1%-9.6%0.126%
11/14/2022Oppenheimer & Co. Inc.96,041$695K0.0%-4.9%0.443%
11/10/2022Cliffwater LLC343,568$2.49M0.8%+2.8%1.586%
11/9/2022Blair William & Co. IL456,281$3.30M0.0%+3.6%2.106%
11/8/2022Advisors Asset Management Inc.164,664$1.19M0.0%-0.9%0.760%
11/4/2022 Schechter Investment Advisors LLC138,025$999K0.1%+46.3%0.637%
11/1/2022MAS Advisors LLC21,235$154K0.1%+57.3%0.098%
10/26/2022Truist Financial Corp10,313$75K0.0%-28.9%0.048%
10/21/2022 Arkadios Wealth Advisors18,678$135K0.0%+12.7%0.086%
10/13/2022Chiron Capital Management LLC22,955$166K0.1%+45.2%0.106%
10/7/2022Mackenzie Financial Corp65,648$475K0.0%-14.5%0.303%
8/23/2022Captrust Financial Advisors12,371$112K0.0%N/A0.057%
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8/13/2022Virtu Financial LLC12,642$114K0.0%N/A0.058%
8/12/2022U.S. Capital Wealth Advisors LLC57,480$519K0.0%+4.5%0.265%
8/12/2022Fiduciary Group LLC28,950$258K0.0%+28.7%0.134%
8/11/2022Cetera Investment Advisers82,225$742K0.0%-22.0%0.380%
8/11/2022Trexquant Investment LP12,881$116K0.0%N/A0.059%
8/11/2022O Dell Group LLC14,855$151K0.1%+50.0%0.069%
8/10/2022Mackenzie Financial Corp76,760$693K0.0%-37.4%0.354%
8/10/2022Cerity Partners LLC17,626$159K0.0%-13.1%0.081%
8/9/2022 Wealthspire Advisors LLC13,947$126K0.0%N/A0.064%
8/8/2022Advisors Asset Management Inc.166,140$1.50M0.0%-13.9%0.767%
(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, 60 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 ($3.17M), 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 47 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), Oppenheimer & Co. Inc. ($64.52K), Chiron Capital Management LLC ($63.57K), Envestnet Asset Management Inc. ($59.97K), Koshinski Asset Management Inc. ($56.80K), and HB Wealth Management LLC ($55.66K).

How much institutional buying is happening at Monroe Capital?

Institutional investors have bought a total of 1,218,739 shares in the last 24 months. This purchase volume represents approximately $9.67M in transactions.

Which Monroe Capital major shareholders have been selling company stock?

Of the 28 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), Balentine LLC ($31.69K), Advisors Asset Management Inc. ($28.28K), and Blair William & Co. IL ($23.67K).

How much institutional selling is happening at Monroe Capital?

Institutional investors have sold a total of 710,159 shares in the last 24 months. This volume of shares sold represents approximately $5.72M in transactions.


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This page (NASDAQ:MRCC) was last updated on 5/8/2024 by MarketBeat.com Staff

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