Recent Quarter Total Invested
$26.79 M
Recent Quarter Institutional Ownership Percentage
15.08%
Total Invested of Last Quarter
$27.65 M
Ownership Percentage of Last Quarter
17.68%
Monroe Capital Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLAIR WILLIAM & CO/IL | 08/12/2024 | 424,151 | $3.23 M | -0.07% | 1.96% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 238,301 | $1.81 M | 114.26% | 1.10% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 183,300 | $1.39 M | 22.61% | 0.85% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 159,815 | $1.22 M | -5.24% | 0.74% |
| SCHECHTER INVESTMENT ADVISORS, LLC | 08/12/2024 | 153,425 | $1.17 M | 0.00% | 0.71% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 144,912 | $1.10 M | 8.22% | 0.67% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 138,069 | $1.05 M | 2.79% | 0.64% |
| BAIRD FINANCIAL GROUP, INC. | 08/14/2024 | 99,043 | $753,717 | -4.71% | 0.46% |
| FIERA CAPITAL CORP | 10/31/2024 | 84,004 | $639,270 | 0.00% | 0.39% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 80,283 | $610,954 | -91.07% | 0.37% |
| BLACKROCK INC. | 08/13/2024 | 70,843 | $539,112 | -6.47% | 0.33% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 08/14/2024 | 69,558 | $529,000 | 100.00% | 0.32% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 66,748 | $507,952 | 34.41% | 0.31% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 60,947 | $463,807 | 79.69% | 0.28% |
| MAGNOLIA CAPITAL ADVISORS LLC | 10/30/2024 | 59,448 | $452,398 | 100.00% | 0.27% |
| UBS GROUP AG | 08/14/2024 | 58,563 | $445,665 | 4.78% | 0.27% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 53,328 | $405,828 | 0.39% | 0.25% |
| HB WEALTH MANAGEMENT, LLC | 07/26/2024 | 53,323 | $405,793 | 6.72% | 0.25% |
| MORGAN STANLEY | 10/17/2024 | 51,951 | $395,352 | -15.25% | 0.24% |
| CERITY PARTNERS LLC | 08/13/2024 | 50,259 | $382,472 | -3.55% | 0.23% |
| CI PRIVATE WEALTH, LLC | 08/13/2024 | 47,062 | $358,142 | 0.00% | 0.22% |
| RITHOLTZ WEALTH MANAGEMENT | 08/01/2024 | 40,394 | $307,395 | 162.67% | 0.19% |
| FIDUCIARY GROUP LLC | 08/08/2024 | 33,500 | $254,935 | -24.72% | 0.15% |
| CHIRON CAPITAL MANAGEMENT, LLC | 08/08/2024 | 32,843 | $249,935 | -9.08% | 0.15% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/12/2024 | 31,200 | $234,312 | 56.78% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 30,347 | $230,941 | 100.00% | 0.14% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 28,393 | $216,000 | 5.62% | 0.13% |
| MAS ADVISORS LLC | 08/13/2024 | 28,328 | $215,579 | 2.17% | 0.13% |
| FAMILY ASSET MANAGEMENT, LLC | 08/01/2024 | 27,340 | $208,057 | 0.00% | 0.13% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 27,302 | $207,768 | 0.00% | 0.13% |
| LPL FINANCIAL LLC | 08/07/2024 | 26,428 | $201,120 | -14.43% | 0.12% |
| CITADEL ADVISORS LLC | 08/14/2024 | 26,175 | $199,192 | -48.52% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 26,100 | $198,621 | 100.00% | 0.12% |
| CHAPIN DAVIS, INC. | 07/19/2024 | 26,000 | $197,860 | 0.00% | 0.12% |
| FREESTONE CAPITAL HOLDINGS, LLC | 08/13/2024 | 25,105 | $191,047 | 6.56% | 0.12% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 08/06/2024 | 24,522 | $186,613 | 0.00% | 0.11% |
| GYL FINANCIAL SYNERGIES, LLC | 07/23/2024 | 24,379 | $185,527 | -2.65% | 0.11% |
| LIDO ADVISORS, LLC | 08/15/2024 | 23,812 | $181,209 | 0.00% | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 22,684 | $172,625 | -29.74% | 0.10% |
| LAFLEUR & GODFREY LLC | 07/23/2024 | 21,800 | $165,898 | 0.00% | 0.10% |
| O'DELL GROUP, LLC | 08/15/2024 | 21,495 | $220,113 | 0.00% | 0.10% |
| ARLINGTON TRUST CO LLC | 08/06/2024 | 21,175 | $161,142 | 100.00% | 0.10% |
| ROYAL BANK OF CANADA | 11/06/2024 | 21,144 | $161,000 | 0.43% | 0.10% |
| SPOTLIGHT ASSET GROUP, INC. | 07/24/2024 | 20,500 | $156,005 | 0.00% | 0.09% |
| OPPENHEIMER & CO INC | 08/08/2024 | 19,699 | $149,909 | -50.76% | 0.09% |
| CHICAGO TRUST CO NA | 07/11/2024 | 18,765 | $142,801 | 0.00% | 0.09% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/12/2024 | 18,446 | $140,000 | -7.48% | 0.09% |
| STRATOS WEALTH ADVISORS, LLC | 07/24/2024 | 16,650 | $126,711 | 3.31% | 0.08% |
| SOUTHEAST ASSET ADVISORS INC. | 08/12/2024 | 16,000 | $121,760 | 0.00% | 0.07% |
| STEPHENS INC /AR/ | 08/06/2024 | 15,943 | $121,329 | -3.16% | 0.07% |
Monroe Capital Corporationinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of MRCC shares?
During the previous two years, 52 institutional investors and hedge funds held shares of Monroe Capital Corporation. The most heavily invested institutionals were:
Qube Research & Technologies Ltd: 0
Arlington Trust Co LLC: 0
Tower Research Capital LLC (TRC): 0
Strategic Financial Concepts, LLC: 0
MATHER GROUP, LLC.: 0
BLAIR WILLIAM & CO/IL: 424,151
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What percentage of Monroe Capital Corporation stock is owned by institutional investors?
15.08% of Monroe Capital Corporation stock is owned by institutional investors.
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How much institutional buying is happening at MRCC ?
Institutional investors have bought a total of 2.30 M shares in the last 24 months. This purchase volume represents approximately $19.44 M in transactions.