MRCC Institutional Ownership
Monroe Capital Corporation
1W: -7.8%
1M: -1.1%
3M: -31.2%
YTD: -31.2%
1Y: -30.5%
3Y: -18.6%
5Y: -26.7%
$5.08
Last traded 2026-04-14 — delisted
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Institutional Ownership — MRCC
74
Institutional Holders
-13 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
0
New Positions
0
Increased
74
Reduced
74
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (87 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sunbelt Securities, Inc. | 109,882 | $558K | -25,927 | -19.1% | 25Q | SEC ↗ |
| 2 | UBS Group AG | 0 | $0K | -82,452 | -100.0% | 46Q | SEC ↗ |
| 3 | Cerity Partners LLC | 0 | $0K | -35,629 | -100.0% | 14Q | SEC ↗ |
| 4 | Koshinski Asset Management, Inc. | 0 | $0K | -40,400 | -100.0% | 10Q | SEC ↗ |
| 5 | BI Asset Management Fondsmaeglerselska | 0 | $0K | -37,269 | -100.0% | 8Q | SEC ↗ |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 0 | $0K | -39,075 | -100.0% | 11Q | SEC ↗ |
| 7 | NFSG Corp | 0 | $0K | -500 | -100.0% | 4Q | SEC ↗ |
| 8 | Forum Financial Management, LP | 0 | $0K | -26,336 | -100.0% | 4Q | SEC ↗ |
| 9 | Ascent Group, LLC | 0 | $0K | -10,285 | -100.0% | 5Q | SEC ↗ |
| 10 | US BANCORP \DE | 0 | $0K | -850 | -100.0% | 1Q | SEC ↗ |
| 11 | OPPENHEIMER & CO INC | 0 | $0K | -105,570 | -100.0% | 14Q | SEC ↗ |
| 12 | DAVENPORT & Co LLC | 0 | $0K | -11,300 | -100.0% | 7Q | SEC ↗ |
| 13 | Sequoia Financial Advisors, LLC | 0 | $0K | -17,000 | -100.0% | 5Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -76,573 | -100.0% | 4Q | SEC ↗ |
| 15 | Caprock Group, LLC | 0 | $0K | -461,360 | -100.0% | 3Q | SEC ↗ |
| 16 | Fiduciary Group, LLC | 0 | $0K | -22,000 | -100.0% | 20Q | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 0 | $0K | -33,969 | -100.0% | 44Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 0 | $0K | -19,151 | -100.0% | 1Q | SEC ↗ |
| 19 | Stratos Wealth Advisors, LLC | 0 | $0K | -15,322 | -100.0% | 10Q | SEC ↗ |
| 20 | HB Wealth Management, LLC | 0 | $0K | -11,518 | -100.0% | 2Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 0 | $0K | -3 | -100.0% | 50Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -89,314 | -100.0% | 34Q | SEC ↗ |
| 23 | CALTON & ASSOCIATES, INC. | 0 | $0K | -16,539 | -100.0% | 1Q | SEC ↗ |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | $0K | -12,322 | -100.0% | 11Q | SEC ↗ |
| 25 | Freestone Capital Holdings, LLC | 0 | $0K | -30,885 | -100.0% | 43Q | SEC ↗ |
| 26 | Waverly Advisors, LLC | 0 | $0K | -83,465 | -100.0% | 2Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 0 | $0K | -43,199 | -100.0% | 6Q | SEC ↗ |
| 28 | CANADA LIFE ASSURANCE Co | 0 | $0K | -29,445 | -100.0% | 26Q | SEC ↗ |
| 29 | LPL Financial LLC | 0 | $0K | -63,283 | -100.0% | 24Q | SEC ↗ |
| 30 | Bulldog Investors, LLP | 0 | $0K | -966,788 | -100.0% | 3Q | SEC ↗ |
| 31 | CAPTRUST FINANCIAL ADVISORS | 0 | $0K | -20,468 | -100.0% | 1Q | SEC ↗ |
| 32 | Focus Partners Wealth | 0 | $0K | -131,081 | -100.0% | 6Q | SEC ↗ |
| 33 | Advisory Services Network, LLC | 0 | $0K | -5,246 | -100.0% | 1Q | SEC ↗ |
| 34 | QUADRANT CAPITAL GROUP LLC | 0 | $0K | -198,140 | -100.0% | 3Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 0 | $0K | -10,988 | -100.0% | 14Q | SEC ↗ |
| 36 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0 | $0K | -14,230 | -100.0% | 28Q | SEC ↗ |
| 37 | CHAPIN DAVIS, INC. | 0 | $0K | -13,500 | -100.0% | 11Q | SEC ↗ |
| 38 | Private Advisor Group, LLC | 0 | $0K | -14,215 | -100.0% | 7Q | SEC ↗ |
| 39 | Virtus Investment Advisers, LLC | 0 | $0K | -62,628 | -100.0% | 5Q | SEC ↗ |
| 40 | OSAIC HOLDINGS, INC. | 0 | $0K | -19,859 | -100.0% | 25Q | SEC ↗ |
| 41 | Trek Financial, LLC | 0 | $0K | -10,650 | -100.0% | 1Q | SEC ↗ |
| 42 | Argos Wealth Advisors, LLC | 0 | $0K | -11,848 | -100.0% | 2Q | SEC ↗ |
| 43 | EARNED WEALTH ADVISORS, LLC | 0 | $0K | -24,152 | -100.0% | 2Q | SEC ↗ |
| 44 | Aventura Private Wealth, LLC | 0 | $0K | -1,400 | -100.0% | 1Q | SEC ↗ |
| 45 | Closed-End Fund Advisors, Inc. | 0 | $0K | -12,825 | -100.0% | 2Q | SEC ↗ |
| 46 | Lido Advisors, LLC | 0 | $0K | -22,568 | -100.0% | 9Q | SEC ↗ |
| 47 | Navalign, LLC | 0 | $0K | -450 | -100.0% | 1Q | SEC ↗ |
| 48 | STEPHENS INC /AR | 0 | $0K | -11,453 | -100.0% | 15Q | SEC ↗ |
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -1,533 | -100.0% | 32Q | SEC ↗ |
| 50 | LaFleur & Godfrey LLC | 0 | $0K | -122,470 | -100.0% | 22Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Almitas Capital LLC | 1,277,717 | $6M |
| MORGAN STANLEY | 1,022,578 | $5M |
| Bulldog Investors, LLP | 966,788 | $5M |
| Caprock Group, LLC | 461,360 | $2M |
| BLAIR WILLIAM & CO/IL | 309,750 | $2M |
| QUADRANT CAPITAL GROUP LLC | 198,140 | $1M |
| CITADEL ADVISORS LLC | 170,269 | $865K |
| CAZ INVESTMENTS LP | 150,000 | $762K |
| Focus Partners Wealth | 131,081 | $666K |
| LaFleur & Godfrey LLC | 122,470 | $622K |
| OPPENHEIMER & CO INC | 105,570 | $536K |
| COMMONWEALTH EQUITY SERVICES, LLC | 89,314 | $454K |
| BlackRock, Inc. | 88,153 | $448K |
| Fiera Capital Corp | 84,004 | $427K |
| Waverly Advisors, LLC | 83,465 | $424K |
| UBS Group AG | 82,452 | $419K |
| Arax Advisory Partners | 82,412 | $419K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 76,573 | $389K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 67,321 | $342K |
| LPL Financial LLC | 63,283 | $321K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sunbelt Securities, Inc. | -25,927 | -19.1% | 109,882 |