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Disclosery

MRCC MONROE CAP CORP

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COM (common)

80 managers (81 13F filers) reported a position in MRCC shares at 2024-09-30, 3,650,678 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
80
13F filers
81
New
7
Added
29
Reduced
21
Sold out
7
Shares held by filers
3,650,678

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BLAIR WILLIAM & CO/IL426,452$3.45M0.01%+2,30113F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding287,072$2.32M-56,043Timeline
HighTower Advisors, LLC237,252$1.91M<0.01%-1,04913F-HRTimeline
Schechter Investment Advisors, LLC164,583$1.33M0.1%+11,15813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,869$1.09M<0.01%-3,20013F-HRTimeline
Connor, Clark & Lunn Investment Managem…126,773$1.02M<0.01%-18,13913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC100,639$813K0.41%+41,19113F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…97,215$785K0.01%+27,65713F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp84,004$679K<0.01%013F-HRTimelineGroup
RAYMOND JAMES & ASSOCIATES79,012$638K<0.01%+67,22013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.77,519$626K<0.01%13F-HRTimelineGroup
Clearstead Advisors, LLC69,168$559K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC65,548$540K<0.01%+4,60113F-HRTimeline
UBS Group AGin group UBS Group AG64,409$520K<0.01%+5,84613F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…57,052$461K0.22%-9,69613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY54,991$444K<0.01%+3,04013F-HR/ATimelineGroup
HB Wealth Management, LLC54,950$444K<0.01%+1,62713F-HRTimeline
Atria Wealth Solutions, Inc.53,530$433K<0.01%+20213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC50,331$407K<0.01%+7213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP47,062$380K<0.01%013F-HRTimelineGroup
Fiduciary Group, LLC35,000$283K0.03%+1,50013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT34,079$275K0.01%-6,31513F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC32,854$265K0.23%+1113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.32,759$265K<0.01%-66,28413F-HRTimelineGroup
Koshinski Asset Management, Inc.31,200$252K0.02%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC29,716$240K<0.01%new13F-HRTimelineGroup
MAS Advisors LLC28,421$230K0.49%+9313F-HRTimeline
O'Dell Group, LLC22,155$229K0.05%+66013F-HRTimeline
Family Asset Management, LLC27,340$221K0.13%013F-HRTimeline
Janney Montgomery Scott LLC26,402$213K<0.01%-1,99113F-HRTimeline
Garden State Investment Advisory Servic…26,006$210K0.07%new13F-HR/ATimeline
CHAPIN DAVIS, INC.26,000$210K0.07%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…25,853$209K0.01%+74813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC24,419$197K0.01%013F-HRTimeline
GYL Financial Synergies, LLC24,341$197K0.01%-3813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,812$192K<0.01%013F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/22,574$182K0.01%-1,94813F-HRTimeline
LaFleur & Godfrey LLC21,800$176K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,314$172K<0.01%+17013F-HRTimelineGroup
LPL Financial LLC20,266$164K<0.01%-6,16213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,941$161K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,940$161K<0.01%-60,34313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,775$160K<0.01%+7613F-HRTimelineGroup
CHICAGO TRUST Co NA18,765$152K0.03%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co18,446$149K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC17,500$141K0.01%+4,00013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.17,163$139K0.01%+51313F-HRTimelineGroup
Trexquant Investment LP16,313$132K<0.01%+63613F-HRTimeline
Southeast Asset Advisors, LLC16,000$129K0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,816$128K<0.01%-12713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,329$124K<0.01%+1013F-HRTimelineGroup
Cresset Asset Management, LLC15,125$122K<0.01%013F-HRTimeline
DAVENPORT & Co LLC14,300$116K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,344$108K<0.01%+29013F-HRTimelineGroup
Private Advisor Group, LLC12,846$104K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors12,579$102K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,368$99.9K0.01%+27713F-HRTimeline
Sunbelt Securities, Inc.11,540$93.2K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,202$90.5K<0.01%+913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,138$90K<0.01%+15013F-HRTimelineGroup
ASPIRIANT, LLC11,000$88.9K<0.01%013F-HRTimeline
Alera Investment Advisors, LLC10,285$83.1K0.01%-2,52013F-HRTimeline
GPS Wealth Strategies Group, LLC10,227$82.6K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10,000$80.8K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,000$40.4K<0.01%-17,68413F-HRTimelineGroup
TD Waterhouse Canada Inc.4,924$40.4K<0.01%+12413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,081$33K<0.01%-61613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…220,600$27.3K0.15%+193,29813F-HRTimeline
Crewe Advisors LLC2,800$22.6K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,709$13.8K<0.01%-94613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,573$12.7K<0.01%+3213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,533$12.4K<0.01%-10013F-HRTimelineGroup
North Star Investment Management Corp.700$5.66K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.300$2.42K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…172$1.39K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS72$582<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC20$164<0.01%-10013F-HRTimeline
SIMPLEX TRADING, LLC112$00%-6,34713F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NorthCoast Asset Management LLC187,398$1.51Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.