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Disclosery

MRCC MONROE CAP CORP

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COM (common)

79 managers (80 13F filers) reported a position in MRCC shares at 2024-12-31, 3,482,866 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
79
13F filers
80
New
4
Added
34
Reduced
20
Sold out
3
Shares held by filers
3,482,866

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/IL428,187$3.64M0.01%+1,73513F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding316,624$2.69M+29,552Timeline
HighTower Advisors, LLC208,083$1.77M<0.01%-29,16913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC133,591$1.14M<0.01%-1,27813F-HRTimeline
NorthCoast Asset Management LLC131,793$1.12M0.01%-55,60513F-HR/ATimeline
MAGNOLIA CAPITAL ADVISORS LLC124,237$1.06M0.27%+23,59813F-HR/ATimeline
Connor, Clark & Lunn Investment Managem…112,356$955K<0.01%-14,41713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.101,948$867K<0.01%+24,42913F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…99,400$845K0.01%+2,18513F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp84,004$714K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,796$712K<0.01%13F-HR/ATimelineGroup
Schechter Investment Advisors, LLC82,412$701K0.05%-82,17113F-HRTimeline
Clearstead Advisors, LLC69,168$588K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC67,060$570K<0.01%+1,51213F-HRTimeline
LaFleur & Godfrey LLC64,810$551K0.08%+43,01013F-HR/ATimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…60,862$517K0.21%+3,81013F-HRTimelineGroup
HB Wealth Management, LLC56,600$481K<0.01%+1,65013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY55,540$472K<0.01%+54913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG54,457$463K<0.01%-9,95213F-HRTimelineGroup
Atria Wealth Solutions, Inc.53,733$457K0.01%+20313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC52,337$445K<0.01%+2,00613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP51,711$440K<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC50,915$433K<0.01%+21,19913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP47,137$401K<0.01%+7513F-HRTimelineGroup
Sunbelt Securities, Inc.47,118$390K0.03%+35,57813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth37,936$322K<0.01%new13F-HR/ATimelineGroup
Fiduciary Group, LLC37,000$314K0.03%+2,00013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT36,882$313K0.01%+2,80313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,474$310K<0.01%+16,69913F-HRTimelineGroup
Garden State Investment Advisory Servic…36,276$308K0.09%+10,27013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…34,302$296K0.02%-186,29813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,026$281K<0.01%+26713F-HRTimelineGroup
Koshinski Asset Management, Inc.31,200$265K0.02%013F-HRTimeline
MAS Advisors LLC29,481$251K0.42%+1,06013F-HRTimeline
O'Dell Group, LLC22,520$234K0.05%+36513F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC26,849$228K0.22%-6,00513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…26,613$226K0.01%+76013F-HRTimelineGroup
CHAPIN DAVIS, INC.26,000$210K0.07%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,419$208K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,812$202K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,609$192K<0.01%+1,29513F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/22,574$192K0.01%013F-HRTimeline
Janney Montgomery Scott LLC22,161$188K<0.01%-4,24113F-HRTimeline
LPL Financial LLC18,883$161K<0.01%-1,38313F-HRTimeline
CHICAGO TRUST Co NA18,765$160K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,405$156K<0.01%-1,53513F-HR/ATimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.17,679$150K0.01%+51613F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co16,915$144K<0.01%-1,53113F-HRTimelineGroup
Southeast Asset Advisors, LLC16,000$136K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,755$134K<0.01%-4,18613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,356$131K<0.01%+2,01213F-HRTimelineGroup
Lindbrook Capital, LLC15,000$128K0.01%-2,50013F-HRTimeline
DAVENPORT & Co LLC14,300$122K<0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,278$113K<0.01%-2,05113F-HRTimelineGroup
Private Advisor Group, LLC13,214$112K<0.01%+36813F-HRTimeline
ASPIRIANT, LLC13,000$110K<0.01%+2,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,688$108K<0.01%+1,48613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV12,646$107K0.01%+27813F-HRTimeline
Arkadios Wealth Advisors12,579$107K0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,609$98.7K<0.01%-4,20713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,988$93.4K<0.01%-15013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,854$91.7K<0.01%+6,77313F-HRTimelineGroup
GPS Wealth Strategies Group, LLC10,227$86.9K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10,000$85K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.5,049$42.9K<0.01%+12513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,000$42.5K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC2,800$23.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,533$13K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.700$5.95K<0.01%013F-HRTimeline
Promus Capital, LLC600$5.1K<0.01%13F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC264$2.24K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC261$2.22K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…172$1.46K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC170$1K<0.01%+5813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84$714<0.01%-1,62513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN33$281<0.01%-1,54013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS26$221<0.01%-4613F-HRTimelineGroup
Coppell Advisory Solutions LLC20$166<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.