Skip to content
Disclosery

MRCC MONROE CAP CORP

Follow

COM (common)

79 managers (80 13F filers) reported a position in MRCC shares at 2025-03-31, 3,544,217 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
79
13F filers
80
New
7
Added
30
Reduced
20
Sold out
8
Shares held by filers
3,544,217

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/IL421,503$3.29M0.01%-6,68413F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding263,720$2.06M-52,904Timeline
HighTower Advisors, LLC199,728$1.56M<0.01%-8,35513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC122,882$958K0.26%-1,35513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC114,899$896K<0.01%-18,69213F-HRTimeline
LaFleur & Godfrey LLC108,910$849K0.12%+44,10013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.107,794$841K<0.01%+5,84613F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…102,236$797K0.01%+2,83613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp84,004$655K<0.01%013F-HRTimelineGroup
Schechter Investment Advisors, LLC82,412$643K0.05%013F-HRTimeline
NorthCoast Asset Management LLC81,584$636K<0.01%-50,20913F-HR/ATimeline
Garden State Investment Advisory Servic…80,025$624K0.2%+43,74913F-HRTimeline
Beacon Pointe Advisors, LLC59,406$616K0.01%new13F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding75,599$590K+14,737Timeline
Sunbelt Securities, Inc.75,038$585K0.05%+27,92013F-HRTimeline
Connor, Clark & Lunn Investment Managem…72,029$562K<0.01%-40,32713F-HRTimeline
UBS Group AGin group UBS Group AG71,900$561K<0.01%+17,44313F-HRTimelineGroup
Clearstead Advisors, LLC69,168$540K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC68,871$537K<0.01%+1,81113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,035$484K<0.01%-21,76113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY61,447$479K<0.01%+5,90713F-HRTimelineGroup
HB Wealth Management, LLC58,414$456K<0.01%+1,81413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP47,062$367K<0.01%-7513F-HRTimelineGroup
Atria Wealth Solutions, Inc.46,370$362K<0.01%-7,36313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,608$325K<0.01%-10,72913F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT40,022$312K0.01%+3,14013F-HRTimeline
MAS Advisors LLC39,230$306K0.47%+9,74913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth38,235$298K<0.01%+29913F-HR/ATimelineGroup
Fiduciary Group, LLC37,000$289K0.03%013F-HRTimeline
Ethos Financial Group, LLC36,802$287K0.03%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …35,888$280K<0.01%-58613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…34,302$268K0.02%013F-HRTimeline
Koshinski Asset Management, Inc.31,200$243K0.02%013F-HRTimeline
O'Dell Group, LLC22,849$237K0.06%+32913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,120$235K<0.01%-2,90613F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…27,449$214K0.01%+83613F-HRTimelineGroup
CHAPIN DAVIS, INC.27,181$212K0.07%+1,18113F-HRTimeline
Sequoia Financial Advisors, LLC27,000$211K<0.01%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC24,523$191K0.17%-2,32613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,458$191K<0.01%+1,84913F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC24,419$190K0.01%013F-HRTimeline
Trexquant Investment LP23,885$186K<0.01%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP23,227$181K<0.01%-28,48413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC22,568$176K<0.01%-1,24413F-HRTimelineGroup
Janney Montgomery Scott LLC22,183$173K<0.01%+2213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/20,432$159K0.01%-2,14213F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co20,361$158K<0.01%+3,44613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,405$151K<0.01%+1,00013F-HRTimelineGroup
LPL Financial LLC18,902$147K<0.01%+1913F-HRTimeline
CHICAGO TRUST Co NA18,765$146K0.03%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,373$143K<0.01%+3,01713F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.18,252$142K0.01%+57313F-HRTimelineGroup
Southeast Asset Advisors, LLC16,000$125K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,830$123K<0.01%+7513F-HRTimelineGroup
Lindbrook Capital, LLC15,000$117K0.01%013F-HRTimeline
Pandora Wealth, Inc.14,500$113K0.07%13F-HRTimeline
DAVENPORT & Co LLC14,300$112K<0.01%013F-HRTimeline
ASPIRIANT, LLC14,000$109K<0.01%+1,00013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,289$104K<0.01%+1113F-HRTimelineGroup
Private Advisor Group, LLC13,214$103K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,955$101K0.01%+30913F-HRTimeline
Arkadios Wealth Advisors12,579$98.1K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,783$91.9K<0.01%+17413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,988$85.7K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,821$84.4K<0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,285$80.2K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,256$80K<0.01%-2,43213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC10,227$79.8K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10,000$78K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,104$74K<0.01%+25013F-HRTimelineGroup
TD Waterhouse Canada Inc.5,187$39.7K<0.01%+13813F-HRTimeline
Crewe Advisors LLC2,800$21.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,533$12K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO957$7.46K<0.01%+87313F-HRTimelineGroup
North Star Investment Management Corp.700$5.46K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…172$1.34K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN33$256<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC29$00%-14113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.