Who owns Monroe Cap?

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Analyze quarterly positions in Monroe Cap with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Monroe Cap stock

Who bought or sold Monroe Cap this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Advisor Group Holdings 899k $6.5M 2% Mar 2024
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William Blair $ Company 424k $3.1M -2% Mar 2024
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Two Sigma Investments 169k $1.2M 0% Mar 2024
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Schechter Investment Advisors 153k $1.1M 0% Mar 2024
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Two Sigma Advisers 150k $1.1M -4% Mar 2024
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Commonwealth Equity Services 134k $967k 1% Mar 2024
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Connor, Clark & Lunn Investment Management 134k $964k 62% Mar 2024
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HighTower Advisors 111k $801k 12% Mar 2024
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Fiera Capital Corporation 84k $605k 0% Mar 2024
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Citadel Advisors 76k $546k -14% Mar 2024
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BlackRock 76k $545k 0% Mar 2024
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Morgan Stanley 61k $442k 14% Mar 2024
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UBS Group 56k $402k 2% Mar 2024
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Atria Wealth Solutions 53k $383k 7% Mar 2024
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HPM Partners 52k $375k -1% Mar 2024
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HB Wealth Management 50k $360k 3% Mar 2024
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Virtus ETF Advisers 50k $358k 34% Mar 2024
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CI Private Wealth 47k $339k 0% Mar 2024
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Fiduciary 45k $320k 2% Mar 2024
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Oppenheimer & Co 40k $288k 16% Mar 2024
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Chiron Capital Management 36k $260k -53% Mar 2024
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O'shaughnessy Asset Management 34k $244k 41% Mar 2024
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Pnc Financial Services 32k $232k 15% Mar 2024
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LPL Financial 31k $222k -39% Mar 2024
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Baird Financial 30k $209k 62% Dec 2023
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Susquehanna International 28k $203k 7% Mar 2024
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MAS Advisors 28k $200k 134% Mar 2024
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Family Asset Management 27k $193k 0% Dec 2023
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International Assets Investment Management 27k $199k 28% Mar 2024
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Janney Montgomery Scott 27k $194k 4% Mar 2024
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Chapin Davis 26k $187k 73% Mar 2024
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Cobblestone Capital Advisors 25k $177k 2% Mar 2024
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Lido Advisors 24k $171k -48% Mar 2024
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LaFleur & Godfrey 22k $157k 0% Mar 2024
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O'Dell Group 22k $220k 3% Mar 2024
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Royal Bank of Canada 21k $152k -20% Mar 2024
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Spotlight Asset Group 21k $148k 0% Mar 2024
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Koshinski Asset Management 20k $143k -65% Mar 2024
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CHICAGO TRUST Co NA 19k $135k 0% Mar 2024
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Gyl Financial Synergies 18k $128k -13% Dec 2023
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Envestnet Asset Management 17k $121k 1% Mar 2024
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Stephens 17k $119k 6% Mar 2024
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Stratos Wealth Advisors 16k $116k 3% Mar 2024
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Jpmorgan Chase & Co 16k $115k 474% Mar 2024
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Balentine 16k $114k 0% Mar 2024
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Comprehensive Portfolio Management 15k $111k 100% Mar 2024
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Mercer Global Advisors 14k $99k -17% Mar 2024
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Lindbrook Capital 14k $97k 80% Mar 2024
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Ameriprise Financial 13k $96k 100% Mar 2024
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Alera Investment Advisors 13k $92k 0% Mar 2024
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Arkadios Wealth Advisors 13k $91k 0% Mar 2024
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Sunbelt Securities 12k $83k 0% Mar 2024
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Creative Financial Designs 12k $83k 0% Mar 2024
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Wealth Enhancement Advisory Services 12k $83k 100% Mar 2024
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Raymond James & Associates 11k $79k 100% Mar 2024
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Aspiriant 11k $79k 0% Mar 2024
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Bank of America Corporation 11k $79k 0% Mar 2024
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GPS Wealth Strategies Group 10k $74k 0% Mar 2024
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Tompkins Financial Corp 8.7k $63k 0% Mar 2024
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Cape Investment Advisory 5.7k $40k 100% Dec 2023
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TD Waterhouse Canada 4.8k $35k 0% Mar 2024
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Simplex Trading 4.7k $34k 100% Mar 2024
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Atlantic Trust 4.4k $32k 100% Mar 2024
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Acadian Asset Management 3.3k $24k 100% Mar 2024
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FNY Investment Advisers 3.0k $21k 100% Mar 2024
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Fernwood Investment Management 3.0k $22k 100% Mar 2024
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Crewe Advisors 2.8k $20k 0% Dec 2023
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Harbour Investments 1.7k $12k 2% Dec 2023
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Wells Fargo & Company 1.5k $11k 0% Mar 2024
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Northwestern Mutual Wealth Management Company 1.5k $11k 0% Mar 2024
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North Star Investment Management 700.00 $5.0k -59% Mar 2024
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JJJ Advisors 603.00 $4.3k 4% Mar 2024
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Ancora Advisors 400.00 $2.9k 100% Mar 2024
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Coppell Advisory Solutions 120.00 $848.004000 -17% Dec 2023
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Qube Research & Technologies 87.00 $625.999800 1% Mar 2024
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Bnp Paribas Arbitrage, Snc 72.00 $517.996800 0% Mar 2024
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Tower Research Capital 62.00 $445.997000 100% Mar 2024
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Who sold out of Monroe Cap?

Fund or Company Name Date Sold Shares Held Valued At
National Bank Of Canada /fi/ Sep 2023 95k $692k
Advisors Asset Management Sep 2023 94k $702k
Cliffwater Sep 2023 78k $584k
U.S. Capital Wealth Advisors Dec 2023 58k $410k
Forum Financial Management Dec 2023 55k $387k
Squarepoint Ops Dec 2023 27k $190k
D. E. Shaw & Co Dec 2023 18k $124k
Captrust Financial Advisors Dec 2023 15k $106k
Millennium Management Dec 2023 13k $93k
Branch Banking & Trust Company Dec 2023 13k $91k
Winton Capital Dec 2023 12k $83k
Bartlett & Co. Sep 2023 2.0k $15k
Benjamin F. Edwards & Company Dec 2023 793.00 $6.0k