Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Monroe Capital Corporation include SRS Capital Advisors, Inc., and Group One Trading, L.p. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 82,412 | 524 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,359 | 3.32 | 35 | -12.82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-11 | 13F | Chiron Capital Management, Llc | 24,538 | 0.06 | 156 | -18.32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 138,002 | 28.02 | 878 | 4.40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2,150 | 14 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 16,430 | 3.79 | 104 | -15.45 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14,836 | 94 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50,537 | 321 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 13,345 | 3.01 | 85 | -16.83 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14,405 | 9.01 | 92 | -11.65 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 606 | 4 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 28,493 | 3.80 | 181 | -15.42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 58,555 | 209.78 | 372 | 153.06 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 82,292 | 8.85 | 523 | -11.21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 36 | 9.09 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 131,135 | 6.72 | 834 | -12.94 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 3,900 | 1,850.00 | 0 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3,490 | 11,934.48 | 0 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 900 | 6 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 600 | 100.00 | 0 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 81,785 | 0.25 | 520 | -18.24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 18,976 | 3.97 | 121 | -15.49 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 44,315 | 85.53 | 282 | 51.08 | ||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 69,057 | 2.53 | 483 | -16.58 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26,107 | 42.09 | 166 | 16.08 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 108,110 | 688 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 41,736 | 0.31 | 265 | -18.21 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 11,803 | 0.17 | 75 | -17.58 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 19,000 | 35.71 | 121 | 10.09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 27,900 | 177 | |||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 47,181 | 73.58 | 300 | 41.51 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 41,123 | 4.83 | 262 | -14.43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 26,250 | 35.27 | 167 | 9.93 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 74,528 | 20.14 | 474 | -2.07 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 34,031 | 12.98 | 216 | -7.69 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 27,200 | 0.74 | 173 | -18.10 |
