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 883k $6.2M 1% Dec 2023
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William Blair $ Company 431k $3.0M 1% Dec 2023
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Two Sigma Investments 169k $1.2M 58% Dec 2023
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Two Sigma Advisers 155k $1.1M 40% Dec 2023
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Schechter Investment Advisors 153k $1.1M 0% Dec 2023
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Commonwealth Equity Services 133k $939k -1% Dec 2023
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HighTower Advisors 99k $701k 147% Dec 2023
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Citadel Advisors 89k $626k 26% Dec 2023
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Fiera Capital Corporation 84k $594k 0% Dec 2023
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Connor, Clark & Lunn Investment Management 83k $583k 107% Dec 2023
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Cliffwater 78k $584k 0% Sep 2023
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Chiron Capital Management 77k $547k 230% Dec 2023
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BlackRock 76k $565k -29% Sep 2023
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U.S. Capital Wealth Advisors 58k $410k 0% Dec 2023
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Koshinski Asset Management 57k $401k 100% Dec 2023
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UBS Group 55k $388k 82% Dec 2023
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Forum Financial Management 55k $387k 174% Dec 2023
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Morgan Stanley 54k $401k 40% Sep 2023
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HPM Partners 53k $373k 11% Dec 2023
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LPL Financial 51k $376k -4% Sep 2023
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Atria Wealth Solutions 50k $349k 0% Dec 2023
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HB Wealth Management 48k $341k -11% Dec 2023
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CI Private Wealth 47k $333k 0% Dec 2023
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Lido Advisors 45k $321k 100% Dec 2023
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Fiduciary 44k $307k 6% Dec 2023
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Claybrook Capital 43k $321k 0% Sep 2023
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Virtus ETF Advisers 37k $261k -24% Dec 2023
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Oppenheimer & Co 35k $258k -23% Sep 2023
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Baird Financial 30k $209k 62% Dec 2023
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Pnc Financial Services 28k $199k -15% Dec 2023
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Family Asset Management 27k $193k 0% Dec 2023
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Squarepoint Ops 27k $190k 71% Dec 2023
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Susquehanna International 26k $197k 159% Sep 2023
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Royal Bank of Canada 26k $186k -24% Dec 2023
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Janney Montgomery Scott 26k $182k 0% Dec 2023
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O'shaughnessy Asset Management 24k $170k 69% Dec 2023
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Cobblestone Capital Advisors 24k $170k 57% Dec 2023
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Freestone Capital Holdings 22k $164k 3% Sep 2023
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LaFleur & Godfrey 22k $154k 0% Dec 2023
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International Assets Investment Management 21k $150k 100% Dec 2023
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O'Dell Group 21k $214k 0% Dec 2023
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Spotlight Asset Group 21k $153k 0% Dec 2023
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Great-West Life Assurance Company 20k $149k 1% Sep 2023
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CHICAGO TRUST Co NA 19k $133k 0% Dec 2023
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Gyl Financial Synergies 18k $128k -13% Dec 2023
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D. E. Shaw & Co 18k $124k 100% Dec 2023
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Envestnet Asset Management 17k $124k -94% Sep 2023
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Mercer Global Advisors 16k $116k -11% Dec 2023
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Southeast Asset Advisors 16k $119k 0% Sep 2023
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Balentine 16k $112k 0% Dec 2023
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Stratos Wealth Advisors 16k $110k 4% Dec 2023
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Stephens 16k $116k -5% Sep 2023
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Captrust Financial Advisors 15k $106k -17% Dec 2023
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Chapin Davis 15k $106k 0% Dec 2023
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Millennium Management 13k $93k -33% Dec 2023
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Branch Banking & Trust Company 13k $91k 0% Dec 2023
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Alera Investment Advisors 13k $91k -20% Dec 2023
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Arkadios Wealth Advisors 13k $89k 0% Dec 2023
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MAS Advisors 12k $84k 100% Dec 2023
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Winton Capital 12k $83k 0% Dec 2023
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Equitable Holdings 12k $87k 100% Sep 2023
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Sunbelt Securities 12k $82k 0% Dec 2023
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Creative Financial Designs 12k $81k 3% Dec 2023
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Aspiriant 11k $78k 0% Dec 2023
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Bank of America Corporation 11k $78k 0% Dec 2023
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GPS Wealth Strategies Group 10k $72k 0% Dec 2023
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Rothschild Investment Corp 10k $75k 100% Sep 2023
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Tompkins Financial Corp 8.7k $62k 0% Dec 2023
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Lindbrook Capital 7.5k $53k -21% Dec 2023
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Cape Investment Advisory 5.7k $40k 100% Dec 2023
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TD Waterhouse Canada 4.8k $34k -78% Dec 2023
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Crewe Advisors 2.8k $20k 0% Dec 2023
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Jpmorgan Chase & Co 2.8k $20k 100% Dec 2023
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Harbour Investments 1.7k $12k 2% Dec 2023
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North Star Investment Management 1.7k $12k 143% Dec 2023
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Wells Fargo & Company 1.5k $11k -87% Dec 2023
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Northwestern Mutual Wealth Management Company 1.5k $11k 0% Sep 2023
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Benjamin F. Edwards & Company 793.00 $6.0k 4% Dec 2023
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JJJ Advisors 582.00 $4.1k 3% Dec 2023
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Coppell Advisory Solutions 120.00 $848.004000 -17% Dec 2023
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Qube Research & Technologies 86.00 $641.001000 100% Sep 2023
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Bnp Paribas Arbitrage, Snc 72.00 $508.996800 100% Dec 2023
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Who sold out of Monroe Cap?

Fund or Company Name Date Sold Shares Held Valued At
Cetera Investment Advisers Jun 2023 215k $1.8M
National Bank Of Canada /fi/ Sep 2023 95k $692k
Advisors Asset Management Sep 2023 94k $702k
Financial Network Investment Corporation Jun 2023 30k $248k
Wealth Enhancement Advisory Services Sep 2023 10k $78k
Bartlett & Co. Sep 2023 2.0k $15k
Bartlett & Co. Wealth Management Sep 2023 2.0k $15k
CWM Sep 2023 200.00 $1.0k