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Monroe Cap shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

All positions including Monroe Cap held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Monroe Cap by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $106k 15k 7.06
2023-09-30 $135k 18k 7.45
2023-06-30 $209k 26k 8.18
2023-03-31 $196k 26k 7.65
2022-12-31 $223k 26k 8.54
2022-09-30 $90k 12k 7.28
2022-06-30 $112k 12k 9.05

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Monroe Cap

Advisor Group Holdings
William Blair $ Company
Two Sigma Investments
Two Sigma Advisers
Schechter Investment Advisors
Commonwealth Equity Services
HighTower Advisors
Citadel Advisors
Fiera Capital Corporation
Connor, Clark & Lunn Investment Management
Chiron Capital Management
U.S. Capital Wealth Advisors
Koshinski Asset Management
UBS Group
Forum Financial Management

View all funds holding Monroe Cap