NWWA
MRCC

New Wave Wealth Advisors’s Monroe Capital Corp MRCC Stock Holding History

New Wave Wealth Advisors’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-264
Closed -$2.24K – 464
2024
Q4 		$2.24K Buy
+264
New +$2.17K ﹤0.01% 533

Other funds holding MRCC

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

New Wave Wealth Advisors's MRCC Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Monroe Capital Corp (MRCC) in Q1 2025, closing a stake of 264 shares — an estimated $2.24K sold.

New Wave Wealth Advisors first reported a position in MRCC in Q4 2024 and held it in 1 quarter. The position peaked at $2.24K in Q4 2024. 79 funds tracked by Wall St. Rank hold MRCC as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Monroe Capital Corp position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 264 Monroe Capital Corp shares in Q1 2025, an estimated $2.24K.
  • New Wave Wealth Advisors first reported a position in Monroe Capital Corp in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Monroe Capital Corp position peaked at $2.24K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.