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AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)

Royce Micro-Cap Trust (RMT) Institutional Ownership

$9.16
-0.08 (-0.87%)
(As of 02/21/2024 ET)

Institutional Ownership Changes (13F Filings) for Royce Micro-Cap Trust (NYSE:RMT)

Current
Institutional Ownership
Percentage
25.56%
Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$26.31 M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$7.74 M
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RMT Institutional Buying and Selling by Quarter


Royce Micro-Cap Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Mercer Global Advisors Inc. ADV14,344$0.13M0.0%+37.6%0.029%
2/14/2024Royal Bank of Canada151,550$1.40M0.0%-12.1%0.312%
2/13/2024Envestnet Asset Management Inc.40,980$0.38M0.0%+6.1%0.084%
2/13/2024First Trust Advisors LP33,544$0.31M0.0%-6.9%0.069%
2/13/2024Peapack Gladstone Financial Corp26,488$0.25M0.0%-17.7%0.054%
2/13/2024Bard Associates Inc.224,601$2.08M0.8%-5.5%0.462%
2/13/20241607 Capital Partners LLC607,962$5.62M0.4%-0.9%1.250%
2/12/2024Stifel Financial Corp49,370$0.46M0.0%+39.9%0.102%
2/9/2024UBS Group AG971,466$8.98M0.0%+5.9%1.997%
2/8/2024Kingsview Wealth Management LLC34,760$0.32M0.0%-4.5%0.071%
2/8/2024FCA Corp TX290,854$2.69M0.9%-1.6%0.598%
2/8/2024Janney Montgomery Scott LLC32,185$0.30M0.0%-5.9%0.066%
2/7/2024Shaker Financial Services LLC310,633$2.87M1.2%+18.8%0.639%
2/6/2024Private Advisor Group LLC89,577$0.83M0.0%-5.3%0.184%
2/6/2024Wealthcare Advisory Partners LLC20,920$0.19M0.0%+42.3%0.043%
2/6/2024Sapient Capital LLC85,680$0.79M0.0%N/A0.176%
2/2/2024Alexander Randolph Advisory Inc.991,297$9.16M8.3%N/A2.038%
1/31/2024Mraz Amerine & Associates Inc.429,670$3.97M0.8%-1.1%0.883%
1/29/2024Sapient Capital LLC85,680$0.79M0.0%N/A0.176%
1/25/2024Allspring Global Investments Holdings LLC1,463,810$13.53M0.0%+24.3%3.009%
1/25/2024International Assets Investment Management LLC23,186$0.21M0.0%+846.8%0.048%
1/25/2024Blue Bell Private Wealth Management LLC203,502$1.88M0.4%-1.1%0.418%
1/24/2024International Assets Investment Management LLC23,186$0.21M0.0%+846.8%0.048%
1/23/2024WealthShield Partners LLC44,228$0.41M0.1%+3.0%0.091%
1/23/2024DAVENPORT & Co LLC10,795$100K0.0%-15.0%0.022%
1/16/2024Raymond James Financial Services Advisors Inc.30,426$0.28M0.0%+5.5%0.063%
1/16/2024Raymond James & Associates319,549$2.95M0.0%+7.2%0.657%
1/12/2024Advisor Resource Council28,215$0.26M0.0%N/A0.058%
1/10/2024Dfpg Investments LLC71,226$0.63M0.0%-4.9%0.146%
11/24/2023EP Wealth Advisors LLC52,082$0.43M0.0%-60.9%0.107%
11/21/2023Walleye Capital LLC58,098$0.48M0.0%-13.2%0.119%
11/17/2023Diversified Trust Co22,828$0.19M0.0%+42.7%0.047%
11/15/2023Mercer Global Advisors Inc. ADV10,421$86K0.0%N/A0.021%
11/15/2023Royal Bank of Canada172,377$1.43M0.0%+1.3%0.354%
11/15/20231607 Capital Partners LLC613,662$5.08M0.4%-4.3%1.262%
11/14/2023AQR Arbitrage LLC114,693$0.95M0.0%+65.7%0.236%
11/13/2023Stifel Financial Corp35,300$0.29M0.0%-21.5%0.073%
11/13/2023LPL Financial LLC100,074$0.83M0.0%+1.7%0.206%
11/13/2023Wolverine Asset Management LLC37,600$0.31M0.0%+19.8%0.077%
11/13/2023Envestnet Asset Management Inc.38,606$0.32M0.0%-12.3%0.079%
11/13/2023FCA Corp TX295,610$2.45M0.8%+4.7%0.608%
11/9/2023UBS Group AG917,287$7.60M0.0%+1.8%1.886%
11/8/2023Janney Montgomery Scott LLC34,185$0.28M0.0%-4.1%0.070%
11/8/2023Landscape Capital Management L.L.C.29,473$0.24M0.0%-24.0%0.061%
11/8/2023Moors & Cabot Inc.102,929$0.85M0.1%+2.3%0.212%
11/7/2023Atlas Wealth LLC156,587$1.30M0.2%-10.3%0.322%
11/2/2023Shaker Financial Services LLC261,497$2.17M1.0%+83.4%0.538%
10/30/2023Blue Bell Private Wealth Management LLC205,692$1.70M0.5%+1.9%0.423%
10/26/2023Punch & Associates Investment Management Inc.929,785$7.70M0.5%+21.2%1.912%
10/25/2023WealthShield Partners LLC42,921$0.36M0.1%-15.7%0.088%
10/24/2023Raymond James & Associates298,123$2.47M0.0%+1.1%0.613%
10/23/2023Commonwealth Equity Services LLC130,880$1.08M0.0%+6.1%0.269%
10/20/2023Family Firm Inc.269,730$2.23M0.6%-1.5%0.555%
10/17/2023Flagship Harbor Advisors LLC367,836$3.05M0.3%-1.1%0.756%
10/13/2023Institute for Wealth Management LLC.21,844$0.18M0.0%-8.1%0.045%
8/21/2023Osaic Holdings Inc.187,069$1.64M0.0%+8.6%0.385%
8/16/2023TD Capital Management LLC4,496$39K0.0%N/A0.009%
8/15/2023Wells Fargo & Company MN659,807$5.77M0.0%-16.4%1.357%
8/15/2023Walleye Capital LLC66,897$0.59M0.0%+523.1%0.138%
8/15/2023Captrust Financial Advisors103,317$0.90M0.0%-3.1%0.212%
8/15/2023Royal Bank of Canada170,221$1.49M0.0%+19.1%0.350%
8/15/2023Stifel Financial Corp44,956$0.39M0.0%+72.5%0.092%
8/14/2023Roberts Glore & Co. Inc. IL61,815$0.54M0.2%+6.9%0.127%
8/11/2023Landscape Capital Management L.L.C.38,763$0.34M0.0%+221.0%0.080%
8/11/2023D.A. Davidson & CO.41,056$0.36M0.0%-4.2%0.084%
8/11/2023JPMorgan Chase & Co.14,501$0.13M0.0%-25.2%0.030%
8/10/2023Osaic Holdings Inc.187,069$1.64M0.0%+8.6%0.385%
8/10/2023Commonwealth Equity Services LLC123,342$1.08M0.0%-1.6%0.254%
8/10/2023Private Advisor Group LLC93,749$0.87M0.0%+8.3%0.193%
8/10/2023Moors & Cabot Inc.100,645$0.88M0.1%+1.5%0.207%
8/10/2023Cetera Investment Advisers221,081$1.93M0.0%+16.8%0.455%
8/9/2023Spire Wealth Management5,479$48K0.0%N/A0.011%
8/8/2023Blue Bell Private Wealth Management LLC201,873$1.77M0.5%+3.1%0.415%
8/7/2023Wolverine Asset Management LLC31,377$0.28M0.0%N/A0.065%
8/7/2023Shaker Financial Services LLC142,573$1.25M0.5%+80.6%0.293%
8/4/2023Envestnet Asset Management Inc.44,027$0.39M0.0%-7.4%0.095%
8/4/2023Apollon Wealth Management LLC51,320$0.45M0.0%-2.8%0.111%
8/3/2023WealthShield Partners LLC50,904$0.45M0.1%+17.0%0.110%
7/31/2023LPL Financial LLC98,432$0.86M0.0%-43.0%0.213%
7/26/2023Janney Montgomery Scott LLC35,630$0.31M0.0%+9.8%0.077%
7/25/2023Raymond James Financial Services Advisors Inc.29,325$0.26M0.0%-6.1%0.063%
7/25/2023Raymond James & Associates294,864$2.58M0.0%-1.4%0.637%
7/24/2023Allspring Global Investments Holdings LLC1,177,334$10.30M0.0%-3.3%2.544%
7/24/2023Dfpg Investments LLC69,397$0.64M0.1%-18.3%0.150%
7/20/2023DAVENPORT & Co LLC12,612$0.11M0.0%-12.9%0.027%
7/18/2023Allspring Global Investments Holdings LLC1,177,334$10.30M0.0%-3.3%2.544%
7/17/2023Wealthcare Advisory Partners LLC14,677$0.13M0.0%N/A0.032%
7/13/2023Prairie Sky Financial Group LLC26,676$0.23M0.2%N/A0.058%
7/13/2023Cambridge Investment Research Advisors Inc.58,585$0.51M0.0%+11.3%0.127%
7/11/2023Flagship Harbor Advisors LLC371,797$3.25M0.3%-2.3%0.804%
6/5/2023EP Wealth Advisors LLC3,840$0.84M0.0%N/A0.008%
5/18/2023JPMorgan Chase & Co.19,396$0.17M0.0%+356.9%0.042%
5/16/2023Apollon Wealth Management LLC52,819$0.46M0.0%-3.6%0.114%
5/16/2023First Trust Advisors LP38,399$0.34M0.0%-21.4%0.083%
5/15/2023Punch & Associates Investment Management Inc.417,142$3.66M0.2%+1.2%0.902%
5/15/2023Peapack Gladstone Financial Corp42,352$0.37M0.0%-8.7%0.092%
5/15/2023Cetera Investment Advisers189,204$1.66M0.0%+20.7%0.409%
5/12/20231832 Asset Management L.P.162,825$1.43M0.0%-46.2%0.352%
5/12/2023Stifel Financial Corp26,055$0.23M0.0%-7.1%0.056%
5/12/2023Advisors Asset Management Inc.1,051,075$9.22M0.2%+6.4%2.272%
(Data available from 1/1/2016 forward)













RMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RMT shares?

During the previous two years, 91 institutional investors and hedge funds held shares of Royce Micro-Cap Trust. The most heavily invested institutionals were Morgan Stanley ($17.94M), Allspring Global Investments Holdings LLC ($13.53M), Advisors Asset Management Inc. ($9.22M), Alexander Randolph Advisory Inc. ($9.16M), UBS Group AG ($8.98M), Punch & Associates Investment Management Inc. ($7.70M), and Wells Fargo & Company MN ($5.77M).Learn more on RMT's institutional investors.

What percentage of Royce Micro-Cap Trust stock is owned by institutional investors?

25.56% of Royce Micro-Cap Trust stock is owned by institutional investors. Learn more on RMT's institutional investor holdings.

Which institutional investors have been buying Royce Micro-Cap Trust stock?

Of the 68 institutional investors that purchased Royce Micro-Cap Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alexander Randolph Advisory Inc. ($0.99M), Allspring Global Investments Holdings LLC ($0.81M), Shaker Financial Services LLC ($0.49M), Mraz Amerine & Associates Inc. ($0.28M), Atlas Wealth LLC ($0.20M), UBS Group AG ($0.19M), and Cetera Investment Advisers ($0.17M).

How much institutional buying is happening at Royce Micro-Cap Trust?

Institutional investors have bought a total of 5,574,400 shares in the last 24 months. This purchase volume represents approximately $49.40M in transactions.

Which Royce Micro-Cap Trust major shareholders have been selling company stock?

Of the 60 institutional investors that sold Royce Micro-Cap Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Karpus Management Inc. ($0.66M), Morgan Stanley ($0.63M), Shaker Financial Services LLC ($0.59M), Wells Fargo & Company MN ($0.28M), Advisors Asset Management Inc. ($0.22M), 1832 Asset Management L.P. ($0.14M), and Guggenheim Capital LLC ($83.11K).

How much institutional selling is happening at Royce Micro-Cap Trust?

Institutional investors have sold a total of 3,708,953 shares in the last 24 months. This volume of shares sold represents approximately $32.75M in transactions.


This page (NYSE:RMT) was last updated on 2/21/2024 by MarketBeat.com Staff