Royce Micro-Cap Trust (RMT) Institutional Ownership

$9.87

+0.03 (+0.30%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 34.98%
Number of Institutional Buyers (last 12 months): 32
Total Institutional Inflows (last 12 months): $24.40M

Number of Institutional Sellers (last 12 months): 29
Total Institutional Outflows (last 12 months): $6.90M

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RMT Institutional Buying and Selling by Quarter

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Royce Micro-Cap Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	1,121,293	$10.31M	0.0%	-21.7%	2.305%
7/24/2024	Family Firm Inc.	262,532	$2.41M	0.3%	+4.1%	0.540%
7/19/2024	Raymond James & Associates	283,422	$2.61M	0.0%	-6.9%	0.583%
7/17/2024	Hunter Perkins Capital Management LLC	13,093	$120K	0.0%	-19.9%	0.027%
7/15/2024	Sapient Capital LLC	95,295	$876K	0.0%	+9.2%	0.196%
7/12/2024	Diversify Advisory Services LLC	68,597	$632K	0.0%	-3.5%	0.141%
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7/10/2024	CWM LLC	47,000	$432K	0.0%	N/A	0.097%
5/24/2024	Cetera Advisors LLC	274,430	$2.59M	0.0%	N/A	0.564%
5/17/2024	Jaffetilchin Investment Partners LLC	26,471	$250K	0.0%	+127.2%	0.054%
5/14/2024	Advisors Asset Management Inc.	942,077	$8.90M	0.2%	-2.6%	1.937%
5/14/2024	Karpus Management Inc.	36,054	$341K	0.0%	-27.9%	0.074%
5/2/2024	Family Firm Inc.	252,093	$2.38M	0.6%	-7.8%	0.518%
5/1/2024	Janney Montgomery Scott LLC	24,998	$236K	0.0%	-22.3%	0.051%
5/1/2024	Diversify Advisory Services LLC	71,054	$664K	0.0%	N/A	0.146%
4/30/2024	Private Advisor Group LLC	85,188	$805K	0.0%	-4.9%	0.175%
4/30/2024	Allspring Global Investments Holdings LLC	1,431,325	$13.53M	0.0%	-2.2%	2.943%
4/30/2024	Commonwealth Equity Services LLC	144,050	$1.36M	0.0%	-2.1%	0.296%
4/24/2024	Blue Bell Private Wealth Management LLC	228,790	$2.16M	0.5%	+12.4%	0.470%
4/23/2024	Sapient Capital LLC	87,292	$825K	0.0%	+1.9%	0.179%
4/18/2024	Allspring Global Investments Holdings LLC	1,431,325	$13.53M	0.0%	-2.2%	2.943%
4/18/2024	Diversified Trust Co	16,394	$155K	0.0%	-29.9%	0.034%
3/1/2024	ARK & TLK Investments LLC	22,817	$211K	0.1%	N/A	0.047%
2/28/2024	EP Wealth Advisors LLC	53,266	$492K	0.0%	+2.3%	0.110%
2/13/2024	Peapack Gladstone Financial Corp	26,488	$245K	0.0%	-17.7%	0.054%
2/13/2024	Bard Associates Inc.	224,601	$2.08M	0.8%	-5.5%	0.462%
2/13/2024	1607 Capital Partners LLC	607,962	$5.62M	0.4%	-0.9%	1.250%
2/9/2024	UBS Group AG	971,466	$8.98M	0.0%	+5.9%	1.997%
2/8/2024	Kingsview Wealth Management LLC	34,760	$321K	0.0%	-4.5%	0.071%
2/8/2024	FCA Corp TX	290,854	$2.69M	0.9%	-1.6%	0.598%
2/7/2024	Shaker Financial Services LLC	310,633	$2.87M	1.2%	+18.8%	0.639%
2/6/2024	Private Advisor Group LLC	89,577	$828K	0.0%	-5.3%	0.184%
2/6/2024	Wealthcare Advisory Partners LLC	20,920	$193K	0.0%	+42.3%	0.043%
2/6/2024	Sapient Capital LLC	85,680	$792K	0.0%	N/A	0.176%
2/2/2024	Alexander Randolph Advisory Inc.	991,297	$9.16M	8.3%	N/A	2.038%
1/31/2024	Mraz Amerine & Associates Inc.	429,670	$3.97M	0.8%	-1.1%	0.883%
1/29/2024	Sapient Capital LLC	85,680	$792K	0.0%	N/A	0.176%
1/25/2024	Allspring Global Investments Holdings LLC	1,463,810	$13.53M	0.0%	+24.3%	3.009%
1/25/2024	Blue Bell Private Wealth Management LLC	203,502	$1.88M	0.4%	-1.1%	0.418%
1/24/2024	International Assets Investment Management LLC	23,186	$214K	0.0%	+846.8%	0.048%
1/23/2024	WealthShield Partners LLC	44,228	$409K	0.1%	+3.0%	0.091%
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1/23/2024	DAVENPORT & Co LLC	10,795	$100K	0.0%	-15.0%	0.022%
1/16/2024	Raymond James Financial Services Advisors Inc.	30,426	$281K	0.0%	+5.5%	0.063%
1/16/2024	Raymond James & Associates	319,549	$2.95M	0.0%	+7.2%	0.657%
1/12/2024	Advisor Resource Council	28,215	$261K	0.0%	N/A	0.058%
1/10/2024	Dfpg Investments LLC	71,226	$634K	0.0%	-4.9%	0.146%
11/24/2023	EP Wealth Advisors LLC	52,082	$431K	0.0%	-60.9%	0.107%
11/15/2023	1607 Capital Partners LLC	613,662	$5.08M	0.4%	-4.3%	1.262%
11/14/2023	AQR Arbitrage LLC	114,693	$950K	0.0%	+65.7%	0.236%
11/13/2023	Wolverine Asset Management LLC	37,600	$311K	0.0%	+19.8%	0.077%
11/13/2023	FCA Corp TX	295,610	$2.45M	0.8%	+4.7%	0.608%
11/9/2023	UBS Group AG	917,287	$7.60M	0.0%	+1.8%	1.886%
11/8/2023	Janney Montgomery Scott LLC	34,185	$283K	0.0%	-4.1%	0.070%
11/8/2023	Landscape Capital Management L.L.C.	29,473	$244K	0.0%	-24.0%	0.061%
11/8/2023	Moors & Cabot Inc.	102,929	$852K	0.1%	+2.3%	0.212%
11/7/2023	Atlas Wealth LLC	156,587	$1.30M	0.2%	-10.3%	0.322%
11/2/2023	Shaker Financial Services LLC	261,497	$2.17M	1.0%	+83.4%	0.538%
10/30/2023	Blue Bell Private Wealth Management LLC	205,692	$1.70M	0.5%	+1.9%	0.423%
10/26/2023	Punch & Associates Investment Management Inc.	929,785	$7.70M	0.5%	+21.2%	1.912%
10/25/2023	WealthShield Partners LLC	42,921	$355K	0.1%	-15.7%	0.088%
10/24/2023	Raymond James & Associates	298,123	$2.47M	0.0%	+1.1%	0.613%
10/23/2023	Commonwealth Equity Services LLC	130,880	$1.08M	0.0%	+6.1%	0.269%
10/20/2023	Family Firm Inc.	269,730	$2.23M	0.6%	-1.5%	0.555%
10/17/2023	Flagship Harbor Advisors LLC	367,836	$3.05M	0.3%	-1.1%	0.756%
10/13/2023	Institute for Wealth Management LLC.	21,844	$181K	0.0%	-8.1%	0.045%
8/16/2023	TD Capital Management LLC	4,496	$39K	0.0%	N/A	0.009%
8/14/2023	Roberts Glore & Co. Inc. IL	61,815	$541K	0.2%	+6.9%	0.127%
8/11/2023	Landscape Capital Management L.L.C.	38,763	$339K	0.0%	+221.0%	0.080%
8/11/2023	D.A. Davidson & CO.	41,056	$359K	0.0%	-4.2%	0.084%
8/10/2023	Private Advisor Group LLC	93,749	$865K	0.0%	+8.3%	0.193%
8/10/2023	Moors & Cabot Inc.	100,645	$881K	0.1%	+1.5%	0.207%
8/10/2023	Cetera Investment Advisers	221,081	$1.93M	0.0%	+16.8%	0.455%
8/9/2023	Spire Wealth Management	5,479	$48K	0.0%	N/A	0.011%
8/8/2023	Blue Bell Private Wealth Management LLC	201,873	$1.77M	0.5%	+3.1%	0.415%
8/7/2023	Wolverine Asset Management LLC	31,377	$275K	0.0%	N/A	0.065%
8/7/2023	Shaker Financial Services LLC	142,573	$1.25M	0.5%	+80.6%	0.293%
8/4/2023	Apollon Wealth Management LLC	51,320	$449K	0.0%	-2.8%	0.111%
8/3/2023	WealthShield Partners LLC	50,904	$445K	0.1%	+17.0%	0.110%
7/31/2023	LPL Financial LLC	98,432	$861K	0.0%	-43.0%	0.213%
7/26/2023	Janney Montgomery Scott LLC	35,630	$312K	0.0%	+9.8%	0.077%
7/25/2023	Raymond James Financial Services Advisors Inc.	29,325	$257K	0.0%	-6.1%	0.063%
7/25/2023	Raymond James & Associates	294,864	$2.58M	0.0%	-1.4%	0.637%
7/24/2023	Allspring Global Investments Holdings LLC	1,177,334	$10.30M	0.0%	-3.3%	2.544%
7/24/2023	Dfpg Investments LLC	69,397	$636K	0.1%	-18.3%	0.150%
7/20/2023	DAVENPORT & Co LLC	12,612	$110K	0.0%	-12.9%	0.027%
7/18/2023	Allspring Global Investments Holdings LLC	1,177,334	$10.30M	0.0%	-3.3%	2.544%
7/17/2023	Wealthcare Advisory Partners LLC	14,677	$128K	0.0%	N/A	0.032%
7/13/2023	Prairie Sky Financial Group LLC	26,676	$233K	0.2%	N/A	0.058%
7/13/2023	Cambridge Investment Research Advisors Inc.	58,585	$513K	0.0%	+11.3%	0.127%
7/11/2023	Flagship Harbor Advisors LLC	371,797	$3.25M	0.3%	-2.3%	0.804%
6/5/2023	EP Wealth Advisors LLC	3,840	$841K	0.0%	N/A	0.008%
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5/12/2023	Advisors Asset Management Inc.	1,051,075	$9.22M	0.2%	+6.4%	2.272%
5/12/2023	FCA Corp TX	287,280	$2.52M	0.9%	+0.8%	0.621%
5/11/2023	Karpus Management Inc.	50,000	$438K	0.0%	+14.9%	0.108%
5/11/2023	Heron Bay Capital Management	11,781	$103K	0.0%	-19.1%	0.025%
5/11/2023	Elequin Securities LLC	3,701	$32K	0.0%	-75.9%	0.008%
5/11/2023	Barrett & Company Inc.	3,250	$29K	0.0%	N/A	0.007%
5/10/2023	Private Advisor Group LLC	86,604	$760K	0.0%	N/A	0.187%
5/10/2023	Landscape Capital Management L.L.C.	12,074	$106K	0.0%	-26.2%	0.026%
5/9/2023	Atlas Wealth LLC	178,046	$1.56M	0.3%	-12.5%	0.385%
5/8/2023	Shaker Financial Services LLC	78,929	$692K	0.3%	+21.8%	0.171%

(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, 70 institutional investors and hedge funds held shares of Royce Micro-Cap Trust. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($10.31M), Alexander Randolph Advisory Inc. ($9.16M), UBS Group AG ($8.98M), Advisors Asset Management Inc. ($8.90M), Punch & Associates Investment Management Inc. ($7.70M), 1607 Capital Partners LLC ($5.62M), and Mraz Amerine & Associates Inc. ($3.97M).Learn more on RMT's institutional investors.
What percentage of Royce Micro-Cap Trust stock is owned by institutional investors?: 34.98% 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 51 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. ($991.30K), Allspring Global Investments Holdings LLC ($812.50K), Shaker Financial Services LLC ($400.40K), Cetera Advisors LLC ($274.43K), Mraz Amerine & Associates Inc. ($226.34K), Atlas Wealth LLC ($203.45K), and Sapient Capital LLC ($180.98K).

How much institutional buying is happening at Royce Micro-Cap Trust?: Institutional investors have bought a total of 4,873,718 shares in the last 24 months. This purchase volume represents approximately $42.93M in transactions.
Which Royce Micro-Cap Trust major shareholders have been selling company stock?: Of the 43 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: Shaker Financial Services LLC ($589.76K), Karpus Management Inc. ($487.45K), Allspring Global Investments Holdings LLC ($454.21K), Advisors Asset Management Inc. ($98.57K), EP Wealth Advisors LLC ($81.12K), LPL Financial LLC ($79.29K), and Horizon Kinetics Asset Management LLC ($59.81K).
How much institutional selling is happening at Royce Micro-Cap Trust?: Institutional investors have sold a total of 2,350,376 shares in the last 24 months. This volume of shares sold represents approximately $20.25M in transactions.