Recent Quarter Total Invested
$134.05 M
Recent Quarter Institutional Ownership Percentage
29.82%
Total Invested of Last Quarter
$136.54 M
Ownership Percentage of Last Quarter
29.54%
Royce Micro-Cap Trust, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
MORGAN STANLEY | 10/17/2024 | 2.00 M | $18.40 M | 18.43% | 4.09% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 1.12 M | $10.30 M | -21.66% | 2.29% |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 1.10 M | $10.13 M | 4.32% | 2.25% |
ALEXANDER RANDOLPH ADVISORY, INC. | 08/08/2024 | 996,865 | $9.16 M | 0.23% | 2.04% |
UBS GROUP AG | 08/14/2024 | 985,530 | $9.06 M | 1.04% | 2.01% |
ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 801,631 | $7.37 M | -14.91% | 1.64% |
SHAKER FINANCIAL SERVICES, LLC | 08/02/2024 | 574,290 | $5.28 M | 17.51% | 1.17% |
WELLS FARGO & COMPANY/MN | 08/13/2024 | 514,492 | $4.73 M | 5.07% | 1.05% |
BANK OF AMERICA CORP /DE/ | 08/14/2024 | 458,540 | $4.21 M | 1.85% | 0.94% |
MRAZ, AMERINE & ASSOCIATES, INC. | 08/01/2024 | 402,102 | $3.70 M | -3.55% | 0.82% |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/05/2024 | 318,672 | $2.93 M | 39.29% | 0.65% |
1607 CAPITAL PARTNERS, LLC | 08/08/2024 | 316,001 | $2.90 M | -29.03% | 0.65% |
LPL FINANCIAL LLC | 08/07/2024 | 298,224 | $2.74 M | 3.51% | 0.61% |
FCA CORP /TX | 08/13/2024 | 296,801 | $2.73 M | 0.91% | 0.61% |
CETERA INVESTMENT ADVISERS | 08/22/2024 | 291,075 | $2.67 M | 5.08% | 0.60% |
RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 283,422 | $2.60 M | -6.94% | 0.58% |
FAMILY FIRM, INC. | 07/24/2024 | 262,532 | $2.41 M | 4.14% | 0.54% |
CLEARSTEAD ADVISORS, LLC | 08/12/2024 | 256,864 | $2.36 M | 100.00% | 0.53% |
AQR ARBITRAGE LLC | 08/14/2024 | 247,197 | $2.26 M | 54.45% | 0.51% |
BARD ASSOCIATES INC | 08/12/2024 | 182,501 | $1.68 M | -3.18% | 0.37% |
ROYAL BANK OF CANADA | 08/14/2024 | 162,786 | $1.50 M | 5.71% | 0.33% |
COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 142,679 | $1.31 M | -0.95% | 0.29% |
ATLAS WEALTH LLC | 07/31/2024 | 138,590 | $1.28 M | 100.00% | 0.28% |
HORIZON KINETICS ASSET MANAGEMENT LLC | 08/14/2024 | 138,500 | $1.27 M | -0.87% | 0.28% |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 129,900 | $1.19 M | 52.51% | 0.27% |
WOLVERINE ASSET MANAGEMENT LLC | 08/01/2024 | 128,426 | $1.18 M | 579.14% | 0.26% |
09/05/2024 | 124,229 | $1.10 M | 100.00% | 0.25% | |
ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 107,814 | $990,834 | -41.99% | 0.22% |
MOORS & CABOT, INC. | 08/09/2024 | 107,199 | $985,156 | 1.96% | 0.22% |
CAPTRUST FINANCIAL ADVISORS | 08/15/2024 | 100,992 | $928,117 | -0.10% | 0.21% |
SAPIENT CAPITAL LLC | 07/15/2024 | 95,295 | $875,761 | 9.17% | 0.19% |
ROBERTS GLORE & CO INC /IL/ | 08/14/2024 | 86,492 | $794,861 | -0.63% | 0.18% |
PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 84,395 | $775,592 | -0.93% | 0.17% |
BROWN ADVISORY INC | 08/14/2024 | 83,699 | $769,194 | 0.00% | 0.17% |
DIVERSIFY ADVISORY SERVICES, LLC | 07/12/2024 | 68,597 | $631,778 | -3.46% | 0.14% |
TWIN FOCUS CAPITAL PARTNERS, LLC | 08/14/2024 | 62,161 | $571,260 | 0.00% | 0.13% |
STIFEL FINANCIAL CORP | 08/13/2024 | 60,058 | $551,956 | 2.57% | 0.12% |
GUGGENHEIM CAPITAL LLC | 08/14/2024 | 58,524 | $537,835 | 28.50% | 0.12% |
EP WEALTH ADVISORS, LLC | 08/19/2024 | 55,185 | $507,151 | 1.83% | 0.11% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 54,652 | $502,000 | 11.42% | 0.11% |
CWM, LLC | 07/10/2024 | 47,000 | $432,000 | 100.00% | 0.10% |
SABA CAPITAL MANAGEMENT, L.P. | 08/14/2024 | 46,749 | $429,623 | 100.00% | 0.10% |
QUANTEDGE CAPITAL PTE LTD | 08/14/2024 | 44,797 | $411,684 | 100.00% | 0.09% |
APOLLON WEALTH MANAGEMENT, LLC | 07/19/2024 | 43,635 | $401,002 | -12.06% | 0.09% |
FIRST TRUST ADVISORS LP | 08/13/2024 | 41,387 | $380,346 | 7.77% | 0.08% |
WEALTHSHIELD PARTNERS, LLC | 07/26/2024 | 40,246 | $369,861 | -2.13% | 0.08% |
D.A. DAVIDSON & CO. | 08/01/2024 | 39,851 | $366,238 | -6.78% | 0.08% |
WALLEYE CAPITAL LLC | 08/14/2024 | 39,438 | $362,435 | 89.82% | 0.08% |
HARA CAPITAL LLC | 07/29/2024 | 37,760 | $347,014 | 0.00% | 0.08% |
LOGAN STONE CAPITAL, LLC | 08/14/2024 | 37,534 | $344,937 | 80.37% | 0.08% |
Royce Micro-Cap Trust, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of RMT shares?
During the previous two years, 90 institutional investors and hedge funds held shares of Royce Micro-Cap Trust, Inc.. The most heavily invested institutionals were:
Great Lakes Retirement, Inc.: 0
MORGAN STANLEY: 2 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 1.1 M
Alexander Randolph Advisory, Inc.: 996,865
UBS Group AG: 985,530
Advisors Asset Management, Inc.: 801,631
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What percentage of Royce Micro-Cap Trust, Inc. stock is owned by institutional investors?
29.82% of Royce Micro-Cap Trust, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at RMT ?
Institutional investors have bought a total of 15.89 M shares in the last 24 months. This purchase volume represents approximately $148.21 M in transactions.