Royce Micro-Cap Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 2.58 M | $26.83 M | -12.00% | 4.91% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 1.41 M | $14.63 M | 418.41% | 2.68% |
| MODERN WEALTH MANAGEMENT, LLC | 11/12/2025 | 1.08 M | $11.23 M | -1.31% | 2.06% |
| UBS GROUP AG | 11/13/2025 | 1.04 M | $10.85 M | 1.20% | 1.98% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 963.75 K | $10.01 M | 15.71% | 1.83% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 11/10/2025 | 950.20 K | $9.87 M | -1.42% | 1.81% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 909.06 K | $9.45 M | -11.03% | 1.73% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 837.78 K | $8.70 M | 277.64% | 1.59% |
| LPL FINANCIAL LLC | 11/12/2025 | 809.92 K | $8.42 M | 8.33% | 1.54% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 616.72 K | $6.41 M | 0.00% | 1.17% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 615.37 K | $6.39 M | -12.22% | 1.17% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 530.80 K | $5.51 M | -0.59% | 1.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 519.35 K | $5.40 M | 9.67% | 0.99% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11/05/2025 | 516.56 K | $5.37 M | -0.06% | 0.98% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 11/06/2025 | 357.32 K | $3.71 M | -1.68% | 0.68% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 356.93 K | $3.71 M | -27.55% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 324.06 K | $3.37 M | -0.62% | 0.62% |
| FCA CORP /TX | 11/14/2025 | 312.55 K | $3.25 M | 1.99% | 0.59% |
| ROYAL BANK OF CANADA | 11/14/2025 | 216.79 K | $2.25 M | 0.80% | 0.41% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 214.83 K | $2.23 M | -3.91% | 0.41% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 134.23 K | $1.39 M | -1.91% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 124.57 K | $1.28 M | -3.40% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 120.12 K | $1.25 M | -8.95% | 0.23% |
| BARD ASSOCIATES INC | 11/14/2025 | 119.93 K | $1.25 M | -22.07% | 0.23% |
| MOORS & CABOT, INC. | 11/14/2025 | 115.45 K | $1.20 M | 2.33% | 0.22% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 107.03 K | $1.11 M | 1.63% | 0.20% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 99.82 K | $1.04 M | -1.27% | 0.19% |
| TRUEMARK INVESTMENTS, LLC | 10/30/2025 | 98.53 K | $1.02 M | 100.00% | 0.19% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 83.42 K | $866.69 K | 18.74% | 0.16% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 11/13/2025 | 79.53 K | $826.28 K | 314.59% | 0.15% |
| BROWN ADVISORY INC | 11/14/2025 | 74.72 K | $776.33 K | 0.00% | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 72.74 K | $755.79 K | 5.12% | 0.14% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 71.29 K | $740.75 K | -70.09% | 0.14% |
| ROBERTS GLORE & CO INC /IL/ | 11/12/2025 | 70.19 K | $729.23 K | -21.18% | 0.13% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 69.39 K | $721.04 K | 1.75% | 0.13% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 65.57 K | $681.22 K | -5.01% | 0.12% |
| DIVERSIFY ADVISORY SERVICES, LLC | 11/13/2025 | 65.30 K | $686.32 K | 1.92% | 0.12% |
| QUANTEDGE CAPITAL PTE LTD | 11/14/2025 | 63.30 K | $657.66 K | -28.64% | 0.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 63.19 K | $656.59 K | -0.16% | 0.12% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 11/12/2025 | 62.16 K | $645.85 K | 0.00% | 0.12% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 59.67 K | $620.00 K | -28.08% | 0.11% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 50.94 K | $529.30 K | 11.54% | 0.10% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 49.33 K | $512.51 K | -6.09% | 0.09% |
| CWM, LLC | 10/15/2025 | 47.00 K | $488.00 K | 0.00% | 0.09% |
| SAPIENT CAPITAL LLC | 10/17/2025 | 46.67 K | $484.46 K | 1.73% | 0.09% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 43.59 K | $452.92 K | 42.10% | 0.08% |
| HARA CAPITAL LLC | 10/30/2025 | 39.36 K | $408.95 K | -6.31% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 38.92 K | $404.00 K | 1.34% | 0.07% |
| SPIREPOINT PRIVATE CLIENT, LLC | 10/22/2025 | 38.47 K | $399.68 K | 100.00% | 0.07% |
| WEALTHSHIELD PARTNERS, LLC | 10/31/2025 | 36.62 K | $380.48 K | 1.57% | 0.07% |
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Royce Micro-Cap Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 141 institutional investors and hedge funds held shares of Royce Micro-Cap Trust, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 2.58 M
Saba Capital Management, L.P.: 1.41 M
Modern Wealth Management, LLC: 1.08 M
UBS Group AG: 1.04 M
Allspring Global Investments Holdings, LLC: 963,753
Alexander Randolph Advisory, Inc.: 950,196
34.23% of Royce Micro-Cap Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 23.84 M shares in the last 24 months. This purchase volume represents approximately $251.79 M in transactions.