Royce Micro-Cap Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 2.65 M | $27.66 M | 2.73% | 5.04% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.02 M | $10.66 M | 26.22% | 1.94% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 1.00 M | $10.46 M | 4.07% | 1.91% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 02/05/2026 | 968.55 K | $10.10 M | 1.93% | 1.84% |
| UBS GROUP AG | 01/29/2026 | 888.80 K | $9.27 M | -14.86% | 1.69% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 829.68 K | $8.65 M | -8.73% | 1.58% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 560.79 K | $5.85 M | 7.98% | 1.07% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 527.78 K | $5.50 M | 2.17% | 1.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 516.03 K | $5.38 M | -16.14% | 0.98% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 02/06/2026 | 355.38 K | $3.71 M | -0.54% | 0.68% |
| FCA CORP /TX | 02/11/2026 | 307.85 K | $3.21 M | -1.50% | 0.59% |
| ROYAL BANK OF CANADA | 02/17/2026 | 240.17 K | $2.51 M | 10.79% | 0.46% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 208.56 K | $2.18 M | -2.92% | 0.40% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 198.32 K | $2.07 M | -44.44% | 0.38% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 134.23 K | $1.40 M | 0.00% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 128.55 K | $1.34 M | 7.01% | 0.24% |
| MOORS & CABOT, INC. | 02/10/2026 | 118.54 K | $1.24 M | 2.67% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 112.84 K | $1.18 M | 13.05% | 0.21% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 105.37 K | $1.10 M | -1.55% | 0.20% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 101.02 K | $1.05 M | 2.52% | 0.19% |
| BARD ASSOCIATES INC | 02/13/2026 | 89.46 K | $933.10 K | -25.40% | 0.17% |
| ALTIUM CAPITAL MANAGEMENT LP | 02/06/2026 | 87.08 K | $908.22 K | 100.00% | 0.17% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 85.33 K | $890.00 K | 2.30% | 0.16% |
| BROWN ADVISORY INC | 02/13/2026 | 74.72 K | $779.32 K | 0.00% | 0.14% |
| ROBERTS GLORE & CO INC /IL/ | 02/05/2026 | 68.01 K | $709.31 K | -3.10% | 0.13% |
| DIVERSIFY ADVISORY SERVICES, LLC | 01/23/2026 | 65.30 K | $755.54 K | 0.00% | 0.12% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 64.77 K | $675.57 K | -6.66% | 0.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 63.16 K | $658.80 K | -0.05% | 0.12% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 52.27 K | $545.19 K | 2.61% | 0.10% |
| SAPIENT CAPITAL LLC | 02/05/2026 | 47.74 K | $503.18 K | 2.29% | 0.09% |
| CWM, LLC | 01/26/2026 | 47.00 K | $490.00 K | 0.00% | 0.09% |
| SPIREPOINT PRIVATE CLIENT, LLC | 01/22/2026 | 41.32 K | $430.94 K | 7.41% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 39.64 K | $413.00 K | 1.84% | 0.08% |
| 01/28/2026 | 39.34 K | $410.29 K | -2.77% | 0.07% | |
| HARA CAPITAL LLC | 01/15/2026 | 37.96 K | $395.92 K | -3.56% | 0.07% |
| WEALTHSHIELD PARTNERS, LLC | 02/03/2026 | 34.82 K | $363.16 K | -4.92% | 0.07% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 01/22/2026 | 32.02 K | $333.92 K | 10.74% | 0.06% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 31.44 K | $327.90 K | 0.08% | 0.06% |
| SAX WEALTH ADVISORS, LLC | 01/12/2026 | 31.43 K | $327.82 K | 100.00% | 0.06% |
| COMMERCE BANK | 02/13/2026 | 29.71 K | $309.90 K | 0.00% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 27.66 K | $289.00 K | 2.52% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 27.60 K | $287.91 K | 9.81% | 0.05% |
| TRAUB CAPITAL MANAGEMENT LLC | 01/29/2026 | 26.07 K | $271.90 K | -5.73% | 0.05% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 25.76 K | $268.69 K | -1.78% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 23.73 K | $247.53 K | 3.93% | 0.05% |
| DKM WEALTH MANAGEMENT, INC. | 01/12/2026 | 23.00 K | $239.91 K | 0.00% | 0.04% |
| DIVERSIFIED TRUST CO | 01/09/2026 | 20.05 K | $209.13 K | 4.06% | 0.04% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 01/27/2026 | 19.95 K | $208.06 K | 0.00% | 0.04% |
| OPPENHEIMER & CO INC | 02/02/2026 | 16.32 K | $170.21 K | 2.28% | 0.03% |
| SPINNAKER INVESTMENT GROUP, LLC | 01/12/2026 | 15.88 K | $165.60 K | 100.00% | 0.03% |
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Royce Micro-Cap Trust Inc institutional Ownership - FAQ's
During the previous two years, 145 institutional investors and hedge funds held shares of Royce Micro-Cap Trust Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 2.65 M
LPL Financial LLC: 1.02 M
Allspring Global Investments Holdings, LLC: 1 M
Alexander Randolph Advisory, Inc.: 968,549
UBS Group AG: 888,800
Shaker Financial Services, LLC: 829,682
10.48% of Royce Micro-Cap Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 23.58 M shares in the last 24 months. This purchase volume represents approximately $283.64 M in transactions.