Recent Quarter Total Invested
$147.64 M
Recent Quarter Institutional Ownership Percentage
29.91%
Total Invested of Last Quarter
$134.14 M
Ownership Percentage of Last Quarter
28.81%
Royce Micro-Cap Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2024 | 2.29 M | $22.01 M | 14.38% | 4.52% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 1.14 M | $10.96 M | 1.70% | 2.25% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 1.09 M | $10.44 M | -1.46% | 2.14% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 11/05/2024 | 997,924 | $9.59 M | 0.11% | 1.97% |
| UBS GROUP AG | 11/14/2024 | 996,226 | $9.57 M | 1.09% | 1.97% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 655,095 | $6.30 M | -18.28% | 1.29% |
| SHAKER FINANCIAL SERVICES, LLC | 10/31/2024 | 619,270 | $5.95 M | 7.83% | 1.22% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 581,698 | $5.59 M | 13.06% | 1.15% |
| FLAGSHIP HARBOR ADVISORS, LLC | 10/21/2024 | 507,141 | $4.87 M | 100.00% | 1.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 480,851 | $4.62 M | 4.87% | 0.95% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 10/23/2024 | 394,480 | $3.79 M | -1.90% | 0.78% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/29/2024 | 378,145 | $3.63 M | 18.66% | 0.75% |
| LPL FINANCIAL LLC | 11/08/2024 | 317,461 | $3.05 M | 6.45% | 0.63% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 306,066 | $2.94 M | 5.15% | 0.60% |
| FCA CORP /TX | 11/13/2024 | 304,309 | $2.92 M | 2.53% | 0.60% |
| FAMILY FIRM, INC. | 10/17/2024 | 298,194 | $2.41 M | 13.58% | 0.59% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 283,251 | $2.72 M | -0.06% | 0.56% |
| CLEARSTEAD ADVISORS, LLC | 11/13/2024 | 220,795 | $2.12 M | -14.04% | 0.44% |
| AQR ARBITRAGE LLC | 11/14/2024 | 196,866 | $1.89 M | -20.36% | 0.39% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/04/2024 | 187,725 | $1.80 M | 46.17% | 0.37% |
| BARD ASSOCIATES INC | 11/06/2024 | 179,501 | $1.73 M | -1.64% | 0.35% |
| ROYAL BANK OF CANADA | 11/14/2024 | 166,754 | $1.60 M | 2.44% | 0.33% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2024 | 166,285 | $1.60 M | -47.38% | 0.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 143,674 | $1.38 M | 0.70% | 0.28% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/13/2024 | 137,570 | $1.32 M | -0.67% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 112,387 | $1.08 M | 4.24% | 0.22% |
| CAPTRUST FINANCIAL ADVISORS | 11/14/2024 | 106,063 | $1.02 M | 5.02% | 0.21% |
| MOORS & CABOT, INC. | 11/08/2024 | 105,376 | $1.01 M | -1.70% | 0.21% |
| SAPIENT CAPITAL LLC | 10/11/2024 | 96,184 | $924,328 | 0.93% | 0.19% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 95,858 | $921,195 | -26.21% | 0.19% |
| ROBERTS GLORE & CO INC /IL/ | 11/14/2024 | 87,254 | $838,511 | 0.88% | 0.17% |
| BROWN ADVISORY INC | 11/13/2024 | 83,699 | $804,347 | 0.00% | 0.17% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 81,439 | $782,631 | -3.50% | 0.16% |
| DIVERSIFY ADVISORY SERVICES, LLC | 10/25/2024 | 68,980 | $666,346 | 0.56% | 0.14% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 11/14/2024 | 62,161 | $597,367 | 0.00% | 0.12% |
| EP WEALTH ADVISORS, LLC | 11/15/2024 | 58,294 | $560,204 | 5.63% | 0.12% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 55,150 | $530,015 | -8.17% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 54,507 | $524,000 | -0.27% | 0.11% |
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2024 | 47,241 | $453,986 | 1.05% | 0.09% |
| CWM, LLC | 10/08/2024 | 47,000 | $452,000 | 0.00% | 0.09% |
| QUANTEDGE CAPITAL PTE LTD | 11/13/2024 | 44,197 | $424,733 | -1.34% | 0.09% |
| HARA CAPITAL LLC | 10/31/2024 | 42,560 | $409,002 | 12.71% | 0.08% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 42,408 | $407,540 | 2.47% | 0.08% |
| WALLEYE CAPITAL LLC | 11/14/2024 | 42,151 | $405,071 | 6.88% | 0.08% |
| WEALTHSHIELD PARTNERS, LLC | 11/04/2024 | 40,790 | $391,992 | 1.35% | 0.08% |
| APOLLON WEALTH MANAGEMENT, LLC | 11/05/2024 | 40,603 | $390,194 | -6.95% | 0.08% |
| D.A. DAVIDSON & CO. | 11/13/2024 | 36,372 | $349,538 | -8.73% | 0.07% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2024 | 33,354 | $320,532 | -0.45% | 0.07% |
| LOGAN STONE CAPITAL, LLC | 11/14/2024 | 32,624 | $313,517 | -13.08% | 0.06% |
| COHEN & STEERS, INC. | 11/14/2024 | 30,884 | $297,000 | 0.00% | 0.06% |
Royce Micro-Cap Trust, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of RMT shares?
During the previous two years, 120 institutional investors and hedge funds held shares of Royce Micro-Cap Trust, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 2.29 M
Allspring Global Investments Holdings, LLC: 1.14 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 1.09 M
Alexander Randolph Advisory, Inc.: 997,924
UBS Group AG: 996,226
Advisors Asset Management, Inc.: 655,095
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What percentage of Royce Micro-Cap Trust, Inc. stock is owned by institutional investors?
29.91% 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 20.12 M shares in the last 24 months. This purchase volume represents approximately $204.83 M in transactions.