Free Trial

Royce Micro-Cap Trust (RMT) Institutional Ownership

Royce Micro-Cap Trust logo
$8.96 +0.03 (+0.28%)
Closing price 03/5/2025 03:59 PM Eastern
Extended Trading
$8.96 0.00 (0.00%)
As of 03/5/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Royce Micro-Cap Trust (NYSE:RMT)

Current
Institutional Ownership
Percentage
34.98%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$36.57M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$17.33M
Get RMT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Royce Micro-Cap Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

RMT Institutional Buying and Selling by Quarter

Royce Micro-Cap Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/4/2025 Comprehensive Money Management Services LLC15,280$149K0.1%N/A0.030%
2/17/2025 Quantedge Capital Pte Ltd56,497$551K0.2%+27.8%0.111%
2/17/2025 Logan Stone Capital LLC91,912$896K0.3%+181.7%0.181%
2/17/2025 EP Wealth Advisors LLC56,504$551K0.0%-3.1%0.111%
2/17/2025 Cetera Investment Advisers11,581$113K0.0%-96.2%0.023%
2/17/2025 Captrust Financial Advisors103,387$1.01M0.0%-2.5%0.204%
2/17/2025 Bank of America Corp DE504,401$4.92M0.0%+4.9%0.995%
2/14/2025 AQR Arbitrage LLC147,356$1.44M0.0%-25.1%0.291%
2/14/2025 Stifel Financial Corp60,831$593K0.0%+10.3%0.120%
2/14/2025 Shaker Financial Services LLC734,786$7.16M2.7%+18.7%1.450%
2/13/2025 1607 Capital Partners LLC149,985$1.46M0.1%-9.8%0.296%
2/13/2025 NewEdge Advisors LLC27,794$271K0.0%-5.6%0.055%
2/13/2025 Walleye Capital LLC47,150$460K0.0%+11.9%0.093%
2/13/2025 Jaffetilchin Investment Partners LLC15,418$150K0.0%+12.5%0.030%
2/13/2025 Raymond James Financial Inc.355,771$3.47M0.0%N/A0.702%
2/13/2025 Wells Fargo & Company MN604,206$5.89M0.0%+3.9%1.192%
2/12/2025 Landscape Capital Management L.L.C.63,644$621K0.1%-33.6%0.126%
2/12/2025 DKM Wealth Management Inc.23,002$224K0.2%N/A0.045%
2/11/2025 Modern Wealth Management LLC1,008,152$10.14M0.4%N/A1.989%
2/11/2025 LPL Financial LLC592,578$5.78M0.0%+86.7%1.169%
2/10/2025 Advisors Asset Management Inc.501,102$4.89M0.1%-23.5%0.989%
2/10/2025 Commonwealth Equity Services LLC150,437$1.47M0.0%+4.7%0.297%
2/7/2025 HighTower Advisors LLC39,663$387K0.0%+272.6%0.078%
2/7/2025 Moors & Cabot Inc.112,421$1.10M0.1%+6.7%0.222%
2/7/2025 Roberts Glore & Co. Inc. IL88,752$865K0.3%+1.7%0.175%
2/7/2025 Blue Bell Private Wealth Management LLC432,511$4.22M0.8%+14.4%0.853%
2/6/2025 Raymond James Financial Inc.355,771$3.47M0.0%N/A0.702%
2/6/2025 Bard Associates Inc.154,001$1.50M0.5%-14.2%0.304%
2/6/2025 Steward Partners Investment Advisory LLC20,843$203K0.0%+107.8%0.041%
2/4/2025 WealthShield Partners LLC36,301$354K0.1%-11.0%0.072%
2/4/2025 Alexander Randolph Advisory Inc.991,033$9.66M9.0%-0.7%1.955%
2/3/2025 Wolverine Asset Management LLC353,905$3.45M0.0%+88.5%0.698%
2/3/2025 Private Advisor Group LLC89,992$877K0.0%+10.5%0.178%
1/31/2025 Mraz Amerine & Associates Inc.370,435$3.61M0.6%-6.1%0.731%
1/29/2025 Allspring Global Investments Holdings LLC695,437$6.78M0.0%-39.0%1.372%
1/29/2025 Sapient Capital LLC98,307$958K0.0%+2.2%0.194%
1/28/2025 Stephens Inc. AR12,715$124K0.0%N/A0.025%
1/28/2025 Apollon Wealth Management LLC35,024$341K0.0%-13.7%0.069%
1/24/2025 Calamos Advisors LLC36,395$355K0.0%+146.5%0.072%
1/22/2025 Revolve Wealth Partners LLC15,179$148K0.0%N/A0.030%
Elon’s “New Gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
1/21/2025 Flagship Harbor Advisors LLC547,408$5.34M0.3%+7.9%1.080%
1/15/2025 Hennion & Walsh Asset Management Inc.29,010$283K0.0%N/A0.057%
11/26/2024 Peapack Gladstone Financial Corp15,864$152K0.0%-16.9%0.031%
11/15/2024 XTX Topco Ltd10,788$104K0.0%N/A0.021%
11/15/2024 EP Wealth Advisors LLC58,294$560K0.0%+5.6%0.115%
11/15/2024 Stifel Financial Corp55,150$530K0.0%-8.2%0.109%
11/15/2024 HighTower Advisors LLC10,644$102K0.0%N/A0.021%
11/14/2024 Captrust Financial Advisors106,063$1.02M0.0%+5.0%0.209%
11/14/2024 Walleye Capital LLC42,151$405K0.0%+6.9%0.083%
11/13/2024 D.A. Davidson & CO.36,372$350K0.0%-8.7%0.072%
11/9/2024 Landscape Capital Management L.L.C.95,858$921K0.1%-26.2%0.189%
11/8/2024 Moors & Cabot Inc.105,376$1.01M0.1%-1.7%0.208%
11/8/2024 Advisors Asset Management Inc.655,095$6.30M0.1%-18.3%1.293%
11/6/2024 Bard Associates Inc.179,501$1.73M0.6%-1.6%0.354%
11/6/2024 Alexander Randolph Advisory Inc.997,924$9.59M8.5%+0.1%1.969%
11/5/2024 Apollon Wealth Management LLC40,603$390K0.0%-6.9%0.080%
11/4/2024 Wolverine Asset Management LLC187,725$1.80M0.0%+46.2%0.370%
11/1/2024 Heritage Wealth Management Inc.19,259$185K0.1%N/A0.038%
10/31/2024 Hara Capital LLC42,560$409K0.2%+12.7%0.084%
10/31/2024 Shaker Financial Services LLC619,270$5.95M2.2%+7.8%1.222%
10/24/2024 Alpha Financial Partners LLC10,476$101K0.1%N/A0.022%
10/23/2024 Mraz Amerine & Associates Inc.394,480$3.79M0.7%-1.9%0.778%
10/22/2024 International Assets Investment Management LLC25,527$2.66M0.0%+879.2%0.050%
10/22/2024 Private Advisor Group LLC81,439$783K0.0%-3.5%0.167%
10/19/2024 Allspring Global Investments Holdings LLC1,140,342$10.96M0.0%+1.7%2.250%
9/5/2024 Sanctuary Advisors LLC124,229$1.10M0.0%N/A0.245%
8/22/2024 Cetera Investment Advisers291,075$2.68M0.0%+5.1%0.598%
8/15/2024 Logan Stone Capital LLC37,534$345K0.1%+80.4%0.077%
8/9/2024 Moors & Cabot Inc.107,199$985K0.1%+2.0%0.220%
8/8/2024 Alexander Randolph Advisory Inc.996,865$9.16M8.6%+0.2%2.049%
8/5/2024 Blue Bell Private Wealth Management LLC318,672$2.93M0.6%+39.3%0.655%
8/3/2024 Shaker Financial Services LLC574,290$5.28M2.1%+17.5%1.181%
8/2/2024 Wolverine Asset Management LLC128,426$1.18M0.0%+579.1%0.264%
8/1/2024 Mraz Amerine & Associates Inc.402,102$3.70M0.8%-3.5%0.827%
7/31/2024 Commonwealth Equity Services LLC142,679$1.31M0.0%-1.0%0.293%
7/30/2024 Jaffetilchin Investment Partners LLC10,788$99K0.0%-59.2%0.022%
7/29/2024 Financial Advocates Investment Management14,883$137K0.0%-52.4%0.031%
7/26/2024 Allspring Global Investments Holdings LLC1,121,293$10.31M0.0%-21.7%2.305%
7/24/2024 Family Firm Inc.262,532$2.41M0.3%+4.1%0.540%
7/19/2024Raymond James & Associates283,422$2.61M0.0%-6.9%0.583%
7/17/2024 Hunter Perkins Capital Management LLC13,093$120K0.0%-19.9%0.027%
7/15/2024 Sapient Capital LLC95,295$876K0.0%+9.2%0.196%
7/12/2024 Diversify Advisory Services LLC68,597$632K0.0%-3.5%0.141%
7/10/2024 CWM LLC47,000$432K0.0%N/A0.097%
5/24/2024Cetera Advisors LLC274,430$2.59M0.0%N/A0.564%
5/17/2024 Jaffetilchin Investment Partners LLC26,471$250K0.0%+127.2%0.054%
5/14/2024 Advisors Asset Management Inc.942,077$8.90M0.2%-2.6%1.937%
5/14/2024 Karpus Management Inc.36,054$341K0.0%-27.9%0.074%
5/2/2024 Family Firm Inc.252,093$2.38M0.6%-7.8%0.518%
5/1/2024 Janney Montgomery Scott LLC24,998$236K0.0%-22.3%0.051%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
5/1/2024 Diversify Advisory Services LLC71,054$664K0.0%N/A0.146%
4/30/2024 Private Advisor Group LLC85,188$805K0.0%-4.9%0.175%
4/30/2024 Allspring Global Investments Holdings LLC1,431,325$13.53M0.0%-2.2%2.943%
4/30/2024 Commonwealth Equity Services LLC144,050$1.36M0.0%-2.1%0.296%
4/24/2024 Blue Bell Private Wealth Management LLC228,790$2.16M0.5%+12.4%0.470%
4/23/2024 Sapient Capital LLC87,292$825K0.0%+1.9%0.179%
4/18/2024 Allspring Global Investments Holdings LLC1,431,325$13.53M0.0%-2.2%2.943%
4/18/2024 Diversified Trust Co16,394$155K0.0%-29.9%0.034%
3/1/2024 ARK & TLK Investments LLC22,817$211K0.1%N/A0.047%
2/28/2024 EP Wealth Advisors LLC53,266$492K0.0%+2.3%0.110%
(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, 80 institutional investors and hedge funds held shares of Royce Micro-Cap Trust. The most heavily invested institutionals were Modern Wealth Management LLC ($10.14M), Alexander Randolph Advisory Inc. ($9.66M), UBS Group AG ($8.98M), Punch & Associates Investment Management Inc. ($7.70M), Shaker Financial Services LLC ($7.16M), Allspring Global Investments Holdings LLC ($6.78M), and Wells Fargo & Company MN ($5.89M).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 66 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: Modern Wealth Management LLC ($1.01M), Alexander Randolph Advisory Inc. ($994.67K), Raymond James Financial Inc. ($711.54K), Shaker Financial Services LLC ($491.89K), Allspring Global Investments Holdings LLC ($383.47K), Wolverine Asset Management LLC ($372.60K), and LPL Financial LLC ($275.12K).

How much institutional buying is happening at Royce Micro-Cap Trust?

Institutional investors have bought a total of 6,457,445 shares in the last 24 months. This purchase volume represents approximately $60.51M in transactions.

Which Royce Micro-Cap Trust major shareholders have been selling company stock?

Of the 41 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: Allspring Global Investments Holdings LLC ($899.12K), Advisors Asset Management Inc. ($325.87K), Cetera Investment Advisers ($294.49K), EP Wealth Advisors LLC ($82.91K), Landscape Capital Management L.L.C. ($79.83K), LPL Financial LLC ($74.23K), and Mraz Amerine & Associates Inc. ($51.21K).

How much institutional selling is happening at Royce Micro-Cap Trust?

Institutional investors have sold a total of 2,275,222 shares in the last 24 months. This volume of shares sold represents approximately $21.38M in transactions.



This page (NYSE:RMT) was last updated on 3/6/2025 by MarketBeat.com Staff
From Our Partners