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Royce Micro-Cap Trust (RMT) Institutional Ownership

Royce Micro-Cap Trust logo
$9.90 -0.06 (-0.60%)
Closing price 01/31/2025 03:59 PM Eastern
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$9.90 0.00 (0.00%)
As of 01/31/2025 06:30 PM Eastern
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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)
32
Total
Institutional Inflows
(last 12 months)
$22.77M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$11.91M
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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
1/31/2025Mraz 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%
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%
11/26/2024Peapack Gladstone Financial Corp15,864$152K0.0%-16.9%0.031%
11/15/2024XTX Topco Ltd10,788$104K0.0%N/A0.021%
11/15/2024EP Wealth Advisors LLC58,294$560K0.0%+5.6%0.115%
11/15/2024Stifel Financial Corp55,150$530K0.0%-8.2%0.109%
11/15/2024HighTower Advisors LLC10,644$102K0.0%N/A0.021%
11/14/2024Captrust Financial Advisors106,063$1.02M0.0%+5.0%0.209%
11/14/2024Walleye Capital LLC42,151$405K0.0%+6.9%0.083%
11/13/2024D.A. Davidson & CO.36,372$350K0.0%-8.7%0.072%
11/9/2024Landscape Capital Management L.L.C.95,858$921K0.1%-26.2%0.189%
11/8/2024Moors & Cabot Inc.105,376$1.01M0.1%-1.7%0.208%
11/8/2024Advisors Asset Management Inc.655,095$6.30M0.1%-18.3%1.293%
11/6/2024Bard Associates Inc.179,501$1.73M0.6%-1.6%0.354%
11/6/2024Alexander 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%
11/4/2024Wolverine Asset Management LLC187,725$1.80M0.0%+46.2%0.370%
11/1/2024Heritage Wealth Management Inc.19,259$185K0.1%N/A0.038%
10/31/2024Hara Capital LLC42,560$409K0.2%+12.7%0.084%
10/31/2024Shaker Financial Services LLC619,270$5.95M2.2%+7.8%1.222%
10/24/2024Alpha Financial Partners LLC10,476$101K0.1%N/A0.022%
10/23/2024Mraz 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%
10/22/2024Private 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%
9/5/2024Sanctuary Advisors LLC124,229$1.10M0.0%N/A0.245%
8/22/2024Cetera Investment Advisers291,075$2.68M0.0%+5.1%0.598%
8/15/2024Logan Stone Capital LLC37,534$345K0.1%+80.4%0.077%
8/9/2024Moors & Cabot Inc.107,199$985K0.1%+2.0%0.220%
8/8/2024Alexander Randolph Advisory Inc.996,865$9.16M8.6%+0.2%2.049%
8/5/2024Blue Bell Private Wealth Management LLC318,672$2.93M0.6%+39.3%0.655%
8/3/2024Shaker Financial Services LLC574,290$5.28M2.1%+17.5%1.181%
8/2/2024Wolverine Asset Management LLC128,426$1.18M0.0%+579.1%0.264%
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8/1/2024Mraz Amerine & Associates Inc.402,102$3.70M0.8%-3.5%0.827%
7/31/2024Commonwealth Equity Services LLC142,679$1.31M0.0%-1.0%0.293%
7/30/2024Jaffetilchin 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%
7/24/2024Family 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%
7/10/2024CWM LLC47,000$432K0.0%N/A0.097%
5/24/2024Cetera Advisors LLC274,430$2.59M0.0%N/A0.564%
5/17/2024Jaffetilchin Investment Partners LLC26,471$250K0.0%+127.2%0.054%
5/14/2024Advisors Asset Management Inc.942,077$8.90M0.2%-2.6%1.937%
5/14/2024Karpus Management Inc.36,054$341K0.0%-27.9%0.074%
5/2/2024Family 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%
5/1/2024 Diversify Advisory Services LLC71,054$664K0.0%N/A0.146%
4/30/2024Private 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%
4/30/2024Commonwealth Equity Services LLC144,050$1.36M0.0%-2.1%0.296%
4/24/2024Blue 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%
3/1/2024ARK & TLK Investments LLC22,817$211K0.1%N/A0.047%
2/28/2024EP Wealth Advisors LLC53,266$492K0.0%+2.3%0.110%
2/13/2024Peapack Gladstone Financial Corp26,488$245K0.0%-17.7%0.054%
2/13/2024Bard Associates Inc.224,601$2.08M0.8%-5.5%0.462%
2/13/20241607 Capital Partners LLC607,962$5.62M0.4%-0.9%1.250%
2/9/2024UBS Group AG971,466$8.98M0.0%+5.9%1.997%
2/8/2024 Kingsview Wealth Management LLC34,760$321K0.0%-4.5%0.071%
2/8/2024FCA Corp TX290,854$2.69M0.9%-1.6%0.598%
2/7/2024Shaker Financial Services LLC310,633$2.87M1.2%+18.8%0.639%
2/6/2024Private Advisor Group LLC89,577$828K0.0%-5.3%0.184%
2/6/2024 Wealthcare Advisory Partners LLC20,920$193K0.0%+42.3%0.043%
2/6/2024 Sapient Capital LLC85,680$792K0.0%N/A0.176%
2/2/2024Alexander Randolph Advisory Inc.991,297$9.16M8.3%N/A2.038%
1/31/2024Mraz Amerine & Associates Inc.429,670$3.97M0.8%-1.1%0.883%
1/29/2024 Sapient Capital LLC85,680$792K0.0%N/A0.176%
1/25/2024 Allspring Global Investments Holdings LLC1,463,810$13.53M0.0%+24.3%3.009%
1/25/2024Blue Bell Private Wealth Management LLC203,502$1.88M0.4%-1.1%0.418%
1/24/2024 International Assets Investment Management LLC23,186$214K0.0%+846.8%0.048%
1/23/2024WealthShield Partners LLC44,228$409K0.1%+3.0%0.091%
1/23/2024 DAVENPORT & Co LLC10,795$100K0.0%-15.0%0.022%
1/16/2024Raymond James Financial Services Advisors Inc.30,426$281K0.0%+5.5%0.063%
1/16/2024Raymond James & Associates319,549$2.95M0.0%+7.2%0.657%
1/12/2024Advisor Resource Council28,215$261K0.0%N/A0.058%
1/10/2024Dfpg Investments LLC71,226$634K0.0%-4.9%0.146%
11/24/2023EP Wealth Advisors LLC52,082$431K0.0%-60.9%0.107%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

11/15/20231607 Capital Partners LLC613,662$5.08M0.4%-4.3%1.262%
11/14/2023AQR Arbitrage LLC114,693$950K0.0%+65.7%0.236%
11/13/2023Wolverine Asset Management LLC37,600$311K0.0%+19.8%0.077%
11/13/2023FCA Corp TX295,610$2.45M0.8%+4.7%0.608%
11/9/2023UBS Group AG917,287$7.60M0.0%+1.8%1.886%
11/8/2023 Janney Montgomery Scott LLC34,185$283K0.0%-4.1%0.070%
11/8/2023Landscape Capital Management L.L.C.29,473$244K0.0%-24.0%0.061%
11/8/2023Moors & Cabot Inc.102,929$852K0.1%+2.3%0.212%
11/7/2023Atlas Wealth LLC156,587$1.30M0.2%-10.3%0.322%
11/2/2023Shaker Financial Services LLC261,497$2.17M1.0%+83.4%0.538%
(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, 75 institutional investors and hedge funds held shares of Royce Micro-Cap Trust. The most heavily invested institutionals were Alexander Randolph Advisory Inc. ($9.59M), UBS Group AG ($8.98M), Punch & Associates Investment Management Inc. ($7.70M), Allspring Global Investments Holdings LLC ($6.78M), Advisors Asset Management Inc. ($6.30M), Shaker Financial Services LLC ($5.95M), and 1607 Capital Partners LLC ($5.62M).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 60 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: Alexander Randolph Advisory Inc. ($994.67K), Allspring Global Investments Holdings LLC ($383.47K), Shaker Financial Services LLC ($376.37K), Cetera Advisors LLC ($274.43K), Wolverine Asset Management LLC ($206.42K), Atlas Wealth LLC ($203.45K), and Sapient Capital LLC ($183.10K).

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

Institutional investors have bought a total of 4,329,007 shares in the last 24 months. This purchase volume represents approximately $39.29M in transactions.

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

Of the 39 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), Shaker Financial Services LLC ($589.76K), Advisors Asset Management Inc. ($171.88K), EP Wealth Advisors LLC ($81.12K), LPL Financial LLC ($79.29K), Mraz Amerine & Associates Inc. ($51.21K), and Landscape Capital Management L.L.C. ($47.61K).

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

Institutional investors have sold a total of 2,375,627 shares in the last 24 months. This volume of shares sold represents approximately $21.62M in transactions.



This page (NYSE:RMT) was last updated on 2/1/2025 by MarketBeat.com Staff
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