A detailed history of Institute For Wealth Management, Llc. transactions in Royce Micro Cap Trust, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 20,700 shares of RMT stock, worth $213,831. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,700
Previous 20,700 -0.0%
Holding current value
$213,831
Previous $190,000 4.21%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$8.76 - $9.47 $1,787 - $1,931
-204 Reduced 0.98%
20,700 $195,000
Q4 2023

Jan 31, 2024

SELL
$7.67 - $9.34 $7,209 - $8,779
-940 Reduced 4.3%
20,904 $193,000
Q3 2023

Oct 13, 2023

SELL
$8.17 - $9.23 $15,751 - $17,795
-1,928 Reduced 8.11%
21,844 $180,000
Q4 2021

Jan 21, 2022

SELL
$10.82 - $12.45 $1,027 - $1,182
-95 Reduced 0.4%
23,772 $275,000
Q2 2021

Jul 21, 2021

SELL
$11.19 - $12.55 $525 - $589
-47 Reduced 0.2%
23,867 $296,000
Q1 2021

May 04, 2021

SELL
$9.96 - $12.15 $1,404 - $1,713
-141 Reduced 0.59%
23,914 $270,000
Q1 2020

Apr 29, 2020

SELL
$4.56 - $8.95 $21,450 - $42,100
-4,704 Reduced 16.36%
24,055 $134,000
Q4 2019

Feb 27, 2020

BUY
$7.76 - $8.59 $221,260 - $244,926
28,513 Added 11590.65%
28,759 $246,000
Q4 2019

Jan 27, 2020

SELL
$7.76 - $8.59 $252,898 - $279,948
-32,590 Reduced 99.25%
246 $246,000
Q1 2019

May 15, 2019

BUY
$7.49 - $8.89 $245,941 - $291,912
32,836 New
32,836 $274,000
Q4 2018

Feb 08, 2019

SELL
$6.97 - $10.12 $269,739 - $391,643
-38,700 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$10.1 - $10.67 $10 - $10
-1 Reduced -0.0%
38,700 $396,000
Q1 2018

May 15, 2018

SELL
$9.06 - $9.88 $15,084 - $16,450
-1,665 Reduced 4.12%
38,701 $372,000
Q4 2017

Feb 12, 2018

BUY
$8.96 - $9.48 $7,795 - $8,247
870 Added 2.2%
40,366 $383,000
Q2 2017

Aug 14, 2017

BUY
N/A
39,496
39,496 $340,000

Others Institutions Holding RMT

About ROYCE MICRO-CAP TRUST, INC.


  • Ticker RMT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Royce Micro-Cap Trust, Inc. is a closed-ended equity mutual fund launched and managed Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value stocks of companies with market capitalization of less...
More about RMT
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.