Institutional Ownership Royce Micro Cap Trust, Inc. (RMT)
This table provides information about the institutional ownership of Royce Micro Cap Trust, Inc. (RMT). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,094,338
shares
|
$29.6 Million
0.0% of portfolio
|
Q1 2025
Added 25.22%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
1,074,754
shares
|
$10.3 Million
0.3% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
999,803
shares
|
$9.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
982,323
shares
|
$9.39 Million
8.11% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
907,197
shares
|
$8.67 Million
3.09% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
745,898
shares
|
$7.13 Million
0.01% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
671,106
shares
|
$6.42 Million
0.0% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
610,323
shares
|
$5.83 Million
0.37% of portfolio
|
Q1 2025
Reduced 43.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
598,196
shares
|
$5.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
540,978
shares
|
$5.17 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
531,106
shares
|
$5.08 Million
0.0% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
461,992
shares
|
$4.42 Million
0.78% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
384,130
shares
|
$3.67 Million
0.08% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
369,024
shares
|
$3.53 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
334,607
shares
|
$3.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
296,439
shares
|
$2.83 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
288,404
shares
|
$2.76 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
283,251
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
269,591
shares
|
$2.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 46.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
253,141
shares
|
$2.42 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
207,934
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
159,141
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
154,001
shares
|
$1.47 Million
0.56% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
136,840
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
125,700
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.49%
|