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 101 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
36,372
shares
|
$375,722
0.0% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
33,354
shares
|
$344,546
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,624
shares
|
$337,005
0.09% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,884
shares
|
$319,031
0.0% of portfolio
|
Q2 2024
Reduced 39.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
29,444
shares
|
$304,156
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,304
shares
|
$292,380
0.0% of portfolio
|
Q3 2024
Reduced 19.7%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
26,676
shares
|
$275,563
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
25,527
shares
|
$263,693
0.01% of portfolio
|
Q3 2024
Added 879.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
24,135
shares
|
$249,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
22,817
shares
|
$235,699
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
20,700
shares
|
$213,831
0.03% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
19,259
shares
|
$198,945
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
17,812
shares
|
$183,997
0.01% of portfolio
|
Q3 2024
Reduced 36.39%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,322
shares
|
$178,936
0.0% of portfolio
|
Q4 2023
Reduced 25.73%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
16,702
shares
|
$172,531
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
15,976
shares
|
$165,032
0.0% of portfolio
|
Q3 2024
Reduced 34.71%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
15,864
shares
|
$163,875
0.0% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
15,161
shares
|
$156,613
0.01% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
15,044
shares
|
$155,404
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
14,766
shares
|
$152,532
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,890
shares
|
$143,483
0.0% of portfolio
|
Q1 2023
Reduced 5.52%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
13,704
shares
|
$141,562
0.01% of portfolio
|
Q3 2024
Added 27.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,318
shares
|
$137,574
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Hunter Perkins Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
13,093
shares
|
$135,250
0.03% of portfolio
|
Q2 2024
Reduced 19.93%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
11,919
shares
|
$123,123
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|