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 103 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
41,464
shares
|
$393,908
0.0% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
39,368
shares
|
$373,996
0.0% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
39,319
shares
|
$373,530
0.18% of portfolio
|
Q1 2025
Reduced 57.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
37,443
shares
|
$355,708
0.04% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
37,112
shares
|
$352,564
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
35,688
shares
|
$339,036
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
34,434
shares
|
$327,123
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
30,469
shares
|
$289,455
0.0% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
29,712
shares
|
$282,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,304
shares
|
$268,888
0.0% of portfolio
|
Q3 2024
Reduced 19.7%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
27,868
shares
|
$264,746
0.14% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
26,640
shares
|
$253,080
0.0% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
23,902
shares
|
$227,069
0.0% of portfolio
|
Q1 2025
Added 86.59%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
23,590
shares
|
$224,105
0.0% of portfolio
|
Q1 2025
Reduced 35.18%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
23,002
shares
|
$218,519
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
22,817
shares
|
$216,761
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
21,379
shares
|
$203,100
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
21,110
shares
|
$200,545
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
19,948
shares
|
$189,506
0.02% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
19,682
shares
|
$186,979
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
19,269
shares
|
$183,055
0.01% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,322
shares
|
$164,559
0.0% of portfolio
|
Q4 2023
Reduced 25.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,300
shares
|
$154,850
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
15,835
shares
|
$150,432
0.01% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
15,755
shares
|
$149,672
0.11% of portfolio
|
Q1 2025
Added 3.11%
|