Purchases and Sales Made in Q1 2024 in Royce Micro Cap Trust, Inc. (RMT)
This table provides information about the institutional ownership of Royce Micro Cap Trust, Inc. (RMT) during Q1 2024. The information is specifically focused on institutions that hold shares of ROYCE MICRO-CAP TRUST, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
277KNew |
$2.43M - $2.62M
|
277K
$2.82M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
274KNew |
$2.4M - $2.6M
|
274K
$2.8M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
202K+ 13.6% |
$1.77M - $1.92M
|
1.69M
$17.2M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
202K+ 13.6% |
$1.77M - $1.92M
|
1.69M
$17.2M
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
178K+ 57.33% |
$1.56M - $1.69M
|
489K
$4.98M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
71.1KNew |
$622K - $673K
|
71.1K
$724K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25.3K+ 12.43% |
$222K - $239K
|
229K
$2.33M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.6KNew |
$207K - $224K
|
23.6K
$241K
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
20.8KNew |
$182K - $197K
|
20.8K
$212K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.8KNew |
$182K - $197K
|
20.8K
$212K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
18.9KNew |
$166K - $179K
|
18.9K
$193K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.7KNew |
$147K - $158K
|
16.7K
$170K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 5.9% |
$141K - $152K
|
288K
$2.94M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.6K+ 51.93% |
$136K - $147K
|
45.5K
$464K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 127.2% |
$130K - $140K
|
26.5K
$270K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
9.99K+ 13.28% |
$87.5K - $94.6K
|
85.2K
$868K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.35K+ 2.66% |
$81.9K - $88.6K
|
362K
$3.68M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.19K+ 18.6% |
$80.5K - $87K
|
58.6K
$597K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.43KNew |
$73.8K - $79.8K
|
8.43K
$85.9K
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
6.79K+ 8.46% |
$59.5K - $64.3K
|
87K
$887K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.56K+ 91.8% |
$48.7K - $52.7K
|
11.6K
$118K
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.86K+ 14.49% |
$42.6K - $46K
|
38.4K
$391K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.9K+ 0.4% |
$34.1K - $36.9K
|
975K
$9.94M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.7K+ 2.03% |
$32.4K - $35K
|
186K
$1.89M
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
3.28K+ 1.13% |
$28.8K - $31.1K
|
294K
$3M
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
3.26K+ 0.33% |
$28.5K - $30.9K
|
995K
$10.1M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.25K+ 16.84% |
$28.4K - $30.7K
|
22.5K
$230K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.44K+ 1.61% |
$21.3K - $23.1K
|
154K
$1.57M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.28K+ 2.31% |
$20K - $21.6K
|
101K
$1.03M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.73K+ 1.68% |
$15.2K - $16.4K
|
105K
$1.07M
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.61K+ 1.88% |
$14.1K - $15.3K
|
87.3K
$890K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.35KNew |
$11.8K - $12.8K
|
1.35K
$13.8K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$11.4K - $12.3K
|
1.3K
$13.3K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
928+ 1.74% |
$8.13K - $8.79K
|
54.2K
$552K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
576+ 1.88% |
$5.05K - $5.45K
|
31.2K
$318K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
358New |
$3.14K - $3.39K
|
358
$3.65K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
159+ 0.37% |
$1.39K - $1.51K
|
42.7K
$436K
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
80+ 0.77% |
$701 - $758
|
10.5K
$107K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
71+ 1.87% |
$622 - $672
|
3.86K
$39.3K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18New |
$158 - $170
|
18
$183
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
16New |
$140 - $152
|
16
$163
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2+ 0.02% |
$17.5 - $18.9
|
11.9K
$121K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-80- 50.96% |
$701 - $758
|
77
$785
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-200- 0.53% |
$1.75K - $1.89K
|
37.8K
$385K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-204- 0.98% |
$1.79K - $1.93K
|
20.7K
$211K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-435- 1.25% |
$3.81K - $4.12K
|
34.3K
$350K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-544- 1.08% |
$4.77K - $5.15K
|
49.6K
$506K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-925- 6.52% |
$8.1K - $8.76K
|
13.3K
$135K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.16KClosed |
$10.2K - $11K
|
0
$0
|