Royce Micro-Cap Trust Ownership | Who Owns Royce Micro-Cap Trust?
Royce Micro-Cap Trust Ownership Summary
Royce Micro-Cap Trust is owned by 28.31% institutional investors, 0.89% insiders, and 70.80% retail investors. Morgan stanley is the largest institutional shareholder, holding 4.09% of RMT shares.
RMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Royce Micro-Cap Trust | 28.31% | 0.89% | 70.80% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 2.00M | 4.09% | $18.40M |
| Punch & associates investment management | 1.10M | 2.25% | $10.13M |
| Ubs group | 1.01M | 1.99% | $9.84M |
| Modern wealth management | 1.01M | 1.99% | $10.14M |
| Alexander randolph advisory | 991.03K | 1.96% | $9.66M |
| Shaker financial services | 734.79K | 1.45% | $7.16M |
| Allspring global investments | 695.44K | 1.37% | $6.78M |
| Wells fargo & company/mn | 604.21K | 1.19% | $5.89M |
| Flagship harbor advisors | 547.41K | 1.08% | $5.34M |
| Advisors asset management | 501.10K | 0.99% | $4.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alexander randolph advisory | 991.03K | 8.96% | $9.66M |
| Shaker financial services | 734.79K | 2.74% | $7.16M |
| Fca corp /tx | 296.80K | 0.87% | $2.73M |
| Blue bell private wealth management | 432.51K | 0.80% | $4.22M |
| Mraz, amerine & associates | 370.44K | 0.64% | $3.61M |
| Punch & associates investment management | 1.10M | 0.59% | $10.13M |
| Family firm | 297.35K | 0.54% | $2.41M |
| Bard associates | 154.00K | 0.51% | $1.50M |
| Modern wealth management | 1.01M | 0.35% | $10.14M |
| Logan stone capital | 91.91K | 0.30% | $896.14K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Modern wealth management | 1.01M | 0.35% | 1.01M |
| Raymond james financial | 355.77K | 0.00% | 355.77K |
| Morgan stanley | 2.00M | 0.00% | 311.59K |
| Wolverine asset management | 353.90K | 0.03% | 166.18K |
| Shaker financial services | 734.79K | 2.74% | 115.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Allspring global investments | 695.44K | 0.01% | -444.90K |
| Cetera investment advisers | 11.58K | 0.00% | -294.49K |
| Advisors asset management | 501.10K | 0.09% | -153.99K |
| Atlas wealth | - | - | -138.59K |
| Aqr arbitrage | 147.36K | 0.03% | -49.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Modern wealth management | 1.01M | 0.35% | 1.01M | $10.14M |
| Raymond james financial | 355.77K | 0.00% | 355.77K | $3.47M |
| Readystate asset management lp | 34.25K | 0.01% | 34.25K | $333.98K |
| Hennion & walsh asset management | 29.01K | 0.01% | 29.01K | $282.85K |
| Revolve wealth partners | 15.18K | 0.02% | 15.18K | $147.99K |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -1.00 |
| Fmr | -2.00 |
| Clear street | -88.00 |
| Colonial trust advisors | -300.00 |
| Jpmorgan chase | -358.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 87 | -10.31% | 14,346,290 | -6.24% | 28 | 3.11% | 43 | -14.00% | 20 | -20.00% |
| Sep 30, 2024 | 95 | 7.95% | 15,159,379 | 3.83% | 29 | 3.60% | 49 | 13.95% | 24 | - |
| Jun 30, 2024 | 87 | -2.25% | 14,589,803 | 0.97% | 29 | 3.42% | 43 | 4.88% | 24 | -17.24% |
| Mar 31, 2024 | 89 | 2.30% | 14,449,446 | 3.19% | 29 | 2.89% | 41 | -8.89% | 29 | 16.00% |
| Dec 31, 2023 | 87 | 6.10% | 14,002,318 | 10.89% | 31 | 3.84% | 45 | 18.42% | 25 | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 19, 2025 | ROYCE CHARLES M | Sr. Advisor Royce & Associates | Sell | $991.70K |
| Feb 18, 2025 | ROYCE CHARLES M | Sr. Advisor Royce & Associates | Sell | $498.40K |
| Jan 30, 2025 | ROYCE CHARLES M | Sr. Advisor Royce & Associates | Sell | $496.50K |
| Jan 29, 2025 | ROYCE CHARLES M | Sr. Advisor Royce & Associates | Sell | $494.00K |
| Jan 30, 2025 | ROYCE CHARLES M | Sr. Advisor Royce & Associates | Sell | $498.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 6 |
| 2024 Q3 | 1 | - |
| 2024 Q1 | 3 | - |
| 2023 Q3 | - | - |
| 2022 Q4 | 1 | - |
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