Royce Micro-Cap Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 2.65 M | $27.66 M | 2.73% | 5.04% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 2.61 M | $27.27 M | 85.71% | 4.97% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 1.05 M | $10.97 M | -2.75% | 2.00% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.02 M | $10.66 M | 26.22% | 1.94% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 1.00 M | $10.46 M | 4.07% | 1.91% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 02/05/2026 | 968.55 K | $10.10 M | 1.93% | 1.84% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 893.13 K | $9.32 M | 6.61% | 1.70% |
| UBS GROUP AG | 01/29/2026 | 888.80 K | $9.27 M | -14.86% | 1.69% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 829.68 K | $8.65 M | -8.73% | 1.58% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/17/2026 | 615.99 K | $6.42 M | -0.12% | 1.17% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 562.44 K | $5.87 M | 5.96% | 1.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 560.79 K | $5.85 M | 7.98% | 1.07% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 527.78 K | $5.50 M | 2.17% | 1.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 516.03 K | $5.38 M | -16.14% | 0.98% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 02/06/2026 | 355.38 K | $3.71 M | -0.54% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 322.27 K | $3.36 M | -0.55% | 0.61% |
| FCA CORP /TX | 02/11/2026 | 307.85 K | $3.21 M | -1.50% | 0.59% |
| ROYAL BANK OF CANADA | 02/17/2026 | 240.17 K | $2.51 M | 10.79% | 0.46% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 208.56 K | $2.18 M | -2.92% | 0.40% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 198.32 K | $2.07 M | -44.44% | 0.38% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 195.18 K | $2.04 M | 100.00% | 0.37% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 134.23 K | $1.40 M | 0.00% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 128.55 K | $1.34 M | 7.01% | 0.24% |
| MOORS & CABOT, INC. | 02/10/2026 | 118.54 K | $1.24 M | 2.67% | 0.23% |
| 02/17/2026 | 116.85 K | $1.22 M | 100.00% | 0.22% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 116.10 K | $1.21 M | -6.80% | 0.22% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 112.84 K | $1.18 M | 13.05% | 0.21% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 105.37 K | $1.10 M | -1.55% | 0.20% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 101.02 K | $1.05 M | 2.52% | 0.19% |
| BARD ASSOCIATES INC | 02/13/2026 | 89.46 K | $933.10 K | -25.40% | 0.17% |
| ALTIUM CAPITAL MANAGEMENT LP | 02/06/2026 | 87.08 K | $908.22 K | 100.00% | 0.17% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 85.33 K | $890.00 K | 2.30% | 0.16% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 75.98 K | $792.50 K | 4.45% | 0.14% |
| BROWN ADVISORY INC | 02/13/2026 | 74.72 K | $779.32 K | 0.00% | 0.14% |
| ROBERTS GLORE & CO INC /IL/ | 02/05/2026 | 68.01 K | $709.31 K | -3.10% | 0.13% |
| DIVERSIFY ADVISORY SERVICES, LLC | 01/23/2026 | 65.30 K | $755.54 K | 0.00% | 0.12% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 64.77 K | $675.57 K | -6.66% | 0.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 63.16 K | $658.80 K | -0.05% | 0.12% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 02/17/2026 | 62.16 K | $648.34 K | 0.00% | 0.12% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 60.60 K | $632.05 K | 1.55% | 0.12% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 58.35 K | $608.60 K | -11.00% | 0.11% |
| QUANTEDGE CAPITAL PTE LTD | 02/17/2026 | 54.00 K | $563.19 K | -14.69% | 0.10% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 52.27 K | $545.19 K | 2.61% | 0.10% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 49.33 K | $514.48 K | 0.00% | 0.09% |
| SAPIENT CAPITAL LLC | 02/05/2026 | 47.74 K | $503.18 K | 2.29% | 0.09% |
| CWM, LLC | 01/26/2026 | 47.00 K | $490.00 K | 0.00% | 0.09% |
| EP WEALTH ADVISORS, LLC | 02/18/2026 | 44.45 K | $463.57 K | 100.00% | 0.08% |
| SPIREPOINT PRIVATE CLIENT, LLC | 01/22/2026 | 41.32 K | $430.94 K | 7.41% | 0.08% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 41.04 K | $428.02 K | -5.86% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 39.64 K | $413.00 K | 1.84% | 0.08% |
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Royce Micro-Cap Trust Inc institutional Ownership - FAQ's
During the previous two years, 153 institutional investors and hedge funds held shares of Royce Micro-Cap Trust Inc. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 1.01 M
UBS Group AG: 865,397
FLAGSHIP HARBOR ADVISORS, LLC: 528,385
Mraz, Amerine & Associates, Inc.: 350,908
Altium Capital Management LP: 243,050
Waterfront Wealth Inc.: 208,749
36.89% of Royce Micro-Cap Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 26.64 M shares in the last 24 months. This purchase volume represents approximately $309.07 M in transactions.