Royce Micro-Cap Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 1.09 M | $10.59 M | -0.01% | 2.14% |
| UBS GROUP AG | 02/14/2025 | 1.01 M | $9.84 M | 1.26% | 1.99% |
| MODERN WEALTH MANAGEMENT, LLC | 02/11/2025 | 1.01 M | $10.14 M | 100.00% | 1.99% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 02/04/2025 | 991,033 | $9.66 M | -0.69% | 1.96% |
| SHAKER FINANCIAL SERVICES, LLC | 02/13/2025 | 734,786 | $7.16 M | 18.65% | 1.45% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 695,437 | $6.78 M | -39.02% | 1.37% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 604,206 | $5.89 M | 3.87% | 1.19% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2025 | 547,408 | $5.34 M | 7.94% | 1.08% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 501,102 | $4.89 M | -23.51% | 0.99% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/07/2025 | 432,511 | $4.22 M | 14.38% | 0.85% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 01/31/2025 | 370,435 | $3.61 M | -6.10% | 0.73% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 355,771 | $3.47 M | 100.00% | 0.70% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/03/2025 | 353,905 | $3.45 M | 88.52% | 0.70% |
| FCA CORP /TX | 02/11/2025 | 304,600 | $2.97 M | 0.10% | 0.60% |
| FAMILY FIRM, INC. | 02/10/2025 | 297,354 | $2.41 M | -0.28% | 0.59% |
| CLEARSTEAD ADVISORS, LLC | 02/10/2025 | 254,634 | $2.48 M | 15.33% | 0.50% |
| ROYAL BANK OF CANADA | 02/14/2025 | 197,644 | $1.93 M | 18.52% | 0.39% |
| BARD ASSOCIATES INC | 02/06/2025 | 154,001 | $1.50 M | -14.21% | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 150,437 | $1.47 M | 4.71% | 0.30% |
| 1607 CAPITAL PARTNERS, LLC | 02/13/2025 | 149,985 | $1.46 M | -9.80% | 0.30% |
| AQR ARBITRAGE LLC | 02/14/2025 | 147,356 | $1.44 M | -25.15% | 0.29% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/10/2025 | 137,215 | $1.34 M | -0.26% | 0.27% |
| 01/31/2025 | 125,700 | $1.25 M | 0.49% | 0.25% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 112,502 | $1.08 M | 0.10% | 0.22% |
| MOORS & CABOT, INC. | 02/07/2025 | 112,421 | $1.10 M | 6.69% | 0.22% |
| CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 103,387 | $1.01 M | -2.52% | 0.20% |
| SAPIENT CAPITAL LLC | 01/29/2025 | 98,307 | $958,493 | 2.21% | 0.19% |
| LOGAN STONE CAPITAL, LLC | 02/14/2025 | 91,912 | $896,142 | 181.73% | 0.18% |
| PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 89,992 | $877,425 | 10.50% | 0.18% |
| ROBERTS GLORE & CO INC /IL/ | 02/07/2025 | 88,752 | $865,332 | 1.72% | 0.18% |
| GUGGENHEIM CAPITAL LLC | 02/13/2025 | 82,142 | $800,885 | 0.20% | 0.16% |
| BROWN ADVISORY INC | 02/14/2025 | 79,699 | $777,065 | -4.78% | 0.16% |
| DIVERSIFY ADVISORY SERVICES, LLC | 01/16/2025 | 68,928 | $667,912 | -0.08% | 0.14% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/12/2025 | 63,644 | $620,529 | -33.61% | 0.13% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 02/13/2025 | 62,161 | $606,070 | 0.00% | 0.12% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 60,831 | $593,107 | 10.30% | 0.12% |
| EP WEALTH ADVISORS, LLC | 02/14/2025 | 56,504 | $550,911 | -3.07% | 0.11% |
| QUANTEDGE CAPITAL PTE LTD | 02/14/2025 | 56,497 | $550,846 | 27.83% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 50,502 | $492,000 | -7.35% | 0.10% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/14/2025 | 47,241 | $460,600 | 0.00% | 0.09% |
| WALLEYE CAPITAL LLC | 02/13/2025 | 47,150 | $459,713 | 11.86% | 0.09% |
| CWM, LLC | 02/04/2025 | 47,000 | $458,000 | 0.00% | 0.09% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 43,115 | $420,371 | 1.67% | 0.09% |
| HARA CAPITAL LLC | 01/31/2025 | 42,560 | $414,960 | 0.00% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 39,663 | $386,719 | 272.63% | 0.08% |
| D.A. DAVIDSON & CO. | 01/31/2025 | 36,491 | $355,791 | 0.33% | 0.07% |
| CALAMOS ADVISORS LLC | 01/24/2025 | 36,395 | $354,851 | 146.48% | 0.07% |
| WEALTHSHIELD PARTNERS, LLC | 02/04/2025 | 36,301 | $353,935 | -11.01% | 0.07% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/28/2025 | 35,024 | $341,481 | -13.74% | 0.07% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 01/28/2025 | 34,354 | $334,952 | 3.00% | 0.07% |
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Royce Micro-Cap Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 127 institutional investors and hedge funds held shares of Royce Micro-Cap Trust, Inc.. The most heavily invested institutionals were:
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 1.09 M
UBS Group AG: 1.01 M
Modern Wealth Management, LLC: 1.01 M
Alexander Randolph Advisory, Inc.: 991,033
Shaker Financial Services, LLC: 734,786
Allspring Global Investments Holdings, LLC: 695,437
32.30% of Royce Micro-Cap Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 20.77 M shares in the last 24 months. This purchase volume represents approximately $206.01 M in transactions.