Royce Micro-Cap Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 3.35 M | $49.00 M | 12.86% | 6.21% |
| MORGAN STANLEY | 08/13/2026 | 2.56 M | $37.46 M | -2.77% | 4.75% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.19 M | $17.41 M | 17.19% | 2.21% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.10 M | $16.13 M | 1.78% | 2.05% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 08/05/2026 | 970.07 K | $14.20 M | -1.07% | 1.80% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 944.41 K | $13.83 M | -8.01% | 1.75% |
| UBS GROUP AG | 08/13/2026 | 859.79 K | $12.59 M | -0.65% | 1.60% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 813.98 K | $11.92 M | -9.41% | 1.51% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 659.92 K | $9.66 M | 4.47% | 1.23% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 602.50 K | $8.82 M | 5.11% | 1.12% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 546.04 K | $7.99 M | 3.34% | 1.01% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 522.67 K | $7.65 M | -4.22% | 0.97% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 483.48 K | $7.08 M | -18.70% | 0.90% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 412.08 K | $6.03 M | 143.27% | 0.76% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 07/16/2026 | 346.33 K | $5.07 M | -1.31% | 0.64% |
| FCA CORP /TX | 08/11/2026 | 320.07 K | $4.69 M | 2.20% | 0.59% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 314.96 K | $4.61 M | -4.60% | 0.58% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 300.00 K | $4.39 M | 0.00% | 0.56% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 287.84 K | $4.21 M | -27.38% | 0.53% |
| ALTIUM CAPITAL MANAGEMENT LP | 08/12/2026 | 278.05 K | $4.07 M | 14.40% | 0.52% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 257.09 K | $3.76 M | 154.98% | 0.48% |
| WATERFRONT WEALTH INC. | 07/30/2026 | 209.60 K | $2.95 M | 0.41% | 0.39% |
| ROYAL BANK OF CANADA | 08/14/2026 | 204.16 K | $2.99 M | -3.89% | 0.38% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 195.74 K | $2.87 M | -3.66% | 0.36% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 181.96 K | $2.66 M | 100.00% | 0.34% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 134.74 K | $1.97 M | 1.45% | 0.25% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 129.72 K | $1.90 M | 19.01% | 0.24% |
| BARD ASSOCIATES INC | 08/12/2026 | 123.84 K | $1.81 M | 38.59% | 0.23% |
| ATLAS WEALTH LLC | 07/28/2026 | 122.86 K | $1.80 M | 100.00% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 115.96 K | $1.70 M | -7.23% | 0.22% |
| MOORS & CABOT, INC. | 08/10/2026 | 114.62 K | $1.68 M | -1.59% | 0.21% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 113.98 K | $1.67 M | 7.08% | 0.21% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 112.47 K | $1.65 M | -3.60% | 0.21% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 98.72 K | $1.45 M | -20.85% | 0.18% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 96.09 K | $1.41 M | -2.27% | 0.18% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 93.73 K | $1.37 M | 7.24% | 0.17% |
| BROWN ADVISORY INC | 08/14/2026 | 74.94 K | $1.10 M | 0.14% | 0.14% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 67.30 K | $985.26 K | 100.00% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 64.82 K | $949.00 K | 65.40% | 0.12% |
| DIVERSIFY ADVISORY SERVICES, LLC | 08/10/2026 | 64.65 K | $888.32 K | 100.00% | 0.12% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 07/30/2026 | 64.65 K | $888.32 K | 0.00% | 0.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 63.41 K | $928.34 K | -0.29% | 0.12% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 62.65 K | $917.24 K | -0.56% | 0.12% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 07/28/2026 | 62.16 K | $910.04 K | 0.00% | 0.12% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 57.65 K | $844.05 K | 0.35% | 0.11% |
| ROBERTS GLORE & CO INC /IL/ | 08/11/2026 | 55.29 K | $809.45 K | -18.84% | 0.10% |
| SAPIENT CAPITAL LLC | 07/09/2026 | 49.27 K | $721.37 K | 1.47% | 0.09% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 48.19 K | $705.53 K | -4.81% | 0.09% |
| SPIREPOINT PRIVATE CLIENT, LLC | 08/05/2026 | 46.28 K | $677.51 K | -3.31% | 0.09% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 08/17/2026 | 41.72 K | $610.71 K | 3.09% | 0.08% |
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Royce Micro-Cap Trust Inc institutional Ownership - FAQ's
During the previous two years, 158 institutional investors and hedge funds held shares of Royce Micro-Cap Trust Inc. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 3.35 M
MORGAN STANLEY: 2.56 M
Allspring Global Investments Holdings, LLC: 1.19 M
LPL Financial LLC: 1.1 M
Alexander Randolph Advisory, Inc.: 970,065
Modern Wealth Management, LLC: 944,413
38.81% of Royce Micro-Cap Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 26.68 M shares in the last 24 months. This purchase volume represents approximately $309.52 M in transactions.