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. | 05/15/2026 | 2.97 M | $33.54 M | 13.40% | 5.61% |
| MORGAN STANLEY | 05/15/2026 | 2.63 M | $29.77 M | -0.78% | 4.98% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.08 M | $12.24 M | 5.90% | 2.05% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 1.03 M | $11.82 M | -2.37% | 1.94% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 1.01 M | $11.47 M | 1.15% | 1.92% |
| ALEXANDER RANDOLPH ADVISORY, INC. | 05/07/2026 | 980.56 K | $11.09 M | 1.24% | 1.85% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 898.55 K | $10.16 M | 0.61% | 1.70% |
| UBS GROUP AG | 05/05/2026 | 865.40 K | $9.79 M | -2.63% | 1.64% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 631.68 K | $7.14 M | 12.64% | 1.19% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 594.73 K | $6.73 M | 15.25% | 1.13% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 573.18 K | $6.48 M | 1.91% | 1.08% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 545.67 K | $6.17 M | -11.42% | 1.03% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 528.39 K | $5.98 M | 0.12% | 1.00% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 396.37 K | $4.48 M | -52.23% | 0.75% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 05/05/2026 | 350.91 K | $3.97 M | -1.26% | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 330.13 K | $3.73 M | 2.44% | 0.62% |
| FCA CORP /TX | 05/14/2026 | 313.19 K | $3.54 M | 1.73% | 0.59% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 300.00 K | $3.39 M | 100.00% | 0.57% |
| ALTIUM CAPITAL MANAGEMENT LP | 05/01/2026 | 243.05 K | $2.75 M | 179.12% | 0.46% |
| ROYAL BANK OF CANADA | 05/15/2026 | 212.41 K | $2.40 M | -11.56% | 0.40% |
| WATERFRONT WEALTH INC. | 04/30/2026 | 208.75 K | $2.36 M | 100.00% | 0.39% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 203.17 K | $2.30 M | -2.58% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 169.39 K | $1.92 M | 45.90% | 0.32% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 132.81 K | $1.50 M | -1.06% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 125.00 K | $1.41 M | -2.76% | 0.24% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 124.72 K | $1.41 M | -36.10% | 0.24% |
| 04/16/2026 | 116.67 K | $1.32 M | -0.15% | 0.22% | |
| MOORS & CABOT, INC. | 05/08/2026 | 116.47 K | $1.32 M | -1.75% | 0.22% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 109.00 K | $1.23 M | 68.28% | 0.21% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 106.44 K | $1.20 M | 5.37% | 0.20% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 104.99 K | $1.19 M | -6.95% | 0.20% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 100.83 K | $1.14 M | 100.00% | 0.19% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 98.33 K | $1.11 M | -6.68% | 0.19% |
| BARD ASSOCIATES INC | 05/08/2026 | 89.36 K | $1.01 M | -0.12% | 0.17% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 87.40 K | $988.50 K | 2.42% | 0.17% |
| BROWN ADVISORY INC | 05/15/2026 | 74.84 K | $846.40 K | 0.16% | 0.14% |
| ROBERTS GLORE & CO INC /IL/ | 05/04/2026 | 68.12 K | $770.45 K | 0.17% | 0.13% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 05/01/2026 | 64.65 K | $840.47 K | 100.00% | 0.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 63.60 K | $719.27 K | 0.68% | 0.12% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 63.00 K | $712.56 K | 100.00% | 0.12% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 05/14/2026 | 62.16 K | $703.04 K | 0.00% | 0.12% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 57.45 K | $649.80 K | 9.92% | 0.11% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 50.63 K | $572.60 K | -13.24% | 0.10% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 50.04 K | $565.91 K | 287.28% | 0.09% |
| SAPIENT CAPITAL LLC | 06/22/2026 | 48.56 K | $549.20 K | 1.72% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 48.07 K | $543.68 K | 100.00% | 0.09% |
| SPIREPOINT PRIVATE CLIENT, LLC | 04/22/2026 | 47.86 K | $541.32 K | 15.84% | 0.09% |
| CWM, LLC | 05/14/2026 | 47.00 K | $531.57 K | 0.00% | 0.09% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 43.33 K | $490.06 K | -2.51% | 0.08% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 04/23/2026 | 40.47 K | $457.66 K | 26.39% | 0.08% |
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Royce Micro-Cap Trust Inc institutional Ownership - FAQ's
During the previous two years, 144 institutional investors and hedge funds held shares of Royce Micro-Cap Trust Inc. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 2.97 M
MORGAN STANLEY: 2.63 M
LPL Financial LLC: 1.08 M
Modern Wealth Management, LLC: 1.03 M
Allspring Global Investments Holdings, LLC: 1.01 M
Alexander Randolph Advisory, Inc.: 980,555
37.86% of Royce Micro-Cap Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 25.55 M shares in the last 24 months. This purchase volume represents approximately $296.33 M in transactions.