Institutional Ownership Royce Micro Cap Trust, Inc. (RMT)
This table provides information about the institutional ownership of Royce Micro Cap Trust, Inc. (RMT). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
12,715
shares
|
$121,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
11,919
shares
|
$113,707
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
11,581
shares
|
$110,482
0.0% of portfolio
|
Q4 2024
Reduced 96.22%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
10,828
shares
|
$103,299
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
10,741
shares
|
$102,469
0.01% of portfolio
|
Q3 2020
Added 2.11%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
10,476
shares
|
$99,941
0.07% of portfolio
|
Q1 2024
Added 0.77%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,342
shares
|
$89,122
0.02% of portfolio
|
Q1 2022
Added 38.71%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
4,496
shares
|
$42,891
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
4,096
shares
|
$39,075
0.02% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
4,031
shares
|
$38,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
3,250
shares
|
$31,004
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,114
shares
|
$20,167
0.0% of portfolio
|
Q3 2022
Added 2.52%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,096
shares
|
$19,995
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,708
shares
|
$16,294
0.0% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,302
shares
|
$12,421
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,176
shares
|
$11,219
0.0% of portfolio
|
Q4 2020
Reduced 61.01%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,036
shares
|
$9,883
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$9,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
995
shares
|
$9,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
784
shares
|
$7,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
107
shares
|
$1,020
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
77
shares
|
$734
0.0% of portfolio
|
Q1 2024
Reduced 50.96%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
61
shares
|
$581
0.0% of portfolio
|
Q3 2024
Reduced 64.94%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$152
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|