CI
RMT

CX Institutional’s Royce Micro-Cap Trust RMT Stock Holding History

CX Institutional’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,222
Closed -$33K – 1583
2025
Q3 		$33K Buy
+3,222
New +$31.8K ﹤0.01% 1011

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

CX Institutional's RMT Position: Q4 2025 in Review

CX Institutional sold out of Royce Micro-Cap Trust (RMT) in Q4 2025, closing a stake of 3,222 shares — an estimated $33K sold.

CX Institutional first reported a position in RMT in Q3 2025 and held it in 1 quarter. The position peaked at $33K in Q3 2025. 99 funds tracked by Wall St. Rank hold RMT as of Q4 2025.

  • CX Institutional reported no remaining Royce Micro-Cap Trust position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 3,222 Royce Micro-Cap Trust shares in Q4 2025, an estimated $33K.
  • CX Institutional first reported a position in Royce Micro-Cap Trust in Q3 2025 and held it in 1 quarter.
  • CX Institutional's Royce Micro-Cap Trust position peaked at $33K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.