RMT

Royce Micro-Cap Trust

82 hedge funds and large institutions have $106M invested in Royce Micro-Cap Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
33
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$829K +$13.6K +1,642 +2%
PAG
27
Private Advisor Group
New Jersey
$783K +$6.86K +829 +0.9%
Brown Advisory
28
Brown Advisory
Maryland
$693K
RGC
29
Roberts, Glore & Co
Illinois
$600K +$88.6K +10,705 +17%
DI
30
DFPG Investments
Utah
$586K +$43.2K +5,529 +8%
TFCP
31
Twin Focus Capital Partners
Massachusetts
$515K
Walleye Capital
32
Walleye Capital
New York
$481K -$72.9K -8,799 -13%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$475K -$9.8K -1,184 -2%
EWA
34
EP Wealth Advisors
California
$431K -$672K -81,116 -61%
Cohen & Steers
35
Cohen & Steers
New York
$421K
AWM
36
Apollon Wealth Management
South Carolina
$415K -$9.66K -1,167 -2%
KIM
37
Karpus Investment Management
New York
$414K
WP
38
WealthShield Partners
North Carolina
$355K -$66.1K -7,983 -16%
DADC
39
D.A. Davidson & Co
Montana
$350K +$9.67K +1,168 +3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$320K -$44.9K -5,421 -12%
WAM
41
Wolverine Asset Management
Illinois
$311K +$51.5K +6,223 +20%
MC
42
Matisse Capital
Oregon
$302K
KWM
43
Kingsview Wealth Management
Oregon
$301K -$5.09K -615 -2%
First Trust Advisors
44
First Trust Advisors
Illinois
$298K -$8.46K -1,022 -3%
Stifel Financial
45
Stifel Financial
Missouri
$292K -$80K -9,656 -21%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$283K -$12K -1,445 -4%
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$267K -$14.4K -1,736 -5%
FAIM
48
Financial Advocates Investment Management
Washington
$248K +$4.84K +584 +2%
LCM
49
Landscape Capital Management
New Jersey
$244K -$76.9K -9,290 -24%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$239K -$4.06K -490 -2%