RMT

Royce Micro-Cap Trust
RMT

Overview Fund Activity

96 hedge funds and large institutions have $160M invested in Royce Micro-Cap Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
37
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$9.44M
2
Raymond James Financial
2
Raymond James Financial
Florida
$3.47M
3
LPL Financial
3
LPL Financial
California
$5.78M
4
Morgan Stanley
4
Morgan Stanley
New York
$24.1M
5
WAM
5
Wolverine Asset Management
Illinois
$3.45M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$6.78M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$113K
3
AAM
3
Advisors Asset Management
Colorado
$4.89M
4
AA
4
AQR Arbitrage
Connecticut
$1.44M
5
LCM
5
Landscape Capital Management
New Jersey
$621K
Name Market Value Shares Shares
Change 		Shares
Change %
SA
26
Sanctuary Advisors
Indiana
$1.25M 125,700 +611 +0.5%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.14M 116,929 +4,542 +4%
MC
28
Moors & Cabot
Massachusetts
$1.1M 112,421 +7,045 +7%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.01M 103,387 -2,676 -3%
SC
30
Sapient Capital
Indiana
$958K 98,307 +2,123 +2%
LSC
31
Logan Stone Capital
Illinois
$896K 91,912 +59,288 +182%
PAG
32
Private Advisor Group
New Jersey
$877K 89,992 +8,553 +11%
RGC
33
Roberts, Glore & Co
Illinois
$865K 88,752 +1,498 +2%
HC
34
Hara Capital
Washington
$830K 85,120 +42,560 +100%
GC
35
Guggenheim Capital
Illinois
$801K 82,142 +161 +0.2%
Brown Advisory
36
Brown Advisory
Maryland
$777K 79,699 -4,000 -5%
DAS
37
Diversify Advisory Services
Utah
$668K 68,928 -52 -0.1%
LCM
38
Landscape Capital Management
New Jersey
$621K 63,644 -32,214 -34%
TFCP
39
Twin Focus Capital Partners
Massachusetts
$606K 62,161 – –
Stifel Financial
40
Stifel Financial
Missouri
$593K 60,831 +5,681 +10%
EWA
41
EP Wealth Advisors
California
$551K 56,504 -1,790 -3%
QC
42
Quantedge Capital
Singapore
$551K 56,497 +12,300 +28%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$492K 50,502 -4,005 -7%
SCM
44
Saba Capital Management
New York
$461K 47,241 – –
Walleye Capital
45
Walleye Capital
New York
$460K 47,150 +4,999 +12%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$458K 47,000 – –
First Trust Advisors
47
First Trust Advisors
Illinois
$420K 43,115 +707 +2%
HighTower Advisors
48
HighTower Advisors
Illinois
$387K 39,663 +29,019 +273%
UPS
49
UHLMANN PRICE SECURITIES
Illinois
$362K 37,157 +16,051 +76%
DADC
50
D.A. Davidson & Co
Montana
$356K 36,491 +119 +0.3%
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