RMT

Royce Micro-Cap Trust
RMT

Overview Fund Activity

90 hedge funds and large institutions have $118M invested in Royce Micro-Cap Trust in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
41
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26M
2
1CP
2
1607 Capital Partners
Virginia
$8.45M
3
MAA
3
Mraz Amerine & Associates
California
$2.64M
4
FWM
4
Frontier Wealth Management
Missouri
$840K
5
SFS
5
Shaker Financial Services
Virginia
$4.56M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
RJA
2
Raymond James & Associates
Florida
$2.08M
3
AAM
3
Advisors Asset Management
Colorado
$7.39M
4
KIM
4
Karpus Investment Management
New York
$4.07M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
51
Advisor Resource Council
Texas
$216K +$216K +25,810 New
IFWM
52
Institute for Wealth Management
Colorado
$199K – – –
AWE
53
Avidian Wealth Enterprises
Texas
$195K -$48.7K -5,828 -20%
RJT
54
Raymond James Trust
Florida
$195K +$8.36K +1,000 +4%
Invesco
55
Invesco
Georgia
$162K -$204K -24,444 -56%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$154K – – –
HBCM
57
Heron Bay Capital Management
Michigan
$153K -$5.3K -632 -3%
CAN
58
Cetera Advisor Networks
California
$150K -$18.6K -2,227 -11%
HPCM
59
Hunter Perkins Capital Management
Illinois
$145K -$41.8K -5,000 -22%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$134K +$45.7K +5,453 +52%
DC
61
Davenport & Co
Virginia
$127K +$302 +36 +0.2%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$126K -$329K -39,387 -72%
9WM
63
9258 Wealth Management
Ohio
$125K +$3.37K +403 +3%
KAS
64
Kestra Advisory Services
Texas
$125K +$9.05K +1,084 +8%
Creative Planning
65
Creative Planning
Kansas
$120K +$32.5K +3,902 +37%
DWM
66
Dakota Wealth Management
Florida
$117K -$9.61K -1,150 -8%
DT
67
Diversified Trust
Tennessee
$109K – – –
SIA
68
Soltis Investment Advisors
Utah
$104K – – –
SWP
69
Stratos Wealth Partners
Ohio
$99K +$13.5K +1,618 +16%
FFBTD
70
First Financial Bank - Trust Division
Ohio
$90K – – –
CWC
71
Carolinas Wealth Consulting
North Carolina
$78K – – –
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$15.1K -1,787 -31%
SN
73
Sittner & Nelson
Oregon
$28K +$748 +88 +3%
HDIM
74
Hanson & Doremus Investment Management
Vermont
$27K +$307 +37 +1%
SPIA
75
Steward Partners Investment Advisory
New York
$21K +$307 +36 +1%
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