RMT

Royce Micro-Cap Trust

89 hedge funds and large institutions have $137M invested in Royce Micro-Cap Trust in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
26
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$236K -$67.9K -7,187 -22%
AWS
52
Atria Wealth Solutions
New York
$223K +$223K +23,646 New
ATI
53
ARK & TLK Investments
Oklahoma
$216K
NA
54
NewEdge Advisors
Louisiana
$213K +$30.7K +3,247 +17%
LSC
55
Logan Stone Capital
Illinois
$197K +$197K +20,809 New
Walleye Capital
56
Walleye Capital
New York
$196K +$196K +20,777 New
IFWM
57
Institute for Wealth Management
Colorado
$196K -$1.93K -204 -1%
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$184K -$66.5K -7,029 -27%
WAM
59
Wolverine Asset Management
Illinois
$179K +$179K +18,910 New
RJT
60
Raymond James Trust
Florida
$164K
Fisher Asset Management
61
Fisher Asset Management
Washington
$158K +$158K +16,724 New
HPCM
62
Hunter Perkins Capital Management
Illinois
$155K
DT
63
Diversified Trust
Tennessee
$155K -$66.1K -6,996 -30%
KAS
64
Kestra Advisory Services
Texas
$131K
SWP
65
Stratos Wealth Partners
Ohio
$125K -$8.74K -925 -7%
SIA
66
Soltis Investment Advisors
Utah
$113K +$19 +2 +0%
SPIA
67
Steward Partners Investment Advisory
New York
$110K +$52.6K +5,564 +92%
Vanguard Group
68
Vanguard Group
Pennsylvania
$102K
FFBTD
69
First Financial Bank - Trust Division
Ohio
$102K
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$101K -$34.9K -3,687 -26%
EFG
71
Ehrlich Financial Group
California
$99K +$756 +80 +0.8%
CWC
72
Carolinas Wealth Consulting
North Carolina
$88.3K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$79.6K +$79.6K +8,426 New
SWM
74
Spire Wealth Management
Virginia
$51.8K
TCM
75
TD Capital Management
Tennessee
$42.5K