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
LPL Financial
2
LPL Financial
California
$5.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.1M
4
WAM
4
Wolverine Asset Management
Illinois
$3.45M
5
SFS
5
Shaker Financial Services
Virginia
$7.16M

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 %
Calamos Advisors
51
Calamos Advisors
Illinois
$355K 36,395 +21,629 +146%
WP
52
WealthShield Partners
North Carolina
$354K 36,301 -4,489 -11%
AWM
53
Apollon Wealth Management
South Carolina
$341K 35,024 -5,579 -14%
KWM
54
Kingsview Wealth Management
Oregon
$335K 34,354 +1,000 +3%
RAM
55
Readystate Asset Management
Illinois
$334K 34,254 +34,254 New
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$283K 29,010 +29,010 New
NA
57
NewEdge Advisors
Louisiana
$271K 27,794 -1,650 -6%
PSFG
58
Prairie Sky Financial Group
Illinois
$266K 27,266 +590 +2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$235K 24,135 – –
DWM
60
DKM Wealth Management
California
$224K 23,002 +23,002 New
ATI
61
ARK & TLK Investments
Oklahoma
$222K 22,817 – –
NAS
62
NWF Advisory Services
California
$208K 21,379 +21,379 New
SPIA
63
Steward Partners Investment Advisory
New York
$203K 20,843 +10,812 +108%
IFWM
64
Institute for Wealth Management
Colorado
$202K 20,700 – –
DT
65
Diversified Trust
Tennessee
$163K 16,702 – –
AWS
66
Atria Wealth Solutions
New York
$157K 16,136 +160 +1%
PGFC
67
Peapack-Gladstone Financial Corp
New Jersey
$155K 15,864 – –
FAIM
68
Financial Advocates Investment Management
Washington
$151K 15,494 +333 +2%
JIP
69
Jaffetilchin Investment Partners
Florida
$150K 15,418 +1,714 +13%
CMMS
70
Comprehensive Money Management Services
Florida
$149K 15,280 +15,280 New
RWP
71
Revolve Wealth Partners
New Jersey
$148K 15,179 +15,179 New
HPCM
72
Hunter Perkins Capital Management
Illinois
$128K 13,093 – –
SI
73
Stephens Inc
Arkansas
$124K 12,715 +12,715 New
SIA
74
Soltis Investment Advisors
Utah
$116K 11,919 – –
P
75
&Partners
Tennessee
$114K 12,810 +12,810 New
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