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 %
SN
76
Sittner & Nelson
Oregon
$36.5K +$671 +71 +2%
BC
77
Barrett & Company
Rhode Island
$30.7K
SSB
78
Sandy Spring Bank
Maryland
$19.8K
HI
79
Harbour Investments
Wisconsin
$12.8K +$12.8K +1,350 New
EWA
80
EverSource Wealth Advisors
Alabama
$11.6K +$11.6K +1,302 New
NSIM
81
North Star Investment Management
Illinois
$11.1K
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$3.38K -$13.6K -1,438 -80%
FFC
83
First Financial Corp
Indiana
$3.38K
CFD
84
Creative Financial Designs
Indiana
$1.64K
Comerica Bank
85
Comerica Bank
Texas
$730 -$758 -80 -51%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$173 +$173 +18 New
AssetMark Inc
87
AssetMark Inc
California
$151 +$151 +16 New
Citigroup
88
Citigroup
New York
$9
Fidelity Investments
89
Fidelity Investments
Massachusetts
$9 +$9 +1 New
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
-$379K -40,980 Closed
ARC
91
Advisor Resource Council
Texas
-$261K -28,215 Closed
WAP
92
Wealthcare Advisory Partners
Pennsylvania
-$193K -20,920 Closed
DC
93
Davenport & Co
Virginia
-$99.7K -10,795 Closed
ASN
94
Advisory Services Network
Georgia
-$12.4K -1,340 Closed
FFA
95
Farther Finance Advisors
California
-$11.2K -1,214 Closed
GWM
96
Geneos Wealth Management
Colorado
-$795 -86 Closed