Royce Micro-Cap Trust Ownership | Who Owns Royce Micro-Cap Trust?
Royce Micro-Cap Trust Ownership Summary
Royce Micro-Cap Trust is owned by 34.01% institutional investors, 0.20% insiders, and 65.79% retail investors. Morgan stanley is the largest institutional shareholder, holding 4.91% of RMT shares.
RMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Royce Micro-Cap Trust | 34.01% | 0.20% | 65.79% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Asset Management Stocks | 33.74% | 8.99% | 57.26% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 2.58M | 4.91% | $26.83M |
| Saba capital management | 1.41M | 2.68% | $14.63M |
| Modern wealth management | 1.08M | 2.06% | $11.23M |
| Ubs group | 1.04M | 1.98% | $10.85M |
| Allspring global investments | 963.75K | 1.83% | $10.01M |
| Alexander randolph advisory | 950.20K | 1.81% | $9.87M |
| Shaker financial services | 909.06K | 1.73% | $9.45M |
| Rivernorth capital management | 837.78K | 1.59% | $8.70M |
| Lpl financial | 809.92K | 1.54% | $8.42M |
| Punch & associates investment management | 616.72K | 1.17% | $6.41M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alexander randolph advisory | 950.20K | 8.14% | $9.87M |
| Shaker financial services | 909.06K | 3.24% | $9.45M |
| Fca corp /tx | 312.55K | 0.90% | $3.25M |
| Blue bell private wealth management | 519.35K | 0.82% | $5.40M |
| Mraz, amerine & associates | 357.32K | 0.58% | $3.71M |
| Family firm | 284.63K | 0.54% | $2.24M |
| Uhlmann price securities | 83.42K | 0.53% | $866.69K |
| Rivernorth capital management | 837.78K | 0.50% | $8.70M |
| Saba capital management | 1.41M | 0.40% | $14.63M |
| Punch & associates investment management | 616.72K | 0.37% | $6.41M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Saba capital management | 1.41M | 0.40% | 1.14M |
| Rivernorth capital management | 837.78K | 0.50% | 615.93K |
| Allspring global investments | 963.75K | 0.02% | 130.85K |
| Truemark investments | 98.53K | 0.18% | 98.53K |
| Lpl financial | 809.92K | 0.00% | 62.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 2.58M | 0.00% | -351.93K |
| Polar asset management partners | 71.29K | 0.01% | -167.07K |
| Atlas wealth | - | - | -138.59K |
| Wolverine asset management | 356.93K | 0.03% | -135.71K |
| Advisors asset management | - | - | -125.92K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Truemark investments | 98.53K | 0.18% | 98.53K | $1.02M |
| Spirepoint private client | 38.47K | 0.04% | 38.47K | $399.68K |
| Balyasny asset management | 18.93K | 0.00% | 18.93K | $175.09K |
| Hrt financial lp | 13.57K | 0.00% | 13.57K | $140.00K |
| Cetera investment advisers | 12.70K | 0.00% | 12.70K | $131.98K |
Sold Out
| Holder | Change |
|---|---|
| Clear street | -88.00 |
| Jpmorgan chase | -358.00 |
| First financial corp /in/ | -358.00 |
| Fifth third bancorp | -435.00 |
| Continuum advisory | -499.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 90 | -8.16% | 17,886,917 | 2.15% | 34 | 2.96% | 38 | -29.63% | 32 | 14.29% |
| Jun 30, 2025 | 97 | 3.19% | 17,425,254 | 5.60% | 33 | 3.30% | 54 | 35.00% | 27 | -18.18% |
| Mar 31, 2025 | 91 | -4.21% | 16,301,231 | -0.55% | 31 | 3.02% | 38 | -22.45% | 33 | 57.14% |
| Dec 31, 2024 | 87 | -10.31% | 14,346,290 | -6.24% | 28 | 3.11% | 43 | -14.00% | 20 | -20.00% |
| Sep 30, 2024 | 95 | 7.95% | 15,159,379 | 3.83% | 29 | 3.60% | 49 | 13.95% | 24 | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 05, 2025 | ROYCE CHARLES M | Sr. Advisor Royce & Associates | Sell | $2.05M |
| Aug 26, 2025 | CLARK CHRISTOPHER D | President | Buy | $21.34K |
| May 06, 2025 | ROYCE CHARLES M | Sr. Advisor Royce & Associates | Sell | $16.68K |
| May 05, 2025 | ROYCE CHARLES M | Sr. Advisor Royce & Associates | Sell | $359.23K |
| May 05, 2025 | ROYCE CHARLES M | Sr. Advisor Royce & Associates | Sell | $62.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | 1 | - |
| 2025 Q2 | - | 7 |
| 2025 Q1 | - | 6 |
| 2024 Q3 | 1 | - |
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