Who owns Royce Micro Capital Trust?
- Ticker: RMT
- CUSIP Number: 780915104
Tip: Access positions for across all investors
Analyze quarterly positions in Royce Micro Capital Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Royce Micro Capital Trust stock
Who bought or sold Royce Micro Capital Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 1.7M | $16M | -1% | Mar 2024 |
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| Allspring Global Investments Holdings | 1.4M | $14M | -2% | Mar 2024 |
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| Punch & Associates Investment Management | 1.1M | $10M | 18% | Dec 2023 |
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| Alexander Randolph Advisory | 995k | $9.4M | 0% | Mar 2024 |
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| UBS Group | 975k | $9.2M | 0% | Mar 2024 |
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| Advisors Asset Management | 967k | $8.9M | -10% | Dec 2023 |
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| Wells Fargo & Company | 490k | $4.6M | -1% | Mar 2024 |
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| Shaker Financial Services | 489k | $4.6M | 57% | Mar 2024 |
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| Bank of America Corporation | 450k | $4.3M | -6% | Mar 2024 |
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| 1607 Capital Partners | 445k | $4.2M | -27% | Mar 2024 |
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| Mraz, Amerine & Associates | 417k | $3.9M | -3% | Mar 2024 |
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| Flagship Harbor Advisors | 362k | $3.4M | 3% | Mar 2024 |
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| Raymond James & Associates | 305k | $2.9M | -5% | Mar 2024 |
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| Fca Corp | 294k | $2.8M | 1% | Mar 2024 |
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| LPL Financial | 288k | $2.7M | 188% | Mar 2024 |
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| Family Firm | 252k | $2.4M | -8% | Mar 2024 |
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| Blue Bell Private Wealth Management | 229k | $2.2M | 12% | Mar 2024 |
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| Bard Associates | 189k | $1.8M | -21% | Mar 2024 |
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| Advisor Group Holdings | 186k | $1.8M | 2% | Mar 2024 |
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| CNH Partners | 160k | $1.5M | -18% | Mar 2024 |
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| Royal Bank of Canada | 154k | $1.5M | 2% | Mar 2024 |
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| Commonwealth Equity Services | 144k | $1.4M | -2% | Mar 2024 |
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| Horizon Kinetics Asset Management | 143k | $1.3M | 0% | Dec 2023 |
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| Moors & Cabot | 105k | $994k | 2% | Mar 2024 |
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| Captrust Financial Advisors | 101k | $955k | 2% | Mar 2024 |
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| Sapient Capital | 87k | $825k | 2% | Mar 2024 |
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| Roberts Glore & Co | 87k | $823k | 8% | Mar 2024 |
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| Private Advisor | 85k | $805k | -5% | Mar 2024 |
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| Landscape Capital Management | 85k | $805k | 13% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 84k | $791k | 0% | Mar 2024 |
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| Dfpg Investments | 71k | $634k | -5% | Dec 2023 |
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| Diversify Advisory Services | 71k | $664k | 100% | Mar 2024 |
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| Twin Focus Capital Partners | 62k | $587k | 0% | Mar 2024 |
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| Stifel Financial | 59k | $553k | 19% | Mar 2024 |
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| EP Wealth Advisors | 53k | $492k | 2% | Dec 2023 |
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| Cohen & Steers Capital Management | 51k | $481k | 0% | Mar 2024 |
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| Apollon Wealth Management | 50k | $469k | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 49k | $464k | -15% | Mar 2024 |
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| D.A. Davidson & Co. | 43k | $404k | 0% | Mar 2024 |
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| Emerald Investment Partners | 41k | $389k | -7% | Mar 2024 |
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| First Trust Advisors | 38k | $363k | 7% | Mar 2024 |
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| Hara Capital | 38k | $357k | -1% | Mar 2024 |
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| Karpus Investment Management | 36k | $341k | -28% | Mar 2024 |
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| Kingsview Wealth Management | 34k | $324k | -1% | Mar 2024 |
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| Financial Advocates Investment Management | 31k | $295k | 2% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 30k | $277k | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 28k | $265k | -8% | Mar 2024 |
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| Prairie Sky Financial Group | 27k | $252k | 0% | Mar 2024 |
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| Jaffetilchin Investment Partners | 27k | $250k | 100% | Mar 2024 |
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| Janney Montgomery Scott | 25k | $236k | -22% | Mar 2024 |
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| Atria Wealth Solutions | 24k | $224k | 100% | Mar 2024 |
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| Ark & Tlk Investments | 23k | $216k | 0% | Mar 2024 |
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| Goss Wealth Management | 23k | $213k | 52% | Mar 2024 |
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| Logan Stone Capital | 21k | $197k | 100% | Mar 2024 |
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| Walleye Trading Advisors | 21k | $196k | 100% | Mar 2024 |
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| Institute For Wealth Management | 21k | $196k | -1% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 20k | $184k | -40% | Mar 2024 |
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| Wolverine Asset Management | 19k | $179k | 100% | Mar 2024 |
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| Raymond James Trust | 17k | $164k | 0% | Mar 2024 |
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| Fisher Investments | 17k | $158k | 100% | Mar 2024 |
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| Diversified Trust Company | 16k | $155k | -30% | Mar 2024 |
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| Hunter Perkins Capital Management | 16k | $155k | 0% | Mar 2024 |
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| Kestra Advisory Services | 14k | $128k | 0% | Dec 2023 |
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| Stratos Wealth Partners | 13k | $125k | -7% | Mar 2024 |
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| Soltis Investment Advisors | 12k | $113k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 12k | $110k | 92% | Mar 2024 |
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| Vanguard Group | 11k | $102k | 0% | Mar 2024 |
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| First Financial Bank, N.A. - Trust Division | 11k | $99k | 0% | Dec 2023 |
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| Mercer Global Advisors | 11k | $101k | -26% | Mar 2024 |
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| Ehrlich Financial Group | 11k | $99k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 8.4k | $80k | 100% | Mar 2024 |
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| Spire Wealth Management | 5.5k | $52k | 0% | Mar 2024 |
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| TD Capital Management | 4.5k | $43k | 0% | Mar 2024 |
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| Sittner & Nelson | 3.9k | $37k | 4% | Mar 2024 |
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| Barrett & Company | 3.3k | $31k | 0% | Mar 2024 |
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| Sandy Spring Bank | 2.1k | $20k | 0% | Mar 2024 |
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| North Star Investment Management | 1.2k | $11k | 0% | Mar 2024 |
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| Coppell Advisory Solutions | 1.0k | $9.6k | 100% | Dec 2023 |
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| Dan Callahan | 358.00 | $3.4k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 358.00 | $3.4k | -80% | Mar 2024 |
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| Creative Financial Designs | 173.00 | $1.6k | 0% | Mar 2024 |
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| Baystate Wealth Management | 107.00 | $993.997900 | 100% | Dec 2023 |
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| Brian McDonald | 77.00 | $727.996500 | -85% | Mar 2024 |
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| Atlantic Trust | 18.00 | $172.999800 | 100% | Mar 2024 |
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| Assetmark | 16.00 | $151.000000 | 100% | Mar 2024 |
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| Citigroup | 1.00 | $9.000000 | 0% | Mar 2024 |
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| FMR | 1.00 | $9.000000 | 0% | Mar 2024 |
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Who sold out of Royce Micro Capital Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Sep 2023 | 39k | $320k |
| Advisor Resource Council | Dec 2023 | 28k | $261k |
| Wealthcare Advisory Partners | Dec 2023 | 21k | $193k |
| Elequin Capital | Sep 2023 | 19k | $155k |
| Davenport & Co | Dec 2023 | 11k | $100k |
| Advisory Services Network | Dec 2023 | 1.3k | $12k |
| Farther Finance Advisors | Dec 2023 | 1.2k | $11k |
| Geneos Wealth Management | Dec 2023 | 86.00 | $795.001200 |