EP Wealth Advisors LLC Makes New $579,000 Investment in Royce Otc Micro $RMT

Posted by Brian Himes on Aug 25th, 2026

EP Wealth Advisors LLC bought a new position in shares of Royce Otc Micro (NYSE:RMT – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 39,536 shares of the financial services provider’s stock, valued at approximately $579,000.

A number of other large investors have also recently made changes to their positions in RMT. Revolve Wealth Partners LLC bought a new position in shares of Royce Otc Micro in the fourth quarter worth about $148,000. Royal Bank of Canada increased its stake in Royce Otc Micro by 5.2% in the 1st quarter. Royal Bank of Canada now owns 207,934 shares of the financial services provider’s stock worth $1,753,000 after buying an additional 10,290 shares during the period. NewEdge Advisors LLC lifted its holdings in Royce Otc Micro by 9.6% during the 1st quarter. NewEdge Advisors LLC now owns 30,469 shares of the financial services provider’s stock valued at $257,000 after buying an additional 2,675 shares in the last quarter. Guggenheim Capital LLC lifted its holdings in Royce Otc Micro by 6.6% during the 2nd quarter. Guggenheim Capital LLC now owns 82,969 shares of the financial services provider’s stock valued at $767,000 after buying an additional 5,122 shares in the last quarter. Finally, Bank of America Corp DE boosted its position in Royce Otc Micro by 0.5% in the 2nd quarter. Bank of America Corp DE now owns 533,966 shares of the financial services provider’s stock valued at $4,939,000 after buying an additional 2,860 shares during the period. 34.98% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider John E. Denneen acquired 4,000 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The shares were bought at an average price of $13.70 per share, with a total value of $54,800.00. Following the completion of the purchase, the insider directly owned 12,232 shares in the company, valued at $167,578.40. This trade represents a 48.59% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 0.19% of the company’s stock.

Royce Otc Micro Stock Performance

Shares of RMT stock opened at $14.07 on Tuesday. The company’s 50-day simple moving average is $14.11 and its two-hundred day simple moving average is $13.14. Royce Otc Micro has a one year low of $9.52 and a one year high of $14.78.

Royce Otc Micro Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 29th. Investors of record on Thursday, June 11th were issued a $0.21 dividend. The ex-dividend date was Thursday, June 11th. This is a positive change from Royce Otc Micro’s previous quarterly dividend of $0.19. This represents a $0.84 dividend on an annualized basis and a dividend yield of 6.0%.

Royce Otc Micro Profile

(Free Report)

Royce Micro-Cap Trust, Inc (NYSE: RMT) is a closed-end management investment company primarily focused on micro-capitalization equity securities. The trust seeks long-term capital appreciation by investing in small U.S. companies that, due to their relatively low market values, often receive less attention from larger institutional investors.

Managed by Royce & Associates, LLC, RMT employs a fundamental, value-oriented investment strategy grounded in in-depth, bottom-up research. Portfolio managers analyze financial statements, market trends and company management to identify undervalued firms with the potential for significant growth.