Free Trial

Royce Value Trust (RVT) Institutional Ownership

→ Gold Mania (From Stansberry Research) (Ad)
Free RVT Stock Alerts
$14.51
+0.08 (+0.55%)
(As of 05/3/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Royce Value Trust (NYSE:RVT)

Current
Institutional Ownership
Percentage
25.57%
Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$59.40M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$23.85M
Get RVT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Royce Value Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

RVT Institutional Buying and Selling by Quarter

Royce Value Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Salomon & Ludwin LLC3,299$50K0.0%N/A0.003%
5/2/2024Quent Capital LLC2,522$38K0.0%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC431,555$6.55M0.0%+2.0%0.386%
4/30/2024 Private Advisor Group LLC113,303$1.72M0.0%+6.2%0.101%
4/29/2024Commonwealth Equity Services LLC135,195$2.05M0.0%-21.9%0.121%
4/29/2024 Benjamin F. Edwards & Company Inc.87,106$1.32M0.0%+3.9%0.078%
4/26/2024 LifePro Asset Management17,757$269K0.2%N/A0.016%
4/24/2024 Blue Bell Private Wealth Management LLC406,826$6.17M1.3%+12.4%0.364%
4/24/2024 SOL Capital Management CO57,586$874K0.1%+4.8%0.052%
4/23/2024 Raymond James Financial Services Advisors Inc.1,525,570$23.14M0.0%+1.3%1.366%
4/22/2024 Raymond James & Associates1,710,322$25.95M0.0%+1.9%1.532%
4/19/2024 Accel Wealth Management120,848$1.83M0.8%+1.2%0.108%
4/19/2024 Kovack Advisors Inc.16,374$248K0.0%+58.0%0.015%
4/18/2024 SeaCrest Wealth Management LLC136,797$2.08M0.3%-3.0%0.123%
4/18/2024 Allspring Global Investments Holdings LLC366,062$5.55M0.0%-13.5%0.328%
4/17/2024 Hennion & Walsh Asset Management Inc.34,470$523K0.0%+106.7%0.031%
4/16/2024 Atlantic Union Bankshares Corp103,126$1.56M0.1%-14.9%0.092%
4/15/2024 Future Financial Wealth Managment LLC5,000$76K0.1%N/A0.004%
4/11/2024 David J Yvars Group34,914$528K0.4%-9.5%0.031%
4/11/2024 SignalPoint Asset Management LLC10,699$162K0.0%N/A0.010%
4/9/2024 Stolper Co45,768$694K0.3%+2.4%0.041%
4/8/2024 Benchmark Wealth Management LLC14,238$216K0.1%-6.8%0.013%
3/22/2024PNC Financial Services Group Inc.28,511$415K0.0%+9.0%0.026%
3/15/2024B. Riley Wealth Advisors Inc.14,384$209K0.0%-7.3%0.013%
2/28/2024Abel Hall LLC20,000$291K0.2%N/A0.018%
2/26/2024Centaurus Financial Inc.33,380$486K0.0%-65.7%0.030%
2/15/2024Bulldog Investors LLP83,173$1.21M0.4%+174.5%0.074%
2/15/2024Comerica Bank89,734$1.31M0.0%-0.8%0.080%
2/13/2024Karpus Management Inc.200,510$2.92M0.1%+40.9%0.180%
2/13/2024Quantedge Capital Pte Ltd34,100$496K0.2%-14.5%0.031%
2/13/2024Oppenheimer & Co. Inc.154,549$2.25M0.0%+3.7%0.138%
2/13/2024Prevail Innovative Wealth Advisors LLC20,708$302K0.1%+24.7%0.019%
2/13/20241607 Capital Partners LLC226,792$3.30M0.2%+4.3%0.203%
2/12/2024Tradition Wealth Management LLC21,485$313K0.0%-8.8%0.019%
2/12/2024Pingora Partners LLC3,733$54K0.0%N/A0.003%
2/12/2024Weiss Asset Management LP30,409$443K0.0%N/A0.027%
2/12/2024Focus Financial Network Inc. ADV13,999$204K0.0%N/A0.013%
2/12/2024Stifel Financial Corp684,741$9.97M0.0%+10.3%0.613%
2/12/2024Steward Partners Investment Advisory LLC64,918$945K0.0%+1.5%0.058%
2/12/2024RPO LLC137,362$2M3.0%-27.1%0.123%
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad)

The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
2/9/2024D.A. Davidson & CO.220,782$3.22M0.0%+3.0%0.198%
2/9/2024Wells Fargo & Company MN1,338,129$19.48M0.0%-18.3%1.198%
2/9/2024Cornerstone Advisors LLC938,773$13.67M0.6%+50.9%0.841%
2/9/2024UBS Group AG920,854$13.41M0.0%-0.3%0.825%
2/9/2024PNC Financial Services Group Inc.28,511$415K0.0%+9.0%0.026%
2/8/2024 Brown Advisory Inc.18,747$273K0.0%-6.9%0.017%
2/8/2024 Financial Advocates Investment Management94,372$1.37M0.1%+2.1%0.085%
2/8/2024FCA Corp TX13,172$192K0.1%+7.2%0.012%
2/8/2024 Janney Montgomery Scott LLC422,977$6.16M0.0%+0.9%0.379%
2/7/2024Shaker Financial Services LLC59,018$859K0.4%-83.5%0.053%
2/7/2024Principal Securities Inc.3,269$48K0.0%N/A0.003%
2/6/2024 Private Advisor Group LLC106,675$1.55M0.0%+3.0%0.096%
2/6/2024 Wealthcare Advisory Partners LLC14,700$214K0.0%+17.0%0.013%
2/6/20249258 Wealth Management LLC51,857$755K0.1%+2.0%0.046%
2/6/2024 Benjamin F. Edwards & Company Inc.83,853$1.22M0.0%+12.6%0.075%
2/6/2024RB Capital Management LLC160,230$2.33M0.7%-0.9%0.143%
2/5/2024Stonebrook Private Inc.35,153$512K0.2%N/A0.031%
2/2/2024Alexander Randolph Advisory Inc.28,443$414K0.4%N/A0.025%
2/2/2024Truist Financial Corp14,249$207K0.0%-14.0%0.013%
2/2/2024Atria Wealth Solutions Inc.28,056$409K0.0%-11.0%0.025%
1/31/2024Waterfront Wealth Inc.243,202$3.54M1.0%+2.5%0.218%
1/30/2024CTC Alternative Strategies Ltd.10,803$157K0.3%N/A0.010%
1/25/2024 Allspring Global Investments Holdings LLC423,062$6.16M0.0%+39.7%0.379%
1/25/2024 SOL Capital Management CO54,972$800K0.1%+152.3%0.049%
1/25/2024 International Assets Investment Management LLC21,492$313K0.0%+11.2%0.019%
1/25/2024 Blue Bell Private Wealth Management LLC362,004$5.27M1.3%-1.4%0.324%
1/24/2024 Allworth Financial LP10,481$153K0.0%N/A0.009%
1/24/2024 International Assets Investment Management LLC312,923$4.56M0.0%+1,519.3%0.280%
1/24/2024 All Season Financial Advisors Inc.41,003$597K0.5%+50.2%0.037%
1/19/2024 Realta Investment Advisors44,262$644K0.1%+4.4%0.040%
1/19/2024 Benchmark Wealth Management LLC15,277$222K0.1%-4.8%0.014%
1/19/2024 Atlantic Union Bankshares Corp121,177$1.76M0.2%-2.5%0.109%
1/18/2024 SeaCrest Wealth Management LLC141,001$1.98M0.2%-2.4%0.126%
1/18/2024 Accel Wealth Management119,464$1.74M0.9%-1.6%0.107%
1/16/2024 Raymond James Financial Services Advisors Inc.1,506,478$21.93M0.0%-3.5%1.349%
1/16/2024 Raymond James & Associates1,677,821$24.43M0.0%+3.1%1.502%
1/12/2024 Stolper Co44,712$651K0.3%+4.2%0.040%
1/12/2024 Advisor Resource Council25,998$379K0.0%N/A0.023%
1/11/2024 Raymond James Trust N.A.41,836$609K0.0%-9.6%0.037%
1/11/2024 Whitener Capital Management Inc.32,659$476K0.2%+37.3%0.029%
1/10/2024 David J Yvars Group38,589$565K0.5%-9.4%0.035%
1/9/2024 Daymark Wealth Partners LLC49,420$720K0.0%-3.5%0.044%
11/16/2023RB Capital Management LLC161,755$2.08M0.6%+1.8%0.145%
11/15/20231607 Capital Partners LLC217,402$2.80M0.2%+182.9%0.195%
11/15/2023Advisors Asset Management Inc.675,222$8.69M0.2%-0.6%0.605%
11/14/2023Lazard Asset Management LLC236,857$3.05M0.0%-0.7%0.212%
11/14/2023AQR Arbitrage LLC397,112$5.11M0.2%+130.7%0.356%
11/14/2023Samalin Investment Counsel LLC49,883$642K0.4%+7.2%0.045%
11/13/2023Stifel Financial Corp620,818$7.99M0.0%-0.3%0.556%
11/13/2023LPL Financial LLC897,831$11.56M0.0%+1.0%0.804%
Stock-Picking AI Predicts #1 Stock of 2024 (Ad)

Since the start of the year, the top 10 investment funds in the world – including Vanguard, Blackrock, Fidelity and JP Morgan – have made nearly $1 trillion in profits on these 7 stocks.

Click here to learn what's coming (and how to prepare).
11/13/2023Quantedge Capital Pte Ltd39,900$514K0.3%-31.6%0.036%
11/13/2023Wolverine Asset Management LLC354,142$4.56M0.1%+4.0%0.317%
11/13/2023Concorde Asset Management LLC15,488$199K0.2%+24.4%0.014%
11/13/2023PNC Financial Services Group Inc.26,146$336K0.0%-40.9%0.023%
11/9/2023Karpus Management Inc.142,268$1.83M0.1%+193.2%0.127%
11/9/2023Cornerstone Advisors LLC622,006$8.01M0.4%+84.4%0.557%
11/9/2023UBS Group AG923,696$11.89M0.0%+13.4%0.827%
11/8/2023HighTower Advisors LLC141,654$1.82M0.0%+1.3%0.127%
11/8/20239258 Wealth Management LLC50,823$654K0.1%-4.4%0.046%
11/8/2023D.A. Davidson & CO.214,315$2.76M0.0%+2.7%0.192%
(Data available from 1/1/2016 forward)

RVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RVT shares?

During the previous two years, 161 institutional investors and hedge funds held shares of Royce Value Trust. The most heavily invested institutionals were Bank of America Corp DE ($56.05M), Raymond James & Associates ($25.95M), Raymond James Financial Services Advisors Inc. ($23.14M), Wells Fargo & Company MN ($19.48M), Cornerstone Advisors LLC ($13.67M), UBS Group AG ($13.41M), and LPL Financial LLC ($11.56M).Learn more on RVT's institutional investors.

What percentage of Royce Value Trust stock is owned by institutional investors?

25.57% of Royce Value Trust stock is owned by institutional investors. Learn more on RVT's institutional investor holdings.

Which institutional investors have been buying Royce Value Trust stock?

Of the 135 institutional investors that purchased Royce Value Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($938.77K), Shaker Financial Services LLC ($583.27K), Allspring Global Investments Holdings LLC ($487.83K), Wolverine Asset Management LLC ($354.14K), International Assets Investment Management LLC ($324.98K), Bank of America Corp DE ($276.16K), and Raymond James & Associates ($264.52K).

How much institutional buying is happening at Royce Value Trust?

Institutional investors have bought a total of 7,184,426 shares in the last 24 months. This purchase volume represents approximately $99.23M in transactions.

Which Royce Value Trust major shareholders have been selling company stock?

Of the 84 institutional investors that sold Royce Value Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($494.21K), Wells Fargo & Company MN ($407.37K), Cohen & Steers Inc. ($272.65K), Raymond James & Associates ($224.68K), Rothschild Investment Corp IL ($174.66K), UBS Group AG ($131.69K), and Cadence Wealth Management LLC ($126.71K).

How much institutional selling is happening at Royce Value Trust?

Institutional investors have sold a total of 3,444,422 shares in the last 24 months. This volume of shares sold represents approximately $48.41M in transactions.


Related Companies:
This page (NYSE:RVT) was last updated on 5/5/2024 by MarketBeat.com Staff

From Our Partners
Elon to Transform U.S. Economy?
Porter & Company
Automatic Income (from home)
Awesomely, LLC
Could Your Accounts Be Frozen?
Allegiance Gold
The asset beating inflation by 4x
Colonial Metals
Exposed: 10 CENT Crypto to Explode April 20th?
True Market Insiders
The only AI company you should be looking at
Behind the Markets
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Have You Seen Elon’s New A.I. Device? (Picture Inside)
InvestorPlace