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Royce Global Value Trust (RGT) Institutional Ownership

Royce Global Value Trust logo
$12.35 -0.02 (-0.16%)
Closing price 07/11/2025 03:57 PM Eastern
Extended Trading
$12.32 -0.04 (-0.28%)
As of 07/11/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Royce Global Value Trust (NYSE:RGT)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$22.77M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.53M
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RGT Institutional Buying and Selling by Quarter

Royce Global Value Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Integrated Wealth Concepts LLC99,163$1.04M0.0%+3.2%0.000%
5/13/2025Raymond James Financial Inc.547,054$5.74M0.0%-28.5%0.000%
5/12/2025Wolverine Asset Management LLC57,169$600K0.0%+57.6%0.000%
5/9/2025Cornerstone Advisors LLC57,324$602K0.0%+111.1%0.000%
5/9/2025Shaker Financial Services LLC112,439$1.18M0.5%+27.3%0.000%
5/7/2025Private Management Group Inc.179,661$1.89M0.1%-2.9%0.000%
5/6/20251776 Wealth LLC29,433$309K0.1%-4.2%0.000%
5/5/2025Blue Bell Private Wealth Management LLC39,025$410K0.1%+5.1%0.000%
4/24/2025Matisse Capital32,942$346K0.2%N/A0.000%
4/8/2025Rothschild Investment LLC35,730$375K0.0%-4.6%0.000%
2/17/2025Almitas Capital LLC14,935$160K0.0%N/A0.000%
2/14/2025Shaker Financial Services LLC88,295$947K0.4%+70.6%0.000%
2/13/2025Raymond James Financial Inc.765,255$8.21M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN20,805$223K0.0%-5.1%0.000%
2/11/2025LPL Financial LLC27,743$297K0.0%+139.4%0.000%
2/10/20251776 Wealth LLC30,724$329K0.1%+4.4%0.000%
2/7/2025Cornerstone Advisors LLC27,158$291K0.0%+1,172.0%0.000%
2/7/2025Blue Bell Private Wealth Management LLC37,127$398K0.1%+48.1%0.000%
2/6/2025Raymond James Financial Inc.765,255$8.21M0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC36,265$389K0.0%+57.7%0.000%
11/14/2024Captrust Financial Advisors33,049$383K0.0%+13.0%0.000%
11/6/20241776 Wealth LLC29,439$341K0.2%-15.4%0.000%
11/4/2024Wolverine Asset Management LLC22,994$267K0.0%N/A0.000%
11/1/2024Beckerman Institutional LLC12,891$150K0.1%N/A0.000%
10/31/2024Shaker Financial Services LLC51,765$600K0.2%+148.1%0.000%
10/29/2024Private Management Group Inc.184,877$2.15M0.1%-1.6%0.000%
10/18/2024Raymond James & Associates880,266$10.21M0.0%+0.9%0.000%
8/6/2024Private Management Group Inc.187,907$2.09M0.1%-2.1%0.000%
8/5/2024Blue Bell Private Wealth Management LLC25,006$278K0.1%+8.8%0.000%
8/3/2024Shaker Financial Services LLC20,866$232K0.1%+33.9%0.000%
7/31/2024Rothschild Investment LLC37,323$415K0.0%N/A0.000%
7/19/2024Raymond James & Associates872,046$9.70M0.0%+34.4%0.000%
5/24/2024Cetera Advisors LLC16,034$171K0.0%N/A0.000%
5/10/2024Cornerstone Advisors LLC4,612$49K0.0%-92.1%0.000%
5/9/2024Private Management Group Inc.191,920$2.05M0.1%-1.8%0.000%
4/22/2024Raymond James & Associates648,694$6.94M0.0%+191.5%0.000%
3/5/2024Twin Focus Capital Partners LLC12,903$126K0.0%N/A0.000%
2/9/2024Cornerstone Advisors LLC58,482$570K0.0%+62.0%0.000%
2/7/2024Shaker Financial Services LLC32,938$321K0.1%-69.3%0.000%
2/2/2024Private Management Group Inc.195,428$1.91M0.1%+1.9%0.000%
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1/25/2024Blue Bell Private Wealth Management LLC22,382$218K0.1%+27.6%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.16,995$166K0.0%-51.3%0.000%
1/16/2024Raymond James & Associates222,528$2.17M0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC49,542$432K0.0%+9.5%0.000%
11/9/2023Cornerstone Advisors LLC36,103$314K0.0%+221.7%0.000%
11/7/2023Atlas Wealth LLC120,898$1.05M0.2%+13.3%0.000%
11/2/2023Shaker Financial Services LLC107,419$936K0.4%+24.7%0.000%
10/30/2023Private Management Group Inc.191,813$1.67M0.1%+13.4%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.34,873$304K0.0%-3.6%0.000%
10/12/2023Wealthcare Advisory Partners LLC30,316$264K0.0%+6.0%0.000%
8/11/2023Cornerstone Advisors LLC11,222$104K0.0%N/A0.000%
8/8/2023Blue Bell Private Wealth Management LLC17,541$162K0.0%+83.9%0.000%
8/7/2023Wolverine Asset Management LLC45,247$418K0.0%-9.4%0.000%
8/7/2023Shaker Financial Services LLC86,162$796K0.3%-21.4%0.000%
8/2/20231776 Wealth LLC33,152$306K0.2%+33.9%0.000%
7/18/2023Rothschild Investment Corp IL36,748$340K0.0%-8.0%0.000%
6/28/2023Relative Value Partners Group LLC13,182$119K0.0%-10.3%0.000%
5/15/2023Relative Value Partners Group LLC13,182$119K0.0%-10.3%0.000%
5/9/2023Atlas Wealth LLC10,765$97K0.0%N/A0.000%
5/8/2023Shaker Financial Services LLC109,591$986K0.4%+27.7%0.000%
5/8/2023Wolverine Asset Management LLC49,916$449K0.0%+24.0%0.000%
5/8/2023Private Management Group Inc.151,169$1.36M0.1%+2.3%0.000%
5/8/2023Blue Bell Private Wealth Management LLC9,540$86K0.0%+77.1%0.000%
5/4/2023Wealthcare Advisory Partners LLC29,272$263K0.0%+9.9%0.000%
5/3/2023Integrated Wealth Concepts LLC117,005$1.05M0.0%+4.1%0.000%
4/25/2023D.A. Davidson & CO.28,198$253K0.0%-4.1%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.36,160$325K0.0%-7.7%0.000%
2/13/2023Wealthcare Advisory Partners LLC26,637$230K0.0%-34.6%0.000%
2/13/2023Integrated Wealth Concepts LLC112,423$972K0.0%+2.2%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.39,188$339K0.0%-24.4%0.000%
2/3/2023Blue Bell Private Wealth Management LLC5,387$47K0.0%+59.0%0.000%
2/3/2023Shaker Financial Services LLC85,832$742K0.3%+37.2%0.000%
2/3/2023Private Management Group Inc.147,741$1.28M0.1%+47.8%0.000%
2/1/2023Wolverine Asset Management LLC40,244$348K0.0%+37.8%0.000%
11/10/2022Wolverine Asset Management LLC29,197$234K0.0%-10.6%0.000%
11/9/2022Shaker Financial Services LLC62,552$502K0.2%+70.6%0.000%
11/9/2022Blue Bell Private Wealth Management LLC3,387$27K0.0%N/A0.000%
11/8/2022Private Management Group Inc.99,938$802K0.0%+8.1%0.000%
10/25/2022Raymond James & Associates39,336$315K0.0%-22.2%0.000%
10/21/2022Rothschild Investment Corp IL39,339$315K0.0%-7.4%0.000%
8/8/2022Integrated Wealth Concepts LLC78,890$704K0.0%N/A0.000%
8/5/2022Private Management Group Inc.92,462$825K0.0%N/A0.000%
8/3/2022Wolverine Asset Management LLC32,672$291K0.0%+360.2%0.000%
8/1/2022Shaker Financial Services LLC36,666$327K0.2%-40.8%0.000%
7/21/2022Atlantic Union Bankshares Corp20,174$180K0.0%-11.8%0.000%
7/19/2022Commonwealth Equity Services LLC11,145$99K0.0%N/A0.000%
5/6/2022Shaker Financial Services LLC61,913$703K0.3%+202.5%0.000%
4/26/2022Atlantic Union Bankshares Corp22,880$260K0.0%+7.5%0.000%
4/18/2022Rothschild Investment Corp IL42,472$482K0.0%-3.5%0.000%
2/9/2022Wolverine Asset Management LLC7,399$97K0.0%N/A0.000%
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2/8/2022Raymond James Financial Services Advisors Inc.57,880$759K0.0%+21.9%0.000%
2/8/2022Raymond James & Associates81,892$1.07M0.0%-17.8%0.000%
2/7/2022Shaker Financial Services LLC20,469$269K0.1%-8.2%0.000%
2/4/2022Frontier Wealth Management LLC22,899$300K0.0%+9.3%0.000%
2/3/2022Northwestern Mutual Wealth Management Co.3,971$52K0.0%-58.5%0.000%
1/31/20221776 Wealth LLC31,343$411K0.2%+32.6%0.000%
1/24/2022Rothschild Investment Corp IL43,996$577K0.0%+21.9%0.000%
1/19/2022Atlantic Union Bankshares Corp21,280$279K0.0%-4.5%0.000%
12/8/2021Moors & Cabot Inc.100,000$105K0.0%N/A0.000%
11/5/2021Moors & Cabot Inc.100,000$105K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

RGT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RGT shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Royce Global Value Trust. The most heavily invested institutionals were Raymond James & Associates ($10.21M), Raymond James Financial Inc. ($5.74M), Private Management Group Inc. ($1.89M), Shaker Financial Services LLC ($1.18M), Atlas Wealth LLC ($1.05M), Integrated Wealth Concepts LLC ($1.04M), and Cornerstone Advisors LLC ($602K).Learn more on Royce Global Value Trust's institutional investors.

Which institutional investors have been buying Royce Global Value Trust's stock?

Of the 19 institutional investors that purchased Royce Global Value Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.53M), Raymond James & Associates ($880.27K), Shaker Financial Services LLC ($118.11K), Cornerstone Advisors LLC ($113.67K), Wolverine Asset Management LLC ($61.46K), Rothschild Investment LLC ($37.32K), and Matisse Capital ($32.94K).

How much institutional buying is happening at Royce Global Value Trust?

Institutional investors have bought a total of 2,109,678 shares in the last 24 months. This purchase volume represents approximately $22.77M in transactions.

Which of Royce Global Value Trust's major shareholders have been selling company stock?

The following institutional investors have sold Royce Global Value Trust stock in the last 24 months: Raymond James Financial Inc. ($218.20K), Private Management Group Inc. ($12.33K), 1776 Wealth LLC ($6.64K), Rothschild Investment LLC ($1.73K), and Wells Fargo & Company MN ($1.13K).

How much institutional selling is happening at Royce Global Value Trust?

Institutional investors have sold a total of 240,028 shares in the last 24 months. This volume of shares sold represents approximately $2.53M in transactions.


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This page (NYSE:RGT) was last updated on 7/13/2025 by MarketBeat.com Staff
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