Free Trial
→ Banks aren’t ready for this altcoin—are you? (From Crypto 101 Media) (Ad) Buy RGT Stock  Free RGT Stock Alerts

Royce Global Value Trust (RGT) Institutional Ownership

Royce Global Value Trust logo
$11.75 +0.07 (+0.61%)
Closing price 03:54 PM Eastern
Extended Trading
$11.76 +0.01 (+0.08%)
As of 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.
Compare

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
Get RGT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Royce Global 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

RGT Institutional Buying and Selling by Quarter

Royce Global Value Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Integrated Wealth Concepts LLC99,163$1.04M0.0%+3.2%0.000%
5/13/2025 Raymond James Financial Inc.547,054$5.74M0.0%-28.5%0.000%
5/12/2025 Wolverine Asset Management LLC57,169$600K0.0%+57.6%0.000%
5/9/2025 Cornerstone Advisors LLC57,324$602K0.0%+111.1%0.000%
5/9/2025 Shaker Financial Services LLC112,439$1.18M0.5%+27.3%0.000%
5/7/2025 Private Management Group Inc.179,661$1.89M0.1%-2.9%0.000%
5/6/2025 1776 Wealth LLC29,433$309K0.1%-4.2%0.000%
5/5/2025 Blue Bell Private Wealth Management LLC39,025$410K0.1%+5.1%0.000%
4/24/2025 Matisse Capital32,942$346K0.2%N/A0.000%
4/8/2025 Rothschild Investment LLC35,730$375K0.0%-4.6%0.000%
2/17/2025 Almitas Capital LLC14,935$160K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC88,295$947K0.4%+70.6%0.000%
2/13/2025 Raymond James Financial Inc.765,255$8.21M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN20,805$223K0.0%-5.1%0.000%
2/11/2025 LPL Financial LLC27,743$297K0.0%+139.4%0.000%
2/10/2025 1776 Wealth LLC30,724$329K0.1%+4.4%0.000%
2/7/2025 Cornerstone Advisors LLC27,158$291K0.0%+1,172.0%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC37,127$398K0.1%+48.1%0.000%
2/6/2025 Raymond James Financial Inc.765,255$8.21M0.0%N/A0.000%
2/3/2025 Wolverine Asset Management LLC36,265$389K0.0%+57.7%0.000%
11/14/2024 Captrust Financial Advisors33,049$383K0.0%+13.0%0.000%
11/6/2024 1776 Wealth LLC29,439$341K0.2%-15.4%0.000%
11/4/2024 Wolverine Asset Management LLC22,994$267K0.0%N/A0.000%
11/1/2024 Beckerman Institutional LLC12,891$150K0.1%N/A0.000%
10/31/2024 Shaker Financial Services LLC51,765$600K0.2%+148.1%0.000%
10/29/2024 Private 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%
8/6/2024 Private Management Group Inc.187,907$2.09M0.1%-2.1%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC25,006$278K0.1%+8.8%0.000%
8/3/2024 Shaker Financial Services LLC20,866$232K0.1%+33.9%0.000%
7/31/2024 Rothschild 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%
5/10/2024 Cornerstone Advisors LLC4,612$49K0.0%-92.1%0.000%
5/9/2024 Private 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%
3/5/2024 Twin Focus Capital Partners LLC12,903$126K0.0%N/A0.000%
2/9/2024 Cornerstone Advisors LLC58,482$570K0.0%+62.0%0.000%
2/7/2024 Shaker Financial Services LLC32,938$321K0.1%-69.3%0.000%
2/2/2024 Private Management Group Inc.195,428$1.91M0.1%+1.9%0.000%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as July 23rd.

Click here to see the Tesla shock that could blindside everyone.
1/25/2024 Blue 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%
11/13/2023 Wolverine Asset Management LLC49,542$432K0.0%+9.5%0.000%
11/9/2023 Cornerstone Advisors LLC36,103$314K0.0%+221.7%0.000%
11/7/2023 Atlas Wealth LLC120,898$1.05M0.2%+13.3%0.000%
11/2/2023 Shaker Financial Services LLC107,419$936K0.4%+24.7%0.000%
10/30/2023 Private 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%
10/12/2023 Wealthcare Advisory Partners LLC30,316$264K0.0%+6.0%0.000%
8/11/2023 Cornerstone Advisors LLC11,222$104K0.0%N/A0.000%
8/8/2023 Blue Bell Private Wealth Management LLC17,541$162K0.0%+83.9%0.000%
8/7/2023 Wolverine Asset Management LLC45,247$418K0.0%-9.4%0.000%
8/7/2023 Shaker Financial Services LLC86,162$796K0.3%-21.4%0.000%
8/2/2023 1776 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%
5/9/2023 Atlas Wealth LLC10,765$97K0.0%N/A0.000%
5/8/2023 Shaker Financial Services LLC109,591$986K0.4%+27.7%0.000%
5/8/2023 Wolverine Asset Management LLC49,916$449K0.0%+24.0%0.000%
5/8/2023 Private Management Group Inc.151,169$1.36M0.1%+2.3%0.000%
5/8/2023 Blue Bell Private Wealth Management LLC9,540$86K0.0%+77.1%0.000%
5/4/2023 Wealthcare Advisory Partners LLC29,272$263K0.0%+9.9%0.000%
5/3/2023 Integrated Wealth Concepts LLC117,005$1.05M0.0%+4.1%0.000%
4/25/2023 D.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%
2/13/2023 Wealthcare Advisory Partners LLC26,637$230K0.0%-34.6%0.000%
2/13/2023 Integrated 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%
2/3/2023 Blue Bell Private Wealth Management LLC5,387$47K0.0%+59.0%0.000%
2/3/2023 Shaker Financial Services LLC85,832$742K0.3%+37.2%0.000%
2/3/2023 Private Management Group Inc.147,741$1.28M0.1%+47.8%0.000%
2/1/2023 Wolverine Asset Management LLC40,244$348K0.0%+37.8%0.000%
11/10/2022 Wolverine Asset Management LLC29,197$234K0.0%-10.6%0.000%
11/9/2022 Shaker Financial Services LLC62,552$502K0.2%+70.6%0.000%
11/9/2022 Blue Bell Private Wealth Management LLC3,387$27K0.0%N/A0.000%
11/8/2022 Private 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%
8/8/2022 Integrated Wealth Concepts LLC78,890$704K0.0%N/A0.000%
8/5/2022 Private Management Group Inc.92,462$825K0.0%N/A0.000%
8/3/2022 Wolverine Asset Management LLC32,672$291K0.0%+360.2%0.000%
8/1/2022 Shaker Financial Services LLC36,666$327K0.2%-40.8%0.000%
7/21/2022 Atlantic Union Bankshares Corp20,174$180K0.0%-11.8%0.000%
7/19/2022 Commonwealth Equity Services LLC11,145$99K0.0%N/A0.000%
5/6/2022 Shaker Financial Services LLC61,913$703K0.3%+202.5%0.000%
4/26/2022 Atlantic Union Bankshares Corp22,880$260K0.0%+7.5%0.000%
4/18/2022Rothschild Investment Corp IL42,472$482K0.0%-3.5%0.000%
2/9/2022 Wolverine Asset Management LLC7,399$97K0.0%N/A0.000%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
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%
2/7/2022 Shaker Financial Services LLC20,469$269K0.1%-8.2%0.000%
2/4/2022Frontier Wealth Management LLC22,899$300K0.0%+9.3%0.000%
2/3/2022 Northwestern Mutual Wealth Management Co.3,971$52K0.0%-58.5%0.000%
1/31/2022 1776 Wealth LLC31,343$411K0.2%+32.6%0.000%
1/24/2022Rothschild Investment Corp IL43,996$577K0.0%+21.9%0.000%
1/19/2022 Atlantic Union Bankshares Corp21,280$279K0.0%-4.5%0.000%
12/8/2021 Moors & Cabot Inc.100,000$105K0.0%N/A0.000%
11/5/2021 Moors & 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, 23 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 RGT's institutional investors.

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

Of the 19 institutional investors that purchased Royce Global Value Trust 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 2,934,743 shares in the last 24 months. This purchase volume represents approximately $31.12M in transactions.

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

Of the 11 institutional investors that sold Royce Global Value Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($218.20K), Shaker Financial Services LLC ($97.91K), Cornerstone Advisors LLC ($53.87K), Raymond James Financial Services Advisors Inc. ($19.17K), Private Management Group Inc. ($15.84K), 1776 Wealth LLC ($6.64K), and Wolverine Asset Management LLC ($4.67K).

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

Institutional investors have sold a total of 423,834 shares in the last 24 months. This volume of shares sold represents approximately $4.36M in transactions.


Related Companies

This page (NYSE:RGT) was last updated on 6/16/2025 by MarketBeat.com Staff
From Our Partners
When This Happens, You Don’t Wait. You Act.
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
An AI run of epic proportions is only getting started
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Something Big Is Coming...
Man who predicted Lehman Crash Warns "Get OUT of Cash" He predicted the 2008 crisis and recommended shortin...
Stansberry Research | Sponsored
Nvidia’s Huang: AI is going to need 100x more power
Nvidia CEO Jensen Huang didn't mince words. After Nvidia's latest earnings call, Huang said AI now requires...
Weiss Ratings | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Warning: Prepare to Be Shocked by These Payouts
There's a strategy out there paying up to 70% on tech stocks like Amazon, Tesla, and Microsoft—stocks that don...
Investors Alley | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored