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Royce Global Value Trust (RGT) Institutional Ownership

Royce Global Value Trust logo
$14.58 +0.13 (+0.87%)
As of 01:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Royce Global Value Trust (NYSE:RGT)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$8.52M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.74M
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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
5/14/2026 Compound Planning Inc.49,821$666K0.0%-5.1%0.000%
5/4/2026 Beckerman Institutional LLC22,853$305K0.2%+77.3%0.000%
5/1/2026 Fifth Third Bancorp3,591$48K0.0%N/A0.000%
2/19/2026 Compound Planning Inc.52,525$689K0.0%+15.9%0.000%
2/18/2026 1607 Capital Partners LLC97,524$1.28M0.1%N/A0.000%
2/13/2026 Integrated Wealth Concepts LLC85,327$1.12M0.0%-12.9%0.000%
2/13/2026 Wells Fargo & Company MN14,126$185K0.0%+12.9%0.000%
2/12/2026 Commonwealth Equity Services LLC11,828$155K0.0%+6.7%0.000%
2/12/2026 Private Management Group Inc.170,171$2.23M0.1%-1.5%0.000%
2/11/2026 LPL Financial LLC66,009$865K0.0%+69.0%0.000%
2/11/2026 1776 Wealth LLC20,391$267K0.1%-5.7%0.000%
2/9/2026 Blue Bell Private Wealth Management LLC96,580$1.27M0.2%+34.2%0.000%
2/2/2026 Wolverine Asset Management LLC7,877$103K0.0%-79.4%0.000%
1/29/2026 Matisse Capital291,000$3.82M1.7%+17.9%0.000%
1/26/2026 Shaker Financial Services LLC193,069$2.53M0.8%+25.5%0.000%
11/17/2025 Integrated Wealth Concepts LLC97,921$1.27M0.0%+1.2%0.000%
11/14/2025 Raymond James Financial Inc.355,054$4.60M0.0%-28.0%0.000%
11/14/2025 Newbridge Financial Services Group Inc.45,320$587K0.1%N/A0.000%
11/14/2025 Private Management Group Inc.172,849$2.24M0.1%-1.7%0.000%
11/10/2025 Compound Planning Inc.45,320$587K0.0%N/A0.000%
11/6/2025 1776 Wealth LLC21,623$280K0.1%-25.3%0.000%
11/4/2025 Atlantic Union Bankshares Corp2,100$27K0.0%N/A0.000%
10/29/2025 Matisse Capital246,790$3.20M1.4%+14.0%0.000%
10/28/2025 Wolverine Asset Management LLC38,250$495K0.0%-48.4%0.000%
10/22/2025 Shaker Financial Services LLC153,815$1.99M0.7%-0.6%0.000%
10/22/2025 Blue Bell Private Wealth Management LLC71,951$932K0.1%+53.4%0.000%
10/22/2025 D.A. Davidson & CO.22,753$295K0.0%+4.5%0.000%
8/14/2025 Raymond James Financial Inc.493,151$5.93M0.0%-9.9%0.000%
8/12/2025 Private Management Group Inc.175,761$2.11M0.1%-2.2%0.000%
8/11/2025 Rothschild Investment LLC36,577$440K0.0%+2.4%0.000%
8/8/2025 Cornerstone Advisors LLC81,347$979K0.0%+41.9%0.000%
8/5/2025 Shaker Financial Services LLC154,766$1.86M0.7%+37.6%0.000%
8/4/2025 Wolverine Asset Management LLC74,111$892K0.0%+29.6%0.000%
7/23/2025 Matisse Capital216,469$2.60M1.2%+557.1%0.000%
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%
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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%
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%
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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%


RGT Institutional Ownership - Frequently Asked Questions

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. ($4.60M), Matisse Capital ($3.82M), Shaker Financial Services LLC ($2.53M), Private Management Group Inc. ($2.23M), 1607 Capital Partners LLC ($1.28M), and Blue Bell Private Wealth Management LLC ($1.27M).Learn more on Royce Global Value Trust's institutional investors.

Of the 22 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), Matisse Capital ($291K), Raymond James & Associates ($231.57K), Shaker Financial Services LLC ($178.43K), 1607 Capital Partners LLC ($97.52K), Cornerstone Advisors LLC ($79.21K), and Wolverine Asset Management LLC ($74.11K).

Institutional investors have bought a total of 673,626 shares in the last 24 months. This purchase volume represents approximately $8.52M in transactions.

The following institutional investors have sold Royce Global Value Trust stock in the last 24 months: Raymond James Financial Inc. ($192K), Wolverine Asset Management LLC ($66.23K), Integrated Wealth Concepts LLC ($12.59K), Private Management Group Inc. ($9.49K), 1776 Wealth LLC ($8.56K), Compound Planning Inc. ($2.70K), and Shaker Financial Services LLC ($951.00).

Institutional investors have sold a total of 292,528 shares in the last 24 months. This volume of shares sold represents approximately $3.74M in transactions.


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This page (NYSE:RGT) was last updated on 5/29/2026 by MarketBeat.com Staff.
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