Top 5 Stocks to Buy Now
→ From the man who predicted 2008 crash… (From Porter & Company) (Ad)tc pixel Free RGT Stock Alerts

Royce Global Value Trust (RGT) Institutional Ownership

Royce Global Value Trust logo
$14.46 +0.01 (+0.08%)
Closing price 06/18/2026 03:59 PM Eastern
Extended Trading
$14.45 -0.01 (-0.08%)
As of 06/18/2026 04:10 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 Massive. Learn more.
Compare

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
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

RGT Institutional Buying and Selling by Quarter

Royce Global Value Trust Major Shareholders & Ownership History

Export
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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
Read this before you touch SPCX (Ad)

SPCX is live on Nasdaq - but a market expert who called AMD before it climbed as high as 7,100% says buying the stock may not be the best way to profit from SpaceX. On page 224 of an official SEC filing, SpaceX quietly disclosed a side project with a market potential 100 times larger than its core launch business. A small group of stocks is making this venture possible - and they're still under the radar.tc pixel

See how to position yourself in SpaceX's next big venture today
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.


Related Companies

This page (NYSE:RGT) was last updated on 6/20/2026 by MarketBeat.com Staff.
From Our Partners
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Forget the million-dollar nest egg
Nearly 2 in 3 Americans fear running out of money more than death - and chasing a $1.5 million nest egg isn't ...
Investors Alley | Sponsoredtc pixel
Elon Now Pays 15X More Than Your Bank
Elon Musk's new bank is offering 6% interest per year - that's 15 times the national average of 0.4% that most...
InvestorPlace | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Read this before you touch SPCX
SPCX is live on Nasdaq - but a market expert who called AMD before it climbed as high as 7,100% says buying th...
Altimetry | Sponsoredtc pixel
How to play the Biggest IPO in stock market history!
SpaceX is eyeing a near-$2 trillion IPO valuation, and retail investors are already lining up - but early insi...
InvestPub | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel