Free Trial

Royce Small-Cap Trust (RVT) Institutional Ownership

Royce Small-Cap Trust logo
$15.22 +0.28 (+1.87%)
As of 03:33 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Royce Small-Cap Trust (NYSE:RVT)

Current
Institutional Ownership
Percentage
25.57%
Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$187.04M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$36.33M
Get RVT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Royce Small-Cap 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 Small-Cap Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Wolverine Asset Management LLC163,139$2.46M0.0%+1,982.4%0.141%
8/4/2025Atria Investments Inc32,340$487K0.0%-72.6%0.028%
8/4/2025Waterfront Wealth Inc.481,428$7.25M1.6%+9.1%0.417%
8/1/2025 Envestnet Asset Management Inc.29,640$446K0.0%+25.7%0.026%
7/30/2025 D.A. Davidson & CO.220,323$3.32M0.0%-1.5%0.191%
7/29/2025 Uhlmann Price Securities LLC11,847$178K0.1%-8.0%0.010%
7/29/2025 International Assets Investment Management LLC22,573$340K0.0%-9.5%0.020%
7/25/2025 MGO One Seven LLC42,605$641K0.0%-4.4%0.037%
7/25/2025 Allspring Global Investments Holdings LLC184,744$2.78M0.0%+16.8%0.160%
7/25/2025 CWM LLC1,687$25K0.0%N/A0.001%
7/24/2025 Comprehensive Money Management Services LLC52,100$784K0.6%+11.3%0.045%
7/23/2025 Abel Hall LLC57,000$858K0.4%+159.1%0.049%
7/23/2025 Mraz Amerine & Associates Inc.54,025$813K0.1%-4.1%0.047%
7/22/2025 Accel Wealth Management105,628$1.59M0.5%+3.4%0.092%
7/21/2025 Barrett & Company Inc.14,470$218K0.1%+5.5%0.013%
7/18/2025 Consolidated Portfolio Review Corp107,300$1.62M0.2%+131.3%0.093%
7/18/2025 Truist Financial Corp10,376$156K0.0%N/A0.009%
7/17/2025 Janney Montgomery Scott LLC693,008$10.43M0.0%+38.0%0.601%
7/17/2025 Uncommon Cents Investing LLC24,674$371K0.1%-5.1%0.021%
7/16/2025 Kennedy Investment Group80,701$1.22M0.5%-4.0%0.070%
7/15/2025 Focused Wealth Management Inc64,389$969K0.1%+2.7%0.056%
7/14/2025 Whitener Capital Management Inc.47,758$719K0.2%+3.4%0.041%
7/10/2025 Stolper Co50,531$760K0.2%+3.5%0.044%
7/10/2025 Wealth Enhancement Advisory Services LLC12,175$189K0.0%-60.5%0.011%
7/9/2025 David J Yvars Group29,514$442K0.3%+4.8%0.026%
7/9/2025 Triumph Capital Management50,318$757K0.2%-19.7%0.044%
7/9/2025 Bay Rivers Group42,559$641K0.3%+5.7%0.037%
7/7/2025 RB Capital Management LLC164,625$2.48M0.6%-3.2%0.143%
6/2/2025Modern Wealth Management LLC540,330$7.69M0.2%+0.5%0.468%
5/27/2025Jacobi Capital Management LLC11,256$160K0.0%N/A0.010%
5/21/2025Geneos Wealth Management Inc.2,544$36K0.0%-25.4%0.002%
5/20/2025 Belpointe Asset Management LLC13,469$192K0.0%N/A0.012%
5/20/2025 Fortis Capital Advisors LLC13,469$192K0.0%N/A0.012%
5/19/2025Jane Street Group LLC13,052$186K0.0%N/A0.011%
5/16/2025NewEdge Advisors LLC53,335$759K0.0%+5.8%0.046%
5/16/2025Concorde Asset Management LLC43,942$600K0.3%+12.2%0.038%
5/16/2025Advisors Asset Management Inc.604,317$8.61M0.2%-15.3%0.524%
5/15/2025Royal Bank of Canada1,601,377$22.80M0.0%+3.1%1.388%
5/15/2025Baird Financial Group Inc.21,282$303K0.0%+37.3%0.018%
5/14/2025 RB Capital Management LLC170,149$2.42M0.6%+1.0%0.148%
Washington Thinks They Own Your Bank Account (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
5/14/2025Samalin Investment Counsel LLC73,799$1.05M0.4%+7.0%0.064%
5/14/2025Gabelli Funds LLC100,658$1.43M0.0%-16.9%0.087%
5/14/2025PKS Advisory Services LLC20,532$290K0.1%+6.1%0.018%
5/14/2025Comerica Bank85,877$1.22M0.0%-7.8%0.074%
5/14/2025Northwestern Mutual Wealth Management Co.52,581$749K0.0%+23.4%0.046%
5/14/2025Tradition Wealth Management LLC13,237$188K0.0%-14.6%0.011%
5/13/2025Raymond James Financial Inc.2,975,602$42.37M0.0%-3.1%2.580%
5/13/2025Nations Financial Group Inc. IA ADV50,580$720K0.1%+2.2%0.044%
5/13/2025HighTower Advisors LLC148,264$2.11M0.0%+2.8%0.129%
5/12/2025SouthState Corp19,972$284K0.0%+5.3%0.017%
5/12/2025Virtu Financial LLC10,932$156K0.0%N/A0.009%
5/12/2025Invesco Ltd.16,504$235K0.0%-26.3%0.014%
5/12/2025Benjamin Edwards Inc.73,571$1.05M0.0%-17.5%0.064%
5/12/2025Wolverine Asset Management LLC7,834$112K0.0%N/A0.007%
5/9/2025City of London Investment Management Co. Ltd.45,021$641K0.1%-19.2%0.039%
5/9/2025Shaker Financial Services LLC284,397$4.05M1.6%+281.7%0.247%
5/9/2025PNC Financial Services Group Inc.11,492$164K0.0%-9.4%0.010%
5/7/2025LPL Financial LLC1,919,691$27.34M0.0%+52.3%1.664%
5/6/2025Cetera Investment Advisers33,788$481K0.0%-29.8%0.029%
5/6/2025NorthStar Asset Management LLC NJ10,127$144K0.0%N/A0.009%
5/6/2025 Abel Hall LLC22,000$313K0.2%+10.0%0.019%
5/6/2025Wedbush Securities Inc.24,969$356K0.0%-3.1%0.022%
5/6/2025 Triumph Capital Management62,628$892K0.3%+7.7%0.054%
5/5/2025Blue Bell Private Wealth Management LLC472,636$6.73M1.3%-2.4%0.410%
5/5/2025Keyes Stange & Wooten Wealth Management LLC14,047$200K0.1%+30.9%0.012%
5/5/2025Private Advisor Group LLC156,122$2.22M0.0%+13.8%0.135%
5/2/2025 Apollon Wealth Management LLC42,926$611K0.0%+6.1%0.037%
5/1/2025Cutter & CO Brokerage Inc.19,970$284K0.1%+52.1%0.017%
5/1/2025 Whitener Capital Management Inc.46,172$657K0.2%-7.6%0.040%
5/1/2025 Focused Wealth Management Inc62,718$893K0.1%+3.1%0.054%
4/29/2025Penserra Capital Management LLC315,029$4.49M0.1%N/A0.273%
4/29/2025Calamos Advisors LLC27,244$388K0.0%-21.1%0.024%
4/25/2025Waterfront Wealth Inc.441,474$6.29M1.5%+3.4%0.383%
4/24/2025 Allspring Global Investments Holdings LLC158,174$2.25M0.0%-37.0%0.137%
4/24/2025 Beacon Financial Advisory LLC15,625$222K0.1%-4.7%0.014%
4/23/2025HBK Sorce Advisory LLC18,896$269K0.0%+5.1%0.016%
4/23/2025 Consolidated Portfolio Review Corp46,400$661K0.1%N/A0.040%
4/23/2025 Oppenheimer & Co. Inc.208,136$2.96M0.0%+25.6%0.180%
4/22/2025 Cambridge Investment Research Advisors Inc.124,521$1.77M0.0%+2.6%0.108%
4/22/2025Advisor Resource Council30,439$433K0.0%N/A0.026%
4/17/2025Inscription Capital LLC10,271$156K0.0%N/A0.009%
4/17/2025 Janney Montgomery Scott LLC502,022$7.15M0.0%+14.1%0.435%
4/16/2025 Wealth Enhancement Advisory Services LLC30,849$439K0.0%+122.2%0.027%
4/14/2025 Farther Finance Advisors LLC10,065$144K0.0%+6,938.5%0.009%
4/14/2025Daymark Wealth Partners LLC23,757$338K0.0%-21.7%0.021%
4/10/2025 Bay Rivers Group40,274$574K0.3%+37.6%0.035%
4/10/2025Hennion & Walsh Asset Management Inc.111,059$1.58M0.1%+19.5%0.096%
4/8/2025 Stolper Co48,832$695K0.2%+2.8%0.042%
4/8/2025Rothschild Investment LLC194,268$2.77M0.2%-0.4%0.168%
3/17/2025 Wealth Enhancement Advisory Services LLC13,883$219K0.0%N/A0.012%
Trump’s Endgame? (R.I.P. China) (Ad)

Tucked inside a Silicon Valley factory, a bold new tech is quietly emerging—one that could ignite a $12 trillion U.S. manufacturing boom. Dubbed Trump’s “New Golden Age” tech, this breakthrough has drawn praise from Elon Musk and NVIDIA’s CEO—and early investors may have a rare chance to get in ahead of the crowd.

See why this could be the biggest shift in manufacturing in decades
3/4/2025 Comprehensive Money Management Services LLC46,830$740K0.6%N/A0.041%
2/25/2025B. Riley Wealth Advisors Inc.14,510$229K0.0%-27.0%0.013%
2/21/2025 Vermillion Wealth Management Inc.1,834$29K0.0%N/A0.002%
2/19/2025North Star Asset Management Inc.13,397$212K0.0%-5.1%0.012%
2/18/2025 RB Capital Management LLC168,405$2.66M0.6%+6.6%0.146%
2/17/2025Waverly Advisors LLC50,753$802K0.0%N/A0.044%
2/17/2025Royal Bank of Canada1,553,618$24.55M0.0%+8.3%1.347%
2/17/2025Quantedge Capital Pte Ltd48,800$771K0.3%-34.1%0.042%
2/17/2025Lazard Asset Management LLC556,039$8.79M0.0%+13.2%0.482%
2/17/2025K2 Principal Fund L.P.18,723$296K0.0%+39.7%0.016%
(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, 176 institutional investors and hedge funds held shares of Royce Small-Cap Trust. The most heavily invested institutionals were Bank of America Corp DE ($92.41M), Raymond James Financial Inc. ($42.37M), LPL Financial LLC ($27.34M), Wells Fargo & Company MN ($26.44M), Raymond James & Associates ($23.59M), Royal Bank of Canada ($22.80M), and Raymond James Financial Services Advisors Inc. ($21.67M).Learn more on Royce Small-Cap Trust's institutional investors.

What percentage of Royce Small-Cap Trust's stock is owned by institutional investors?

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

Which institutional investors have been buying Royce Small-Cap Trust's stock?

Of the 147 institutional investors that purchased Royce Small-Cap 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. ($6.14M), Cornerstone Advisors LLC ($1.22M), LPL Financial LLC ($1.01M), International Assets Investment Management LLC ($644.77K), Modern Wealth Management LLC ($541.26K), Shaker Financial Services LLC ($326.40K), and Wells Fargo & Company MN ($315.88K).

How much institutional buying is happening at Royce Small-Cap Trust?

Institutional investors have bought a total of 12,086,017 shares in the last 24 months. This purchase volume represents approximately $187.04M in transactions.

Which of Royce Small-Cap Trust's major shareholders have been selling company stock?

Of the 60 institutional investors that sold Royce Small-Cap Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($348.90K), Cetera Investment Advisers ($268.88K), AQR Arbitrage LLC ($230.41K), Allspring Global Investments Holdings LLC ($228.33K), Landscape Capital Management L.L.C. ($218.05K), Advisors Asset Management Inc. ($171.52K), and Shaker Financial Services LLC ($113.76K).

How much institutional selling is happening at Royce Small-Cap Trust?

Institutional investors have sold a total of 2,351,152 shares in the last 24 months. This volume of shares sold represents approximately $36.33M in transactions.



This page (NYSE:RVT) was last updated on 8/4/2025 by MarketBeat.com Staff
From Our Partners