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Royce Value Trust (RVT) Institutional Ownership

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$14.66 -0.39 (-2.59%)
Closing price 03:58 PM Eastern
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$14.70 +0.04 (+0.24%)
As of 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Royce Value Trust (NYSE:RVT)

Current
Institutional Ownership
Percentage
25.57%
Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$189.83M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$39.82M
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RVT Institutional Buying and Selling by Quarter

Royce Value Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.2,544$36K0.0%-25.4%0.002%
5/20/2025Belpointe Asset Management LLC13,469$192K0.0%N/A0.012%
5/20/2025Fortis Capital Advisors LLC13,469$192K0.0%N/A0.012%
5/19/2025 Jane Street Group LLC13,052$186K0.0%N/A0.011%
5/16/2025 NewEdge Advisors LLC53,335$759K0.0%+5.8%0.046%
5/16/2025 Concorde Asset Management LLC43,942$600K0.3%+12.2%0.038%
5/16/2025 Advisors Asset Management Inc.604,317$8.61M0.2%-15.3%0.524%
5/15/2025 Royal Bank of Canada1,601,377$22.80M0.0%+3.1%1.388%
5/15/2025 Baird 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%
5/14/2025 Samalin Investment Counsel LLC73,799$1.05M0.4%+7.0%0.064%
5/14/2025 Gabelli Funds LLC100,658$1.43M0.0%-16.9%0.087%
5/14/2025 PKS Advisory Services LLC20,532$290K0.1%+6.1%0.018%
5/14/2025 Comerica Bank85,877$1.22M0.0%-7.8%0.074%
5/14/2025 Northwestern Mutual Wealth Management Co.52,581$749K0.0%+23.4%0.046%
5/14/2025 Tradition Wealth Management LLC13,237$188K0.0%-14.6%0.011%
5/13/2025 Raymond James Financial Inc.2,975,602$42.37M0.0%-3.1%2.580%
5/13/2025 Nations Financial Group Inc. IA ADV50,580$720K0.1%+2.2%0.044%
5/13/2025 HighTower Advisors LLC148,264$2.11M0.0%+2.8%0.129%
5/12/2025 SouthState Corp19,972$284K0.0%+5.3%0.017%
5/12/2025 Virtu Financial LLC10,932$156K0.0%N/A0.009%
5/12/2025 Invesco Ltd.16,504$235K0.0%-26.3%0.014%
5/12/2025 Benjamin Edwards Inc.73,571$1.05M0.0%-17.5%0.064%
5/12/2025 Wolverine Asset Management LLC7,834$112K0.0%N/A0.007%
5/9/2025 City of London Investment Management Co. Ltd.45,021$641K0.1%-19.2%0.039%
5/9/2025 Shaker Financial Services LLC284,397$4.05M1.6%+281.7%0.247%
5/9/2025 PNC Financial Services Group Inc.11,492$164K0.0%-9.4%0.010%
5/7/2025 LPL Financial LLC1,919,691$27.34M0.0%+52.3%1.664%
5/6/2025 Cetera Investment Advisers33,788$481K0.0%-29.8%0.029%
5/6/2025 NorthStar Asset Management LLC NJ 10,127$144K0.0%N/A0.009%
5/6/2025 Abel Hall LLC22,000$313K0.2%+10.0%0.019%
5/6/2025 Wedbush Securities Inc.24,969$356K0.0%-3.1%0.022%
5/6/2025 Triumph Capital Management62,628$892K0.3%+7.7%0.054%
5/5/2025 Blue Bell Private Wealth Management LLC472,636$6.73M1.3%-2.4%0.410%
5/5/2025 Keyes Stange & Wooten Wealth Management LLC14,047$200K0.1%+30.9%0.012%
5/5/2025 Private 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%
5/1/2025 Cutter & 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%
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4/29/2025 Penserra Capital Management LLC315,029$4.49M0.1%N/A0.273%
4/29/2025 Calamos Advisors LLC27,244$388K0.0%-21.1%0.024%
4/25/2025 Waterfront 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%
4/23/2025 HBK 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%
4/22/2025 Advisor Resource Council30,439$433K0.0%N/A0.026%
4/17/2025 Inscription 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%
4/14/2025 Daymark Wealth Partners LLC23,757$338K0.0%-21.7%0.021%
4/10/2025 Bay Rivers Group40,274$574K0.3%+37.6%0.035%
4/10/2025 Hennion & 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%
4/8/2025 Rothschild Investment LLC194,268$2.77M0.2%-0.4%0.168%
3/17/2025 Wealth Enhancement Advisory Services LLC13,883$219K0.0%N/A0.012%
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%
2/19/2025 North 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%
2/17/2025 Waverly Advisors LLC50,753$802K0.0%N/A0.044%
2/17/2025 Royal Bank of Canada1,553,618$24.55M0.0%+8.3%1.347%
2/17/2025 Quantedge Capital Pte Ltd48,800$771K0.3%-34.1%0.042%
2/17/2025 Lazard Asset Management LLC556,039$8.79M0.0%+13.2%0.482%
2/17/2025 K2 Principal Fund L.P.18,723$296K0.0%+39.7%0.016%
2/17/2025 EP Wealth Advisors LLC13,025$206K0.0%+9.0%0.011%
2/17/2025 Cetera Investment Advisers48,099$760K0.0%-84.1%0.042%
2/17/2025 Captrust Financial Advisors273,765$4.33M0.0%-10.0%0.237%
2/17/2025 Bank of America Corp DE5,848,923$92.41M0.0%+1.5%5.071%
2/17/2025 Benjamin Edwards Inc.89,166$1.41M0.0%-7.0%0.077%
2/14/2025 AQR Arbitrage LLC157,693$2.49M0.1%-59.4%0.137%
2/14/2025 Triumph Capital Management58,126$918K0.3%-1.1%0.050%
2/14/2025 Comerica Bank93,172$1.47M0.0%-2.0%0.081%
2/14/2025 Kovitz Investment Group Partners LLC11,723$185K0.0%N/A0.010%
2/14/2025 MGO One Seven LLC42,159$666K0.0%N/A0.037%
2/14/2025Canal Capital Management LLC11,303$179K0.0%N/A0.010%
2/14/2025 Stifel Financial Corp823,078$13.01M0.0%+6.1%0.714%
2/14/2025 Shaker Financial Services LLC74,500$1.18M0.5%-38.2%0.065%
2/14/2025 Tradition Wealth Management LLC15,499$245K0.0%-18.7%0.013%
2/13/2025 1607 Capital Partners LLC24,006$379K0.0%-60.9%0.021%
2/13/2025 NewEdge Advisors LLC50,416$797K0.0%+4.5%0.044%
2/13/2025 Gabelli Funds LLC121,158$1.91M0.0%-1.2%0.105%
2/13/2025 Guggenheim Capital LLC447,259$7.07M0.1%+0.8%0.388%
2/13/2025 Mariner LLC45,400$717K0.0%-19.4%0.039%
2/13/2025 Cohen & Steers Inc.138,821$2.19M0.0%-3.5%0.120%
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2/13/2025 Keyes Stange & Wooten Wealth Management LLC10,735$170K0.1%N/A0.009%
2/13/2025 Concorde Asset Management LLC39,152$619K0.3%+16.9%0.034%
2/13/2025 Jaffetilchin Investment Partners LLC10,209$161K0.0%+11.1%0.009%
2/13/2025 Raymond James Financial Inc.3,072,087$48.54M0.0%N/A2.663%
2/13/2025 Envestnet Asset Management Inc.35,491$561K0.0%+9.8%0.031%
2/13/2025 Wedbush Securities Inc.25,755$407K0.0%-60.5%0.022%
2/13/2025 Wells Fargo & Company MN1,673,671$26.44M0.0%+23.3%1.451%
2/12/2025 Landscape Capital Management L.L.C.46,887$741K0.1%-73.4%0.041%
2/12/2025 Level Four Advisory Services LLC20,026$316K0.0%+9.7%0.017%
2/12/2025 PKS Advisory Services LLC19,344$306K0.1%N/A0.017%
(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, 180 institutional investors and hedge funds held shares of Royce Value 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 RVT's institutional investors.

What percentage of Royce Value Trust stock is owned by institutional investors?

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

Which institutional investors have been buying Royce Value Trust stock?

Of the 151 institutional investors that purchased Royce 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. ($6.14M), Cornerstone Advisors LLC ($1.22M), LPL Financial LLC ($1.01M), International Assets Investment Management LLC ($647.87K), Modern Wealth Management LLC ($538.79K), Allspring Global Investments Holdings LLC ($367K), and Shaker Financial Services LLC ($326.40K).

How much institutional buying is happening at Royce Value Trust?

Institutional investors have bought a total of 16,116,926 shares in the last 24 months. This purchase volume represents approximately $243.26M in transactions.

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

Of the 87 institutional investors that sold Royce Value Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($607.97K), Cornerstone Advisors LLC ($485.48K), Raymond James & Associates ($472.10K), International Assets Investment Management LLC ($355.90K), Allspring Global Investments Holdings LLC ($313.59K), Wells Fargo & Company MN ($298.87K), and Landscape Capital Management L.L.C. ($277.92K).

How much institutional selling is happening at Royce Value Trust?

Institutional investors have sold a total of 4,702,824 shares in the last 24 months. This volume of shares sold represents approximately $70.13M in transactions.


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This page (NYSE:RVT) was last updated on 5/21/2025 by MarketBeat.com Staff
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