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Royce Value Trust (RVT) Institutional Ownership

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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)
90
Total
Institutional Inflows
(last 12 months)
$60.11M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$25.22M
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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
4/24/2024Blue Bell Private Wealth Management LLC406,826$6.17M1.3%+12.4%0.364%
4/24/2024SOL Capital Management CO57,586$874K0.1%+4.8%0.052%
4/23/2024 Raymond James Financial Services Advisors Inc.1,525,570$23.14M0.0%+1.3%1.366%
4/22/2024 Raymond James & Associates1,710,322$25.95M0.0%+1.9%1.532%
4/19/2024 Accel Wealth Management120,848$1.83M0.8%+1.2%0.108%
4/19/2024 Kovack Advisors Inc.16,374$248K0.0%+58.0%0.015%
4/18/2024 SeaCrest Wealth Management LLC136,797$2.08M0.3%-3.0%0.123%
4/18/2024 Allspring Global Investments Holdings LLC366,062$5.55M0.0%-13.5%0.328%
4/17/2024 Hennion & Walsh Asset Management Inc.34,470$523K0.0%+106.7%0.031%
4/16/2024 Atlantic Union Bankshares Corp103,126$1.56M0.1%-14.9%0.092%
4/15/2024 Future Financial Wealth Managment LLC5,000$76K0.1%N/A0.004%
4/11/2024 David J Yvars Group34,914$528K0.4%-9.5%0.031%
4/11/2024 SignalPoint Asset Management LLC10,699$162K0.0%N/A0.010%
4/9/2024 Stolper Co45,768$694K0.3%+2.4%0.041%
4/8/2024 Benchmark Wealth Management LLC14,238$216K0.1%-6.8%0.013%
3/22/2024PNC Financial Services Group Inc.28,511$415K0.0%+9.0%0.026%
3/15/2024B. Riley Wealth Advisors Inc.14,384$209K0.0%-7.3%0.013%
2/28/2024Abel Hall LLC20,000$291K0.2%N/A0.018%
2/26/2024Centaurus Financial Inc.33,380$486K0.0%-65.7%0.030%
2/15/2024Bulldog Investors LLP83,173$1.21M0.4%+174.5%0.074%
2/15/2024Comerica Bank89,734$1.31M0.0%-0.8%0.080%
2/13/2024Karpus Management Inc.200,510$2.92M0.1%+40.9%0.180%
2/13/2024Quantedge Capital Pte Ltd34,100$496K0.2%-14.5%0.031%
2/13/2024Oppenheimer & Co. Inc.154,549$2.25M0.0%+3.7%0.138%
2/13/2024Prevail Innovative Wealth Advisors LLC20,708$302K0.1%+24.7%0.019%
2/13/20241607 Capital Partners LLC226,792$3.30M0.2%+4.3%0.203%
2/12/2024Tradition Wealth Management LLC21,485$313K0.0%-8.8%0.019%
2/12/2024Pingora Partners LLC3,733$54K0.0%N/A0.003%
2/12/2024Weiss Asset Management LP30,409$443K0.0%N/A0.027%
2/12/2024Focus Financial Network Inc. ADV13,999$204K0.0%N/A0.013%
2/12/2024Stifel Financial Corp684,741$9.97M0.0%+10.3%0.613%
2/12/2024Steward Partners Investment Advisory LLC64,918$945K0.0%+1.5%0.058%
2/12/2024RPO LLC137,362$2M3.0%-27.1%0.123%
2/9/2024D.A. Davidson & CO.220,782$3.22M0.0%+3.0%0.198%
2/9/2024Wells Fargo & Company MN1,338,129$19.48M0.0%-18.3%1.198%
2/9/2024Cornerstone Advisors LLC938,773$13.67M0.6%+50.9%0.841%
2/9/2024UBS Group AG920,854$13.41M0.0%-0.3%0.825%
2/9/2024PNC Financial Services Group Inc.28,511$415K0.0%+9.0%0.026%
2/8/2024Brown Advisory Inc.18,747$273K0.0%-6.9%0.017%
2/8/2024Financial Advocates Investment Management94,372$1.37M0.1%+2.1%0.085%
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2/8/2024FCA Corp TX13,172$192K0.1%+7.2%0.012%
2/8/2024Janney Montgomery Scott LLC422,977$6.16M0.0%+0.9%0.379%
2/7/2024Shaker Financial Services LLC59,018$859K0.4%-83.5%0.053%
2/7/2024Principal Securities Inc.3,269$48K0.0%N/A0.003%
2/6/2024Private Advisor Group LLC106,675$1.55M0.0%+3.0%0.096%
2/6/2024 Wealthcare Advisory Partners LLC14,700$214K0.0%+17.0%0.013%
2/6/20249258 Wealth Management LLC51,857$755K0.1%+2.0%0.046%
2/6/2024Benjamin F. Edwards & Company Inc.83,853$1.22M0.0%+12.6%0.075%
2/6/2024RB Capital Management LLC160,230$2.33M0.7%-0.9%0.143%
2/5/2024Stonebrook Private Inc.35,153$512K0.2%N/A0.031%
2/2/2024Alexander Randolph Advisory Inc.28,443$414K0.4%N/A0.025%
2/2/2024Truist Financial Corp14,249$207K0.0%-14.0%0.013%
2/2/2024Atria Wealth Solutions Inc.28,056$409K0.0%-11.0%0.025%
1/31/2024Waterfront Wealth Inc.243,202$3.54M1.0%+2.5%0.218%
1/30/2024CTC Alternative Strategies Ltd.10,803$157K0.3%N/A0.010%
1/25/2024 Allspring Global Investments Holdings LLC423,062$6.16M0.0%+39.7%0.379%
1/25/2024SOL Capital Management CO54,972$800K0.1%+152.3%0.049%
1/25/2024 International Assets Investment Management LLC21,492$313K0.0%+11.2%0.019%
1/25/2024Blue Bell Private Wealth Management LLC362,004$5.27M1.3%-1.4%0.324%
1/24/2024Allworth Financial LP10,481$153K0.0%N/A0.009%
1/24/2024 International Assets Investment Management LLC312,923$4.56M0.0%+1,519.3%0.280%
1/24/2024 All Season Financial Advisors Inc.41,003$597K0.5%+50.2%0.037%
1/19/2024 Realta Investment Advisors44,262$644K0.1%+4.4%0.040%
1/19/2024 Benchmark Wealth Management LLC15,277$222K0.1%-4.8%0.014%
1/19/2024 Atlantic Union Bankshares Corp121,177$1.76M0.2%-2.5%0.109%
1/18/2024 SeaCrest Wealth Management LLC141,001$1.98M0.2%-2.4%0.126%
1/18/2024 Accel Wealth Management119,464$1.74M0.9%-1.6%0.107%
1/16/2024 Raymond James Financial Services Advisors Inc.1,506,478$21.93M0.0%-3.5%1.349%
1/16/2024 Raymond James & Associates1,677,821$24.43M0.0%+3.1%1.502%
1/12/2024 Stolper Co44,712$651K0.3%+4.2%0.040%
1/12/2024 Advisor Resource Council25,998$379K0.0%N/A0.023%
1/11/2024Raymond James Trust N.A.41,836$609K0.0%-9.6%0.037%
1/11/2024 Whitener Capital Management Inc.32,659$476K0.2%+37.3%0.029%
1/10/2024 David J Yvars Group38,589$565K0.5%-9.4%0.035%
1/9/2024 Daymark Wealth Partners LLC49,420$720K0.0%-3.5%0.044%
11/16/2023RB Capital Management LLC161,755$2.08M0.6%+1.8%0.145%
11/15/20231607 Capital Partners LLC217,402$2.80M0.2%+182.9%0.195%
11/15/2023Advisors Asset Management Inc.675,222$8.69M0.2%-0.6%0.605%
11/14/2023Lazard Asset Management LLC236,857$3.05M0.0%-0.7%0.212%
11/14/2023AQR Arbitrage LLC397,112$5.11M0.2%+130.7%0.356%
11/14/2023Samalin Investment Counsel LLC49,883$642K0.4%+7.2%0.045%
11/13/2023Stifel Financial Corp620,818$7.99M0.0%-0.3%0.556%
11/13/2023LPL Financial LLC897,831$11.56M0.0%+1.0%0.804%
11/13/2023Quantedge Capital Pte Ltd39,900$514K0.3%-31.6%0.036%
11/13/2023Wolverine Asset Management LLC354,142$4.56M0.1%+4.0%0.317%
11/13/2023Concorde Asset Management LLC15,488$199K0.2%+24.4%0.014%
11/13/2023PNC Financial Services Group Inc.26,146$336K0.0%-40.9%0.023%
11/9/2023Karpus Management Inc.142,268$1.83M0.1%+193.2%0.127%
11/9/2023Cornerstone Advisors LLC622,006$8.01M0.4%+84.4%0.557%
11/9/2023UBS Group AG923,696$11.89M0.0%+13.4%0.827%
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11/8/2023HighTower Advisors LLC141,654$1.82M0.0%+1.3%0.127%
11/8/20239258 Wealth Management LLC50,823$654K0.1%-4.4%0.046%
11/8/2023D.A. Davidson & CO.214,315$2.76M0.0%+2.7%0.192%
11/8/2023Janney Montgomery Scott LLC419,250$5.40M0.0%+1.8%0.375%
11/8/2023Landscape Capital Management L.L.C.92,130$1.19M0.2%-39.4%0.083%
11/8/2023Oppenheimer & Co. Inc.149,075$1.92M0.0%+0.6%0.133%
11/7/2023Atria Investments Inc88,073$1.13M0.0%+2.2%0.079%
11/7/2023Great Valley Advisor Group Inc.10,096$130K0.0%N/A0.009%
11/2/2023 Whitener Capital Management Inc.23,789$306K0.1%+64.3%0.021%
11/2/2023Shaker Financial Services LLC356,617$4.59M2.1%+7.0%0.319%
(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, 162 institutional investors and hedge funds held shares of Royce Value Trust. The most heavily invested institutionals were Bank of America Corp DE ($56.05M), Raymond James & Associates ($25.95M), Raymond James Financial Services Advisors Inc. ($23.14M), Wells Fargo & Company MN ($19.48M), Cornerstone Advisors LLC ($13.67M), UBS Group AG ($13.41M), and LPL Financial LLC ($11.56M).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 135 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: Cornerstone Advisors LLC ($938.77K), Shaker Financial Services LLC ($583.27K), Allspring Global Investments Holdings LLC ($487.83K), Wolverine Asset Management LLC ($354.14K), International Assets Investment Management LLC ($324.98K), Bank of America Corp DE ($276.16K), and Raymond James & Associates ($264.52K).

How much institutional buying is happening at Royce Value Trust?

Institutional investors have bought a total of 7,280,332 shares in the last 24 months. This purchase volume represents approximately $100.94M in transactions.

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

Of the 89 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 ($494.21K), Wells Fargo & Company MN ($407.37K), Cohen & Steers Inc. ($272.65K), Raymond James & Associates ($224.68K), Rothschild Investment Corp IL ($174.66K), UBS Group AG ($131.69K), and Cadence Wealth Management LLC ($126.71K).

How much institutional selling is happening at Royce Value Trust?

Institutional investors have sold a total of 3,531,721 shares in the last 24 months. This volume of shares sold represents approximately $49.97M in transactions.


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This page (NYSE:RVT) was last updated on 4/25/2024 by MarketBeat.com Staff

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