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Royce Small-Cap Trust (RVT) Institutional Ownership

Royce Small-Cap Trust logo
$15.32 -0.12 (-0.74%)
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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)
99
Total
Institutional Inflows
(last 12 months)
$184.98M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$40.37M
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RVT Institutional Buying and Selling by Quarter

Royce Small-Cap Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025Whitener 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%
5/20/2025Belpointe Asset Management LLC13,469$192K0.0%N/A0.012%
5/20/2025Fortis 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%
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 NJ 10,127$144K0.0%N/A0.009%
5/6/2025Abel Hall LLC22,000$313K0.2%+10.0%0.019%
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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%
5/2/2025Apollon Wealth Management LLC42,926$611K0.0%+6.1%0.037%
5/1/2025Cutter & CO Brokerage Inc.19,970$284K0.1%+52.1%0.017%
5/1/2025Whitener Capital Management Inc.46,172$657K0.2%-7.6%0.040%
5/1/2025Focused 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%
4/24/2025Allspring Global Investments Holdings LLC158,174$2.25M0.0%-37.0%0.137%
4/24/2025Beacon Financial Advisory LLC15,625$222K0.1%-4.7%0.014%
4/23/2025HBK Sorce Advisory LLC18,896$269K0.0%+5.1%0.016%
4/23/2025Consolidated Portfolio Review Corp46,400$661K0.1%N/A0.040%
4/23/2025Oppenheimer & Co. Inc.208,136$2.96M0.0%+25.6%0.180%
4/22/2025Cambridge 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%
4/17/2025Janney 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%
3/4/2025Comprehensive 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%
2/21/2025Vermillion 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%
2/17/2025EP Wealth Advisors LLC13,025$206K0.0%+9.0%0.011%
2/17/2025Cetera Investment Advisers48,099$760K0.0%-84.1%0.042%
2/17/2025Captrust Financial Advisors273,765$4.33M0.0%-10.0%0.237%
2/17/2025Bank of America Corp DE5,848,923$92.41M0.0%+1.5%5.071%
2/17/2025Benjamin Edwards Inc.89,166$1.41M0.0%-7.0%0.077%
2/14/2025AQR Arbitrage LLC157,693$2.49M0.1%-59.4%0.137%
2/14/2025 Triumph Capital Management58,126$918K0.3%-1.1%0.050%
2/14/2025Comerica Bank93,172$1.47M0.0%-2.0%0.081%
2/14/2025Kovitz Investment Group Partners LLC11,723$185K0.0%N/A0.010%
2/14/2025MGO One Seven LLC42,159$666K0.0%N/A0.037%
2/14/2025Canal Capital Management LLC11,303$179K0.0%N/A0.010%
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2/14/2025Stifel Financial Corp823,078$13.01M0.0%+6.1%0.714%
2/14/2025Shaker Financial Services LLC74,500$1.18M0.5%-38.2%0.065%
2/14/2025Tradition Wealth Management LLC15,499$245K0.0%-18.7%0.013%
2/13/20251607 Capital Partners LLC24,006$379K0.0%-60.9%0.021%
2/13/2025NewEdge Advisors LLC50,416$797K0.0%+4.5%0.044%
2/13/2025Gabelli Funds LLC121,158$1.91M0.0%-1.2%0.105%
2/13/2025Guggenheim Capital LLC447,259$7.07M0.1%+0.8%0.388%
2/13/2025Mariner LLC45,400$717K0.0%-19.4%0.039%
2/13/2025Cohen & Steers Inc.138,821$2.19M0.0%-3.5%0.120%
2/13/2025Keyes Stange & Wooten Wealth Management LLC10,735$170K0.1%N/A0.009%
(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, 181 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 153 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 ($647.87K), Modern Wealth Management LLC ($541.26K), Allspring Global Investments Holdings LLC ($367K), and Shaker Financial Services LLC ($326.40K).

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

Institutional investors have bought a total of 11,965,854 shares in the last 24 months. This purchase volume represents approximately $184.98M in transactions.

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

Of the 62 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 ($346.51K), Raymond James & Associates ($286.17K), Cetera Investment Advisers ($268.88K), Allspring Global Investments Holdings LLC ($256.59K), AQR Arbitrage LLC ($230.41K), Landscape Capital Management L.L.C. ($218.05K), and Advisors Asset Management Inc. ($171.52K).

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

Institutional investors have sold a total of 2,634,661 shares in the last 24 months. This volume of shares sold represents approximately $40.37M in transactions.


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This page (NYSE:RVT) was last updated on 7/15/2025 by MarketBeat.com Staff
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