Who owns Royce Global Value Tr?
- Ticker: RGT
- CUSIP Number: 78081t104
Tip: Access positions for across all investors
Analyze quarterly positions in Royce Global Value Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Royce Global Value Tr stock
Who bought or sold Royce Global Value Tr this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James & Associates | 649k | $6.9M | 192% | Mar 2024 |
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| Private Management Group | 195k | $1.9M | 2% | Dec 2023 |
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| Saba Capital Management | 128k | $1.2M | 0% | Dec 2023 |
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| Cornerstone Advisors | 59k | $570k | 62% | Dec 2023 |
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| Shaker Financial Services | 33k | $321k | -69% | Dec 2023 |
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| Captrust Financial Advisors | 28k | $273k | 12% | Dec 2023 |
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| D.A. Davidson & Co. | 28k | $269k | 0% | Dec 2023 |
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| Blue Bell Private Wealth Management | 23k | $246k | 3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 18k | $195k | 8% | Mar 2024 |
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| Wells Fargo & Company | 15k | $146k | 1% | Dec 2023 |
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| William Blair $ Company | 14k | $132k | -6% | Dec 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13k | $126k | 0% | Dec 2023 |
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| Commonwealth Equity Services | 12k | $113k | -1% | Dec 2023 |
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| UBS Group | 11k | $104k | 7% | Dec 2023 |
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| Landscape Capital Management | 11k | $103k | 100% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 11k | $113k | 5% | Mar 2024 |
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| Relative Value Partners | 10k | $100k | 1% | Dec 2023 |
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| Advisor Group Holdings | 5.7k | $56k | -40% | Dec 2023 |
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| Pnc Financial Services | 850.00 | $8.3k | 0% | Dec 2023 |
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| BFSG | 600.00 | $6.4k | 0% | Mar 2024 |
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| Bank of America Corporation | 451.00 | $4.4k | 509% | Dec 2023 |
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| Wolverine Asset Management | 442.00 | $4.3k | -99% | Dec 2023 |
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| North Star Investment Management | 138.00 | $1.3k | 0% | Dec 2023 |
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| McIlrath & Eck | 75.00 | $731.002500 | 1% | Dec 2023 |
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| Sound Income Strategies | 22.00 | $238.000400 | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 1.00 | $10.000000 | 0% | Dec 2023 |
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Who sold out of Royce Global Value Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atlas Wealth | Sep 2023 | 121k | $1.1B |
| Wealthcare Advisory Partners | Dec 2023 | 31k | $299k |
| Royal Bank of Canada | Sep 2023 | 148.00 | $1.0k |
| Washington Trust Company | Dec 2023 | 24.00 | $234.000000 |