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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Who bought or sold Royce Global Value Tr this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 355k | $3.1M | -1% | Sep 2023 |
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Raymond James & Associates | 223k | $2.2M | 100% | Dec 2023 |
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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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Integrated Wealth Concepts | 109k | $953k | 0% | Sep 2023 |
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Cornerstone Advisors | 59k | $570k | 62% | Dec 2023 |
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Rothschild Investment Corp | 37k | $320k | 0% | Sep 2023 |
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Shaker Financial Services | 33k | $321k | -69% | Dec 2023 |
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Wealthcare Advisory Partners | 31k | $299k | 1% | 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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LPL Financial | 25k | $215k | -11% | Sep 2023 |
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Blue Bell Private Wealth Management | 22k | $218k | 28% | Dec 2023 |
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Raymond James Financial Services Advisors | 17k | $166k | -51% | Dec 2023 |
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Wells Fargo & Company | 15k | $146k | 1% | Dec 2023 |
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Gabelli Funds | 15k | $131k | 0% | Sep 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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Relative Value Partners | 10k | $100k | 1% | Dec 2023 |
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Brown Advisory Holdings Incorporated | 10k | $98k | -2% | Dec 2023 |
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Advisor Group Holdings | 5.7k | $56k | -40% | Dec 2023 |
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Brian McDonald | 3.5k | $31k | 100% | Sep 2023 |
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Qube Research & Technologies | 3.2k | $27k | 100% | Sep 2023 |
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Pnc Financial Services | 850.00 | $8.3k | 0% | Dec 2023 |
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BFSG | 600.00 | $5.9k | 100% | Dec 2023 |
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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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Washington Trust Company | 24.00 | $234.000000 | 0% | Dec 2023 |
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Sound Income Strategies | 22.00 | $216.999200 | 0% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 5.00 | $44.000000 | 100% | Sep 2023 |
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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 |
1776 Wealth | Jun 2023 | 33k | $306k |
Royal Bank of Canada | Sep 2023 | 148.00 | $1.0k |