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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Deschutes Portfolio Strategy | 291k | $3.8M | 18% | Dec 2025 |
|
| Shaker Financial Services | 193k | $2.5M | 26% | Dec 2025 |
|
| Raymond James Financial | 185k | $2.4M | -48% | Dec 2025 |
|
| Private Management Group | 170k | $2.2M | -2% | Dec 2025 |
|
| Blue Bell Private Wealth Management | 97k | $1.3M | 34% | Dec 2025 |
|
| Integrated Wealth Concepts | 85k | $1.1M | -13% | Dec 2025 |
|
| LPL Financial | 66k | $865k | 69% | Dec 2025 |
|
| Atomi Financial Group | 53k | $689k | 16% | Dec 2025 |
|
| Cornerstone Advisors | 47k | $618k | -42% | Dec 2025 |
|
| Rothschild Investment | 37k | $487k | 1% | Dec 2025 |
|
| Captrust Financial Advisors | 36k | $465k | 1% | Dec 2025 |
|
| D.A. Davidson & Co. | 22k | $294k | -1% | Dec 2025 |
|
| 1776 Wealth | 20k | $267k | -6% | Dec 2025 |
|
| Susquehanna International | 14k | $189k | 100% | Dec 2025 |
|
| Wells Fargo & Company | 14k | $185k | 13% | Dec 2025 |
|
| William Blair $ Company | 14k | $175k | 0% | Sep 2025 |
|
| Beckerman Institutional | 13k | $169k | 0% | Dec 2025 |
|
| Commonwealth Equity Services | 12k | $155k | 7% | Dec 2025 |
|
| UBS Group | 8.2k | $108k | -59% | Dec 2025 |
|
| Wolverine Asset Management | 7.9k | $103k | -79% | Dec 2025 |
|
| Advisor Group Holdings | 4.4k | $58k | -10% | Dec 2025 |
|
| Brian McDonald | 3.5k | $46k | 0% | Dec 2025 |
|
| Union Bankshares | 2.1k | $28k | 0% | Dec 2025 |
|
| Pnc Financial Services | 1.9k | $25k | 0% | Dec 2025 |
|
| BFSG | 600.00 | $7.9k | 0% | Dec 2025 |
|
| Coastline Trust | 451.00 | $5.9k | 2% | Dec 2025 |
|
| Farther Finance Advisors | 280.00 | $3.7k | 0% | Dec 2025 |
|
| North Star Investment Management | 138.00 | $1.8k | 0% | Dec 2025 |
|
| McIlrath & Eck | 79.00 | $1.0k | 1% | Dec 2025 |
|
| City State Bank | 9.00 | $117.999900 | 0% | Dec 2025 |
|
Who sold out of Royce Global Value Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Newbridge Financial Services Group | Sep 2025 | 45k | $587k |
| Hanson McClain Advisors | Sep 2025 | 259.00 | $3.4k |
| Salem Investment Counselors | Sep 2025 | 100.00 | $1.3k |
| Jones Financial Companies, L.L | Sep 2025 | 14.00 | $181.000400 |