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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 880k | $10M | 1% | Sep 2024 |
|
| Morgan Stanley | 313k | $3.5M | -3% | Jun 2024 |
|
| Private Management Group | 185k | $2.1M | -2% | Sep 2024 |
|
| Atlas Wealth | 155k | $1.8B | 100% | Jun 2024 |
|
| Integrated Wealth Concepts | 96k | $1.1M | -1% | Sep 2024 |
|
| Shaker Financial Services | 52k | $601k | 148% | Sep 2024 |
|
| Rothschild Investment | 37k | $433k | 0% | Sep 2024 |
|
| Captrust Financial Advisors | 33k | $383k | 13% | Sep 2024 |
|
| 1776 Wealth | 29k | $342k | -15% | Sep 2024 |
|
| Blue Bell Private Wealth Management | 25k | $291k | 0% | Sep 2024 |
|
| Wolverine Asset Management | 23k | $267k | 100% | Sep 2024 |
|
| Wells Fargo & Company | 22k | $254k | -1% | Sep 2024 |
|
| D.A. Davidson & Co. | 22k | $241k | -20% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 18k | $204k | 3% | Sep 2024 |
|
| Cetera Investment Advisers | 16k | $179k | 0% | Jun 2024 |
|
| Gabelli Funds | 15k | $174k | 0% | Sep 2024 |
|
| William Blair $ Company | 14k | $157k | 0% | Sep 2024 |
|
| Beckerman Institutional | 13k | $150k | 100% | Sep 2024 |
|
| Atlantic Trust | 13k | $149k | 0% | Sep 2024 |
|
| LPL Financial | 12k | $134k | 100% | Sep 2024 |
|
| Commonwealth Equity Services | 11k | $130k | -1% | Sep 2024 |
|
| Brown Advisory Holdings Incorporated | 11k | $118k | 0% | Jun 2024 |
|
| Advisor Group Holdings | 5.8k | $68k | 7% | Sep 2024 |
|
| Brian McDonald | 3.5k | $41k | 0% | Sep 2024 |
|
| Cornerstone Advisors | 2.1k | $25k | -2% | Sep 2024 |
|
| Pnc Financial Services | 850.00 | $9.9k | 0% | Sep 2024 |
|
| Uncommon Cents Investing | 700.00 | $8.1k | 100% | Sep 2024 |
|
| BFSG | 600.00 | $7.0k | 0% | Sep 2024 |
|
| FinTrust Capital Advisors | 483.00 | $5.6k | 0% | Sep 2024 |
|
| North Star Investment Management | 138.00 | $1.6k | 0% | Sep 2024 |
|
| Bank of America Corporation | 75.00 | $870.000000 | 0% | Sep 2024 |
|
| McIlrath & Eck | 75.00 | $870.000000 | 0% | Sep 2024 |
|
| Sound Income Strategies | 22.00 | $258.000600 | 0% | Sep 2024 |
|
| City State Bank | 9.00 | $104.000400 | 0% | Sep 2024 |
|
| Benjamin F. Edwards & Company | 1.00 | $0 | 0% | Jun 2024 |
|
Who sold out of Royce Global Value Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 10k | $103k |