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 Financial | 355k | $4.6M | -28% | Sep 2025 |
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| Deschutes Portfolio Strategy | 291k | $3.8M | 18% | Dec 2025 |
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| Shaker Financial Services | 193k | $2.5M | 26% | Dec 2025 |
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| Private Management Group | 173k | $2.2M | -2% | Sep 2025 |
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| Integrated Wealth Concepts | 98k | $1.3M | 1% | Sep 2025 |
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| Cornerstone Advisors | 81k | $1.1M | 0% | Sep 2025 |
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| Blue Bell Private Wealth Management | 72k | $932k | 53% | Sep 2025 |
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| Atomi Financial Group | 45k | $587k | 100% | Sep 2025 |
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| Newbridge Financial Services Group | 45k | $587k | 100% | Sep 2025 |
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| LPL Financial | 39k | $506k | 1% | Sep 2025 |
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| Rothschild Investment | 37k | $474k | 0% | Sep 2025 |
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| Captrust Financial Advisors | 35k | $457k | 1% | Sep 2025 |
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| D.A. Davidson & Co. | 22k | $294k | -1% | Dec 2025 |
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| 1776 Wealth | 22k | $280k | -25% | Sep 2025 |
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| William Blair $ Company | 14k | $175k | 0% | Sep 2025 |
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| Beckerman Institutional | 13k | $167k | 0% | Sep 2025 |
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| Wells Fargo & Company | 13k | $162k | 13% | Sep 2025 |
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| Commonwealth Equity Services | 11k | $144k | -4% | Sep 2025 |
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| UBS Group | 8.2k | $108k | -59% | Dec 2025 |
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| Wolverine Asset Management | 7.9k | $103k | -79% | Dec 2025 |
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| Advisor Group Holdings | 4.9k | $62k | -28% | Sep 2025 |
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| Brian McDonald | 3.5k | $46k | 0% | Dec 2025 |
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| Union Bankshares | 2.1k | $28k | 0% | Dec 2025 |
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| Pnc Financial Services | 1.9k | $24k | 10% | Sep 2025 |
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| BFSG | 600.00 | $7.9k | 0% | Dec 2025 |
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| Coastline Trust | 451.00 | $5.9k | 2% | Dec 2025 |
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| Farther Finance Advisors | 280.00 | $3.7k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 259.00 | $3.4k | 100% | Sep 2025 |
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| North Star Investment Management | 138.00 | $1.8k | 0% | Dec 2025 |
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| McIlrath & Eck | 78.00 | $1.0k | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 14.00 | $181.000400 | 100% | Sep 2025 |
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| City State Bank | 9.00 | $117.999900 | 0% | Dec 2025 |
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Who sold out of Royce Global Value Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 12k | $147k |
| Almitas Capital | Jun 2025 | 12k | $146k |
| Salem Investment Counselors | Sep 2025 | 100.00 | $1.3k |
| Sound Income Strategies | Jun 2025 | 22.00 | $267.000800 |