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