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 |
|---|---|---|---|---|---|
| Atlas Wealth | 433k | $6.2M | 100% | Jun 2026 |
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| Deschutes Portfolio Strategy | 291k | $4.1M | 0% | Sep 2026 |
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| Advisor Group Holdings | 193k | $2.7M | 4287% | Jun 2026 |
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| Shaker Financial Services | 189k | $2.7M | 4% | Sep 2026 |
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| 1607 Capital Partners | 183k | $2.6M | 3% | Jun 2026 |
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| Private Management Group | 158k | $2.3M | -3% | Sep 2026 |
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| Blue Bell Private Wealth Management | 131k | $1.9M | 10% | Sep 2026 |
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| LPL Financial | 124k | $1.8M | 22% | Sep 2026 |
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| Integrated Wealth Concepts | 87k | $1.2M | 0% | Jun 2026 |
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| Atomi Financial Group | 51k | $721k | 3% | Sep 2026 |
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| Beckerman Institutional | 43k | $612k | 88% | Jun 2026 |
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| Captrust Financial Advisors | 41k | $590k | 5% | Jun 2026 |
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| Rothschild Investment | 37k | $528k | 0% | Jun 2026 |
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| Toroso Investments | 31k | $435k | 5% | Jun 2026 |
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| Raymond James Financial | 24k | $345k | -3% | Jun 2026 |
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| D.A. Davidson & Co. | 22k | $311k | 0% | Sep 2026 |
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| 1776 Wealth | 20k | $290k | 0% | Jun 2026 |
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| Susquehanna International | 17k | $245k | 10% | Jun 2026 |
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| Wolverine Asset Management | 17k | $245k | -55% | Sep 2026 |
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| William Blair $ Company | 14k | $192k | 0% | Jun 2026 |
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| Wells Fargo & Company | 12k | $175k | -2% | Jun 2026 |
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| UBS Group | 5.3k | $75k | -17% | Jun 2026 |
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| Union Bankshares | 2.1k | $30k | 0% | Jun 2026 |
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| Pnc Financial Services | 1.9k | $27k | 0% | Sep 2026 |
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| Jones Financial Companies, L.L | 1.4k | $20k | 100% | Jun 2026 |
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| Us Bancorp | 900.00 | $13k | 100% | Sep 2026 |
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| BFSG | 600.00 | $8.5k | 0% | Sep 2026 |
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| Farther Finance Advisors | 351.00 | $5.0k | 0% | Sep 2026 |
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| SRS Capital Advisors | 210.00 | $3.0k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 171.00 | $2.4k | 0% | Sep 2026 |
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| North Star Investment Management | 138.00 | $2.0k | 0% | Sep 2026 |
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| City State Bank | 9.00 | $127.999800 | 0% | Sep 2026 |
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Who sold out of Royce Global Value Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Intl Fcstone | Jun 2026 | 26k | $373k |
| Commonwealth Equity Services | Jun 2026 | 12k | $167k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 558.00 | $7.5k |
| Institute For Wealth Management | Jun 2026 | 191.00 | $2.7k |
| Salem Investment Counselors | Jun 2026 | 100.00 | $1.4k |