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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| Morgan Stanley | 430k | $5.7M | 1% | Mar 2026 |
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| Deschutes Portfolio Strategy | 291k | $3.9M | 0% | Mar 2026 |
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| Shaker Financial Services | 183k | $2.6M | -7% | Jun 2026 |
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| 1607 Capital Partners | 178k | $2.4M | 83% | Mar 2026 |
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| Private Management Group | 163k | $2.3M | -3% | Jun 2026 |
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| Blue Bell Private Wealth Management | 120k | $1.7M | 12% | Jun 2026 |
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| LPL Financial | 89k | $1.2M | 35% | Mar 2026 |
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| Integrated Wealth Concepts | 87k | $1.2M | 2% | Mar 2026 |
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| Atomi Financial Group | 49k | $698k | -2% | Jun 2026 |
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| Captrust Financial Advisors | 39k | $527k | 11% | Mar 2026 |
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| Rothschild Investment | 37k | $528k | 0% | Jun 2026 |
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| Toroso Investments | 29k | $387k | 100% | Mar 2026 |
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| Raymond James Financial | 25k | $332k | -87% | Mar 2026 |
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| Beckerman Institutional | 23k | $305k | 77% | Mar 2026 |
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| D.A. Davidson & Co. | 22k | $311k | 0% | Jun 2026 |
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| 1776 Wealth | 20k | $273k | 0% | Mar 2026 |
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| Susquehanna International | 16k | $210k | 9% | Mar 2026 |
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| William Blair $ Company | 14k | $181k | 0% | Mar 2026 |
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| Wells Fargo & Company | 13k | $168k | -11% | Mar 2026 |
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| Commonwealth Equity Services | 12k | $167k | 0% | Jun 2026 |
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| Wolverine Asset Management | 7.4k | $99k | -6% | Mar 2026 |
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| UBS Group | 6.4k | $85k | -22% | Mar 2026 |
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| Advisor Group Holdings | 4.4k | $59k | 0% | Mar 2026 |
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| Union Bankshares | 2.1k | $28k | 0% | Mar 2026 |
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| Pnc Financial Services | 1.9k | $25k | 0% | Mar 2026 |
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| BFSG | 600.00 | $8.0k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 558.00 | $7.5k | 100% | Mar 2026 |
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| Farther Finance Advisors | 351.00 | $5.0k | 25% | Jun 2026 |
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| Institute For Wealth Management | 191.00 | $2.7k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 171.00 | $2.3k | 100% | Mar 2026 |
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| North Star Investment Management | 138.00 | $2.0k | 0% | Jun 2026 |
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| Salem Investment Counselors | 100.00 | $1.3k | 100% | Mar 2026 |
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| McIlrath & Eck | 79.00 | $1.1k | 0% | Mar 2026 |
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| City State Bank | 9.00 | $119.999700 | 0% | Mar 2026 |
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Who sold out of Royce Global Value Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fifth Third Bancorp | Mar 2026 | 3.6k | $48k |
| Coastline Trust | Dec 2025 | 451.00 | $5.9k |