Who owns Royce Global Value Tr?

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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 $4.1M 0% Jun 2026
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Advisor Group Holdings 193k $2.7M 4287% Jun 2026
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1607 Capital Partners 183k $2.6M 3% Jun 2026
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Shaker Financial Services 183k $2.6M -7% Jun 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 102k $1.4M 14% Jun 2026
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Integrated Wealth Concepts 87k $1.2M 0% Jun 2026
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Atomi Financial Group 49k $698k -2% Jun 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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Wolverine Asset Management 39k $548k 423% 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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Intl Fcstone 26k $373k 100% 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% Jun 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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William Blair $ Company 14k $192k 0% Jun 2026
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Wells Fargo & Company 12k $175k -2% Jun 2026
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Commonwealth Equity Services 12k $167k 0% 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% Jun 2026
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Jones Financial Companies, L.L 1.4k $20k 100% Jun 2026
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BFSG 600.00 $8.5k 0% Jun 2026
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Farther Finance Advisors 351.00 $5.0k 25% Jun 2026
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Mercer Global Advisors 234.00 $3.3k 100% Jun 2026
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SRS Capital Advisors 210.00 $3.0k 100% 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 $2.4k 0% Jun 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 $1.4k 0% Jun 2026
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McIlrath & Eck 79.00 $1.1k 0% Mar 2026
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City State Bank 9.00 $127.999800 0% Jun 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
Northwestern Mutual Wealth Management Company Mar 2026 558.00 $7.5k