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
Morgan Stanley 355k $3.1M -1% Sep 2023
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Raymond James & Associates 223k $2.2M 100% Dec 2023
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Private Management Group 195k $1.9M 2% Dec 2023
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Saba Capital Management 128k $1.2M 0% Dec 2023
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Integrated Wealth Concepts 109k $953k 0% Sep 2023
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Cornerstone Advisors 59k $570k 62% Dec 2023
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Rothschild Investment Corp 37k $320k 0% Sep 2023
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Shaker Financial Services 33k $321k -69% Dec 2023
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Wealthcare Advisory Partners 31k $299k 1% Dec 2023
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Captrust Financial Advisors 28k $273k 12% Dec 2023
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D.A. Davidson & Co. 28k $269k 0% Dec 2023
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LPL Financial 25k $215k -11% Sep 2023
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Blue Bell Private Wealth Management 22k $218k 28% Dec 2023
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Raymond James Financial Services Advisors 17k $166k -51% Dec 2023
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Wells Fargo & Company 15k $146k 1% Dec 2023
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Gabelli Funds 15k $131k 0% Sep 2023
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William Blair $ Company 14k $132k -6% Dec 2023
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13k $126k 0% Dec 2023
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Commonwealth Equity Services 12k $113k -1% Dec 2023
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UBS Group 11k $104k 7% Dec 2023
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Landscape Capital Management 11k $103k 100% Dec 2023
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Relative Value Partners 10k $100k 1% Dec 2023
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Brown Advisory Holdings Incorporated 10k $98k -2% Dec 2023
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Advisor Group Holdings 5.7k $56k -40% Dec 2023
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Brian McDonald 3.5k $31k 100% Sep 2023
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Qube Research & Technologies 3.2k $27k 100% Sep 2023
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Pnc Financial Services 850.00 $8.3k 0% Dec 2023
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BFSG 600.00 $5.9k 100% Dec 2023
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Bank of America Corporation 451.00 $4.4k 509% Dec 2023
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Wolverine Asset Management 442.00 $4.3k -99% Dec 2023
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North Star Investment Management 138.00 $1.3k 0% Dec 2023
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McIlrath & Eck 75.00 $731.002500 1% Dec 2023
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Washington Trust Company 24.00 $234.000000 0% Dec 2023
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Sound Income Strategies 22.00 $216.999200 0% Dec 2023
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Northwestern Mutual Wealth Management Company 5.00 $44.000000 100% Sep 2023
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Steward Partners Investment Advisory 1.00 $10.000000 0% Dec 2023
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Who sold out of Royce Global Value Tr?

Fund or Company Name Date Sold Shares Held Valued At
Atlas Wealth Sep 2023 121k $1.1B
1776 Wealth Jun 2023 33k $306k
Royal Bank of Canada Sep 2023 148.00 $1.0k