Who owns Royce Global Value Tr?
- Ticker: RGT
- CUSIP Number: 78081t104
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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 |
|---|---|---|---|---|---|
| Deschutes Portfolio Strategy | 291k | $3.8M | 18% | Dec 2025 |
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| Shaker Financial Services | 193k | $2.5M | 26% | Dec 2025 |
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| Raymond James Financial | 185k | $2.4M | -48% | Dec 2025 |
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| Private Management Group | 170k | $2.2M | -2% | Dec 2025 |
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| 1607 Capital Partners | 98k | $1.3M | 100% | Dec 2025 |
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| Blue Bell Private Wealth Management | 97k | $1.3M | 34% | Dec 2025 |
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| LPL Financial | 89k | $1.2M | 35% | Mar 2026 |
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| Integrated Wealth Concepts | 85k | $1.1M | -13% | Dec 2025 |
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| Atomi Financial Group | 53k | $689k | 16% | Dec 2025 |
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| Cornerstone Advisors | 47k | $618k | -42% | Dec 2025 |
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| Rothschild Investment | 37k | $487k | 1% | Dec 2025 |
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| Captrust Financial Advisors | 36k | $465k | 1% | Dec 2025 |
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| Beckerman Institutional | 23k | $305k | 77% | Mar 2026 |
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| D.A. Davidson & Co. | 22k | $292k | -3% | Mar 2026 |
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| 1776 Wealth | 20k | $267k | -6% | Dec 2025 |
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| Susquehanna International | 14k | $189k | 100% | Dec 2025 |
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| Wells Fargo & Company | 14k | $185k | 13% | Dec 2025 |
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| William Blair $ Company | 14k | $177k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 12k | $157k | -1% | Mar 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 | $58k | -10% | Dec 2025 |
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| Fifth Third Bancorp | 3.6k | $48k | 100% | Mar 2026 |
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| Brian McDonald | 3.5k | $46k | 0% | Dec 2025 |
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| Union Bankshares | 2.1k | $28k | 0% | Dec 2025 |
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| Pnc Financial Services | 1.9k | $25k | 0% | Dec 2025 |
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| BFSG | 600.00 | $8.0k | 0% | Mar 2026 |
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| Farther Finance Advisors | 280.00 | $3.8k | 0% | Mar 2026 |
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| North Star Investment Management | 138.00 | $1.8k | 0% | Mar 2026 |
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| Salem Investment Counselors | 100.00 | $1.3k | 100% | Mar 2026 |
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| McIlrath & Eck | 79.00 | $1.0k | 1% | Dec 2025 |
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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 |
|---|---|---|---|
| Coastline Trust | Dec 2025 | 451.00 | $5.9k |
| Hanson McClain Advisors | Sep 2025 | 259.00 | $3.4k |
| Jones Financial Companies, L.L | Sep 2025 | 14.00 | $181.000400 |