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Royce Global Value Tr shares owned by Beckerman Institutional

Quarter-by-quarter ownership of Royce Global Value Tr (RGT) shares owned by Beckerman Institutional from 13F filings

Historical chart of Beckerman Institutional investment in Royce Global Value Tr

Tip: Access up to 7 years of quarterly data

All positions including Royce Global Value Tr held by Beckerman Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Global Value Tr by Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $167k 13k 12.95
2025-06-30 $155k 13k 12.02
2025-03-31 $135k 13k 10.47
2024-12-31 $138k 13k 10.71
2024-09-30 $150k 13k 11.64

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View all positions for Beckerman Institutional

Top funds holding Royce Global Value Tr

Morgan Stanley
Raymond James Financial
Deschutes Portfolio Strategy
Private Management Group
Shaker Financial Services
Integrated Wealth Concepts
Cornerstone Advisors
Blue Bell Private Wealth Management
Newbridge Financial Services Group
Atomi Financial Group
LPL Financial
Wolverine Asset Management
Rothschild Investment
Captrust Financial Advisors
D.A. Davidson & Co.

View all funds holding Royce Global Value Tr