Who owns Royce Value Trust?
- Ticker: RVT
- CUSIP Number: 780910105
Tip: Access positions for across all investors
Analyze quarterly positions in Royce Value Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Royce Value Trust stock
Who bought or sold Royce Value Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 6.0M | $91M | 100% | Jun 2025 |
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| Raymond James Financial | 2.9M | $46M | -10% | Sep 2025 |
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| LPL Financial | 2.1M | $33M | 1% | Sep 2025 |
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| Wells Fargo & Company | 1.7M | $28M | -6% | Sep 2025 |
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| Royal Bank of Canada | 1.6M | $26M | 1% | Sep 2025 |
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| Saba Capital Management | 1.4M | $23M | 100% | Sep 2025 |
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| Stifel Financial | 784k | $13M | 4% | Sep 2025 |
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| Janney Montgomery Scott | 768k | $12M | 11% | Sep 2025 |
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| UBS Group | 694k | $11M | -1% | Sep 2025 |
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| Cornerstone Advisors | 686k | $11M | 476% | Sep 2025 |
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| Waterfront Wealth | 679k | $11M | 41% | Sep 2025 |
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| Rivernorth Capital Management | 597k | $9.6M | 4554% | Sep 2025 |
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| Blue Bell Private Wealth Management | 563k | $9.1M | 14% | Sep 2025 |
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| Lazard Asset Management | 550k | $8.9M | -1% | Sep 2025 |
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| Modern Wealth Management | 509k | $8.2M | -1% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 434k | $7.0M | -6% | Sep 2025 |
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| Advisors Asset Management | 337k | $5.4M | -32% | Sep 2025 |
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| Shaker Financial Services | 290k | $4.7M | -50% | Sep 2025 |
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| Captrust Financial Advisors | 272k | $4.4M | 0% | Sep 2025 |
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| Advisor Group Holdings | 266k | $4.3M | -3% | Sep 2025 |
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| D.A. Davidson & Co. | 238k | $3.8M | 8% | Sep 2025 |
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| Rothschild Investment | 224k | $3.6M | 10% | Sep 2025 |
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| Oppenheimer & Co | 218k | $3.5M | 3% | Sep 2025 |
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| Menlo Advisors | 195k | $2.9M | -3% | Jun 2025 |
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| Allspring Global Investments Holdings | 192k | $3.1M | 4% | Sep 2025 |
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| Private Advisor | 171k | $2.8M | 8% | Sep 2025 |
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| RB Capital Management | 166k | $2.7M | 1% | Sep 2025 |
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| HighTower Advisors | 161k | $2.6M | 2% | Sep 2025 |
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| Steward Partners Investment Advisory | 159k | $2.6M | 3% | Sep 2025 |
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| Commonwealth Equity Services | 154k | $2.5M | 14% | Sep 2025 |
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| Eugene S. Stark | 151k | $2.4M | 0% | Sep 2025 |
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| Wolverine Asset Management | 145k | $2.3M | -11% | Sep 2025 |
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| Cambridge Investment Research Advisors | 130k | $2.1M | 7% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 126k | $2.1M | 17% | Sep 2025 |
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| Hennion & Walsh Asset Management | 113k | $1.8M | -1% | Sep 2025 |
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| Landscape Capital Management | 105k | $1.7M | 100% | Sep 2025 |
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| Accel Wealth Management | 101k | $1.6M | -5% | Sep 2025 |
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| Union Bankshares | 98k | $1.6M | 7% | Sep 2025 |
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| Cetera Investment Advisers | 94k | $1.5M | 158% | Sep 2025 |
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| Intrepid Family Office | 86k | $1.4M | 73% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 85k | $1.4M | 48% | Sep 2025 |
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| Kennedy Investment Group | 80k | $1.3M | -2% | Sep 2025 |
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| Brian McDonald | 77k | $1.2M | -2% | Sep 2025 |
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| Samalin Investment Counsel | 75k | $1.2M | -1% | Sep 2025 |
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| Prospera Financial Services | 74k | $1.2M | -5% | Sep 2025 |
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| Gabelli Funds | 72k | $1.2M | -17% | Sep 2025 |
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| TrueMark Investments | 69k | $1.1M | 100% | Sep 2025 |
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| Miracle Mile Advisors | 66k | $1.1M | 0% | Sep 2025 |
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| City of London Investment Management Company | 65k | $1.0M | 47% | Sep 2025 |
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| Mariner Wealth Advisors | 64k | $1.0M | -12% | Sep 2025 |
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| Focused Wealth Management | 64k | $1.0M | -1% | Sep 2025 |
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| First Trust Advisors | 63k | $1.0M | 20% | Sep 2025 |
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| Goss Wealth Management | 62k | $1.0M | 6% | Sep 2025 |
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| Abel Hall | 57k | $919k | 0% | Sep 2025 |
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| Comprehensive Money Management Services | 56k | $909k | 8% | Sep 2025 |
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| NWF Advisory Services | 56k | $904k | -7% | Sep 2025 |
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| Benjamin Edwards | 55k | $889k | -15% | Sep 2025 |
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| Mraz, Amerine & Associates | 54k | $871k | 0% | Sep 2025 |
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| WJ Financial Advisors | 54k | $868k | 100% | Sep 2025 |
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| Concorde Asset Management | 53k | $851k | 20% | Sep 2025 |
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| Stolper | 51k | $829k | 2% | Sep 2025 |
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| Triumph Capital Management | 51k | $823k | 1% | Sep 2025 |
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| Whitener Capital Management | 49k | $783k | 2% | Sep 2025 |
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| Nations Financial Group | 48k | $780k | 1% | Sep 2025 |
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| Warren Averett Asset Management | 48k | $775k | -1% | Sep 2025 |
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| Bay Rivers Group | 45k | $729k | 6% | Sep 2025 |
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| B&l Asset Management | 45k | $725k | 265% | Sep 2025 |
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| Readystate Asset Management | 45k | $723k | -81% | Sep 2025 |
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| Jaffetilchin Investment Partners | 45k | $723k | 289% | Sep 2025 |
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| Atlanta Consulting Group Advisors | 44k | $706k | 0% | Sep 2025 |
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| Apollon Wealth Management | 43k | $693k | 0% | Sep 2025 |
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| We Are One Seven | 42k | $681k | -1% | Sep 2025 |
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| Delta Wealth Advisors | 41k | $659k | 0% | Sep 2025 |
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| Leucadia National Corporation | 36k | $587k | 100% | Sep 2025 |
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| Level Four Advisory Services | 36k | $577k | 60% | Sep 2025 |
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| Walleye Trading Advisors | 35k | $560k | -33% | Sep 2025 |
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| Bank Of Montreal | 35k | $520k | 100% | Jun 2025 |
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| Heritage Wealth Management | 34k | $542k | 0% | Sep 2025 |
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| Alexander Randolph Advisory | 33k | $529k | 2% | Sep 2025 |
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| Cypress Capital Management | 33k | $525k | 100% | Sep 2025 |
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| Mercer Global Advisors | 32k | $510k | 6% | Sep 2025 |
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| Quantedge Capital Pte | 31k | $500k | 112% | Sep 2025 |
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| David J Yvars Group | 28k | $453k | -5% | Sep 2025 |
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| Kestra Private Wealth Services | 28k | $451k | 0% | Sep 2025 |
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| J.w. Cole Advisors | 28k | $448k | 0% | Sep 2025 |
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| SOL Capital Management | 27k | $430k | -15% | Sep 2025 |
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| Baird Financial | 27k | $428k | 22% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 26k | $416k | 4% | Sep 2025 |
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| 1776 Wealth | 26k | $411k | -21% | Sep 2025 |
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| Mezzasalma Advisors | 25k | $406k | 1% | Sep 2025 |
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| Kestra Advisory Services | 25k | $402k | 42% | Sep 2025 |
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| Moors & Cabot | 25k | $395k | 3% | Sep 2025 |
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| Wedbush Morgan Securities | 24k | $393k | 3% | Sep 2025 |
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| Hanson McClain Advisors | 24k | $388k | 11% | Sep 2025 |
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| Uncommon Cents Investing | 24k | $385k | -3% | Sep 2025 |
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| Daymark Wealth Partners | 24k | $384k | 0% | Sep 2025 |
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| Vista Investment Partners Ii | 24k | $383k | 2% | Sep 2025 |
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| International Assets Investment Management | 23k | $345k | 0% | Sep 2025 |
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| Envestnet Asset Management | 21k | $338k | -29% | Sep 2025 |
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| Spirepoint Private Client | 21k | $337k | 100% | Sep 2025 |
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| Verus Capital Partners | 20k | $321k | 19% | Sep 2025 |
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| K2 Principal Fund | 20k | $320k | 2% | Sep 2025 |
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| Millennium Management | 19k | $307k | 100% | Sep 2025 |
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| SCBT Financial Corporation | 19k | $306k | -5% | Sep 2025 |
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| PKS Advisory Services | 19k | $300k | 100% | Sep 2025 |
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| HBK Sorce Advisory | 18k | $297k | -3% | Sep 2025 |
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| Redmond Asset Management | 18k | $289k | 0% | Sep 2025 |
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| Sierra Ocean | 17k | $280k | -11% | Sep 2025 |
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| Beacon Financial Advisory | 17k | $280k | 8% | Sep 2025 |
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| Carson Advisory | 17k | $277k | 2% | Sep 2025 |
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| Keyes, Stange & Wooten Wealth Management | 16k | $253k | 0% | Sep 2025 |
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| Stephens | 16k | $250k | 2% | Sep 2025 |
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| Fca Corp | 15k | $244k | 2% | Sep 2025 |
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| Tiaa Trust, National Association | 15k | $240k | 2% | Sep 2025 |
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| Centurion Wealth Management | 14k | $217k | 0% | Sep 2025 |
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| Uhlmann Price Securities | 13k | $216k | 13% | Sep 2025 |
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| Barrett & Company | 13k | $213k | -9% | Sep 2025 |
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| North Star Asset Management | 13k | $213k | 0% | Sep 2025 |
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| Pnc Financial Services | 13k | $205k | 11% | Sep 2025 |
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| Benchmark Wealth Management | 13k | $190k | -1% | Jun 2025 |
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| Tradition Wealth Management | 13k | $203k | 0% | Sep 2025 |
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| Endeavor Private Wealth | 12k | $197k | 100% | Sep 2025 |
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| Wetherby Asset Management | 12k | $190k | 0% | Sep 2025 |
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| Kovitz Investment Group Partners | 12k | $189k | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 11k | $184k | -7% | Sep 2025 |
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| H D Vest Advisory Services | 11k | $170k | 100% | Jun 2025 |
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| Northwestern Mutual Wealth Management Company | 11k | $181k | 5% | Sep 2025 |
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| Creative Planning | 11k | $177k | -8% | Sep 2025 |
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| Fortis Capital Advisors | 11k | $177k | 100% | Sep 2025 |
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| Belpointe Asset Management | 11k | $177k | 100% | Sep 2025 |
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| Susquehanna International | 11k | $175k | -39% | Sep 2025 |
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| LLBH Private Wealth Management | 11k | $173k | 0% | Sep 2025 |
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| BBK Capital Partners | 11k | $161k | -7% | Sep 2025 |
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| NorthStar Asset Management | 11k | $170k | 2% | Sep 2025 |
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| Davenport & Co | 11k | $169k | 0% | Sep 2025 |
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| Kovack Advisors | 11k | $169k | 0% | Sep 2025 |
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| Branch Banking & Trust Company | 10k | $167k | 0% | Sep 2025 |
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| National Asset Management | 10k | $166k | 100% | Sep 2025 |
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| Graves-Light Private Wealth Management | 10k | $165k | 0% | Sep 2025 |
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| Mascoma Wealth Management | 10k | $165k | 0% | Sep 2025 |
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| Farther Finance Advisors | 10k | $162k | 0% | Sep 2025 |
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| Sittner & Nelson | 9.9k | $160k | 2% | Sep 2025 |
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| Operose Advisors | 7.0k | $113k | 0% | Sep 2025 |
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| North Star Investment Management | 6.1k | $99k | 0% | Sep 2025 |
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| Trust Co Of Vermont | 5.4k | $87k | 8% | Sep 2025 |
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| Future Financial Wealth Managment | 5.0k | $81k | 0% | Sep 2025 |
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| Salem Investment Counselors | 4.0k | $65k | 0% | Sep 2025 |
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| Pingora Partners | 3.7k | $60k | 0% | Sep 2025 |
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| EverSource Wealth Advisors | 3.5k | $57k | 100% | Sep 2025 |
|
| Principal Securities | 3.5k | $56k | -10% | Sep 2025 |
|
Who sold out of Royce Value Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Penserra Capital Management | Jun 2025 | 325k | $4.9M |
| Balyasny Asset Management | Jun 2025 | 78k | $1.2M |
| SeaCrest Wealth Management | Jun 2025 | 58k | $875k |
| Jane Street | Jun 2025 | 52k | $776k |
| Cohen & Steers Capital Management | Jun 2025 | 36k | $535k |
| Atria Investments | Jun 2025 | 32k | $487k |
| Virtu Financial | Jun 2025 | 31k | $470k |
| Elequin Capital | Jun 2025 | 29k | $441k |
| Parisi Gray Wealth Management | Jun 2025 | 12k | $186k |
| Atria Wealth Solutions | Mar 2025 | 12k | $167k |
| LaFleur & Godfrey | Jun 2025 | 10k | $154k |
| Colonial Asset Management | Jun 2025 | 3.5k | $53k |