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 |
|---|---|---|---|---|---|
| Raymond James Financial | 2.9M | $46M | 1% | Dec 2025 |
|
| LPL Financial | 2.3M | $36M | 9% | Dec 2025 |
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| Wells Fargo & Company | 1.5M | $24M | -15% | Dec 2025 |
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| Saba Capital Management | 1.4M | $23M | 2% | Dec 2025 |
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| Stifel Financial | 783k | $13M | 0% | Dec 2025 |
|
| Janney Montgomery Scott | 729k | $12M | -7% | Mar 2026 |
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| Blue Bell Private Wealth Management | 652k | $11M | 16% | Dec 2025 |
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| Waterfront Wealth | 643k | $11M | -5% | Dec 2025 |
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| UBS Group | 625k | $10M | -10% | Dec 2025 |
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| Lazard Asset Management | 616k | $9.9M | 12% | Dec 2025 |
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| Rivernorth Capital Management | 599k | $9.6M | 0% | Dec 2025 |
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| Modern Wealth Management | 504k | $8.1M | -1% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 424k | $6.8M | -2% | Dec 2025 |
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| Advisors Asset Management | 370k | $6.0M | 10% | Dec 2025 |
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| Advisor Group Holdings | 339k | $5.5M | 27% | Dec 2025 |
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| Paller Financial Services | 317k | $5.1M | 100% | Dec 2025 |
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| Captrust Financial Advisors | 267k | $4.3M | -2% | Dec 2025 |
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| Cornerstone Advisors | 247k | $4.0M | -64% | Dec 2025 |
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| D.A. Davidson & Co. | 237k | $3.8M | 0% | Dec 2025 |
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| Rothschild Investment | 230k | $3.7M | 3% | Dec 2025 |
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| Oppenheimer & Co | 217k | $3.6M | 2% | Mar 2026 |
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| Altium Capital Management | 193k | $3.1M | 100% | Dec 2025 |
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| Cypress Capital Management | 190k | $3.1M | 484% | Dec 2025 |
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| Allspring Global Investments Holdings | 188k | $3.0M | -2% | Dec 2025 |
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| Private Advisor | 182k | $2.9M | 7% | Dec 2025 |
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| Shaker Financial Services | 181k | $2.9M | -37% | Dec 2025 |
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| HighTower Advisors | 175k | $2.8M | 9% | Dec 2025 |
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| RB Capital Management | 171k | $2.7M | 3% | Dec 2025 |
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| Steward Partners Investment Advisory | 167k | $2.7M | 5% | Dec 2025 |
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| Eugene S. Stark | 151k | $2.4M | 0% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 146k | $2.4M | 71% | Dec 2025 |
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| Cetera Investment Advisers | 130k | $2.1M | 39% | Dec 2025 |
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| Commonwealth Equity Services | 120k | $1.9M | -22% | Dec 2025 |
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| Cambridge Investment Research Advisors | 120k | $1.9M | -8% | Dec 2025 |
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| Samalin Investment Counsel | 113k | $1.9M | 57% | Mar 2026 |
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| Evolve Private Wealth | 111k | $1.8M | 100% | Mar 2026 |
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| Intrepid Family Office | 103k | $1.7M | 20% | Dec 2025 |
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| Mariner Wealth Advisors | 102k | $1.6M | 59% | Dec 2025 |
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| Sanctuary Advisors | 102k | $1.6M | -1% | Dec 2025 |
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| Union Bankshares | 95k | $1.5M | -3% | Dec 2025 |
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| Wolverine Asset Management | 93k | $1.5M | -36% | Dec 2025 |
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| Hennion & Walsh Asset Management | 89k | $1.4M | -21% | Dec 2025 |
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| City of London Investment Management Company | 84k | $1.4M | 29% | Dec 2025 |
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| Kennedy Investment Group | 82k | $1.4M | 1% | Mar 2026 |
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| WJ Financial Advisors | 79k | $1.3M | 46% | Dec 2025 |
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| Accel Wealth Management | 77k | $1.3M | -11% | Mar 2026 |
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| TrueMark Investments | 75k | $1.2M | 5% | Mar 2026 |
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| First Trust Advisors | 72k | $1.2M | 14% | Dec 2025 |
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| Focused Wealth Management | 72k | $1.2M | -1% | Mar 2026 |
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| Brian McDonald | 71k | $1.1M | -7% | Dec 2025 |
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| Comprehensive Money Management Services | 66k | $1.1M | 15% | Mar 2026 |
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| Gabelli Funds | 63k | $1.0M | -13% | Dec 2025 |
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| Prospera Financial Services | 61k | $1.0M | 2% | Mar 2026 |
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| Goss Wealth Management | 57k | $920k | -8% | Dec 2025 |
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| Abel Hall | 56k | $906k | -1% | Dec 2025 |
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| Concorde Asset Management | 54k | $871k | 3% | Dec 2025 |
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| Triumph Capital Management | 53k | $859k | 5% | Dec 2025 |
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| Whitener Capital Management | 53k | $885k | 4% | Mar 2026 |
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| Warren Averett Asset Management | 52k | $844k | 9% | Dec 2025 |
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| NWF Advisory Services | 52k | $839k | -7% | Dec 2025 |
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| Mraz, Amerine & Associates | 52k | $839k | -4% | Dec 2025 |
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| Bay Rivers Group | 51k | $854k | 9% | Mar 2026 |
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| Nations Financial Group | 50k | $834k | 2% | Mar 2026 |
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| Benjamin Edwards | 50k | $798k | -10% | Dec 2025 |
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| Logan Stone Capital | 49k | $786k | 100% | Dec 2025 |
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| Atlanta Consulting Group Advisors | 43k | $691k | -2% | Dec 2025 |
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| We Are One Seven | 41k | $658k | -3% | Dec 2025 |
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| Delta Wealth Advisors | 41k | $678k | 0% | Mar 2026 |
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| Apollon Wealth Management | 41k | $675k | -2% | Mar 2026 |
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| Landscape Capital Management | 40k | $643k | -62% | Dec 2025 |
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| Farther Finance Advisors | 40k | $677k | -3% | Mar 2026 |
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| Leucadia National Corporation | 38k | $605k | 3% | Dec 2025 |
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| B&l Asset Management | 37k | $596k | -18% | Dec 2025 |
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| Level Four Advisory Services | 37k | $592k | 3% | Dec 2025 |
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| Alexander Randolph Advisory | 34k | $546k | 3% | Dec 2025 |
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| PMG Family Office | 33k | $540k | 2% | Mar 2026 |
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| Vontobel Holding | 31k | $505k | 100% | Dec 2025 |
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| Mercer Global Advisors | 31k | $493k | -3% | Dec 2025 |
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| Quantedge Capital Pte | 30k | $481k | -4% | Dec 2025 |
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| Spirepoint Private Client | 29k | $485k | 24% | Mar 2026 |
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| David J Yvars Group | 28k | $458k | 0% | Mar 2026 |
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| Baird Financial | 28k | $450k | 5% | Dec 2025 |
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| Jane Street | 28k | $450k | 100% | Dec 2025 |
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| Kestra Private Wealth Services | 27k | $455k | 0% | Mar 2026 |
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| Envestnet Asset Management | 27k | $433k | 28% | Dec 2025 |
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| 1776 Wealth | 26k | $424k | 3% | Dec 2025 |
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| Wedbush Morgan Securities | 26k | $431k | 4% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 26k | $415k | 0% | Dec 2025 |
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| Kestra Advisory Services | 26k | $412k | 3% | Dec 2025 |
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| Mezzasalma Advisors | 25k | $420k | 2% | Mar 2026 |
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| Moors & Cabot | 25k | $396k | 0% | Dec 2025 |
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| International Assets Investment Management | 24k | $389k | 7% | Dec 2025 |
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| Uncommon Cents Investing | 24k | $395k | 0% | Mar 2026 |
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| Vista Investment Partners Ii | 24k | $394k | 0% | Mar 2026 |
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| Eclectic Associates | 23k | $381k | 126% | Mar 2026 |
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| Hanson McClain Advisors | 23k | $368k | -5% | Dec 2025 |
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| Daymark Wealth Partners | 22k | $353k | -8% | Dec 2025 |
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| PKS Advisory Services | 21k | $335k | 12% | Dec 2025 |
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| K2 Principal Fund | 21k | $330k | 3% | Dec 2025 |
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| Verus Capital Partners | 20k | $316k | -2% | Dec 2025 |
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| Harbour Wealth Management Group | 20k | $324k | 1% | Mar 2026 |
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| SCBT Financial Corporation | 19k | $305k | 0% | Dec 2025 |
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| Beacon Financial Advisory | 18k | $292k | 4% | Dec 2025 |
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| Redmond Asset Management | 18k | $288k | 0% | Dec 2025 |
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| Carson Advisory | 18k | $286k | 3% | Dec 2025 |
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| Simplicity Wealth | 18k | $286k | 100% | Dec 2025 |
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| Fortem Financial Group | 17k | $289k | 100% | Mar 2026 |
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| Sierra Ocean | 17k | $280k | 0% | Dec 2025 |
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| HBK Sorce Advisory | 16k | $293k | -11% | Dec 2025 |
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| Stephens | 16k | $258k | 3% | Dec 2025 |
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| Keyes, Stange & Wooten Wealth Management | 16k | $253k | 0% | Dec 2025 |
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| Fca Corp | 16k | $251k | 3% | Dec 2025 |
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| Alpine Partners VI | 16k | $250k | 100% | Dec 2025 |
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| Colony | 16k | $250k | 100% | Dec 2025 |
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| Us Bancorp | 15k | $249k | 100% | Dec 2025 |
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| Tiaa Trust, National Association | 15k | $247k | 3% | Dec 2025 |
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| Kovack Advisors | 15k | $244k | 44% | Dec 2025 |
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| Uhlmann Price Securities | 14k | $234k | 2% | Mar 2026 |
|
| Stolper | 14k | $2.0M | -74% | Mar 2026 |
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| Creative Planning | 14k | $221k | 25% | Dec 2025 |
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| Centurion Wealth Management | 14k | $223k | 0% | Mar 2026 |
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| Barrett & Company | 13k | $213k | 0% | Dec 2025 |
|
| Pensionmark Financial Group | 13k | $211k | 100% | Dec 2025 |
|
| Pnc Financial Services | 13k | $205k | 0% | Dec 2025 |
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| North Star Asset Management | 13k | $203k | -5% | Dec 2025 |
|
| Tradition Wealth Management | 13k | $203k | 0% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 12k | $200k | 10% | Dec 2025 |
|
| Branch Banking & Trust Company | 12k | $193k | 16% | Dec 2025 |
|
| Endeavor Private Wealth | 11k | $182k | -8% | Dec 2025 |
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| Coquina Private Wealth | 11k | $180k | 100% | Dec 2025 |
|
| Wedmont Private Capital | 11k | $193k | 100% | Mar 2026 |
|
| NorthStar Asset Management | 11k | $175k | 3% | Dec 2025 |
|
| Davenport & Co | 11k | $179k | 1% | Mar 2026 |
|
| LLBH Private Wealth Management | 11k | $172k | 0% | Dec 2025 |
|
| Almitas Capital | 11k | $168k | 100% | Dec 2025 |
|
| Graves-Light Private Wealth Management | 10k | $170k | 0% | Mar 2026 |
|
| BBK Capital Partners | 10k | $165k | -5% | Mar 2026 |
|
| Sittner & Nelson | 10k | $183k | 3% | Dec 2025 |
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| Mascoma Wealth Management | 10k | $165k | 0% | Dec 2025 |
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| Operose Advisors | 7.0k | $113k | 0% | Dec 2025 |
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| North Star Investment Management | 6.1k | $102k | 0% | Mar 2026 |
|
| Trust Co Of Vermont | 5.4k | $87k | 0% | Dec 2025 |
|
| EverSource Wealth Advisors | 4.5k | $73k | 29% | Dec 2025 |
|
| Salem Investment Counselors | 4.0k | $67k | 100% | Mar 2026 |
|
| Community Fin'l Svs | 3.9k | $67k | 100% | Mar 2026 |
|
| Pingora Partners | 3.7k | $60k | 0% | Dec 2025 |
|
| Private Wealth Asset Management | 3.3k | $53k | 100% | Dec 2025 |
|
| Quent Capital | 2.9k | $47k | 3% | Dec 2025 |
|
| Brown, Lisle/cummings | 2.9k | $48k | 0% | Mar 2026 |
|
Who sold out of Royce Value Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Consolidated Portfolio Review Corp | Sep 2025 | 126k | $2.1M |
| Miracle Mile Advisors | Dec 2025 | 66k | $1.1M |
| Readystate Asset Management | Sep 2025 | 45k | $723k |
| Jaffetilchin Investment Partners | Sep 2025 | 45k | $723k |
| Walleye Trading Advisors | Sep 2025 | 35k | $560k |
| Heritage Wealth Management | Dec 2025 | 32k | $507k |
| J.w. Cole Advisors | Dec 2025 | 25k | $393k |
| SOL Capital Management | Dec 2025 | 24k | $379k |
| Millennium Management | Sep 2025 | 19k | $307k |
| Wealth Enhancement Advisory Services | Dec 2025 | 13k | $214k |
| Kovitz Investment Group Partners | Sep 2025 | 12k | $189k |
| Fortis Capital Advisors | Sep 2025 | 11k | $177k |
| Belpointe Asset Management | Sep 2025 | 11k | $177k |
| Susquehanna International | Sep 2025 | 11k | $175k |
| National Asset Management | Sep 2025 | 10k | $166k |
| Principal Securities | Sep 2025 | 3.5k | $56k |
| Sound Income Strategies | Sep 2025 | 3.2k | $51k |
| Coastline Trust | Dec 2025 | 3.1k | $50k |