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 | 6.1M | $110M | -2% | Mar 2026 |
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| Bank of America Corporation | 5.8M | $97M | 100% | Mar 2026 |
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| Raymond James Financial | 2.8M | $47M | -1% | Mar 2026 |
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| LPL Financial | 2.3M | $38M | 1% | Mar 2026 |
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| Wells Fargo & Company | 1.7M | $28M | 15% | Mar 2026 |
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| Royal Bank of Canada | 1.6M | $27M | 100% | Mar 2026 |
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| Penserra Capital Management | 1.3M | $22M | 100% | Mar 2026 |
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| Stifel Financial | 825k | $14M | 5% | Mar 2026 |
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| Janney Montgomery Scott | 729k | $12M | -7% | Mar 2026 |
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| Blue Bell Private Wealth Management | 654k | $11M | 0% | Mar 2026 |
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| Lazard Asset Management | 612k | $10M | -1% | Mar 2026 |
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| Shaker Financial Services | 606k | $11M | 337% | Jun 2026 |
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| Rivernorth Capital Management | 602k | $10M | 1% | Mar 2026 |
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| UBS Group | 582k | $9.7M | -7% | Mar 2026 |
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| Waterfront Wealth | 495k | $9.0M | -12% | Jun 2026 |
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| Modern Wealth Management | 492k | $8.4M | -2% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 453k | $7.5M | 7% | Mar 2026 |
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| Advisor Group Holdings | 345k | $5.7M | 2% | Mar 2026 |
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| Advisors Asset Management | 320k | $5.3M | -13% | Mar 2026 |
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| Paller Financial Services | 303k | $5.6M | -2% | Jun 2026 |
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| Cetera Investment Advisers | 295k | $4.9M | 126% | Mar 2026 |
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| Steward Partners Investment Advisory | 276k | $4.6M | 65% | Mar 2026 |
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| Captrust Financial Advisors | 257k | $4.3M | -4% | Mar 2026 |
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| Rothschild Investment | 240k | $4.0M | 5% | Mar 2026 |
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| D.A. Davidson & Co. | 231k | $4.3M | -2% | Jun 2026 |
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| Oppenheimer & Co | 217k | $3.6M | 2% | Mar 2026 |
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| Cypress Capital Management | 217k | $3.6M | 14% | Mar 2026 |
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| Altium Capital Management | 193k | $3.2M | 0% | Mar 2026 |
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| Allspring Global Investments Holdings | 189k | $3.1M | 1% | Mar 2026 |
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| Z3 Capital Partners | 187k | $3.4M | 1% | Jun 2026 |
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| Private Advisor | 183k | $3.0M | 0% | Mar 2026 |
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| HighTower Advisors | 178k | $3.0M | 2% | Mar 2026 |
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| Hennion & Walsh Asset Management | 178k | $3.3M | 45% | Jun 2026 |
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| RB Capital Management | 171k | $2.8M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 161k | $2.7M | 10% | Mar 2026 |
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| Intrepid Family Office | 153k | $2.5M | 48% | Mar 2026 |
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| Eugene S. Stark | 151k | $2.8M | 0% | Jun 2026 |
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| Samalin Investment Counsel | 147k | $2.7M | 31% | Jun 2026 |
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| Cambridge Investment Research Advisors | 133k | $2.5M | 11% | Jun 2026 |
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| Commonwealth Equity Services | 122k | $2.2M | -7% | Jun 2026 |
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| City of London Investment Management Company | 119k | $2.2M | 59% | Jun 2026 |
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| Evolve Private Wealth | 111k | $1.8M | 100% | Mar 2026 |
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| Sanctuary Advisors | 100k | $1.7M | -2% | Mar 2026 |
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| Union Bankshares | 95k | $1.6M | 0% | Mar 2026 |
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| Advisory Advocates | 87k | $1.4M | 8% | Mar 2026 |
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| First Trust Advisors | 86k | $1.4M | 20% | Mar 2026 |
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| We Are One Seven | 84k | $1.6M | 101% | Jun 2026 |
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| Kennedy Investment Group | 77k | $1.4M | -6% | Jun 2026 |
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| WJ Financial Advisors | 77k | $1.3M | -2% | Mar 2026 |
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| TrueMark Investments | 75k | $1.2M | 5% | Mar 2026 |
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| Focused Wealth Management | 72k | $1.2M | -1% | Mar 2026 |
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| Fifth Third Bancorp | 71k | $1.2M | 100% | Mar 2026 |
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| Accel Wealth Management | 66k | $1.2M | -15% | Jun 2026 |
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| Comprehensive Money Management Services | 66k | $1.1M | 15% | Mar 2026 |
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| Envestnet Asset Management | 62k | $1.0M | 132% | Mar 2026 |
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| Prospera Financial Services | 61k | $1.0M | 2% | Mar 2026 |
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| Whitener Capital Management | 61k | $1.1M | 14% | Jun 2026 |
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| Leucadia National Corporation | 59k | $985k | 58% | Mar 2026 |
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| Triumph Capital Management | 57k | $951k | 7% | Mar 2026 |
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| Goss Wealth Management | 56k | $931k | -2% | Mar 2026 |
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| Abel Hall | 55k | $1.0M | 0% | Jun 2026 |
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| Bay Rivers Group | 54k | $988k | 4% | Jun 2026 |
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| Warren Averett Asset Management | 52k | $867k | 0% | Mar 2026 |
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| Concorde Asset Management | 52k | $864k | -4% | Mar 2026 |
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| Nations Financial Group | 51k | $947k | 2% | Jun 2026 |
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| Mraz, Amerine & Associates | 51k | $946k | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 51k | $850k | -50% | Mar 2026 |
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| NWF Advisory Services | 48k | $882k | -3% | Jun 2026 |
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| Kestra Advisory Services | 47k | $863k | -60% | Jun 2026 |
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| Bank Of Montreal | 44k | $723k | 100% | Mar 2026 |
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| Atlanta Consulting Group Advisors | 43k | $713k | 0% | Mar 2026 |
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| Gabelli Funds | 42k | $701k | -33% | Mar 2026 |
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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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| Benjamin Edwards | 39k | $714k | -10% | Jun 2026 |
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| B&l Asset Management | 37k | $615k | 0% | Mar 2026 |
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| Farther Finance Advisors | 37k | $677k | -8% | Jun 2026 |
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| Mercer Global Advisors | 35k | $581k | 14% | Mar 2026 |
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| Alexander Randolph Advisory | 35k | $573k | 2% | Mar 2026 |
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| PMG Family Office | 34k | $618k | 3% | Jun 2026 |
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| Vontobel Holding | 33k | $549k | 5% | Mar 2026 |
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| Pensionmark Financial Group | 30k | $494k | 127% | Mar 2026 |
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| Spirepoint Private Client | 29k | $485k | 24% | Mar 2026 |
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| Wedbush Morgan Securities | 29k | $537k | 12% | Jun 2026 |
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| Baird Financial | 28k | $470k | 1% | Mar 2026 |
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| David J Yvars Group | 28k | $518k | 0% | Jun 2026 |
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| Kestra Private Wealth Services | 27k | $505k | 0% | Jun 2026 |
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| 1776 Wealth | 27k | $445k | 2% | Mar 2026 |
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| Hanson McClain Advisors | 27k | $441k | 16% | Mar 2026 |
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| Heritage Wealth Management | 26k | $485k | 100% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 26k | $428k | 0% | Mar 2026 |
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| Mezzasalma Advisors | 25k | $420k | 2% | Mar 2026 |
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| Jane Street | 25k | $419k | -10% | Mar 2026 |
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| Susquehanna International | 25k | $412k | 100% | Mar 2026 |
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| Moors & Cabot | 25k | $409k | 0% | Mar 2026 |
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| International Assets Investment Management | 25k | $417k | 2% | Mar 2026 |
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| HPM Partners | 24k | $399k | 100% | Mar 2026 |
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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 | 22k | $409k | -4% | Jun 2026 |
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| Daymark Wealth Partners | 22k | $406k | 0% | Jun 2026 |
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| Level Four Advisory Services | 21k | $346k | -43% | Mar 2026 |
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| PKS Advisory Services | 21k | $344k | 0% | Mar 2026 |
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| Decker Wealth Management | 20k | $365k | 1% | Jun 2026 |
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| Harbour Wealth Management Group | 20k | $324k | 1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 19k | $319k | 55% | Mar 2026 |
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| Beacon Financial Advisory | 19k | $316k | 5% | Mar 2026 |
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| SCBT Financial Corporation | 19k | $315k | 0% | Mar 2026 |
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| Independent Financial Group | 19k | $309k | 100% | Mar 2026 |
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| Calamos Advisors | 18k | $340k | 100% | Jun 2026 |
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| Carson Advisory | 18k | $300k | 2% | Mar 2026 |
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| Redmond Asset Management | 18k | $297k | 0% | Mar 2026 |
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| Simplicity Wealth | 18k | $295k | 0% | Mar 2026 |
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| Fortem Financial Group | 17k | $289k | 100% | Mar 2026 |
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| Sierra Ocean | 17k | $289k | 0% | Mar 2026 |
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| Kovack Advisors | 17k | $311k | 0% | Jun 2026 |
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| HBK Sorce Advisory | 17k | $311k | 1% | Mar 2026 |
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| Stephens | 17k | $306k | 2% | Jun 2026 |
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| K2 Principal Fund | 17k | $274k | -20% | Mar 2026 |
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| Karpus Investment Management | 16k | $267k | 100% | Mar 2026 |
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| Belpointe Asset Management | 16k | $296k | -66% | Jun 2026 |
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| Fortis Capital Advisors | 16k | $296k | -66% | Jun 2026 |
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| Fca Corp | 16k | $263k | 2% | Mar 2026 |
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| Keyes, Stange & Wooten Wealth Management | 16k | $261k | 0% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 16k | $260k | 100% | Mar 2026 |
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| Independent Advisor Alliance | 16k | $260k | 100% | Mar 2026 |
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| Colony | 16k | $259k | 1% | Mar 2026 |
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| Uhlmann Price Securities | 15k | $274k | 5% | Jun 2026 |
|
| Sage Private Wealth Group | 14k | $234k | 100% | Mar 2026 |
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| Stolper | 14k | $2.0M | -74% | Mar 2026 |
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| Centurion Wealth Management | 14k | $248k | 0% | Jun 2026 |
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| Barrett & Company | 13k | $245k | 0% | Jun 2026 |
|
| Pnc Financial Services | 13k | $218k | 3% | Mar 2026 |
|
| RMR Wealth Builders | 13k | $242k | 100% | Jun 2026 |
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| Creative Planning | 13k | $217k | -5% | Mar 2026 |
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| Verus Capital Partners | 13k | $217k | -3% | Mar 2026 |
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| Branch Banking & Trust Company | 13k | $235k | 7% | Jun 2026 |
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| Tradition Wealth Management | 13k | $209k | 0% | Mar 2026 |
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| North Star Asset Management | 12k | $204k | -2% | Mar 2026 |
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| Closed-End Fund Advisors | 12k | $192k | 100% | Mar 2026 |
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| CWM | 11k | $190k | 576% | Mar 2026 |
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| Endeavor Private Wealth | 11k | $187k | 0% | Mar 2026 |
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| NorthStar Asset Management | 11k | $184k | 2% | Mar 2026 |
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| Wedmont Private Capital | 11k | $193k | 100% | Mar 2026 |
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| Strategic Blueprint | 11k | $179k | 100% | Mar 2026 |
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| Zacks Investment Management | 11k | $179k | 100% | Mar 2026 |
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| Davenport & Co | 11k | $179k | 1% | Mar 2026 |
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| LLBH Private Wealth Management | 11k | $178k | 0% | Mar 2026 |
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| Coquina Private Wealth | 11k | $194k | -8% | Jun 2026 |
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| Graves-Light Private Wealth Management | 10k | $189k | 0% | Jun 2026 |
|
| Sittner & Nelson | 10k | $170k | 0% | Mar 2026 |
|
Who sold out of Royce Value Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Saba Capital Management | Dec 2025 | 1.4M | $23M |
| Cornerstone Advisors | Dec 2025 | 247k | $4.0M |
| Wolverine Asset Management | Dec 2025 | 93k | $1.5M |
| Miracle Mile Advisors | Dec 2025 | 66k | $1.1M |
| Logan Stone Capital | Dec 2025 | 49k | $786k |
| Landscape Capital Management | Dec 2025 | 40k | $643k |
| Quantedge Capital Pte | Dec 2025 | 30k | $481k |
| J.w. Cole Advisors | Dec 2025 | 25k | $393k |
| Alpine Partners VI | Dec 2025 | 16k | $250k |
| Tiaa Trust, National Association | Dec 2025 | 15k | $247k |
| Wealth Enhancement Advisory Services | Dec 2025 | 13k | $214k |
| Almitas Capital | Dec 2025 | 11k | $168k |
| BBK Capital Partners | Mar 2026 | 10k | $165k |