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 | 2.9M | $46M | 1% | Dec 2025 |
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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 | 3% | 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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| 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 | 565k | $9.4M | -12% | Mar 2026 |
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| Modern Wealth Management | 504k | $8.1M | -1% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 453k | $7.5M | 7% | Mar 2026 |
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| Advisor Group Holdings | 339k | $5.5M | 27% | Dec 2025 |
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| Advisors Asset Management | 320k | $5.3M | -13% | Mar 2026 |
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| Paller Financial Services | 309k | $5.1M | -3% | Mar 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 | 267k | $4.3M | -2% | Dec 2025 |
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| Rothschild Investment | 240k | $4.0M | 5% | Mar 2026 |
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| D.A. Davidson & Co. | 235k | $3.9M | -1% | Mar 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 | 186k | $3.1M | 0% | Mar 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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| RB Capital Management | 171k | $2.7M | 3% | Dec 2025 |
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| Eugene S. Stark | 151k | $2.5M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 146k | $2.4M | 71% | Dec 2025 |
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| Shaker Financial Services | 139k | $2.3M | -24% | Mar 2026 |
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| Commonwealth Equity Services | 131k | $2.2M | 9% | Mar 2026 |
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| Hennion & Walsh Asset Management | 123k | $2.0M | 38% | Mar 2026 |
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| Cambridge Investment Research Advisors | 120k | $2.0M | 0% | Mar 2026 |
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| Kestra Advisory Services | 118k | $2.0M | 362% | Mar 2026 |
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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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| 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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| Kennedy Investment Group | 82k | $1.4M | 1% | Mar 2026 |
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| Accel Wealth Management | 77k | $1.3M | -11% | Mar 2026 |
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| WJ Financial Advisors | 77k | $1.3M | -2% | Mar 2026 |
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| City of London Investment Management Company | 75k | $1.2M | -11% | 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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| 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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| 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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| 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 | $913k | -2% | Mar 2026 |
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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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| Concorde Asset Management | 52k | $864k | -4% | Mar 2026 |
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| Bay Rivers Group | 51k | $854k | 9% | Mar 2026 |
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| Mraz, Amerine & Associates | 51k | $851k | -2% | Mar 2026 |
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| Mariner Wealth Advisors | 51k | $850k | -50% | Mar 2026 |
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| Nations Financial Group | 50k | $834k | 2% | Mar 2026 |
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| NWF Advisory Services | 49k | $821k | -5% | Mar 2026 |
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| Belpointe Asset Management | 48k | $793k | 100% | Mar 2026 |
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| Fortis Capital Advisors | 48k | $793k | 100% | Mar 2026 |
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| Bank Of Montreal | 44k | $723k | 100% | Mar 2026 |
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| Benjamin Edwards | 43k | $716k | -13% | Mar 2026 |
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| Atlanta Consulting Group Advisors | 43k | $713k | 0% | Mar 2026 |
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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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| Farther Finance Advisors | 40k | $677k | -3% | Mar 2026 |
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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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| Mercer Global Advisors | 35k | $581k | 14% | Mar 2026 |
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| Alexander Randolph Advisory | 35k | $573k | 2% | Mar 2026 |
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| Vontobel Holding | 33k | $549k | 5% | Mar 2026 |
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| PMG Family Office | 33k | $540k | 2% | 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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| David J Yvars Group | 28k | $458k | 0% | Mar 2026 |
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| Baird Financial | 28k | $450k | 5% | Dec 2025 |
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| Kestra Private Wealth Services | 27k | $455k | 0% | Mar 2026 |
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| 1776 Wealth | 27k | $445k | 2% | Mar 2026 |
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| Wedbush Morgan Securities | 26k | $431k | 4% | Mar 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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| 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 | 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 | $364k | 0% | Mar 2026 |
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| PKS Advisory Services | 21k | $344k | 0% | Mar 2026 |
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| K2 Principal Fund | 21k | $330k | 3% | Dec 2025 |
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| Decker Wealth Management | 20k | $325k | 1% | Mar 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 | 34% | Mar 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 | $284k | 11% | Mar 2026 |
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| HBK Sorce Advisory | 17k | $311k | 1% | Mar 2026 |
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| Stephens | 16k | $270k | 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 |
|
| Independent Advisor Alliance | 16k | $260k | 100% | Mar 2026 |
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| Fca Corp | 16k | $251k | 3% | 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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| Sage Private Wealth Group | 14k | $234k | 100% | Mar 2026 |
|
| Uhlmann Price Securities | 14k | $234k | 2% | Mar 2026 |
|
| Stolper | 14k | $2.0M | -74% | Mar 2026 |
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| Centurion Wealth Management | 14k | $223k | 0% | Mar 2026 |
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| Barrett & Company | 13k | $220k | 0% | Mar 2026 |
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| Pnc Financial Services | 13k | $218k | 3% | Mar 2026 |
|
| Creative Planning | 13k | $217k | -5% | Mar 2026 |
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| Verus Capital Partners | 13k | $217k | -33% | Mar 2026 |
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| Tradition Wealth Management | 13k | $203k | 0% | Dec 2025 |
|
| North Star Asset Management | 12k | $204k | -2% | Mar 2026 |
|
| Branch Banking & Trust Company | 12k | $198k | -1% | Mar 2026 |
|
| Closed-End Fund Advisors | 12k | $192k | 100% | Mar 2026 |
|
| Coquina Private Wealth | 11k | $189k | 2% | 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 |
|
| 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 | $172k | 0% | Dec 2025 |
|
| Graves-Light Private Wealth Management | 10k | $170k | 0% | Mar 2026 |
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| BBK Capital Partners | 10k | $165k | -5% | Mar 2026 |
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| Sittner & Nelson | 10k | $170k | 0% | Mar 2026 |
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| Mascoma Wealth Management | 10k | $170k | 0% | Mar 2026 |
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| Operose Advisors | 7.0k | $116k | 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 |
| Heritage Wealth Management | Dec 2025 | 32k | $507k |
| Quantedge Capital Pte | Dec 2025 | 30k | $481k |
| J.w. Cole Advisors | Dec 2025 | 25k | $393k |
| SOL Capital Management | Dec 2025 | 24k | $379k |
| Alpine Partners VI | Dec 2025 | 16k | $250k |
| Tiaa Trust, National Association | Dec 2025 | 15k | $247k |
| Wealth Enhancement Advisory Services | Dec 2025 | 13k | $214k |
| Susquehanna International | Sep 2025 | 11k | $175k |
| Almitas Capital | Dec 2025 | 11k | $168k |