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Royce Global Value Trust (RGT) Institutional Ownership

Royce Global Value Trust logo
$10.62 -0.01 (-0.09%)
As of 01/14/2025 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Royce Global Value Trust (NYSE:RGT)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$11.22M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.66M
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RGT Institutional Buying and Selling by Quarter

Royce Global Value Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024Captrust Financial Advisors33,049$383K0.0%+13.0%0.000%
11/6/20241776 Wealth LLC29,439$341K0.2%-15.4%0.000%
11/4/2024Wolverine Asset Management LLC22,994$267K0.0%N/A0.000%
11/1/2024Beckerman Institutional LLC12,891$150K0.1%N/A0.000%
10/31/2024Shaker Financial Services LLC51,765$600K0.2%+148.1%0.000%
10/29/2024Private Management Group Inc.184,877$2.15M0.1%-1.6%0.000%
10/18/2024Raymond James & Associates880,266$10.21M0.0%+0.9%0.000%
8/6/2024Private Management Group Inc.187,907$2.09M0.1%-2.1%0.000%
8/5/2024Blue Bell Private Wealth Management LLC25,006$278K0.1%+8.8%0.000%
8/3/2024Shaker Financial Services LLC20,866$232K0.1%+33.9%0.000%
7/31/2024Rothschild Investment LLC37,323$415K0.0%N/A0.000%
7/19/2024Raymond James & Associates872,046$9.70M0.0%+34.4%0.000%
5/24/2024Cetera Advisors LLC16,034$171K0.0%N/A0.000%
5/10/2024Cornerstone Advisors LLC4,612$49K0.0%-92.1%0.000%
5/9/2024Private Management Group Inc.191,920$2.05M0.1%-1.8%0.000%
4/22/2024Raymond James & Associates648,694$6.94M0.0%+191.5%0.000%
3/5/2024Twin Focus Capital Partners LLC12,903$126K0.0%N/A0.000%
2/9/2024Cornerstone Advisors LLC58,482$570K0.0%+62.0%0.000%
2/7/2024Shaker Financial Services LLC32,938$321K0.1%-69.3%0.000%
2/2/2024Private Management Group Inc.195,428$1.91M0.1%+1.9%0.000%
1/25/2024Blue Bell Private Wealth Management LLC22,382$218K0.1%+27.6%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.16,995$166K0.0%-51.3%0.000%
1/16/2024Raymond James & Associates222,528$2.17M0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC49,542$432K0.0%+9.5%0.000%
11/9/2023Cornerstone Advisors LLC36,103$314K0.0%+221.7%0.000%
11/7/2023Atlas Wealth LLC120,898$1.05M0.2%+13.3%0.000%
11/2/2023Shaker Financial Services LLC107,419$936K0.4%+24.7%0.000%
10/30/2023Private Management Group Inc.191,813$1.67M0.1%+13.4%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.34,873$304K0.0%-3.6%0.000%
10/12/2023Wealthcare Advisory Partners LLC30,316$264K0.0%+6.0%0.000%
8/11/2023Cornerstone Advisors LLC11,222$104K0.0%N/A0.000%
8/8/2023Blue Bell Private Wealth Management LLC17,541$162K0.0%+83.9%0.000%
8/7/2023Wolverine Asset Management LLC45,247$418K0.0%-9.4%0.000%
8/7/2023Shaker Financial Services LLC86,162$796K0.3%-21.4%0.000%
8/2/20231776 Wealth LLC33,152$306K0.2%+33.9%0.000%
7/18/2023Rothschild Investment Corp IL36,748$340K0.0%-8.0%0.000%
6/28/2023Relative Value Partners Group LLC13,182$119K0.0%-10.3%0.000%
5/15/2023Relative Value Partners Group LLC13,182$119K0.0%-10.3%0.000%
5/9/2023Atlas Wealth LLC10,765$97K0.0%N/A0.000%
5/8/2023Shaker Financial Services LLC109,591$986K0.4%+27.7%0.000%
5/8/2023Wolverine Asset Management LLC49,916$449K0.0%+24.0%0.000%
5/8/2023Private Management Group Inc.151,169$1.36M0.1%+2.3%0.000%
5/8/2023Blue Bell Private Wealth Management LLC9,540$86K0.0%+77.1%0.000%
5/4/2023Wealthcare Advisory Partners LLC29,272$263K0.0%+9.9%0.000%
5/3/2023Integrated Wealth Concepts LLC117,005$1.05M0.0%+4.1%0.000%
4/25/2023D.A. Davidson & CO.28,198$253K0.0%-4.1%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.36,160$325K0.0%-7.7%0.000%
2/13/2023Wealthcare Advisory Partners LLC26,637$230K0.0%-34.6%0.000%
2/13/2023Integrated Wealth Concepts LLC112,423$972K0.0%+2.2%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.39,188$339K0.0%-24.4%0.000%
2/3/2023Blue Bell Private Wealth Management LLC5,387$47K0.0%+59.0%0.000%
2/3/2023Shaker Financial Services LLC85,832$742K0.3%+37.2%0.000%
2/3/2023Private Management Group Inc.147,741$1.28M0.1%+47.8%0.000%
2/1/2023Wolverine Asset Management LLC40,244$348K0.0%+37.8%0.000%
11/10/2022Wolverine Asset Management LLC29,197$234K0.0%-10.6%0.000%
11/9/2022Shaker Financial Services LLC62,552$502K0.2%+70.6%0.000%
11/9/2022Blue Bell Private Wealth Management LLC3,387$27K0.0%N/A0.000%
11/8/2022Private Management Group Inc.99,938$802K0.0%+8.1%0.000%
10/25/2022Raymond James & Associates39,336$315K0.0%-22.2%0.000%
10/21/2022Rothschild Investment Corp IL39,339$315K0.0%-7.4%0.000%
8/8/2022Integrated Wealth Concepts LLC78,890$704K0.0%N/A0.000%
8/5/2022Private Management Group Inc.92,462$825K0.0%N/A0.000%
8/3/2022Wolverine Asset Management LLC32,672$291K0.0%+360.2%0.000%
8/1/2022Shaker Financial Services LLC36,666$327K0.2%-40.8%0.000%
7/21/2022Atlantic Union Bankshares Corp20,174$180K0.0%-11.8%0.000%
7/19/2022Commonwealth Equity Services LLC11,145$99K0.0%N/A0.000%
5/6/2022Shaker Financial Services LLC61,913$703K0.3%+202.5%0.000%
4/26/2022Atlantic Union Bankshares Corp22,880$260K0.0%+7.5%0.000%
4/18/2022Rothschild Investment Corp IL42,472$482K0.0%-3.5%0.000%
2/9/2022Wolverine Asset Management LLC7,399$97K0.0%N/A0.000%
2/8/2022Raymond James Financial Services Advisors Inc.57,880$759K0.0%+21.9%0.000%
2/8/2022Raymond James & Associates81,892$1.07M0.0%-17.8%0.000%
2/7/2022Shaker Financial Services LLC20,469$269K0.1%-8.2%0.000%
2/4/2022Frontier Wealth Management LLC22,899$300K0.0%+9.3%0.000%
2/3/2022Northwestern Mutual Wealth Management Co.3,971$52K0.0%-58.5%0.000%
1/31/20221776 Wealth LLC31,343$411K0.2%+32.6%0.000%
1/24/2022Rothschild Investment Corp IL43,996$577K0.0%+21.9%0.000%
1/19/2022Atlantic Union Bankshares Corp21,280$279K0.0%-4.5%0.000%
12/8/2021Moors & Cabot Inc.100,000$105K0.0%N/A0.000%
11/5/2021Moors & Cabot Inc.100,000$105K0.0%N/A0.000%
11/2/2021Shaker Financial Services LLC22,308$345K0.1%-75.0%0.000%
11/2/2021Raymond James & Associates99,619$1.54M0.0%-2.5%0.000%
10/21/20211776 Wealth LLC23,640$365K0.2%N/A0.000%
8/16/2021Royal Bank of Canada57,909$867K0.0%+3.8%0.000%
8/16/2021Morgan Stanley324,413$4.86M0.0%-0.9%0.000%
8/13/2021Northwestern Mutual Wealth Management Co.12,618$189K0.0%-63.4%0.000%
8/4/2021Shaker Financial Services LLC89,110$1.34M0.5%+175.7%0.000%
8/3/2021Landscape Capital Management L.L.C.13,286$199K0.0%-43.1%0.000%
8/2/2021Advisor Group Holdings Inc.2,352$35K0.0%+110.2%0.000%
7/31/2021Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,903$193K0.1%N/A0.000%
5/24/2021Kingsview Wealth Management LLC50,015$717K0.0%N/A0.000%
5/18/2021Morgan Stanley327,308$4.65M0.0%-1.2%0.000%
5/13/2021Wolverine Asset Management LLC131,335$1.87M0.0%+289.2%0.000%
5/13/2021Barclays PLC3,150$49K0.0%N/A0.000%
5/13/2021Cornerstone Advisors LLC10,413$148K0.0%-74.0%0.000%
5/13/2021Citigroup Inc.11,077$157K0.0%-63.3%0.000%
5/12/2021Relative Value Partners Group LLC16,491$234K0.0%+17.0%0.000%
5/11/2021Landscape Capital Management L.L.C.23,333$332K0.1%N/A0.000%
5/4/2021Atlantic Union Bankshares Corp22,281$317K0.0%N/A0.000%
2/16/2021Morgan Stanley331,144$4.42M0.0%-27.6%0.000%
(Data available from 1/1/2016 forward)

RGT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RGT shares?

During the previous two years, 19 institutional investors and hedge funds held shares of Royce Global Value Trust. The most heavily invested institutionals were Raymond James & Associates ($10.21M), Private Management Group Inc. ($2.15M), Atlas Wealth LLC ($1.05M), Integrated Wealth Concepts LLC ($1.05M), Shaker Financial Services LLC ($600K), Rothschild Investment LLC ($415K), and Captrust Financial Advisors ($383K).Learn more on RGT's institutional investors.

Which institutional investors have been buying Royce Global Value Trust stock?

Of the 15 institutional investors that purchased Royce Global Value Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James & Associates ($880.27K), Shaker Financial Services LLC ($104.47K), Private Management Group Inc. ($77.46K), Cornerstone Advisors LLC ($58.48K), Wolverine Asset Management LLC ($48.01K), Rothschild Investment LLC ($37.32K), and Atlas Wealth LLC ($24.99K).

How much institutional buying is happening at Royce Global Value Trust?

Institutional investors have bought a total of 1,317,345 shares in the last 24 months. This purchase volume represents approximately $13.53M in transactions.

Which Royce Global Value Trust major shareholders have been selling company stock?

Of the 10 institutional investors that sold Royce Global Value Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($97.91K), Cornerstone Advisors LLC ($53.87K), Raymond James Financial Services Advisors Inc. ($34.81K), Wealthcare Advisory Partners LLC ($14.09K), Private Management Group Inc. ($10.55K), 1776 Wealth LLC ($5.34K), and Wolverine Asset Management LLC ($4.67K).

How much institutional selling is happening at Royce Global Value Trust?

Institutional investors have sold a total of 228,641 shares in the last 24 months. This volume of shares sold represents approximately $2.25M in transactions.


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This page (NYSE:RGT) was last updated on 1/15/2025 by MarketBeat.com Staff
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