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Royce Global Value Trust (RGT) Institutional Ownership

Royce Global Value Trust logo
$11.18 -0.06 (-0.49%)
As of 02/21/2025 04:00 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)
14
Total
Institutional Inflows
(last 12 months)
$26.43M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$767.19K
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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
2/17/2025 Almitas Capital LLC14,935$160K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC88,295$947K0.4%+70.6%0.000%
2/13/2025 Raymond James Financial Inc.765,255$8.21M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN20,805$223K0.0%-5.1%0.000%
2/11/2025 LPL Financial LLC27,743$297K0.0%+139.4%0.000%
2/10/2025 1776 Wealth LLC30,724$329K0.1%+4.4%0.000%
2/7/2025 Cornerstone Advisors LLC27,158$291K0.0%+1,172.0%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC37,127$398K0.1%+48.1%0.000%
2/6/2025 Raymond James Financial Inc.765,255$8.21M0.0%N/A0.000%
2/3/2025 Wolverine Asset Management LLC36,265$389K0.0%+57.7%0.000%
11/14/2024 Captrust Financial Advisors33,049$383K0.0%+13.0%0.000%
11/6/2024 1776 Wealth LLC29,439$341K0.2%-15.4%0.000%
11/4/2024 Wolverine Asset Management LLC22,994$267K0.0%N/A0.000%
11/1/2024 Beckerman Institutional LLC12,891$150K0.1%N/A0.000%
10/31/2024 Shaker Financial Services LLC51,765$600K0.2%+148.1%0.000%
10/29/2024 Private 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%
8/6/2024 Private Management Group Inc.187,907$2.09M0.1%-2.1%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC25,006$278K0.1%+8.8%0.000%
8/3/2024 Shaker Financial Services LLC20,866$232K0.1%+33.9%0.000%
7/31/2024 Rothschild 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%
5/10/2024 Cornerstone Advisors LLC4,612$49K0.0%-92.1%0.000%
5/9/2024 Private 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%
3/5/2024 Twin Focus Capital Partners LLC12,903$126K0.0%N/A0.000%
2/9/2024 Cornerstone Advisors LLC58,482$570K0.0%+62.0%0.000%
2/7/2024 Shaker Financial Services LLC32,938$321K0.1%-69.3%0.000%
2/2/2024 Private Management Group Inc.195,428$1.91M0.1%+1.9%0.000%
1/25/2024 Blue 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%
11/13/2023 Wolverine Asset Management LLC49,542$432K0.0%+9.5%0.000%
11/9/2023 Cornerstone Advisors LLC36,103$314K0.0%+221.7%0.000%
11/7/2023 Atlas Wealth LLC120,898$1.05M0.2%+13.3%0.000%
11/2/2023 Shaker Financial Services LLC107,419$936K0.4%+24.7%0.000%
10/30/2023 Private 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%
10/12/2023 Wealthcare Advisory Partners LLC30,316$264K0.0%+6.0%0.000%
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8/11/2023 Cornerstone Advisors LLC11,222$104K0.0%N/A0.000%
8/8/2023 Blue Bell Private Wealth Management LLC17,541$162K0.0%+83.9%0.000%
8/7/2023 Wolverine Asset Management LLC45,247$418K0.0%-9.4%0.000%
8/7/2023 Shaker Financial Services LLC86,162$796K0.3%-21.4%0.000%
8/2/2023 1776 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%
5/9/2023 Atlas Wealth LLC10,765$97K0.0%N/A0.000%
5/8/2023 Shaker Financial Services LLC109,591$986K0.4%+27.7%0.000%
5/8/2023 Wolverine Asset Management LLC49,916$449K0.0%+24.0%0.000%
5/8/2023 Private Management Group Inc.151,169$1.36M0.1%+2.3%0.000%
5/8/2023 Blue Bell Private Wealth Management LLC9,540$86K0.0%+77.1%0.000%
5/4/2023 Wealthcare Advisory Partners LLC29,272$263K0.0%+9.9%0.000%
5/3/2023 Integrated Wealth Concepts LLC117,005$1.05M0.0%+4.1%0.000%
4/25/2023 D.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%
2/13/2023 Wealthcare Advisory Partners LLC26,637$230K0.0%-34.6%0.000%
2/13/2023 Integrated 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%
2/3/2023 Blue Bell Private Wealth Management LLC5,387$47K0.0%+59.0%0.000%
2/3/2023 Shaker Financial Services LLC85,832$742K0.3%+37.2%0.000%
2/3/2023 Private Management Group Inc.147,741$1.28M0.1%+47.8%0.000%
2/1/2023 Wolverine Asset Management LLC40,244$348K0.0%+37.8%0.000%
11/10/2022 Wolverine Asset Management LLC29,197$234K0.0%-10.6%0.000%
11/9/2022 Shaker Financial Services LLC62,552$502K0.2%+70.6%0.000%
11/9/2022 Blue Bell Private Wealth Management LLC3,387$27K0.0%N/A0.000%
11/8/2022 Private 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%
8/8/2022 Integrated Wealth Concepts LLC78,890$704K0.0%N/A0.000%
8/5/2022 Private Management Group Inc.92,462$825K0.0%N/A0.000%
8/3/2022 Wolverine Asset Management LLC32,672$291K0.0%+360.2%0.000%
8/1/2022 Shaker Financial Services LLC36,666$327K0.2%-40.8%0.000%
7/21/2022 Atlantic Union Bankshares Corp20,174$180K0.0%-11.8%0.000%
7/19/2022 Commonwealth Equity Services LLC11,145$99K0.0%N/A0.000%
5/6/2022 Shaker Financial Services LLC61,913$703K0.3%+202.5%0.000%
4/26/2022 Atlantic Union Bankshares Corp22,880$260K0.0%+7.5%0.000%
4/18/2022Rothschild Investment Corp IL42,472$482K0.0%-3.5%0.000%
2/9/2022 Wolverine 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%
2/7/2022 Shaker Financial Services LLC20,469$269K0.1%-8.2%0.000%
2/4/2022Frontier Wealth Management LLC22,899$300K0.0%+9.3%0.000%
2/3/2022 Northwestern Mutual Wealth Management Co.3,971$52K0.0%-58.5%0.000%
1/31/2022 1776 Wealth LLC31,343$411K0.2%+32.6%0.000%
1/24/2022Rothschild Investment Corp IL43,996$577K0.0%+21.9%0.000%
1/19/2022 Atlantic Union Bankshares Corp21,280$279K0.0%-4.5%0.000%
12/8/2021 Moors & Cabot Inc.100,000$105K0.0%N/A0.000%
11/5/2021 Moors & Cabot Inc.100,000$105K0.0%N/A0.000%
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11/2/2021 Shaker Financial Services LLC22,308$345K0.1%-75.0%0.000%
11/2/2021Raymond James & Associates99,619$1.54M0.0%-2.5%0.000%
10/21/2021 1776 Wealth LLC23,640$365K0.2%N/A0.000%
8/16/2021 Royal Bank of Canada57,909$867K0.0%+3.8%0.000%
8/16/2021 Morgan Stanley324,413$4.86M0.0%-0.9%0.000%
8/13/2021 Northwestern Mutual Wealth Management Co.12,618$189K0.0%-63.4%0.000%
8/4/2021 Shaker Financial Services LLC89,110$1.34M0.5%+175.7%0.000%
8/3/2021 Landscape Capital Management L.L.C.13,286$199K0.0%-43.1%0.000%
8/2/2021 Advisor Group Holdings Inc.2,352$35K0.0%+110.2%0.000%
7/31/2021 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,903$193K0.1%N/A0.000%
(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, 23 institutional investors and hedge funds held shares of Royce Global Value Trust. The most heavily invested institutionals were Raymond James & Associates ($10.21M), Raymond James Financial Inc. ($8.21M), Private Management Group Inc. ($2.15M), Atlas Wealth LLC ($1.05M), Integrated Wealth Concepts LLC ($1.05M), Shaker Financial Services LLC ($947K), and Rothschild Investment LLC ($415K).Learn more on RGT's institutional investors.

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

Of the 18 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 Financial Inc. ($1.53M), Raymond James & Associates ($880.27K), Shaker Financial Services LLC ($117.72K), Cornerstone Advisors LLC ($83.51K), Wolverine Asset Management LLC ($50.23K), Rothschild Investment LLC ($37.32K), and Blue Bell Private Wealth Management LLC ($31.09K).

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

Institutional investors have bought a total of 2,880,619 shares in the last 24 months. This purchase volume represents approximately $30.46M 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. ($22.19K), Private Management Group Inc. ($10.55K), 1776 Wealth LLC ($5.34K), Wolverine Asset Management LLC ($4.67K), and Rothschild Investment Corp IL ($3.18K).

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

Institutional investors have sold a total of 203,058 shares in the last 24 months. This volume of shares sold represents approximately $2.03M in transactions.


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This page (NYSE:RGT) was last updated on 2/22/2025 by MarketBeat.com Staff
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