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Royce Value Trust (RVT) Institutional Ownership

Royce Value Trust logo
$16.30 +0.16 (+1.00%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Royce Value Trust (NYSE:RVT)

Current
Institutional Ownership
Percentage
25.57%
Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$59.68M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$37.40M
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RVT Institutional Buying and Selling by Quarter

Royce Value Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC439,830$6.95M0.0%+2.8%0.381%
1/17/2025Daymark Wealth Partners LLC30,344$479K0.0%-14.2%0.026%
1/16/2025Uncommon Cents Investing LLC26,079$412K0.1%-5.0%0.023%
1/15/2025 Whitener Capital Management Inc.49,978$790K0.2%+6.9%0.043%
1/15/2025 Hennion & Walsh Asset Management Inc.92,935$1.47M0.1%+55.9%0.081%
1/14/2025 SeaCrest Wealth Management LLC58,067$917K0.1%-6.3%0.050%
1/14/2025 David J Yvars Group27,819$438K0.3%-5.8%0.024%
1/8/2025 International Assets Investment Management LLC24,261$382K0.0%-93.5%0.021%
12/13/2024B. Riley Wealth Advisors Inc.19,872$308K0.0%+5.6%0.017%
11/25/2024Sanctuary Advisors LLC211,925$3.49M0.0%+1.9%0.184%
11/18/2024RB Capital Management LLC157,938$2.48M0.6%+1.2%0.137%
11/15/2024K2 Principal Fund L.P.13,400$210K0.0%N/A0.012%
11/15/2024EP Wealth Advisors LLC11,955$188K0.0%N/A0.010%
11/15/2024Stifel Financial Corp775,846$12.18M0.0%+10.0%0.673%
11/15/2024Polar Asset Management Partners Inc.75,192$1.18M0.0%N/A0.065%
11/15/2024HighTower Advisors LLC136,268$2.14M0.0%+1.1%0.118%
11/15/2024Benjamin Edwards Inc.95,859$1.51M0.0%N/A0.083%
11/15/2024B&L Asset Management LLC12,122$190K0.1%N/A0.011%
11/14/2024Tradition Wealth Management LLC19,053$299K0.0%-11.5%0.017%
11/14/2024Atlantic Union Bankshares Corp98,532$1.55M0.1%-4.1%0.085%
11/14/2024Walleye Capital LLC25,462$400K0.0%-44.5%0.022%
11/13/2024D.A. Davidson & CO.217,944$3.42M0.0%-0.8%0.189%
11/12/2024Concorde Asset Management LLC33,492$526K0.3%+19.4%0.029%
11/9/2024Landscape Capital Management L.L.C.176,383$2.77M0.3%-33.4%0.153%
11/8/2024Advisors Asset Management Inc.770,176$12.09M0.2%-0.7%0.668%
11/8/2024Prospera Financial Services Inc48,547$762K0.0%+1.7%0.042%
11/6/20241776 Wealth LLC32,621$512K0.2%-12.7%0.028%
11/6/2024Oppenheimer & Co. Inc.150,288$2.36M0.0%-4.4%0.130%
11/5/2024Apollon Wealth Management LLC13,878$218K0.0%-14.5%0.012%
11/5/2024Nations Financial Group Inc. IA ADV47,070$739K0.1%N/A0.041%
11/4/2024Wolverine Asset Management LLC28,119$441K0.0%-58.9%0.024%
11/4/2024Sigma Planning Corp28,972$455K0.0%-6.3%0.025%
11/1/2024Atria Investments Inc95,600$1.50M0.0%+2.4%0.083%
11/1/2024Heritage Wealth Management Inc.45,372$712K0.2%-1.8%0.039%
10/31/2024Shaker Financial Services LLC120,571$1.89M0.7%-36.0%0.108%
10/31/2024 David J Yvars Group29,519$461K0.3%-6.3%0.026%
10/30/2024Beacon Financial Advisory LLC13,328$209K0.1%+5.8%0.012%
10/30/2024Focused Wealth Management Inc53,674$843K0.1%+1.6%0.048%
10/29/2024 Whitener Capital Management Inc.46,762$734K0.2%+5.4%0.042%
10/29/2024Janney Montgomery Scott LLC428,053$6.72M0.0%-1.8%0.383%
10/25/2024Financial Advocates Investment Management67,040$1.05M0.1%-5.6%0.060%
10/25/2024Bay Rivers Group27,663$434K0.2%+26.5%0.025%
10/25/2024Cutter & CO Brokerage Inc.12,759$200K0.0%N/A0.011%
10/23/2024Mraz Amerine & Associates Inc.57,339$900K0.2%-6.0%0.050%
10/23/2024 Hennion & Walsh Asset Management Inc.59,628$936K0.0%+58.4%0.052%
10/22/2024 International Assets Investment Management LLC370,774$5.82M0.0%+1,603.2%0.321%
10/22/2024Private Advisor Group LLC133,786$2.10M0.0%+3.7%0.116%
10/19/2024Allspring Global Investments Holdings LLC386,499$6.07M0.0%+14.4%0.335%
10/18/2024Raymond James & Associates1,502,749$23.59M0.0%+5.5%1.303%
10/16/2024 SeaCrest Wealth Management LLC61,942$972K0.1%-52.2%0.054%
10/11/2024Creative Planning11,791$185K0.0%+7.7%0.010%
10/8/2024Daymark Wealth Partners LLC35,362$555K0.0%-6.0%0.031%
10/8/2024 Future Financial Wealth Managment LLC5,000$78K0.1%N/A0.004%
9/9/2024Heritage Wealth Management Inc.46,191$662K0.2%N/A0.040%
9/5/2024Sanctuary Advisors LLC208,071$2.97M0.0%N/A0.180%
8/22/2024Cetera Investment Advisers299,470$4.33M0.0%+3.2%0.260%
8/19/2024B. Riley Wealth Advisors Inc.18,825$272K0.0%+21.3%0.016%
8/16/2024Northwestern Mutual Wealth Management Co.44,990$651K0.0%-2.6%0.039%
8/15/2024Logan Stone Capital LLC23,641$342K0.1%N/A0.020%
8/15/2024Daymark Wealth Partners LLC37,631$545K0.0%-17.1%0.033%
8/13/2024Benjamin F. Edwards & Company Inc.85,477$1.24M0.0%-1.9%0.077%
8/12/2024Concorde Asset Management LLC28,048$406K0.3%+51.2%0.025%
8/12/2024Mercer Global Advisors Inc. ADV28,893$418K0.0%-14.4%0.026%
8/9/2024Cornerstone Advisors LLC734,489$10.63M0.4%+62.0%0.658%
8/8/2024J.W. Cole Advisors Inc.10,026$145K0.0%N/A0.009%
8/8/2024 Stolper Co46,475$672K0.2%+1.5%0.042%
8/8/2024HBK Sorce Advisory LLC14,869$215K0.0%+6.8%0.013%
8/6/2024Stonebrook Private Inc.10,746$155K0.0%-66.9%0.010%
8/6/2024North Star Asset Management Inc.14,263$206K0.0%-16.6%0.013%
8/5/2024Private Advisor Group LLC128,957$1.87M0.0%+13.8%0.115%
8/5/2024Blue Bell Private Wealth Management LLC460,923$6.67M1.4%+13.3%0.413%
8/3/20249258 Wealth Management LLC53,052$768K0.1%+1.4%0.048%
8/3/2024SouthState Corp18,972$275K0.0%N/A0.017%
8/3/2024Shaker Financial Services LLC188,256$2.72M1.1%+97.9%0.169%
8/2/2024Wolverine Asset Management LLC68,335$989K0.0%N/A0.061%
8/1/2024Verus Capital Partners LLC16,401$237K0.0%+51.4%0.015%
8/1/2024Mraz Amerine & Associates Inc.61,025$883K0.2%-5.1%0.055%
8/1/2024Waterfront Wealth Inc.275,349$3.98M1.1%+2.8%0.247%
7/31/2024Commonwealth Equity Services LLC129,496$1.87M0.0%-4.2%0.116%
7/31/2024Focused Wealth Management Inc52,847$765K0.1%+5.6%0.047%
7/31/2024Rothschild Investment LLC175,761$2.54M0.2%N/A0.157%
7/29/2024Financial Advocates Investment Management71,007$1.03M0.1%-22.8%0.064%
7/26/2024Allspring Global Investments Holdings LLC337,799$4.89M0.0%-7.7%0.302%
7/25/2024Raymond James Trust N.A.43,769$633K0.0%-6.7%0.039%
7/25/2024Calamos Advisors LLC10,704$155K0.0%N/A0.010%
7/23/2024All Season Financial Advisors Inc.40,779$590K0.5%-6.0%0.037%
7/22/2024Bay Rivers Group21,863$316K0.2%N/A0.020%
7/22/2024 SeaCrest Wealth Management LLC129,552$1.88M0.2%-5.3%0.116%
7/20/2024Raymond James Financial Services Advisors Inc.1,497,865$21.67M0.0%-1.8%1.341%
7/20/2024 Hennion & Walsh Asset Management Inc.37,636$545K0.0%+9.2%0.034%
7/19/2024Raymond James & Associates1,424,148$20.61M0.0%-16.7%1.275%
7/18/2024Kennedy Investment Group84,949$1.23M0.6%+3.3%0.076%
7/17/2024 Whitener Capital Management Inc.44,375$642K0.2%+17.0%0.040%
7/12/2024Accel Wealth Management121,778$1.76M0.7%+0.8%0.109%
7/12/2024 Cliftonlarsonallen Wealth Advisors LLC23,292$337K0.0%N/A0.021%
5/24/2024Cetera Advisors LLC263,906$4.00M0.0%N/A0.236%
5/24/2024Cetera Investment Advisers290,215$4.40M0.0%+20.3%0.260%
5/21/2024Atria Investments Inc85,629$1.30M0.0%+3.6%0.077%
5/17/2024Comerica Bank94,211$1.43M0.0%+5.0%0.084%
5/16/2024B. Riley Wealth Advisors Inc.15,517$235K0.0%+7.9%0.014%
(Data available from 1/1/2016 forward)

RVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RVT shares?

During the previous two years, 169 institutional investors and hedge funds held shares of Royce Value Trust. The most heavily invested institutionals were Bank of America Corp DE ($56.05M), Raymond James & Associates ($23.59M), Raymond James Financial Services Advisors Inc. ($21.67M), Wells Fargo & Company MN ($19.48M), UBS Group AG ($13.41M), Stifel Financial Corp ($12.18M), and Advisors Asset Management Inc. ($12.09M).Learn more on RVT's institutional investors.

What percentage of Royce Value Trust stock is owned by institutional investors?

25.57% of Royce Value Trust stock is owned by institutional investors. Learn more on RVT's institutional investor holdings.

Which institutional investors have been buying Royce Value Trust stock?

Of the 137 institutional investors that purchased Royce Value Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($1.22M), International Assets Investment Management LLC ($673.98K), Shaker Financial Services LLC ($588.36K), Allspring Global Investments Holdings LLC ($536.53K), Wolverine Asset Management LLC ($369.75K), Cetera Advisors LLC ($263.91K), and AQR Arbitrage LLC ($224.95K).

How much institutional buying is happening at Royce Value Trust?

Institutional investors have bought a total of 8,540,427 shares in the last 24 months. This purchase volume represents approximately $120.44M in transactions.

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

Of the 84 institutional investors that sold Royce 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 ($561.90K), Cornerstone Advisors LLC ($485.48K), Raymond James & Associates ($472.10K), International Assets Investment Management LLC ($355.90K), Wells Fargo & Company MN ($298.87K), Rothschild Investment Corp IL ($172.53K), and Landscape Capital Management L.L.C. ($148.42K).

How much institutional selling is happening at Royce Value Trust?

Institutional investors have sold a total of 3,960,915 shares in the last 24 months. This volume of shares sold represents approximately $57.24M in transactions.


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This page (NYSE:RVT) was last updated on 1/18/2025 by MarketBeat.com Staff
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