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Royce Value Trust (RVT) Institutional Ownership

Royce Value Trust logo
$15.93 -0.16 (-0.99%)
(As of 11/15/2024 ET)
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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)
$60.09M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$32.67M
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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
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%
11/15/2024 Stifel Financial Corp775,846$12.18M0.0%+10.0%0.673%
11/15/2024 Polar Asset Management Partners Inc.75,192$1.18M0.0%N/A0.065%
11/15/2024 HighTower Advisors LLC136,268$2.14M0.0%+1.1%0.118%
11/15/2024 Benjamin Edwards Inc.95,859$1.51M0.0%N/A0.083%
11/15/2024 B&L Asset Management LLC12,122$190K0.1%N/A0.011%
11/14/2024 Tradition Wealth Management LLC19,053$299K0.0%-11.5%0.017%
11/14/2024 Atlantic Union Bankshares Corp98,532$1.55M0.1%-4.1%0.085%
11/14/2024 Walleye Capital LLC25,462$400K0.0%-44.5%0.022%
11/13/2024 D.A. Davidson & CO.217,944$3.42M0.0%-0.8%0.189%
11/12/2024 Concorde Asset Management LLC33,492$526K0.3%+19.4%0.029%
11/9/2024 Landscape Capital Management L.L.C.176,383$2.77M0.3%-33.4%0.153%
11/8/2024 Advisors Asset Management Inc.770,176$12.09M0.2%-0.7%0.668%
11/8/2024 Prospera Financial Services Inc48,547$762K0.0%+1.7%0.042%
11/6/2024 1776 Wealth LLC32,621$512K0.2%-12.7%0.028%
11/6/2024 Oppenheimer & Co. Inc.150,288$2.36M0.0%-4.4%0.130%
11/5/2024 Apollon Wealth Management LLC13,878$218K0.0%-14.5%0.012%
11/5/2024 Nations Financial Group Inc. IA ADV47,070$739K0.1%N/A0.041%
11/4/2024 Wolverine Asset Management LLC28,119$441K0.0%-58.9%0.024%
11/4/2024 Sigma Planning Corp28,972$455K0.0%-6.3%0.025%
11/1/2024 Atria Investments Inc95,600$1.50M0.0%+2.4%0.083%
11/1/2024 Heritage Wealth Management Inc.45,372$712K0.2%-1.8%0.039%
10/31/2024 Shaker 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%
10/30/2024 Beacon Financial Advisory LLC13,328$209K0.1%+5.8%0.012%
10/30/2024 Focused 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%
10/29/2024 Janney Montgomery Scott LLC428,053$6.72M0.0%-1.8%0.383%
10/25/2024 Financial Advocates Investment Management67,040$1.05M0.1%-5.6%0.060%
10/25/2024 Bay Rivers Group27,663$434K0.2%+26.5%0.025%
10/25/2024 Cutter & CO Brokerage Inc.12,759$200K0.0%N/A0.011%
10/23/2024 Mraz 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%
10/22/2024 Private Advisor Group LLC133,786$2.10M0.0%+3.7%0.116%
10/19/2024 Allspring 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%
10/11/2024 Creative Planning11,791$185K0.0%+7.7%0.010%
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10/8/2024 Daymark Wealth Partners LLC35,362$555K0.0%-6.0%0.031%
10/8/2024 Future Financial Wealth Managment LLC5,000$78K0.1%N/A0.004%
9/9/2024 Heritage Wealth Management Inc.46,191$662K0.2%N/A0.040%
9/5/2024Sanctuary Advisors LLC208,071$2.97M0.0%N/A0.180%
8/22/2024 Cetera 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%
8/16/2024 Northwestern Mutual Wealth Management Co.44,990$651K0.0%-2.6%0.039%
8/15/2024 Logan Stone Capital LLC23,641$342K0.1%N/A0.020%
8/15/2024 Daymark 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%
8/12/2024 Concorde Asset Management LLC28,048$406K0.3%+51.2%0.025%
8/12/2024 Mercer Global Advisors Inc. ADV28,893$418K0.0%-14.4%0.026%
8/9/2024 Cornerstone Advisors LLC734,489$10.63M0.4%+62.0%0.658%
8/8/2024 J.W. Cole Advisors Inc.10,026$145K0.0%N/A0.009%
8/8/2024 Stolper Co46,475$672K0.2%+1.5%0.042%
8/8/2024 HBK Sorce Advisory LLC14,869$215K0.0%+6.8%0.013%
8/6/2024 Stonebrook Private Inc.10,746$155K0.0%-66.9%0.010%
8/6/2024 North Star Asset Management Inc.14,263$206K0.0%-16.6%0.013%
8/5/2024 Private Advisor Group LLC128,957$1.87M0.0%+13.8%0.115%
8/5/2024 Blue Bell Private Wealth Management LLC460,923$6.67M1.4%+13.3%0.413%
8/3/2024 9258 Wealth Management LLC53,052$768K0.1%+1.4%0.048%
8/3/2024 SouthState Corp18,972$275K0.0%N/A0.017%
8/3/2024 Shaker Financial Services LLC188,256$2.72M1.1%+97.9%0.169%
8/2/2024 Wolverine Asset Management LLC68,335$989K0.0%N/A0.061%
8/1/2024 Verus Capital Partners LLC16,401$237K0.0%+51.4%0.015%
8/1/2024 Mraz Amerine & Associates Inc.61,025$883K0.2%-5.1%0.055%
8/1/2024 Waterfront 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%
7/31/2024 Focused Wealth Management Inc52,847$765K0.1%+5.6%0.047%
7/31/2024Rothschild Investment LLC175,761$2.54M0.2%N/A0.157%
7/29/2024 Financial Advocates Investment Management71,007$1.03M0.1%-22.8%0.064%
7/26/2024 Allspring Global Investments Holdings LLC337,799$4.89M0.0%-7.7%0.302%
7/25/2024 Raymond James Trust N.A.43,769$633K0.0%-6.7%0.039%
7/25/2024 Calamos Advisors LLC10,704$155K0.0%N/A0.010%
7/23/2024 All Season Financial Advisors Inc.40,779$590K0.5%-6.0%0.037%
7/22/2024 Bay 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%
7/18/2024 Kennedy 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%
7/12/2024 Accel 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%
5/24/2024 Cetera Investment Advisers290,215$4.40M0.0%+20.3%0.260%
5/21/2024 Atria Investments Inc85,629$1.30M0.0%+3.6%0.077%
5/17/2024 Comerica Bank94,211$1.43M0.0%+5.0%0.084%
5/16/2024B. Riley Wealth Advisors Inc.15,517$235K0.0%+7.9%0.014%
5/15/2024 Lazard Asset Management LLC384,792$5.84M0.0%+62.5%0.345%
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5/15/2024 1832 Asset Management L.P.52,816$801K0.0%-1.5%0.047%
5/14/2024 Advisors Asset Management Inc.667,661$10.13M0.2%+9.7%0.598%
5/14/2024 Karpus Management Inc.199,455$3.03M0.1%-0.5%0.179%
5/14/2024RB Capital Management LLC152,925$2.32M0.6%-4.6%0.137%
5/13/2024 Atlanta Consulting Group Advisors LLC42,968$652K0.2%N/A0.038%
5/11/2024 ESL Trust Services LLC2,579$39K0.0%N/A0.002%
5/10/2024 Cornerstone Advisors LLC453,290$6.88M0.3%-51.7%0.406%
5/10/2024 Prevail Innovative Wealth Advisors LLC46,964$712K0.3%+126.8%0.042%
5/9/2024 HBK Sorce Advisory LLC13,923$211K0.0%N/A0.012%
5/8/2024 Focused Wealth Management Inc50,039$759K0.1%-6.2%0.045%
(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 138 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 8,486,404 shares in the last 24 months. This purchase volume represents approximately $119.59M in transactions.

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

Of the 83 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), Wells Fargo & Company MN ($298.87K), Rothschild Investment Corp IL ($172.53K), Landscape Capital Management L.L.C. ($148.42K), and Raymond James Financial Services Advisors Inc. ($108.71K).

How much institutional selling is happening at Royce Value Trust?

Institutional investors have sold a total of 3,700,840 shares in the last 24 months. This volume of shares sold represents approximately $52.86M in transactions.


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This page (NYSE:RVT) was last updated on 11/17/2024 by MarketBeat.com Staff
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