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Royce Value Trust (RVT) Institutional Ownership

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$14.70 -0.03 (-0.20%)
Closing price 03/25/2025 03:57 PM Eastern
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$14.70 0.00 (0.00%)
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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)
97
Total
Institutional Inflows
(last 12 months)
$173.69M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$43.44M
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RVT Institutional Buying and Selling by Quarter

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Royce Value Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC13,883$219K0.0%N/A0.012%
3/4/2025 Comprehensive Money Management Services LLC46,830$740K0.6%N/A0.041%
2/25/2025 B. Riley Wealth Advisors Inc.14,510$229K0.0%-27.0%0.013%
2/21/2025 Vermillion Wealth Management Inc.1,834$29K0.0%N/A0.002%
2/19/2025 North Star Asset Management Inc.13,397$212K0.0%-5.1%0.012%
2/18/2025 RB Capital Management LLC168,405$2.66M0.6%+6.6%0.146%
2/17/2025 Waverly Advisors LLC50,753$802K0.0%N/A0.044%
2/17/2025 Royal Bank of Canada1,553,618$24.55M0.0%+8.3%1.347%
2/17/2025 Quantedge Capital Pte Ltd48,800$771K0.3%-34.1%0.042%
2/17/2025 Lazard Asset Management LLC556,039$8.79M0.0%+13.2%0.482%
2/17/2025 K2 Principal Fund L.P.18,723$296K0.0%+39.7%0.016%
2/17/2025 EP Wealth Advisors LLC13,025$206K0.0%+9.0%0.011%
2/17/2025 Cetera Investment Advisers48,099$760K0.0%-84.1%0.042%
2/17/2025 Captrust Financial Advisors273,765$4.33M0.0%-10.0%0.237%
2/17/2025 Bank of America Corp DE5,848,923$92.41M0.0%+1.5%5.071%
2/17/2025 Benjamin Edwards Inc.89,166$1.41M0.0%-7.0%0.077%
2/14/2025 AQR Arbitrage LLC157,693$2.49M0.1%-59.4%0.137%
2/14/2025 Triumph Capital Management58,126$918K0.3%-1.1%0.050%
2/14/2025 Comerica Bank93,172$1.47M0.0%-2.0%0.081%
2/14/2025 Kovitz Investment Group Partners LLC11,723$185K0.0%N/A0.010%
2/14/2025 MGO One Seven LLC42,159$666K0.0%N/A0.037%
2/14/2025 Canal Capital Management LLC11,303$179K0.0%N/A0.010%
2/14/2025 Stifel Financial Corp823,078$13.01M0.0%+6.1%0.714%
2/14/2025 Shaker Financial Services LLC74,500$1.18M0.5%-38.2%0.065%
2/14/2025 Tradition Wealth Management LLC15,499$245K0.0%-18.7%0.013%
2/13/2025 1607 Capital Partners LLC24,006$379K0.0%-60.9%0.021%
2/13/2025 NewEdge Advisors LLC50,416$797K0.0%+4.5%0.044%
2/13/2025 Gabelli Funds LLC121,158$1.91M0.0%-1.2%0.105%
2/13/2025 Guggenheim Capital LLC447,259$7.07M0.1%+0.8%0.388%
2/13/2025 Mariner LLC45,400$717K0.0%-19.4%0.039%
2/13/2025 Cohen & Steers Inc.138,821$2.19M0.0%-3.5%0.120%
2/13/2025 Keyes Stange & Wooten Wealth Management LLC10,735$170K0.1%N/A0.009%
2/13/2025 Concorde Asset Management LLC39,152$619K0.3%+16.9%0.034%
2/13/2025 Jaffetilchin Investment Partners LLC10,209$161K0.0%+11.1%0.009%
2/13/2025 Raymond James Financial Inc.3,072,087$48.54M0.0%N/A2.663%
2/13/2025 Envestnet Asset Management Inc.35,491$561K0.0%+9.8%0.031%
2/13/2025 Wedbush Securities Inc.25,755$407K0.0%-60.5%0.022%
2/13/2025 Wells Fargo & Company MN1,673,671$26.44M0.0%+23.3%1.451%
2/12/2025 Landscape Capital Management L.L.C.46,887$741K0.1%-73.4%0.041%
2/12/2025 Level Four Advisory Services LLC20,026$316K0.0%+9.7%0.017%
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2/12/2025 PKS Advisory Services LLC19,344$306K0.1%N/A0.017%
2/11/2025 Modern Wealth Management LLC538,791$8.72M0.3%N/A0.467%
2/11/2025 LPL Financial LLC1,260,113$19.91M0.0%+37.5%1.092%
2/11/2025 Samalin Investment Counsel LLC68,971$1.09M0.5%+2.2%0.060%
2/10/2025 Advisors Asset Management Inc.713,223$11.27M0.2%-7.4%0.618%
2/10/2025 Atlanta Consulting Group Advisors LLC43,745$691K0.3%N/A0.038%
2/10/2025 GWN Securities Inc.11,235$187K0.0%N/A0.010%
2/10/2025 Commonwealth Equity Services LLC140,012$2.21M0.0%+0.7%0.121%
2/10/2025 HBK Sorce Advisory LLC17,978$284K0.0%-19.4%0.016%
2/7/2025 HighTower Advisors LLC144,253$2.28M0.0%+5.9%0.125%
2/7/2025 Vista Investment Partners II LLC23,247$367K0.2%N/A0.020%
2/7/2025 Independent Advisor Alliance13,800$218K0.0%N/A0.012%
2/7/2025 Atlantic Union Bankshares Corp94,773$1.50M0.1%-3.8%0.082%
2/7/2025 PNC Financial Services Group Inc.12,688$200K0.0%+27.3%0.011%
2/6/2025 Raymond James Financial Inc.3,072,087$48.54M0.0%N/A2.663%
2/6/2025 Atria Investments Inc103,361$1.63M0.0%+8.1%0.090%
2/6/2025 Steward Partners Investment Advisory LLC166,040$2.62M0.0%+123.0%0.144%
2/5/2025 Heritage Wealth Management Inc.46,668$737K0.2%+2.9%0.040%
2/5/2025 Oppenheimer & Co. Inc.165,655$2.62M0.0%+10.2%0.144%
2/4/2025 Rothschild Investment LLC195,061$3.08M0.2%+9.3%0.169%
2/4/2025 Dover Advisors LLC14,400$228K0.1%N/A0.012%
2/4/2025 Alexander Randolph Advisory Inc.30,963$489K0.5%+2.9%0.027%
2/3/2025 Waterfront Wealth Inc.426,902$6.75M1.6%+5.8%0.370%
2/3/2025 Private Advisor Group LLC137,195$2.17M0.0%+2.5%0.119%
1/31/2025 Atria Wealth Solutions Inc.12,230$193K0.0%+18.4%0.011%
1/31/2025 D.A. Davidson & CO.223,093$3.53M0.0%+2.4%0.193%
1/31/2025 Sanctuary Advisors LLC215,889$3.55M0.0%+1.9%0.187%
1/31/2025 Sierra Ocean LLC19,563$309K0.3%N/A0.017%
1/30/2025 Nations Financial Group Inc. IA ADV49,497$782K0.1%+5.2%0.043%
1/29/2025 Allspring Global Investments Holdings LLC251,257$3.97M0.0%-35.0%0.218%
1/28/2025 Focused Wealth Management Inc60,861$962K0.1%+13.4%0.053%
1/28/2025 Apollon Wealth Management LLC40,466$639K0.0%+191.6%0.035%
1/28/2025 Mezzasalma Advisors LLC23,970$379K0.1%N/A0.021%
1/27/2025 Financial Advocates Investment Management49,902$788K0.0%-25.6%0.043%
1/27/2025 Beacon Financial Advisory LLC16,397$259K0.1%+23.0%0.014%
1/27/2025 Stratos Wealth Partners LTD.105,211$1.66M0.0%-0.7%0.091%
1/24/2025 Calamos Advisors LLC34,523$545K0.0%+23.8%0.030%
1/24/2025 DAVENPORT & Co LLC10,472$165K0.0%N/A0.009%
1/23/2025 SOL Capital Management CO52,909$836K0.1%-3.6%0.046%
1/22/2025 Kennedy Investment Group83,594$1.32M0.6%-1.2%0.072%
1/22/2025 Bay Rivers Group29,264$462K0.2%+5.8%0.025%
1/21/2025 Accel Wealth Management101,500$1.60M0.6%-16.8%0.088%
1/17/2025 Janney Montgomery Scott LLC439,830$6.95M0.0%+2.8%0.381%
1/17/2025 Daymark Wealth Partners LLC30,344$479K0.0%-14.2%0.026%
1/16/2025 Uncommon 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%
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12/13/2024 B. Riley Wealth Advisors Inc.19,872$308K0.0%+5.6%0.017%
11/25/2024 Sanctuary Advisors LLC211,925$3.49M0.0%+1.9%0.184%
11/18/2024 RB Capital Management LLC157,938$2.48M0.6%+1.2%0.137%
11/15/2024 K2 Principal Fund L.P.13,400$210K0.0%N/A0.012%
11/15/2024 EP 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%
(Data available from 1/1/2016 forward)

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RVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RVT shares?

During the previous two years, 179 institutional investors and hedge funds held shares of Royce Value Trust. The most heavily invested institutionals were Bank of America Corp DE ($92.41M), Raymond James Financial Inc. ($48.54M), Wells Fargo & Company MN ($26.44M), Royal Bank of Canada ($24.55M), Raymond James & Associates ($23.59M), Raymond James Financial Services Advisors Inc. ($21.67M), and LPL Financial LLC ($19.91M).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 148 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: Raymond James Financial Inc. ($6.14M), Cornerstone Advisors LLC ($1.22M), International Assets Investment Management LLC ($647.87K), Modern Wealth Management LLC ($538.79K), Allspring Global Investments Holdings LLC ($536.53K), LPL Financial LLC ($521.36K), and Wolverine Asset Management LLC ($366.94K).

How much institutional buying is happening at Royce Value Trust?

Institutional investors have bought a total of 15,683,198 shares in the last 24 months. This purchase volume represents approximately $236.23M 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 ($607.97K), Cornerstone Advisors LLC ($485.48K), Raymond James & Associates ($472.10K), International Assets Investment Management LLC ($355.90K), Wells Fargo & Company MN ($298.87K), Landscape Capital Management L.L.C. ($277.92K), and Cetera Investment Advisers ($254.56K).

How much institutional selling is happening at Royce Value Trust?

Institutional investors have sold a total of 4,530,135 shares in the last 24 months. This volume of shares sold represents approximately $67.51M in transactions.


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This page (NYSE:RVT) was last updated on 3/26/2025 by MarketBeat.com Staff
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