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Royce Value Trust (RVT) Institutional Ownership

Royce Value Trust logo
$13.28 -0.08 (-0.60%)
As of 12:12 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)
97
Total
Institutional Inflows
(last 12 months)
$174.01M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$43.47M
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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
4/14/2025 Farther Finance Advisors LLC10,065$144K0.0%+6,938.5%0.009%
4/14/2025 Daymark Wealth Partners LLC23,757$338K0.0%-21.7%0.021%
4/10/2025 Bay Rivers Group40,274$574K0.3%+37.6%0.035%
4/10/2025 Hennion & Walsh Asset Management Inc.111,059$1.58M0.1%+19.5%0.096%
4/8/2025 Stolper Co48,832$695K0.2%+2.8%0.042%
4/8/2025 Rothschild Investment LLC194,268$2.77M0.2%-0.4%0.168%
3/17/2025Wealth Enhancement Advisory Services LLC13,883$219K0.0%N/A0.012%
3/4/2025Comprehensive Money Management Services LLC46,830$740K0.6%N/A0.041%
2/25/2025B. Riley Wealth Advisors Inc.14,510$229K0.0%-27.0%0.013%
2/21/2025Vermillion Wealth Management Inc.1,834$29K0.0%N/A0.002%
2/19/2025North Star Asset Management Inc.13,397$212K0.0%-5.1%0.012%
2/18/2025RB Capital Management LLC168,405$2.66M0.6%+6.6%0.146%
2/17/2025Waverly Advisors LLC50,753$802K0.0%N/A0.044%
2/17/2025Royal Bank of Canada1,553,618$24.55M0.0%+8.3%1.347%
2/17/2025Quantedge Capital Pte Ltd48,800$771K0.3%-34.1%0.042%
2/17/2025Lazard Asset Management LLC556,039$8.79M0.0%+13.2%0.482%
2/17/2025K2 Principal Fund L.P.18,723$296K0.0%+39.7%0.016%
2/17/2025EP Wealth Advisors LLC13,025$206K0.0%+9.0%0.011%
2/17/2025Cetera Investment Advisers48,099$760K0.0%-84.1%0.042%
2/17/2025Captrust Financial Advisors273,765$4.33M0.0%-10.0%0.237%
2/17/2025Bank of America Corp DE5,848,923$92.41M0.0%+1.5%5.071%
2/17/2025Benjamin Edwards Inc.89,166$1.41M0.0%-7.0%0.077%
2/14/2025AQR Arbitrage LLC157,693$2.49M0.1%-59.4%0.137%
2/14/2025Triumph Capital Management58,126$918K0.3%-1.1%0.050%
2/14/2025Comerica Bank93,172$1.47M0.0%-2.0%0.081%
2/14/2025Kovitz Investment Group Partners LLC11,723$185K0.0%N/A0.010%
2/14/2025MGO One Seven LLC42,159$666K0.0%N/A0.037%
2/14/2025Canal Capital Management LLC11,303$179K0.0%N/A0.010%
2/14/2025Stifel Financial Corp823,078$13.01M0.0%+6.1%0.714%
2/14/2025Shaker Financial Services LLC74,500$1.18M0.5%-38.2%0.065%
2/14/2025Tradition Wealth Management LLC15,499$245K0.0%-18.7%0.013%
2/13/20251607 Capital Partners LLC24,006$379K0.0%-60.9%0.021%
2/13/2025NewEdge Advisors LLC50,416$797K0.0%+4.5%0.044%
2/13/2025Gabelli Funds LLC121,158$1.91M0.0%-1.2%0.105%
2/13/2025Guggenheim Capital LLC447,259$7.07M0.1%+0.8%0.388%
2/13/2025Mariner LLC45,400$717K0.0%-19.4%0.039%
2/13/2025Cohen & Steers Inc.138,821$2.19M0.0%-3.5%0.120%
2/13/2025Keyes Stange & Wooten Wealth Management LLC10,735$170K0.1%N/A0.009%
2/13/2025Concorde Asset Management LLC39,152$619K0.3%+16.9%0.034%
2/13/2025Jaffetilchin Investment Partners LLC10,209$161K0.0%+11.1%0.009%
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2/13/2025Raymond James Financial Inc.3,072,087$48.54M0.0%N/A2.663%
2/13/2025Envestnet Asset Management Inc.35,491$561K0.0%+9.8%0.031%
2/13/2025Wedbush Securities Inc.25,755$407K0.0%-60.5%0.022%
2/13/2025Wells Fargo & Company MN1,673,671$26.44M0.0%+23.3%1.451%
2/12/2025Landscape Capital Management L.L.C.46,887$741K0.1%-73.4%0.041%
2/12/2025Level Four Advisory Services LLC20,026$316K0.0%+9.7%0.017%
2/12/2025PKS Advisory Services LLC19,344$306K0.1%N/A0.017%
2/11/2025Modern Wealth Management LLC538,791$8.72M0.3%N/A0.467%
2/11/2025LPL Financial LLC1,260,113$19.91M0.0%+37.5%1.092%
2/11/2025Samalin Investment Counsel LLC68,971$1.09M0.5%+2.2%0.060%
2/10/2025Advisors Asset Management Inc.713,223$11.27M0.2%-7.4%0.618%
2/10/2025Atlanta Consulting Group Advisors LLC43,745$691K0.3%N/A0.038%
2/10/2025GWN Securities Inc.11,235$187K0.0%N/A0.010%
2/10/2025Commonwealth Equity Services LLC140,012$2.21M0.0%+0.7%0.121%
2/10/2025HBK Sorce Advisory LLC17,978$284K0.0%-19.4%0.016%
2/7/2025HighTower Advisors LLC144,253$2.28M0.0%+5.9%0.125%
2/7/2025Vista Investment Partners II LLC23,247$367K0.2%N/A0.020%
2/7/2025Independent Advisor Alliance13,800$218K0.0%N/A0.012%
2/7/2025Atlantic Union Bankshares Corp94,773$1.50M0.1%-3.8%0.082%
2/7/2025PNC Financial Services Group Inc.12,688$200K0.0%+27.3%0.011%
2/6/2025Raymond James Financial Inc.3,072,087$48.54M0.0%N/A2.663%
2/6/2025Atria Investments Inc103,361$1.63M0.0%+8.1%0.090%
2/6/2025Steward Partners Investment Advisory LLC166,040$2.62M0.0%+123.0%0.144%
2/5/2025Heritage Wealth Management Inc.46,668$737K0.2%+2.9%0.040%
2/5/2025Oppenheimer & 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%
2/4/2025Dover Advisors LLC14,400$228K0.1%N/A0.012%
2/4/2025Alexander Randolph Advisory Inc.30,963$489K0.5%+2.9%0.027%
2/3/2025Waterfront Wealth Inc.426,902$6.75M1.6%+5.8%0.370%
2/3/2025Private Advisor Group LLC137,195$2.17M0.0%+2.5%0.119%
1/31/2025Atria Wealth Solutions Inc.12,230$193K0.0%+18.4%0.011%
1/31/2025D.A. Davidson & CO.223,093$3.53M0.0%+2.4%0.193%
1/31/2025Sanctuary Advisors LLC215,889$3.55M0.0%+1.9%0.187%
1/31/2025Sierra Ocean LLC19,563$309K0.3%N/A0.017%
1/30/2025Nations Financial Group Inc. IA ADV49,497$782K0.1%+5.2%0.043%
1/29/2025Allspring Global Investments Holdings LLC251,257$3.97M0.0%-35.0%0.218%
1/28/2025Focused Wealth Management Inc60,861$962K0.1%+13.4%0.053%
1/28/2025Apollon Wealth Management LLC40,466$639K0.0%+191.6%0.035%
1/28/2025Mezzasalma Advisors LLC23,970$379K0.1%N/A0.021%
1/27/2025Financial Advocates Investment Management49,902$788K0.0%-25.6%0.043%
1/27/2025Beacon Financial Advisory LLC16,397$259K0.1%+23.0%0.014%
1/27/2025Stratos Wealth Partners LTD.105,211$1.66M0.0%-0.7%0.091%
1/24/2025Calamos Advisors LLC34,523$545K0.0%+23.8%0.030%
1/24/2025DAVENPORT & Co LLC10,472$165K0.0%N/A0.009%
1/23/2025SOL Capital Management CO52,909$836K0.1%-3.6%0.046%
1/22/2025Kennedy 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%
1/17/2025Janney 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%
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1/16/2025Uncommon Cents Investing LLC26,079$412K0.1%-5.0%0.023%
1/15/2025Whitener 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%
1/14/2025David J Yvars Group27,819$438K0.3%-5.8%0.024%
1/8/2025International 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%
(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, 178 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), LPL Financial LLC ($521.36K), Allspring Global Investments Holdings LLC ($367K), and Wolverine Asset Management LLC ($366.94K).

How much institutional buying is happening at Royce Value Trust?

Institutional investors have bought a total of 15,425,424 shares in the last 24 months. This purchase volume represents approximately $232.76M 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 4,533,076 shares in the last 24 months. This volume of shares sold represents approximately $67.55M in transactions.


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This page (NYSE:RVT) was last updated on 4/16/2025 by MarketBeat.com Staff
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