A detailed history of Baird Financial Group, Inc. transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Baird Financial Group, Inc. holds 15,498 shares of RVT stock, worth $255,407. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,498
Previous 15,498 -0.0%
Holding current value
$255,407
Previous $224,000 8.48%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$13.85 - $15.17 $221,600 - $242,720
-16,000 Reduced 50.8%
15,498 $224,000
Q1 2024

May 14, 2024

BUY
$13.77 - $15.17 $61,965 - $68,265
4,500 Added 16.67%
31,498 $477,000
Q4 2023

Feb 14, 2024

SELL
$11.93 - $14.72 $11,930 - $14,720
-1,000 Reduced 3.57%
26,998 $393,000
Q3 2023

Nov 13, 2023

SELL
$12.65 - $14.39 $25,300 - $28,780
-2,000 Reduced 6.67%
27,998 $360,000
Q2 2023

Aug 11, 2023

SELL
$12.57 - $13.8 $1.27 Million - $1.4 Million
-101,259 Reduced 77.15%
29,998 $413,000
Q1 2023

May 15, 2023

BUY
$12.72 - $15.35 $40,271 - $48,598
3,166 Added 2.47%
131,257 $1.78 Million
Q3 2022

Nov 14, 2022

BUY
$12.51 - $16.49 $98,916 - $130,386
7,907 Added 7.03%
120,371 $1.51 Million
Q2 2022

Aug 08, 2022

SELL
$13.42 - $17.18 $352,838 - $451,696
-26,292 Reduced 18.95%
112,464 $1.57 Million
Q1 2022

May 13, 2022

BUY
$15.86 - $19.56 $238,264 - $293,849
15,023 Added 12.14%
138,756 $2.36 Million
Q4 2021

Feb 09, 2022

BUY
$17.73 - $19.92 $88,703 - $99,659
5,003 Added 4.21%
123,733 $2.42 Million
Q3 2021

Nov 12, 2021

BUY
$17.46 - $19.07 $6,774 - $7,399
388 Added 0.33%
118,730 $2.14 Million
Q2 2021

Aug 11, 2021

BUY
$17.98 - $19.39 $9,547 - $10,296
531 Added 0.45%
118,342 $2.25 Million
Q1 2021

May 13, 2021

BUY
$15.87 - $18.69 $142,671 - $168,023
8,990 Added 8.26%
117,811 $2.13 Million
Q4 2020

Feb 11, 2021

BUY
$12.68 - $16.4 $65,187 - $84,312
5,141 Added 4.96%
108,821 $1.76 Million
Q3 2020

Nov 12, 2020

BUY
$12.21 - $13.82 $715,029 - $809,313
58,561 Added 129.79%
103,680 $1.31 Million
Q2 2020

Oct 22, 2020

SELL
$9.03 - $13.47 $253,056 - $377,483
-28,024 Reduced 38.31%
45,119 $565,000
Q2 2020

Aug 14, 2020

BUY
$9.03 - $13.47 $248,171 - $370,196
27,483 Added 60.19%
73,143 $1.05 Million
Q1 2020

May 14, 2020

SELL
$7.9 - $15.31 $145,944 - $282,836
-18,474 Reduced 28.81%
45,660 $442,000
Q4 2019

Feb 14, 2020

BUY
$13.22 - $14.9 $39,831 - $44,893
3,013 Added 4.93%
64,134 $947,000
Q3 2019

Nov 14, 2019

SELL
$13.06 - $14.3 $10,839 - $11,869
-830 Reduced 1.34%
61,121 $841,000
Q2 2019

Aug 14, 2019

SELL
$13.13 - $14.51 $210,342 - $232,450
-16,020 Reduced 20.55%
61,951 $863,000
Q1 2019

May 14, 2019

SELL
$11.84 - $14.39 $100,332 - $121,940
-8,474 Reduced 9.8%
77,971 $1.07 Million
Q4 2018

Feb 14, 2019

SELL
$11.08 - $16.26 $768,841 - $1.13 Million
-69,390 Reduced 44.53%
86,445 $1.02 Million
Q3 2018

Nov 13, 2018

SELL
$15.58 - $16.8 $52,177 - $56,263
-3,349 Reduced 2.1%
155,835 $2.53 Million
Q2 2018

Aug 13, 2018

SELL
$15.44 - $16.66 $56,587 - $61,058
-3,665 Reduced 2.25%
159,184 $2.52 Million
Q1 2018

May 14, 2018

BUY
$15.22 - $17.08 $115,428 - $129,534
7,584 Added 4.88%
162,849 $2.53 Million
Q4 2017

Feb 09, 2018

BUY
$15.24 - $16.17 $92,918 - $98,588
6,097 Added 4.09%
155,265 $2.51 Million
Q3 2017

Nov 14, 2017

BUY
$14.16 - $15.79 $520,238 - $580,124
36,740 Added 32.68%
149,168 $2.36 Million
Q2 2017

Aug 14, 2017

BUY
N/A
112,428
112,428 $1.64 Million

Others Institutions Holding RVT

About ROYCE VALUE TRUST, INC.


  • Ticker RVT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of...
More about RVT
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