A detailed history of Barrett & Company, Inc. transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Barrett & Company, Inc. holds 14,192 shares of RVT stock, worth $223,240. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,192
Previous 14,085 0.76%
Holding current value
$223,240
Previous $204 Million 9.32%
% of portfolio
0.1%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$14.28 - $16.01 $1,527 - $1,713
107 Added 0.76%
14,192 $223 Million
Q2 2024

Jul 25, 2024

SELL
$13.85 - $15.17 $24,168 - $26,471
-1,745 Reduced 11.02%
14,085 $204 Million
Q1 2024

Apr 17, 2024

BUY
$13.77 - $15.17 $68 - $75
5 Added 0.03%
15,830 $240 Million
Q4 2023

Jan 24, 2024

BUY
$11.93 - $14.72 $71 - $88
6 Added 0.04%
15,825 $230 Million
Q3 2023

Oct 23, 2023

BUY
$12.65 - $14.39 $63 - $71
5 Added 0.03%
15,819 $204 Million
Q2 2023

Jul 27, 2023

BUY
$12.57 - $13.8 $1,948 - $2,139
155 Added 0.99%
15,814 $218 Million
Q1 2023

May 11, 2023

BUY
$12.72 - $15.35 $199,182 - $240,365
15,659 New
15,659 $212 Million
Q4 2022

May 23, 2023

SELL
$12.33 - $15.13 $24 - $30
-2 Reduced 0.01%
15,657 $208 Million
Q3 2022

Jun 13, 2023

SELL
$12.51 - $16.49 $25 - $32
-2 Reduced 0.01%
15,657 $208 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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