A detailed history of Hbk Sorce Advisory LLC transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 22,316 shares of RVT stock, worth $355,493. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,316
Previous 14,869 50.08%
Holding current value
$355,493
Previous $215,000 62.79%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$14.28 - $16.01 $106,343 - $119,226
7,447 Added 50.08%
22,316 $350,000
Q2 2024

Aug 08, 2024

BUY
$13.85 - $15.17 $13,102 - $14,350
946 Added 6.79%
14,869 $215,000
Q1 2024

May 09, 2024

BUY
$13.77 - $15.17 $191,719 - $211,211
13,923 New
13,923 $211,000
Q1 2023

May 15, 2023

SELL
$12.72 - $15.35 $122,137 - $147,390
-9,602 Reduced 48.95%
10,014 $269,000
Q4 2022

Feb 09, 2023

BUY
$12.33 - $15.13 $77,814 - $95,485
6,311 Added 47.43%
19,616 $260,000
Q3 2022

Nov 14, 2022

BUY
$12.51 - $16.49 $3,552 - $4,683
284 Added 2.18%
13,305 $167,000
Q2 2022

Aug 15, 2022

SELL
$13.42 - $17.18 $2,576 - $3,298
-192 Reduced 1.45%
13,021 $182,000
Q1 2022

May 13, 2022

BUY
$15.86 - $19.56 $4,012 - $4,948
253 Added 1.95%
13,213 $224,000
Q4 2021

Feb 15, 2022

BUY
$17.73 - $19.92 $2,393 - $2,689
135 Added 1.05%
12,960 $254,000
Q3 2021

Nov 15, 2021

BUY
$17.46 - $19.07 $13,234 - $14,455
758 Added 6.28%
12,825 $231,000
Q2 2021

Aug 12, 2021

BUY
$17.98 - $19.39 $3,218 - $3,470
179 Added 1.51%
12,067 $229,000
Q1 2021

May 14, 2021

BUY
$15.87 - $18.69 $10,521 - $12,391
663 Added 5.91%
11,888 $215,000
Q4 2020

Feb 12, 2021

BUY
$12.68 - $16.4 $2,079 - $2,689
164 Added 1.48%
11,225 $181,000
Q3 2020

Nov 13, 2020

BUY
$12.21 - $13.82 $2,466 - $2,791
202 Added 1.86%
11,061 $140,000
Q2 2020

Aug 14, 2020

BUY
$9.03 - $13.47 $1,950 - $2,909
216 Added 2.03%
10,859 $136,000
Q1 2020

May 15, 2020

SELL
$7.9 - $15.31 $1,398 - $2,709
-177 Reduced 1.64%
10,643 $103,000
Q4 2019

Feb 13, 2020

BUY
$13.22 - $14.9 $2,220 - $2,503
168 Added 1.58%
10,820 $160,000
Q3 2019

Nov 14, 2019

SELL
$13.06 - $14.3 $8,645 - $9,466
-662 Reduced 5.85%
10,652 $147,000
Q2 2019

Aug 15, 2019

BUY
$13.13 - $14.51 $148,552 - $164,166
11,314 New
11,314 $157,000
Q2 2019

Aug 14, 2019

SELL
$13.13 - $14.51 $145,939 - $161,278
-11,115 Closed
0 $0
Q1 2019

May 13, 2019

BUY
$11.84 - $14.39 $2,368 - $2,878
200 Added 1.83%
11,115 $153,000
Q4 2018

Feb 14, 2019

BUY
$11.08 - $16.26 $3,379 - $4,959
305 Added 2.87%
10,915 $129,000
Q3 2018

Nov 15, 2018

BUY
$15.58 - $16.8 $2,586 - $2,788
166 Added 1.59%
10,610 $173,000
Q2 2018

Aug 10, 2018

BUY
$15.44 - $16.66 $2,547 - $2,748
165 Added 1.61%
10,444 $0
Q1 2018

May 15, 2018

BUY
$15.22 - $17.08 $2,480 - $2,784
163 Added 1.61%
10,279 $160,000
Q4 2017

Feb 15, 2018

BUY
$15.24 - $16.17 $154,167 - $163,575
10,116
10,116 $164,000

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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