A detailed history of Lpl Financial LLC transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 916,516 shares of RVT stock, worth $14.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
916,516
Previous 901,096 1.71%
Holding current value
$14.6 Million
Previous $13 Million 10.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$14.28 - $16.01 $220,197 - $246,874
15,420 Added 1.71%
916,516 $14.4 Million
Q2 2024

Aug 07, 2024

SELL
$13.85 - $15.17 $10,941 - $11,984
-790 Reduced 0.09%
901,096 $13 Million
Q1 2024

May 10, 2024

SELL
$13.77 - $15.17 $81,697 - $90,003
-5,933 Reduced 0.65%
901,886 $13.7 Million
Q4 2023

Feb 14, 2024

BUY
$11.93 - $14.72 $119,156 - $147,023
9,988 Added 1.11%
907,819 $13.2 Million
Q3 2023

Nov 13, 2023

BUY
$12.65 - $14.39 $110,004 - $125,135
8,696 Added 0.98%
897,831 $11.6 Million
Q2 2023

Jul 31, 2023

SELL
$12.57 - $13.8 $51,662 - $56,718
-4,110 Reduced 0.46%
889,135 $12.3 Million
Q1 2023

May 10, 2023

BUY
$12.72 - $15.35 $2.15 Million - $2.6 Million
169,063 Added 23.35%
893,245 $12.1 Million
Q4 2022

Feb 07, 2023

BUY
$12.33 - $15.13 $226,095 - $277,438
18,337 Added 2.6%
724,182 $9.6 Million
Q3 2022

Nov 14, 2022

BUY
$12.51 - $16.49 $570,218 - $751,630
45,581 Added 6.9%
705,845 $8.86 Million
Q2 2022

Aug 12, 2022

BUY
$13.42 - $17.18 $232,917 - $298,176
17,356 Added 2.7%
660,264 $9.22 Million
Q1 2022

May 16, 2022

BUY
$15.86 - $19.56 $564,092 - $695,690
35,567 Added 5.86%
642,908 $10.9 Million
Q4 2021

Feb 14, 2022

BUY
$17.73 - $19.92 $2.19 Million - $2.46 Million
123,338 Added 25.48%
607,341 $11.9 Million
Q3 2021

Nov 15, 2021

BUY
$17.46 - $19.07 $2.36 Million - $2.58 Million
135,063 Added 38.71%
484,003 $8.72 Million
Q2 2021

Aug 13, 2021

BUY
$17.98 - $19.39 $337,934 - $364,435
18,795 Added 5.69%
348,940 $6.62 Million
Q1 2021

May 14, 2021

BUY
$15.87 - $18.69 $297,054 - $349,839
18,718 Added 6.01%
330,145 $5.98 Million
Q4 2020

Feb 12, 2021

BUY
$12.68 - $16.4 $470,618 - $608,686
37,115 Added 13.53%
311,427 $5.03 Million
Q3 2020

Nov 09, 2020

BUY
$12.21 - $13.82 $193,467 - $218,977
15,845 Added 6.13%
274,312 $3.47 Million
Q2 2020

Aug 13, 2020

BUY
$9.03 - $13.47 $198,434 - $296,003
21,975 Added 9.29%
258,467 $3.24 Million
Q1 2020

May 14, 2020

BUY
$7.9 - $15.31 $35,178 - $68,175
4,453 Added 1.92%
236,492 $2.29 Million
Q4 2019

Feb 14, 2020

BUY
$13.22 - $14.9 $236,598 - $266,665
17,897 Added 8.36%
232,039 $3.43 Million
Q3 2019

Nov 13, 2019

BUY
$13.06 - $14.3 $44,991 - $49,263
3,445 Added 1.64%
214,142 $2.95 Million
Q2 2019

Aug 09, 2019

BUY
$13.13 - $14.51 $401,869 - $444,107
30,607 Added 17.0%
210,697 $2.93 Million
Q1 2019

May 08, 2019

BUY
$11.84 - $14.39 $271,088 - $329,473
22,896 Added 14.57%
180,090 $2.48 Million
Q4 2018

Feb 07, 2019

BUY
$11.08 - $16.26 $172,172 - $252,664
15,539 Added 10.97%
157,194 $1.86 Million
Q3 2018

Nov 14, 2018

BUY
$15.58 - $16.8 $247,457 - $266,834
15,883 Added 12.63%
141,655 $2.32 Million
Q2 2018

Aug 14, 2018

BUY
$15.44 - $16.66 $201,600 - $217,529
13,057 Added 11.58%
125,772 $1.99 Million
Q1 2018

May 15, 2018

BUY
$15.22 - $17.08 $159,581 - $179,083
10,485 Added 10.26%
112,715 $1.75 Million
Q4 2017

Feb 14, 2018

BUY
$15.24 - $16.17 $95,615 - $101,450
6,274 Added 6.54%
102,230 $1.65 Million
Q3 2017

Nov 14, 2017

BUY
$14.16 - $15.79 $184,334 - $205,554
13,018 Added 15.7%
95,956 $1.52 Million
Q2 2017

Aug 14, 2017

BUY
N/A
82,938
82,938 $1.21 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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