Latest Institutional Transactions on Royce Global Value Trust, Inc. (RGT)
This table provides information on the latest institutional transactions involving Royce Global Value Trust, Inc. (RGT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
24New |
$202 - $239
|
24
$256
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
317New |
$2.67K - $3.15K
|
317
$3.39K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51- 98.08% |
$412 - $488
|
1
$10.7
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 1.33% |
$8.07 - $9.57
|
76
$812
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
91New |
$792 - $1.04K
|
91
$972
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
24.9KNew |
$217K - $284K
|
24.9K
$266K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-123KClosed |
$1.07M - $1.4M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14KClosed |
$122K - $160K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-490Closed |
$4.26K - $5.59K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.68K- 88.46% |
$23.3K - $30.6K
|
350
$3.74K
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.71K- 11.83% |
$23.5K - $30.9K
|
20.2K
$215K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-148Closed |
$1.29K - $1.69K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-600Closed |
$5.22K - $6.85K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-133Closed |
$1.38K - $1.76K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-14Closed |
$145 - $185
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-130Closed |
$1.35K - $1.72K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14Closed |
$175 - $244
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-86Closed |
$1.08K - $1.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.15KClosed |
$39.4K - $54.9K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
416+ 21.96% |
$5.21K - $7.26K
|
2.31K
$24.7K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-24Closed |
$300 - $419
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-678Closed |
$9.93K - $11.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-534- 28.63% |
$7.82K - $8.7K
|
1.33K
$14.2K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-381Closed |
$5.58K - $6.21K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100KNew |
$1.46M - $1.63M
|
100K
$1.07M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-74Closed |
$1.08K - $1.21K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-47Closed |
$688 - $766
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-50KClosed |
$710K - $762K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-89Closed |
$1.26K - $1.36K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-132Closed |
$1.87K - $2.01K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-927Closed |
$12.1K - $13.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-95KClosed |
$1.24M - $1.37M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-54.9KClosed |
$717K - $792K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-185KClosed |
$2.42M - $2.68M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-29.8KClosed |
$389K - $430K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-381Closed |
$4.98K - $5.5K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-62Closed |
$811 - $895
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-2- 0.1% |
$26.2 - $28.9
|
1.99K
$21.3K
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-167- 54.75% |
$2.18K - $2.41K
|
138
$1.47K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Css LLC
Chicago, IL |
SELL
|
- |
-13.6KClosed |
$166K - $208K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-92.5KClosed |
$1.13M - $1.42M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-244KClosed |
$2.99M - $3.75M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-672KClosed |
$8.24M - $10.3M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-10.4KClosed |
$128K - $160K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-4Closed |
$49.1 - $61.5
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-82.6KClosed |
$1.01M - $1.27M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.09KClosed |
$50.2K - $62.9K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Grace & White Inc
|
SELL
|
- |
-39.2KClosed |
$481K - $603K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-15.5KClosed |
$181K - $205K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2Closed |
$23.3 - $26.4
|
0
$0
|