Institutional Ownership Royce Global Value Trust, Inc. (RGT)
This table provides information about the institutional ownership of Royce Global Value Trust, Inc. (RGT). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,594
shares
|
$81,040
0.0% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,536
shares
|
$43,457
0.0% of portfolio
|
Q2 2024
Added 9.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,700
shares
|
$20,893
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
600
shares
|
$7,373
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
483
shares
|
$5,936
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
322
shares
|
$3,957
0.0% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
138
shares
|
$1,696
0.0% of portfolio
|
Q1 2021
Reduced 54.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
78
shares
|
$958
0.0% of portfolio
|
Q1 2025
Reduced 92.42%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
78
shares
|
$958
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
76
shares
|
$934
0.0% of portfolio
|
Q4 2022
Added 1.33%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
22
shares
|
$270
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
9
shares
|
$110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1
shares
|
$12
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|