Institutional shares held 37.6 Million
0 calls
0 puts
Total value of holdings $585M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 213


Latest Institutional Activity in RVT

Top Purchases

Q2 2025
Shaker Financial Services, LLC Shares Held: 585K ($9.1M)
Q2 2025
Readystate Asset Management LP Shares Held: 233K ($3.62M)
Q2 2025
Raymond James Financial Inc Shares Held: 3.17M ($49.4M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 693K ($10.8M)
Q2 2025
Wolverine Asset Management LLC Shares Held: 163K ($2.54M)

Top Sells

Q2 2025
Morgan Stanley Shares Held: 6.01M ($93.5M)
Q2 2025
Stifel Financial Corp Shares Held: 755K ($11.7M)
Q2 2025
Advisors Asset Management, Inc. Shares Held: 496K ($7.71M)
Q2 2025
Cohen & Steers, Inc. Shares Held: 35.5K ($553K)
Q2 2025
Atria Investments LLC Shares Held: 32.3K ($503K)

About RVT

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 its portfolio against the Russell 2000 Index. Royce Value Trust Inc. was formed on July 1, 1986 and is domiciled in the United States.


Insider Transactions at RVT

Insider Transaction List

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
1.3K Shares
From 1 Insiders
Open market or private purchase 1.3K shares
Sell / Disposition
21.7K Shares
From 1 Insiders
Open market or private sale 21.7K shares

Track Institutional and Insider Activities on RVT

Follow ROYCE VALUE TRUST, INC. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells RVT shares.

Notify only if

Insider Trading

Get notified when an Royce Value Trust, Inc. insider buys or sells RVT shares.

Notify only if

News

Receive news related to ROYCE VALUE TRUST, INC.

Track Activities on RVT