Institutional shares held 30 Million
0 calls
0 puts
Total value of holdings $451M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 174


Latest Institutional Activity in RVT

Top Purchases

Q1 2024
Morgan Stanley Shares Held: 5.43M ($81.6M)
Q1 2024
Cetera Advisors LLC Shares Held: 264K ($3.96M)
Q1 2024
Lazard Asset Management LLC Shares Held: 385K ($5.78M)
Q1 2024
Advisors Asset Management, Inc. Shares Held: 668K ($10M)
Q1 2024
Stifel Financial Corp Shares Held: 739K ($11.1M)

Top Sells

Q1 2024
Cornerstone Advisors, LLC Shares Held: 453K ($6.81M)
Q1 2024
Punch & Associates Investment Management, Inc. Shares Held: 69.1K ($1.04M)
Q1 2024
1607 Capital Partners, LLC Shares Held: 130K ($1.95M)
Q1 2024
Allspring Global Investments Holdings, LLC Shares Held: 366K ($5.5M)
Q1 2024
Bank Of America Corp Shares Held: 5.67M ($85.2M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
7.3K Shares
From 2 Insiders
Open market or private purchase 7.3K shares
Sell / Disposition
0 Shares
From 0 Insiders

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