Latest Institutional Transactions on Royce Value Trust, Inc. (RVT)
This table provides information on the latest institutional transactions involving Royce Value Trust, Inc. (RVT) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.07MNew |
$46.5M - $51.9M
|
3.07M
$49.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.76K+ 8.12% |
$118K - $131K
|
103K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91.6K+ 123.01% |
$1.39M - $1.55M
|
166K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
599New |
$9.07K - $10.1K
|
599
$9.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.3K+ 2.86% |
$19.6K - $21.9K
|
46.7K
$758K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$15.2 - $16.9
|
16.2K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.4K+ 10.23% |
$233K - $260K
|
166K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$218K - $243K
|
14.4K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16.6K+ 9.32% |
$252K - $281K
|
195K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
370+ 2.9% |
$5.61K - $6.25K
|
13.1K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$30.3 - $33.8
|
12.2K
$198K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
871+ 2.89% |
$13.2K - $14.7K
|
31K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
23.2K+ 5.76% |
$352K - $393K
|
427K
$6.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.96K+ 1.87% |
$60.1K - $67K
|
216K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.15K+ 2.36% |
$78K - $87K
|
223K
$3.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9K+ 18.43% |
$28.8K - $32.2K
|
12.2K
$199K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-310- 0.54% |
$4.7K - $5.24K
|
57K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 2.78% |
$75.8 - $84.5
|
185
$3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.41K+ 2.55% |
$51.6K - $57.6K
|
137K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.43K+ 5.16% |
$36.8K - $41K
|
49.5K
$804K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
138+ 1.29% |
$2.09K - $2.33K
|
10.8K
$176K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
19.6KNew |
$296K - $331K
|
19.6K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-135K- 34.99% |
$2.05M - $2.29M
|
251K
$4.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
75+ 2.87% |
$1.14K - $1.27K
|
2.69K
$43.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.08% |
$182 - $203
|
14.2K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
24KNew |
$363K - $405K
|
24K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.6K+ 191.58% |
$403K - $449K
|
40.5K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
23+ 0.16% |
$348 - $389
|
14.7K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.1K- 7.85% |
$16.7K - $18.6K
|
12.9K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.19K+ 13.39% |
$109K - $121K
|
60.9K
$988K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.1K- 25.56% |
$260K - $290K
|
49.9K
$810K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.07K+ 23.03% |
$46.5K - $51.9K
|
16.4K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-773- 0.73% |
$11.7K - $13.1K
|
105K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
10.5KNew |
$159K - $177K
|
10.5K
$170K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 2.83% |
$136 - $152
|
327
$5.31K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
6.64K+ 23.81% |
$101K - $112K
|
34.5K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.99K- 3.62% |
$30.1K - $33.6K
|
52.9K
$859K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-976- 1.15% |
$14.8K - $16.5K
|
83.6K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.6K+ 5.79% |
$24.3K - $27.1K
|
29.3K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-521- 13.26% |
$7.89K - $8.8K
|
3.41K
$55.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-20.4K- 16.75% |
$309K - $345K
|
102K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 2.0% |
$15.2 - $16.9
|
51
$828
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 2.75% |
$178K - $199K
|
440K
$7.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.02K- 14.19% |
$76K - $84.8K
|
30.3K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.37K- 4.99% |
$20.8K - $23.2K
|
26.1K
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.22K+ 6.88% |
$48.7K - $54.4K
|
50K
$812K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.88K- 6.26% |
$58.7K - $65.5K
|
58.1K
$943K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
606+ 1.29% |
$9.18K - $10.2K
|
47.5K
$771K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
33.3K+ 55.86% |
$505K - $563K
|
92.9K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1.7K- 5.76% |
$25.8K - $28.7K
|
27.8K
$452K
|