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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35KNew |
$16.9K - $20.5K
|
1.35K
$20.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
381+ 0.66% |
$4.76K - $5.8K
|
58.2K
$898K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.03% |
$37.5 - $45.6
|
10.1K
$155K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
1.7K+ 3.48% |
$21.2K - $25.8K
|
50.5K
$780K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.7K- 60.53% |
$233K - $284K
|
12.2K
$188K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-12.3K- 19.66% |
$154K - $187K
|
50.3K
$776K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
2.29K+ 5.67% |
$28.6K - $34.8K
|
42.6K
$657K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.35K+ 4.79% |
$16.9K - $20.5K
|
29.5K
$455K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
242+ 2.0% |
$3.03K - $3.68K
|
12.4K
$191K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 2.0% |
$138 - $167
|
561
$8.66K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-5.52K- 3.25% |
$69.1K - $84K
|
165K
$2.54M
|
|
| Q1 2025 | |||||||
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-521- 0.1% |
$7.33K - $8.69K
|
540K
$8.34M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-475- 64.89% |
$6.68K - $7.92K
|
257
$3.97K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.3KNew |
$158K - $188K
|
11.3K
$174K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5KNew |
$190K - $225K
|
13.5K
$208K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
13.5KNew |
$190K - $225K
|
13.5K
$208K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
600New |
$8.44K - $10K
|
600
$9.26K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 2.05% |
$774 - $917
|
2.73K
$42.2K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
637+ 1.26% |
$8.96K - $10.6K
|
51.4K
$793K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.92K+ 5.79% |
$41.1K - $48.7K
|
53.3K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.7KNew |
$390K - $462K
|
27.7K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.79K+ 12.23% |
$67.4K - $79.9K
|
43.9K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-818Closed |
$11.5K - $13.6K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
390K+ 6.67% |
$5.49M - $6.51M
|
6.24M
$96.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.4K+ 1.32% |
$1.17M - $1.39M
|
6.39M
$98.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.8K+ 3.07% |
$672K - $797K
|
1.6M
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-900- 1.85% |
$12.7K - $15K
|
47.6K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.78K+ 37.32% |
$81.4K - $96.5K
|
21.3K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
955+ 8.65% |
$13.4K - $15.9K
|
12K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.6K- 48.74% |
$191K - $227K
|
14.3K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-109K- 15.27% |
$1.53M - $1.82M
|
604K
$9.32M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.8K+ 107.46% |
$686K - $814K
|
94.2K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-20.5K- 16.92% |
$288K - $342K
|
101K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.3K- 7.83% |
$103K - $122K
|
85.9K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.86K- 26.8% |
$68.4K - $81.1K
|
13.3K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.98K+ 23.42% |
$140K - $166K
|
52.6K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.08K- 30.54% |
$99.5K - $118K
|
16.1K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.01K+ 25.0% |
$70.4K - $83.5K
|
25K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.26K- 14.59% |
$31.8K - $37.7K
|
13.2K
$204K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.99K+ 15.45% |
$98.4K - $117K
|
52.2K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.83K+ 7.0% |
$67.9K - $80.5K
|
73.8K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$184K - $218K
|
13.1K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.9K- 4.0% |
$154K - $182K
|
263K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
385+ 2.06% |
$5.42K - $6.42K
|
19.1K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.19K+ 6.14% |
$16.7K - $19.8K
|
20.5K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20.8K+ 4.66% |
$293K - $347K
|
468K
$7.22M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7+ 1.94% |
$98.5 - $117
|
368
$5.68K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
264+ 1.63% |
$3.71K - $4.4K
|
16.4K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
281+ 1.97% |
$3.95K - $4.69K
|
14.6K
$225K
|
|