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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.26K+ 6.8% |
$123K - $136K
|
130K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7+ 1.87% |
$105 - $116
|
382
$5.92K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.24K- 1.02% |
$78.3K - $86.5K
|
509K
$7.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
259+ 1.77% |
$3.87K - $4.27K
|
14.9K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-400- 10.29% |
$5.98K - $6.6K
|
3.49K
$54.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.92K- 9.37% |
$28.7K - $31.7K
|
18.6K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.4K+ 60.07% |
$200K - $221K
|
35.8K
$554K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 0.83% |
$254K - $280K
|
2.06M
$32M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.4K+ 3.9% |
$440K - $486K
|
784K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-14.3K- 16.65% |
$214K - $236K
|
71.6K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.2K+ 16.97% |
$272K - $300K
|
126K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
36.4KNew |
$543K - $600K
|
36.4K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 8.08% |
$191K - $211K
|
171K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.22K+ 19.3% |
$48.1K - $53.1K
|
19.9K
$309K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 100.0% |
$26.1K - $28.9K
|
3.5K
$54.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 10.62% |
$18.2K - $20.1K
|
12.7K
$197K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.08K- 74.9% |
$16.1K - $17.8K
|
361
$5.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
13New |
$194 - $215
|
13
$202
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20.5K+ 10.1% |
$307K - $339K
|
224K
$3.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-188K- 80.74% |
$2.81M - $3.1M
|
44.8K
$695K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
567K+ 476.34% |
$8.46M - $9.35M
|
686K
$10.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14+ 0.13% |
$209 - $231
|
10.5K
$162K
|
|
|
Nov 07, 2025
Q3 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
574+ 1.78% |
$8.58K - $9.47K
|
32.8K
$509K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.61K- 4.63% |
$53.9K - $59.5K
|
74.4K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-159K- 32.04% |
$2.37M - $2.62M
|
337K
$5.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
20+ 1.52% |
$299 - $330
|
1.34K
$20.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
814+ 3.46% |
$12.2K - $13.4K
|
24.3K
$377K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-6.73K- 20.91% |
$101K - $111K
|
25.5K
$395K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
53.8KNew |
$804K - $888K
|
53.8K
$834K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
300+ 1.78% |
$4.48K - $4.95K
|
17.2K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.84K+ 1.8% |
$42.4K - $46.8K
|
161K
$2.49M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
386+ 3.81% |
$5.77K - $6.37K
|
10.5K
$163K
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-2.19K- 11.17% |
$32.7K - $36.1K
|
17.4K
$269K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.52K+ 12.84% |
$22.7K - $25.1K
|
13.4K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1K- 5.01% |
$14.9K - $16.5K
|
19K
$294K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
198K+ 41.06% |
$2.95M - $3.26M
|
679K
$10.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.94K+ 3.29% |
$104K - $115K
|
218K
$3.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.14K+ 1634.29% |
$17.1K - $18.9K
|
1.21K
$18.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6K+ 6.53% |
$89.7K - $99K
|
97.9K
$1.52M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-35- 0.13% |
$523 - $578
|
27.8K
$431K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.7K- 29.35% |
$130K - $144K
|
20.9K
$325K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.77% |
$89.6 - $99
|
345
$5.35K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.98% |
$14.9 - $16.5
|
103
$1.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
32.5KNew |
$486K - $537K
|
32.5K
$504K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.24K- 8.58% |
$18.6K - $20.5K
|
13.2K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3KNew |
$154K - $170K
|
10.3K
$160K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11KNew |
$164K - $181K
|
11K
$170K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11KNew |
$164K - $181K
|
11K
$170K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
69KNew |
$1.03M - $1.14M
|
69K
$1.07M
|
|