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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.3K+ 185.82% |
$254K - $309K
|
31.2K
$501K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-175- 26.4% |
$2.19K - $2.66K
|
488
$7.83K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.5KNew |
$144K - $175K
|
11.5K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 6.56% |
$1.57M - $1.92M
|
2.05M
$32.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-109K- 17.99% |
$1.36M - $1.65M
|
496K
$7.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
102New |
$1.28K - $1.55K
|
102
$1.64K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.9K+ 4.58% |
$111K - $135K
|
203K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.07K+ 1.33% |
$25.9K - $31.5K
|
158K
$2.54M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.7K+ 6.54% |
$121K - $148K
|
158K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.65K- 5.24% |
$33.1K - $40.3K
|
47.9K
$769K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
28.2K+ 2476.71% |
$352K - $429K
|
29.3K
$470K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
491+ 14.45% |
$6.14K - $7.47K
|
3.89K
$62.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.65K+ 11.73% |
$20.6K - $25.1K
|
15.7K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
19.5K+ 4.13% |
$244K - $297K
|
492K
$7.89M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
146+ 0.46% |
$1.83K - $2.22K
|
32.2K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
190+ 2.0% |
$2.38K - $2.89K
|
9.71K
$156K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.3KNew |
$141K - $172K
|
11.3K
$181K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.49K+ 7.38% |
$31.2K - $37.9K
|
36.3K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5+ 0.04% |
$62.5 - $76.1
|
12K
$193K
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-830- 1.84% |
$10.4K - $12.6K
|
44.2K
$709K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
119KNew |
$1.49M - $1.81M
|
119K
$1.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15K+ 115.94% |
$188K - $228K
|
27.9K
$448K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.21K+ 1.99% |
$27.7K - $33.7K
|
113K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
233KNew |
$2.91M - $3.54M
|
233K
$3.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-7- 0.03% |
$87.5 - $106
|
23.4K
$375K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
262+ 1.6% |
$3.28K - $3.99K
|
16.7K
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.88K+ 2.55% |
$23.5K - $28.6K
|
75.7K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10.7K+ 97.93% |
$134K - $163K
|
21.6K
$346K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.62K- 2.78% |
$32.8K - $39.9K
|
91.9K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.81K- 2.05% |
$35.2K - $42.8K
|
135K
$2.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$100 - $122
|
8
$128
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
30.4K+ 63.74% |
$380K - $462K
|
78K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-5.8K- 2.89% |
$72.5K - $88.2K
|
195K
$3.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.44K- 5.75% |
$18K - $21.8K
|
23.5K
$377K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.57K+ 3.04% |
$120K - $146K
|
325K
$5.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
286+ 2.0% |
$3.58K - $4.35K
|
14.6K
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
330+ 1.99% |
$4.13K - $5.02K
|
16.9K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
301K+ 105.72% |
$3.76M - $4.57M
|
585K
$9.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.3K- 3.63% |
$16.3K - $19.8K
|
34.6K
$554K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.8% |
$75 - $91.3
|
339
$5.44K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
34+ 0.14% |
$425 - $517
|
23.8K
$382K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
40K+ 9.05% |
$499K - $608K
|
481K
$7.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
37+ 0.16% |
$463 - $563
|
23.8K
$382K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
500New |
$6.25K - $7.61K
|
500
$8.02K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
497+ 60.46% |
$6.21K - $7.56K
|
1.32K
$21.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.01% |
$12.5 - $15.2
|
18.9K
$303K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-85.9K- 72.64% |
$1.07M - $1.31M
|
32.3K
$519K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.13K- 9.73% |
$14.1K - $17.2K
|
10.5K
$168K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
155K+ 1982.45% |
$1.94M - $2.36M
|
163K
$2.62M
|