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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 6.67% |
$1.57M - $1.86M
|
1.79M
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.73KNew |
$38.4K - $45.6K
|
2.73K
$42.1K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.53KNew |
$21.5K - $25.5K
|
1.53K
$23.6K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.9K+ 18.64% |
$435K - $516K
|
197K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2.01K- 17.41% |
$28.3K - $33.5K
|
9.52K
$147K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-96.5K- 3.14% |
$1.36M - $1.61M
|
2.98M
$45.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.5K+ 7.59% |
$879K - $1.04M
|
886K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.14KNew |
$16K - $19K
|
1.14K
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 2.93% |
$301K - $356K
|
749K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$155K - $184K
|
11K
$170K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.08K+ 2.19% |
$15.2K - $18.1K
|
50.6K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.83KNew |
$110K - $131K
|
7.83K
$121K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1K+ 5.27% |
$14.1K - $16.7K
|
20K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.18K+ 448.85% |
$16.5K - $19.6K
|
1.44K
$22.2K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-15.6K- 17.49% |
$219K - $260K
|
73.6K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$154K - $182K
|
10.9K
$169K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.89K- 26.29% |
$82.8K - $98.2K
|
16.5K
$255K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.01K+ 2.78% |
$56.4K - $66.9K
|
148K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 9.43% |
$16.8K - $19.9K
|
11.5K
$177K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.47K- 1.76% |
$34.7K - $41.1K
|
138K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-472- 3.86% |
$6.64K - $7.87K
|
11.8K
$181K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
210K+ 281.74% |
$2.95M - $3.5M
|
284K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-10.7K- 19.2% |
$151K - $178K
|
45K
$695K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-999- 99.9% |
$14.1K - $16.7K
|
1
$15.4
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-200- 1.49% |
$2.81K - $3.34K
|
13.2K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.39K+ 5.66% |
$33.6K - $39.8K
|
44.5K
$687K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
637+ 2.06% |
$8.96K - $10.6K
|
31.6K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.14% |
$464 - $550
|
23.8K
$367K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.04KNew |
$14.6K - $17.3K
|
1.04K
$16K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
109+ 0.77% |
$1.53K - $1.82K
|
14.3K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-865- 25.37% |
$12.2K - $14.4K
|
2.54K
$39.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
660K+ 52.34% |
$9.28M - $11M
|
1.92M
$29.6M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2K+ 10.0% |
$28.1K - $33.4K
|
22K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-786- 3.05% |
$11.1K - $13.1K
|
25K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-612- 5.01% |
$8.61K - $10.2K
|
11.6K
$179K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
10.1KNew |
$142K - $169K
|
10.1K
$156K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.3K- 29.75% |
$201K - $239K
|
33.8K
$521K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8K+ 14.36% |
$209K - $248K
|
118K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
822New |
$11.6K - $13.7K
|
822
$12.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 13.8% |
$266K - $316K
|
156K
$2.41M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
227+ 2.01% |
$3.19K - $3.79K
|
11.5K
$177K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
3.31K+ 30.85% |
$46.6K - $55.2K
|
14K
$217K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.4KNew |
$400K - $474K
|
28.4K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-234- 0.25% |
$3.29K - $3.9K
|
94.5K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11.6K- 2.39% |
$163K - $193K
|
473K
$7.29M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-568- 1.74% |
$7.99K - $9.47K
|
32.1K
$495K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
333+ 2.05% |
$4.69K - $5.55K
|
16.6K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
81New |
$1.14K - $1.35K
|
81
$1.25K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.86K+ 3.05% |
$26.1K - $31K
|
62.7K
$968K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
284+ 1.93% |
$4K - $4.74K
|
15K
$231K
|