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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$26.4K - $29.2K
|
1.77K
$27.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-597- 0.79% |
$8.92K - $9.85K
|
75.1K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.28K+ 7.92% |
$19K - $21K
|
17.4K
$269K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-809- 7.04% |
$12.1K - $13.3K
|
10.7K
$166K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-810- 6.65% |
$12.1K - $13.4K
|
11.4K
$176K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
359+ 1.53% |
$5.36K - $5.92K
|
23.8K
$368K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-4.7K- 14.99% |
$70.2K - $77.5K
|
26.6K
$413K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
422+ 0.88% |
$6.3K - $6.96K
|
48.4K
$749K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-18.6K- 11.41% |
$278K - $307K
|
145K
$2.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
5+ 1.63% |
$74.7 - $82.5
|
311
$4.82K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75.2K+ 10.85% |
$1.12M - $1.24M
|
768K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.85KNew |
$42.6K - $47K
|
2.85K
$44.2K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-1.35K- 4.57% |
$20.2K - $22.3K
|
28.2K
$437K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
838New |
$12.5K - $13.8K
|
838
$13K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
255+ 1.67% |
$3.81K - $4.21K
|
15.5K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.23K- 1.53% |
$18.4K - $20.3K
|
79.5K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-650Closed |
$9.71K - $10.7K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-396- 0.93% |
$5.92K - $6.53K
|
42.2K
$654K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
24+ 1.78% |
$359 - $396
|
1.38K
$21.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.1K- 15.49% |
$151K - $167K
|
55.1K
$854K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
416+ 22.68% |
$6.22K - $6.86K
|
2.25K
$34.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.25K+ 8.15% |
$63.4K - $70K
|
56.3K
$873K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.2KNew |
$182K - $201K
|
12.2K
$189K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 14.48% |
$291K - $322K
|
154K
$2.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
34+ 0.14% |
$508 - $561
|
23.8K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.4K+ 7.88% |
$259K - $286K
|
238K
$3.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
20.9KNew |
$312K - $344K
|
20.9K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.37K- 71.77% |
$20.4K - $22.6K
|
538
$8.34K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-773- 0.68% |
$11.5K - $12.8K
|
113K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
71.2K+ 14.47% |
$1.06M - $1.17M
|
563K
$8.73M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
32.6K+ 264.98% |
$488K - $539K
|
45K
$697K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-295K- 50.49% |
$4.41M - $4.87M
|
290K
$4.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.57% |
$44.8 - $49.5
|
194
$3.01K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.6K+ 4.11% |
$113K - $125K
|
192K
$2.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.2K+ 0.73% |
$17.9K - $19.8K
|
166K
$2.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-321- 10.79% |
$4.8K - $5.3K
|
2.66K
$41.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21+ 0.05% |
$314 - $347
|
43K
$666K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
367+ 1.48% |
$5.48K - $6.06K
|
25.2K
$390K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$523 - $578
|
35
$543
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-800- 3.24% |
$12K - $13.2K
|
23.9K
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
56+ 3.32% |
$837 - $924
|
1.74K
$27K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
754+ 1.58% |
$11.3K - $12.4K
|
48.5K
$752K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
25+ 0.24% |
$374 - $413
|
10.5K
$163K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-516- 2.73% |
$7.71K - $8.51K
|
18.4K
$285K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.03% |
$44.8 - $49.5
|
10.1K
$156K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
408+ 8.16% |
$6.1K - $6.73K
|
5.41K
$83.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.15KNew |
$47.1K - $52K
|
3.15K
$48.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
848+ 1.68% |
$12.7K - $14K
|
51.4K
$796K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-515- 0.8% |
$7.69K - $8.5K
|
63.9K
$990K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.09KNew |
$16.3K - $18K
|
1.09K
$16.9K
|
|