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 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$154K - $187K
|
12.3K
$198K
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
633+ 2.0% |
$7.91K - $9.63K
|
32.2K
$517K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.99K- 2.4% |
$37.4K - $45.5K
|
122K
$1.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.75K+ 1.32% |
$34.4K - $41.9K
|
211K
$3.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.05K+ 25.65% |
$75.6K - $92K
|
29.6K
$475K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.42K- 1.53% |
$42.7K - $52K
|
220K
$3.53M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.38K- 9.55% |
$29.8K - $36.2K
|
22.6K
$362K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-1.03K- 8.0% |
$12.9K - $15.7K
|
11.8K
$190K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
405+ 1.66% |
$5.06K - $6.16K
|
24.8K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
276+ 1.84% |
$3.45K - $4.2K
|
15.2K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.94K- 4.36% |
$24.3K - $29.5K
|
42.6K
$683K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
26.6K+ 16.8% |
$332K - $404K
|
185K
$2.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.69KNew |
$21.1K - $25.7K
|
1.69K
$27.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
5.27K+ 11.25% |
$65.9K - $80.2K
|
52.1K
$836K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24+ 0.06% |
$300 - $365
|
43K
$689K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-248- 23.89% |
$3.1K - $3.77K
|
790
$12.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
35K+ 159.09% |
$438K - $532K
|
57K
$914K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-21.3K- 40.45% |
$266K - $324K
|
31.3K
$503K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
28+ 0.27% |
$350 - $426
|
10.5K
$168K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
470+ 3.01% |
$5.88K - $7.15K
|
16.1K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
3.42K+ 3.35% |
$42.8K - $52.1K
|
106K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
700New |
$8.75K - $10.6K
|
700
$11.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
758+ 5.53% |
$9.48K - $11.5K
|
14.5K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.4KNew |
$130K - $158K
|
10.4K
$166K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-96- 0.75% |
$1.2K - $1.46K
|
12.6K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
60.9K+ 131.25% |
$761K - $926K
|
107K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
191K+ 38.04% |
$2.39M - $2.9M
|
693K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.32K- 5.08% |
$16.5K - $20.1K
|
24.7K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.67K+ 2.66% |
$20.9K - $25.4K
|
64.4K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-3.36K- 4.0% |
$42.1K - $51.2K
|
80.7K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.59K+ 3.43% |
$19.8K - $24.1K
|
47.8K
$766K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35KNew |
$16.9K - $20.5K
|
1.35K
$21.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.03% |
$37.5 - $45.6
|
10.1K
$161K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
381+ 0.66% |
$4.76K - $5.8K
|
58.2K
$933K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.7K- 60.53% |
$233K - $284K
|
12.2K
$195K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
1.7K+ 3.48% |
$21.2K - $25.8K
|
50.5K
$811K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.35K+ 4.79% |
$16.9K - $20.5K
|
29.5K
$473K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-12.3K- 19.66% |
$154K - $187K
|
50.3K
$807K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
2.29K+ 5.67% |
$28.6K - $34.8K
|
42.6K
$683K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
242+ 2.0% |
$3.03K - $3.68K
|
12.4K
$198K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 2.0% |
$138 - $167
|
561
$9K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-5.52K- 3.25% |
$69.1K - $84K
|
165K
$2.64M
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9.14KNew |
$129K - $153K
|
9.14K
$147K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-694- 1.22% |
$9.76K - $11.6K
|
56.3K
$904K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.3KNew |
$158K - $188K
|
11.3K
$181K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
600New |
$8.44K - $10K
|
600
$9.62K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
13.5KNew |
$190K - $225K
|
13.5K
$216K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5KNew |
$190K - $225K
|
13.5K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-818Closed |
$11.5K - $13.6K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.79K+ 12.23% |
$67.4K - $79.9K
|
43.9K
$705K
|
|