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 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$22.8K - $27K
|
1.62K
$25K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3.81K- 7.62% |
$53.6K - $63.5K
|
46.2K
$712K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.84K+ 52.11% |
$96.3K - $114K
|
20K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.46K+ 6.08% |
$34.6K - $41K
|
42.9K
$662K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-150- 18.45% |
$2.11K - $2.5K
|
663
$10.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 0.63% |
$957 - $1.13K
|
10.9K
$168K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-694- 1.22% |
$9.76K - $11.6K
|
56.3K
$869K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 33.54% |
$167K - $199K
|
23.6K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
315KNew |
$4.43M - $5.25M
|
315K
$4.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
751New |
$10.6K - $12.5K
|
751
$11.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-686- 1.47% |
$9.65K - $11.4K
|
46K
$710K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5+ 0.03% |
$70.4 - $83.4
|
14.6K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-32- 0.31% |
$450 - $534
|
10.4K
$161K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4K- 8.02% |
$56.3K - $66.8K
|
45.9K
$708K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-7.28K- 21.08% |
$102K - $121K
|
27.2K
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
646+ 0.29% |
$9.09K - $10.8K
|
224K
$3.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
14.6K+ 3.41% |
$205K - $243K
|
441K
$6.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
154+ 0.66% |
$2.17K - $2.57K
|
23.4K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-93.1K- 37.05% |
$1.31M - $1.55M
|
158K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-772- 4.71% |
$10.9K - $12.9K
|
15.6K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
695+ 2.86% |
$9.78K - $11.6K
|
25K
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
918+ 5.11% |
$12.9K - $15.3K
|
18.9K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-270- 0.51% |
$3.8K - $4.5K
|
52.6K
$812K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
46.4KNew |
$653K - $774K
|
46.4K
$716K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
42.5K+ 25.64% |
$598K - $709K
|
208K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-85- 0.33% |
$1.2K - $1.42K
|
26K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
471+ 0.56% |
$6.63K - $7.86K
|
84.1K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.17K+ 2.62% |
$44.7K - $52.9K
|
125K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-492- 3.46% |
$6.92K - $8.21K
|
13.7K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
30.4KNew |
$428K - $508K
|
30.4K
$470K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
408+ 1.7% |
$5.74K - $6.81K
|
24.4K
$376K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
55New |
$774 - $917
|
55
$849
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10.3KNew |
$145K - $171K
|
10.3K
$158K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.2K+ 14.14% |
$875K - $1.04M
|
502K
$7.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.83% |
$84.4 - $100
|
333
$5.14K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-6.59K- 21.71% |
$92.7K - $110K
|
23.8K
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3- -0.0% |
$42.2 - $50
|
65.5K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
9+ 1.98% |
$127 - $150
|
464
$7.16K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.1K+ 19.5% |
$255K - $302K
|
111K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
704+ 0.69% |
$9.91K - $11.7K
|
102K
$1.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-793- 0.41% |
$11.2K - $13.2K
|
194K
$3M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-194- 1.5% |
$2.73K - $3.24K
|
12.7K
$196K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
55+ 2.04% |
$774 - $917
|
2.75K
$42.4K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.3K- 27.85% |
$838K - $935K
|
143K
$2.21M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
23.1KNew |
$349K - $390K
|
23.1K
$356K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
46.8KNew |
$709K - $791K
|
46.8K
$723K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.36K- 26.98% |
$81.2K - $90.6K
|
14.5K
$224K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.83KNew |
$27.8K - $31K
|
1.83K
$28.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
76+ 2.89% |
$1.15K - $1.28K
|
2.71K
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$171K - $191K
|
11.3K
$174K
|
|