Latest Institutional Purchases of Royce Value Trust, Inc. (RVT)
This list provides information on the latest institutional transactions involving Royce Value Trust, Inc. (RVT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
2.29K+ 5.67% |
$28.6K - $34.8K
|
42.6K
$657K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
1.7K+ 3.48% |
$21.2K - $25.8K
|
50.5K
$780K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35KNew |
$16.9K - $20.5K
|
1.35K
$20.8K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.35K+ 4.79% |
$16.9K - $20.5K
|
29.5K
$455K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
381+ 0.66% |
$4.76K - $5.8K
|
58.2K
$898K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
242+ 2.0% |
$3.03K - $3.68K
|
12.4K
$191K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 2.0% |
$138 - $167
|
561
$8.66K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.03% |
$37.5 - $45.6
|
10.1K
$155K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
660K+ 52.34% |
$9.28M - $11M
|
1.92M
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
390K+ 6.67% |
$5.49M - $6.51M
|
6.24M
$96.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
315KNew |
$4.43M - $5.25M
|
315K
$4.86M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
210K+ 281.74% |
$2.95M - $3.5M
|
284K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 6.67% |
$1.57M - $1.86M
|
1.79M
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.4K+ 1.32% |
$1.17M - $1.39M
|
6.39M
$98.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.5K+ 7.59% |
$879K - $1.04M
|
886K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.2K+ 14.14% |
$875K - $1.04M
|
502K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.8K+ 107.46% |
$686K - $814K
|
94.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.8K+ 3.07% |
$672K - $797K
|
1.6M
$24.7M
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.9K+ 18.64% |
$435K - $516K
|
197K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
30.4KNew |
$428K - $508K
|
30.4K
$470K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.4KNew |
$400K - $474K
|
28.4K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.7KNew |
$390K - $462K
|
27.7K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 2.93% |
$301K - $356K
|
749K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20.8K+ 4.66% |
$293K - $347K
|
468K
$7.22M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 13.8% |
$266K - $316K
|
156K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.1K+ 19.5% |
$255K - $302K
|
111K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8K+ 14.36% |
$209K - $248K
|
118K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
14.6K+ 3.41% |
$205K - $243K
|
441K
$6.81M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
13.5KNew |
$190K - $225K
|
13.5K
$208K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5KNew |
$190K - $225K
|
13.5K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$184K - $218K
|
13.1K
$201K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.3KNew |
$158K - $188K
|
11.3K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$155K - $184K
|
11K
$170K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$154K - $182K
|
10.9K
$169K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10.3KNew |
$145K - $171K
|
10.3K
$158K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
10.1KNew |
$142K - $169K
|
10.1K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.98K+ 23.42% |
$140K - $166K
|
52.6K
$811K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.83KNew |
$110K - $131K
|
7.83K
$121K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.99K+ 15.45% |
$98.4K - $117K
|
52.2K
$806K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.84K+ 52.11% |
$96.3K - $114K
|
20K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.78K+ 37.32% |
$81.4K - $96.5K
|
21.3K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.01K+ 25.0% |
$70.4K - $83.5K
|
25K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.83K+ 7.0% |
$67.9K - $80.5K
|
73.8K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.79K+ 12.23% |
$67.4K - $79.9K
|
43.9K
$678K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.01K+ 2.78% |
$56.4K - $66.9K
|
148K
$2.29M
|
|
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.17K+ 2.62% |
$44.7K - $52.9K
|
125K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.92K+ 5.79% |
$41.1K - $48.7K
|
53.3K
$823K
|
|