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 |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
301K+ 105.72% |
$3.76M - $4.57M
|
585K
$9.1M
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
233KNew |
$2.91M - $3.54M
|
233K
$3.62M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
199K+ 6.68% |
$2.49M - $3.03M
|
3.17M
$49.4M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
191K+ 38.04% |
$2.39M - $2.9M
|
693K
$10.8M
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
155K+ 1982.45% |
$1.94M - $2.36M
|
163K
$2.54M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 6.56% |
$1.57M - $1.92M
|
2.05M
$31.8M
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
119KNew |
$1.49M - $1.81M
|
119K
$1.85M
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
78KNew |
$975K - $1.19M
|
78K
$1.21M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.3K+ 3.94% |
$879K - $1.07M
|
1.86M
$28.9M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
60.9K+ 131.25% |
$761K - $926K
|
107K
$1.67M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.5K+ 0.87% |
$681K - $829K
|
6.29M
$97.9M
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
52.4KNew |
$655K - $797K
|
52.4K
$815K
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
51.5KNew |
$644K - $783K
|
51.5K
$801K
|
|
Aug 14, 2025
Q2 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
50KNew |
$625K - $761K
|
50K
$778K
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
40K+ 9.05% |
$499K - $608K
|
481K
$7.49M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.5K+ 295.18% |
$482K - $586K
|
51.6K
$803K
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
35K+ 159.09% |
$438K - $532K
|
57K
$887K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
30.4K+ 63.74% |
$380K - $462K
|
78K
$1.21M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29.9K+ 107.94% |
$374K - $455K
|
57.6K
$896K
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
28.2K+ 2476.71% |
$352K - $429K
|
29.3K
$456K
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
26.6K+ 16.8% |
$332K - $404K
|
185K
$2.87M
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.3K+ 185.82% |
$254K - $309K
|
31.2K
$486K
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
19.5K+ 4.13% |
$244K - $297K
|
492K
$7.66M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.6K+ 109.13% |
$195K - $237K
|
29.9K
$465K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15K+ 115.94% |
$188K - $228K
|
27.9K
$435K
|
|
Aug 14, 2025
Q2 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
14.6KNew |
$183K - $222K
|
14.6K
$227K
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
12.8KNew |
$160K - $195K
|
12.8K
$200K
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$154K - $187K
|
12.3K
$192K
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.5KNew |
$144K - $175K
|
11.5K
$179K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.3KNew |
$141K - $172K
|
11.3K
$176K
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
10.7KNew |
$134K - $163K
|
10.7K
$166K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10.7K+ 97.93% |
$134K - $163K
|
21.6K
$336K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.4KNew |
$130K - $158K
|
10.4K
$161K
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.2K+ 69.78% |
$127K - $155K
|
24.8K
$386K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.7K+ 6.54% |
$121K - $148K
|
158K
$2.46M
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.57K+ 3.04% |
$120K - $146K
|
325K
$5.05M
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.9K+ 4.58% |
$111K - $135K
|
203K
$3.16M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8K+ 3.04% |
$100K - $122K
|
271K
$4.21M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.05K+ 25.65% |
$75.6K - $92K
|
29.6K
$461K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.52K+ 10.35% |
$69K - $84K
|
58.9K
$916K
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
5.27K+ 11.25% |
$65.9K - $80.2K
|
52.1K
$811K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.65K+ 34.98% |
$58.1K - $70.7K
|
17.9K
$279K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.51KNew |
$43.9K - $53.4K
|
3.51K
$54.6K
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
3.42K+ 3.35% |
$42.8K - $52.1K
|
106K
$1.64M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.75K+ 1.32% |
$34.4K - $41.9K
|
211K
$3.28M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.49K+ 7.38% |
$31.2K - $37.9K
|
36.3K
$565K
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
2.29K+ 5.67% |
$28.6K - $34.8K
|
42.6K
$662K
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.21K+ 1.99% |
$27.7K - $33.7K
|
113K
$1.76M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.07K+ 1.33% |
$25.9K - $31.5K
|
158K
$2.46M
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.88K+ 2.55% |
$23.5K - $28.6K
|
75.7K
$1.18M
|