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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.2K+ 8.81% |
$17.1K - $19.1K
|
14.8K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 8.63% |
$15.9K - $17.9K
|
14K
$236K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.03KNew |
$14.7K - $16.5K
|
1.03K
$17.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
842+ 7.69% |
$12K - $13.5K
|
11.8K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
827+ 1.56% |
$11.8K - $13.2K
|
53.7K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
821+ 3.82% |
$11.7K - $13.1K
|
22.3K
$374K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
800+ 1.68% |
$11.4K - $12.8K
|
48.5K
$815K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
734+ 5.83% |
$10.5K - $11.8K
|
13.3K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
607+ 5.51% |
$8.67K - $9.72K
|
11.6K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
540+ 3.05% |
$7.71K - $8.65K
|
18.3K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
536+ 1.81% |
$7.65K - $8.58K
|
30.1K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
530+ 0.56% |
$7.57K - $8.49K
|
95.1K
$1.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
420+ 0.9% |
$6K - $6.72K
|
46.9K
$787K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
280+ 1.81% |
$4K - $4.48K
|
15.8K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
245+ 1.7% |
$3.5K - $3.92K
|
14.7K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
236+ 1.73% |
$3.37K - $3.78K
|
13.9K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
220+ 0.61% |
$3.14K - $3.52K
|
36.1K
$606K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
205+ 1.81% |
$2.93K - $3.28K
|
11.5K
$194K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
199+ 1.81% |
$2.84K - $3.19K
|
11.2K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
191+ 1.77% |
$2.73K - $3.06K
|
11K
$185K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
151+ 0.12% |
$2.16K - $2.42K
|
122K
$2.05M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
130+ 0.32% |
$1.86K - $2.08K
|
40.9K
$687K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
107+ 0.5% |
$1.53K - $1.71K
|
21.6K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
107+ 0.76% |
$1.53K - $1.71K
|
14.2K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
73+ 0.69% |
$1.04K - $1.17K
|
10.7K
$180K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
47+ 1.84% |
$671 - $752
|
2.6K
$43.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
46+ 1.79% |
$657 - $736
|
2.62K
$43.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
32+ 0.26% |
$457 - $512
|
12.2K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
28+ 0.12% |
$400 - $448
|
23.7K
$398K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
19New |
$271 - $304
|
19
$319
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
17+ 1.75% |
$243 - $272
|
991
$16.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14+ 0.02% |
$200 - $224
|
65.5K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 1.95% |
$143 - $160
|
524
$8.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9+ 0.0% |
$129 - $144
|
304K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
8+ 1.86% |
$114 - $128
|
438
$7.35K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6+ 1.74% |
$85.7 - $96.1
|
350
$5.88K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$71.4 - $80.1
|
5
$83.9
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 1.6% |
$71.4 - $80.1
|
318
$5.34K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 1.78% |
$57.1 - $64
|
229
$3.84K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 1.46% |
$28.6 - $32
|
139
$2.33K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
281K+ 62.04% |
$3.89M - $4.27M
|
734K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.4KNew |
$476K - $521K
|
34.4K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
23.6KNew |
$327K - $359K
|
23.6K
$397K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
19KNew |
$263K - $288K
|
19K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$173K - $190K
|
12.5K
$210K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10KNew |
$139K - $152K
|
10K
$168K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.05KNew |
$56.1K - $61.4K
|
4.05K
$67.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.5KNew |
$48.4K - $53K
|
3.5K
$58.7K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.31K+ 21.32% |
$45.8K - $50.2K
|
18.8K
$316K
|
|