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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.73KNew |
$38.4K - $45.6K
|
2.73K
$42.1K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.46K+ 6.08% |
$34.6K - $41K
|
42.9K
$662K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.39K+ 5.66% |
$33.6K - $39.8K
|
44.5K
$687K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2K+ 10.0% |
$28.1K - $33.4K
|
22K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.86K+ 3.05% |
$26.1K - $31K
|
62.7K
$968K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$22.8K - $27K
|
1.62K
$25K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.53KNew |
$21.5K - $25.5K
|
1.53K
$23.6K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.19K+ 6.14% |
$16.7K - $19.8K
|
20.5K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.18K+ 448.85% |
$16.5K - $19.6K
|
1.44K
$22.2K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.14KNew |
$16K - $19K
|
1.14K
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.08K+ 2.19% |
$15.2K - $18.1K
|
50.6K
$780K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.04KNew |
$14.6K - $17.3K
|
1.04K
$16K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1K+ 5.27% |
$14.1K - $16.7K
|
20K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
955+ 8.65% |
$13.4K - $15.9K
|
12K
$185K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
918+ 5.11% |
$12.9K - $15.3K
|
18.9K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
822New |
$11.6K - $13.7K
|
822
$12.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
751New |
$10.6K - $12.5K
|
751
$11.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
704+ 0.69% |
$9.91K - $11.7K
|
102K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
695+ 2.86% |
$9.78K - $11.6K
|
25K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
646+ 0.29% |
$9.09K - $10.8K
|
224K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
637+ 1.26% |
$8.96K - $10.6K
|
51.4K
$793K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
637+ 2.06% |
$8.96K - $10.6K
|
31.6K
$488K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
600New |
$8.44K - $10K
|
600
$9.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
471+ 0.56% |
$6.63K - $7.86K
|
84.1K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
408+ 1.7% |
$5.74K - $6.81K
|
24.4K
$376K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
385+ 2.06% |
$5.42K - $6.42K
|
19.1K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
333+ 2.05% |
$4.69K - $5.55K
|
16.6K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
284+ 1.93% |
$4K - $4.74K
|
15K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
281+ 1.97% |
$3.95K - $4.69K
|
14.6K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
264+ 1.63% |
$3.71K - $4.4K
|
16.4K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
227+ 2.01% |
$3.19K - $3.79K
|
11.5K
$177K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
154+ 0.66% |
$2.17K - $2.57K
|
23.4K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
109+ 0.77% |
$1.53K - $1.82K
|
14.3K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
81New |
$1.14K - $1.35K
|
81
$1.25K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 0.63% |
$957 - $1.13K
|
10.9K
$168K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 2.05% |
$774 - $917
|
2.73K
$42.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
55New |
$774 - $917
|
55
$849
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
55+ 2.04% |
$774 - $917
|
2.75K
$42.4K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.14% |
$464 - $550
|
23.8K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
9+ 1.98% |
$127 - $150
|
464
$7.16K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7+ 1.94% |
$98.5 - $117
|
368
$5.68K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.83% |
$84.4 - $100
|
333
$5.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5+ 0.03% |
$70.4 - $83.4
|
14.6K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
65K+ 13.25% |
$985K - $1.1M
|
556K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
58.1KNew |
$881K - $982K
|
58.1K
$897K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
46.8KNew |
$709K - $791K
|
46.8K
$723K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
43.7KNew |
$663K - $739K
|
43.7K
$675K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
23.1KNew |
$349K - $390K
|
23.1K
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
19.6KNew |
$296K - $331K
|
19.6K
$302K
|
|