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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$218K - $243K
|
14.4K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.8KNew |
$209K - $233K
|
13.8K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.7KNew |
$178K - $198K
|
11.7K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$171K - $191K
|
11.3K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.2KNew |
$170K - $190K
|
11.2K
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.96K+ 1.87% |
$60.1K - $67K
|
216K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.11K+ 1.09% |
$32K - $35.7K
|
196K
$3.03M
|
|
|
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
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.33K+ 10.97% |
$20.1K - $22.5K
|
13.5K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.07K+ 8.95% |
$16.2K - $18.1K
|
13K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.02K+ 11.09% |
$15.4K - $17.2K
|
10.2K
$158K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
95+ 30.45% |
$1.44K - $1.61K
|
407
$6.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
76+ 2.89% |
$1.15K - $1.28K
|
2.71K
$41.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 2.78% |
$75.8 - $84.5
|
185
$2.85K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 2.0% |
$15.2 - $16.9
|
51
$787
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82K+ 5.48% |
$1.17M - $1.31M
|
1.58M
$24.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
78.6K+ 5.52% |
$1.12M - $1.26M
|
1.5M
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
75.2KNew |
$1.07M - $1.2M
|
75.2K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
75KNew |
$1.07M - $1.2M
|
75K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13KNew |
$185K - $207K
|
13K
$200K
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10.7KNew |
$152K - $171K
|
10.7K
$165K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
10.2KNew |
$145K - $163K
|
10.2K
$157K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5KNew |
$71.4K - $80.1K
|
5K
$77.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$25K - $28K
|
1.75K
$27K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.03KNew |
$14.7K - $16.5K
|
1.03K
$15.9K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
130+ 0.32% |
$1.86K - $2.08K
|
40.9K
$631K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
17+ 1.75% |
$243 - $272
|
991
$15.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
8+ 1.86% |
$114 - $128
|
438
$6.76K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 1.78% |
$57.1 - $64
|
229
$3.53K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
281K+ 62.04% |
$3.89M - $4.27M
|
734K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.4KNew |
$476K - $521K
|
34.4K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
23.6KNew |
$327K - $359K
|
23.6K
$365K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.05KNew |
$56.1K - $61.4K
|
4.05K
$62.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.5KNew |
$48.4K - $53K
|
3.5K
$53.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.07KNew |
$14.8K - $16.2K
|
1.07K
$16.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
865+ 1.97% |
$12K - $13.1K
|
44.7K
$690K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
525New |
$7.27K - $7.96K
|
525
$8.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
249+ 1.97% |
$3.45K - $3.78K
|
12.9K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
228+ 1.97% |
$3.16K - $3.46K
|
11.8K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
215New |
$2.98K - $3.26K
|
215
$3.32K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
129+ 3.95% |
$1.79K - $1.96K
|
3.4K
$52.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
23+ 0.13% |
$319 - $349
|
17.3K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 200.0% |
$83.1 - $91
|
9
$139
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.07% |
$13.9 - $15.2
|
1.5K
$23.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 7.14% |
$13.9 - $15.2
|
15
$231
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
264KNew |
$3.63M - $4M
|
264K
$4.07M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26.3K+ 126.79% |
$362K - $398K
|
47K
$725K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
17.8KNew |
$245K - $269K
|
17.8K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.1KNew |
$208K - $229K
|
15.1K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15KNew |
$207K - $228K
|
15K
$232K
|
|