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 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.05K+ 29.34% |
$38.4K - $42.1K
|
13.5K
$214K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.42KNew |
$30.5K - $33.5K
|
2.42K
$38.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
437+ 1.79% |
$5.49K - $6.03K
|
24.8K
$395K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$3.14K - $3.45K
|
250
$3.98K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
222+ 1.83% |
$2.79K - $3.06K
|
12.4K
$197K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
39New |
$490 - $538
|
39
$621
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
54.5KNew |
$693K - $836K
|
54.5K
$867K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
17.4KNew |
$221K - $267K
|
17.4K
$277K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
13.4KNew |
$170K - $205K
|
13.4K
$213K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$144K - $173K
|
11.3K
$180K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$29.4K - $35.5K
|
2.31K
$36.9K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2KNew |
$25.4K - $30.7K
|
2K
$31.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.32KNew |
$16.8K - $20.3K
|
1.32K
$21K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.24KNew |
$15.7K - $19K
|
1.24K
$19.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
840New |
$10.7K - $12.9K
|
840
$13.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
700New |
$8.9K - $10.7K
|
700
$11.2K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
24.4KNew |
$301K - $369K
|
24.4K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
7.84K+ 320.3% |
$96.7K - $119K
|
10.3K
$164K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.22K+ 4.87% |
$52.1K - $63.9K
|
90.9K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.7KNew |
$45.6K - $55.9K
|
3.7K
$58.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.44K+ 13.07% |
$42.4K - $52.1K
|
29.8K
$474K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.52KNew |
$31.1K - $38.1K
|
2.52K
$40.1K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.89KNew |
$23.3K - $28.6K
|
1.89K
$30.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.75KNew |
$21.6K - $26.5K
|
1.75K
$27.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19+ 2.11% |
$234 - $287
|
920
$14.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$12.3 - $15.1
|
8
$127
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.35KNew |
$66.9K - $88.2K
|
5.35K
$85.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
161New |
$2.01K - $2.65K
|
161
$2.56K
|
|
|
Oct 19, 2022
Q3 2022
|
Heron Bay Capital Management
|
BUY
|
- |
19+ 0.16% |
$238 - $313
|
11.8K
$188K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 2.26% |
$87.6 - $115
|
317
$5.05K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
333KNew |
$4.47M - $5.73M
|
333K
$5.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.4KNew |
$261K - $334K
|
19.4K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.3KNew |
$139K - $178K
|
10.3K
$165K
|
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
10KNew |
$134K - $172K
|
10K
$159K
|
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7KNew |
$93.9K - $120K
|
7K
$112K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1K+ 52.63% |
$13.4K - $17.2K
|
2.9K
$46.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
157+ 2.56% |
$2.11K - $2.7K
|
6.28K
$100K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
10KNew |
$159K - $196K
|
10K
$159K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
CALL |
7.69KNew |
$136K - $153K
|
7.69K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.73K+ 167.52% |
$102K - $114K
|
9.14K
$146K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
1.2KNew |
$21.3K - $23.9K
|
1.2K
$19.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
1+ 3.33% |
$17.7 - $19.9
|
31
$494
|
|
| Q3 2021 | |||||||
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.38KNew |
$41.6K - $45.4K
|
2.38K
$37.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.5KNew |
$26.2K - $28.7K
|
1.5K
$23.9K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.2KNew |
$150K - $169K
|
12.2K
$195K
|
|
|
Oct 02, 2020
Q3 2020
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
224+ 2.1% |
$2.74K - $3.1K
|
10.9K
$174K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8+ 2.22% |
$72.2 - $108
|
368
$5.86K
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10.7KNew |
$84.5K - $164K
|
10.7K
$170K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1KNew |
$252K - $284K
|
19.1K
$304K
|
|