Latest Institutional Sells of Royce Value Trust, Inc. (RVT)
This list provides information on the latest institutional transactions involving Royce Value Trust, Inc. (RVT) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-380K- 5.95% |
$4.75M - $5.78M
|
6.01M
$93.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-131K- 14.8% |
$1.64M - $1.99M
|
755K
$11.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-109K- 17.99% |
$1.36M - $1.65M
|
496K
$7.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-103K- 74.41% |
$1.29M - $1.57M
|
35.5K
$553K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-85.9K- 72.64% |
$1.07M - $1.31M
|
32.3K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.2K- 38.37% |
$953K - $1.16M
|
122K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-47.5K- 6.34% |
$594K - $723K
|
702K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42K- 21.31% |
$525K - $639K
|
155K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41.9K- 79.67% |
$524K - $637K
|
10.7K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.8K- 1.8% |
$359K - $437K
|
1.57M
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-26.3K- 4.86% |
$329K - $400K
|
514K
$8M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-21.3K- 40.45% |
$266K - $324K
|
31.3K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21K- 22.33% |
$263K - $320K
|
73.2K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.7K- 60.53% |
$233K - $284K
|
12.2K
$189K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-14.8K- 14.66% |
$184K - $224K
|
85.9K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-12.4K- 26.89% |
$155K - $188K
|
33.6K
$523K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-12.3K- 19.66% |
$154K - $187K
|
50.3K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.41K- 11.42% |
$105K - $128K
|
65.2K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.8K- 1.67% |
$97.5K - $119K
|
460K
$7.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-7.43K- 8.66% |
$92.9K - $113K
|
78.4K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-5.8K- 2.89% |
$72.5K - $88.2K
|
195K
$3.04M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-5.52K- 3.25% |
$69.1K - $84K
|
165K
$2.56M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.42K- 1.53% |
$42.7K - $52K
|
220K
$3.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-3.36K- 4.0% |
$42.1K - $51.2K
|
80.7K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.01K- 5.85% |
$37.6K - $45.7K
|
48.4K
$753K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.99K- 2.4% |
$37.4K - $45.5K
|
122K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.81K- 2.05% |
$35.2K - $42.8K
|
135K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.7K- 10.77% |
$33.7K - $41K
|
22.3K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.65K- 5.24% |
$33.1K - $40.3K
|
47.9K
$746K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.62K- 2.78% |
$32.8K - $39.9K
|
91.9K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.38K- 9.55% |
$29.8K - $36.2K
|
22.6K
$351K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.94K- 4.36% |
$24.3K - $29.5K
|
42.6K
$663K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.44K- 5.75% |
$18K - $21.8K
|
23.5K
$366K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.32K- 5.08% |
$16.5K - $20.1K
|
24.7K
$384K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.3K- 3.63% |
$16.3K - $19.8K
|
34.6K
$538K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.13K- 9.73% |
$14.1K - $17.2K
|
10.5K
$163K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-1.03K- 8.0% |
$12.9K - $15.7K
|
11.8K
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-830- 1.84% |
$10.4K - $12.6K
|
44.2K
$688K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-667- 5.04% |
$8.34K - $10.1K
|
12.6K
$196K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-638- 25.08% |
$7.98K - $9.7K
|
1.91K
$29.7K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-612- 2.15% |
$7.65K - $9.31K
|
27.8K
$433K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-248- 23.89% |
$3.1K - $3.77K
|
790
$12.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-187- 72.76% |
$2.34K - $2.84K
|
70
$1.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-175- 26.4% |
$2.19K - $2.66K
|
488
$7.59K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-96- 0.75% |
$1.2K - $1.46K
|
12.6K
$196K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-7- 0.03% |
$87.5 - $106
|
23.4K
$364K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.01% |
$12.5 - $15.2
|
18.9K
$294K
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-7.28K- 21.08% |
$102K - $121K
|
27.2K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.89K- 26.29% |
$82.8K - $98.2K
|
16.5K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4K- 8.02% |
$56.3K - $66.8K
|
45.9K
$714K
|
|