Institutional Ownership Royce Value Trust, Inc. (RVT)
This table provides information about the institutional ownership of Royce Value Trust, Inc. (RVT). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 37.1 Million shares, which have been reported (via 13F filing form) to have a value of $571 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
333
shares
|
$5,131
0.0% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
300
shares
|
$4,623
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
257
shares
|
$3,960
0.0% of portfolio
|
Q1 2025
Reduced 64.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
185
shares
|
$2,850
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
155
shares
|
$2,388
0.0% of portfolio
|
Q1 2023
Reduced 95.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
124
shares
|
$1,910
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
81
shares
|
$1,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
55
shares
|
$847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
51
shares
|
$785
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
31
shares
|
$477
0.0% of portfolio
|
Q4 2021
Added 3.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15
shares
|
$231
0.0% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$15
0.01% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|