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 37.7 Million shares, which have been reported (via 13F filing form) to have a value of $617 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$4,908
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
191
shares
|
$3,124
0.0% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
155
shares
|
$2,535
0.0% of portfolio
|
Q1 2023
Reduced 95.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
124
shares
|
$2,028
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
102
shares
|
$1,668
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
81
shares
|
$1,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
70
shares
|
$1,145
0.0% of portfolio
|
Q2 2025
Reduced 72.76%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
55
shares
|
$899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
51
shares
|
$834
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
31
shares
|
$507
0.0% of portfolio
|
Q4 2021
Added 3.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
16
shares
|
$261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
8
shares
|
$130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|