Purchases and Sales Made in Q1 2022 in Royce Value Trust, Inc. (RVT)

RVT Quotes by TradingView

This table provides information about the institutional ownership of Royce Value Trust, Inc. (RVT) during Q1 2022. The information is specifically focused on institutions that hold shares of ROYCE VALUE TRUST, INC..

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 14, 2022 Q1 2022
Benchmark Wealth Management, LLC

BUY
 -
931
+ 5.66%
$14.8K - $18.2K
17.4K $291K
Apr 04, 2022 Q1 2022
M&R Capital Management Inc

BUY
 -
808
New
$12.8K - $15.8K
808 $13.5K
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
790
+ 5.27%
$12.5K - $15.5K
15.8K $264K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
761
+ 2.58%
$12.1K - $14.9K
30.2K $506K
May 16, 2022 Q1 2022
Heron Bay Capital Management

BUY
 -
537
+ 4.86%
$8.52K - $10.5K
11.6K $194K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
508
+ 1.73%
$8.06K - $9.94K
30K $501K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
431
+ 8.32%
$6.84K - $8.43K
5.61K $94K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
368
+ 1.23%
$5.84K - $7.2K
30.3K $508K
Apr 18, 2022 Q1 2022
Sol Capital Management CO

BUY
 -
322
+ 1.28%
$5.11K - $6.3K
25.5K $427K
May 13, 2022 Q1 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
263
+ 2.1%
$4.17K - $5.14K
12.8K $215K
May 13, 2022 Q1 2022
Fca Corp

Houston, TX
BUY
 -
222
+ 1.63%
$3.52K - $4.34K
13.8K $231K
May 10, 2022 Q1 2022
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
187
+ 2.09%
$2.97K - $3.66K
9.14K $153K
May 11, 2022 Q1 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
163
+ 1.54%
$2.59K - $3.19K
10.8K $180K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
152
New
$2.41K - $2.97K
152 $2.54K
Apr 27, 2022 Q1 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
124
+ 2.07%
$1.97K - $2.43K
6.13K $103K
May 09, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
101
+ 0.34%
$1.6K - $1.98K
29.5K $495K
May 16, 2022 Q1 2022
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
67
+ 2.1%
$1.06K - $1.31K
3.26K $54.6K
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
44
+ 0.43%
$698 - $861
10.2K $170K
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

BUY
 -
18
+ 0.92%
$285 - $352
1.97K $33K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
12
+ 2.16%
$190 - $235
568 $9.51K
May 02, 2022 Q1 2022
Hudock, Inc.

BUY
 -
6
+ 2.03%
$95.2 - $117
302 $5.06K
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

SELL
 -
-3
Closed
$47.6 - $58.7
0 $0
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

SELL
 -
-29
Closed
$460 - $567
0 $0
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

SELL
 -
-91
- 0.69%
$1.44K - $1.78K
13K $218K
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-116
- 0.19%
$1.84K - $2.27K
61.6K $1.03M
May 13, 2022 Q1 2022
Waterfront Wealth Inc.

SELL
 -
-125
- 0.04%
$1.98K - $2.45K
325K $5.44M
May 04, 2022 Q1 2022
Stephens Inc

SELL
 -
-227
- 1.29%
$3.6K - $4.44K
17.3K $290K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

SELL
 -
-237
- 0.71%
$3.76K - $4.64K
33.2K $556K
May 16, 2022 Q1 2022
Carmichael Hill & Associates, Inc.

SELL
 -
-289
- 17.0%
$4.58K - $5.65K
1.41K $23.6K
May 03, 2022 Q1 2022
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-370
- 2.03%
$5.87K - $7.24K
17.9K $300K
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-500
Closed
$7.93K - $9.78K
0 $0
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-636
Closed
$10.1K - $12.4K
0 $0
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-700
- 3.15%
$11.1K - $13.7K
21.5K $360K
May 11, 2022 Q1 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-783
- 3.76%
$12.4K - $15.3K
20K $335K
Apr 26, 2022 Q1 2022
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-888
- 1.08%
$14.1K - $17.4K
81.4K $1.36M
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-1.21K
Closed
$19.2K - $23.7K
0 $0
Oct 13, 2022 Q1 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-1.42K
- 4.78%
$22.5K - $27.8K
28.3K $474K
May 16, 2022 Q1 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-1.42K
- 4.78%
$22.5K - $27.8K
28.3K $474K
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.63K
Closed
$25.9K - $31.9K
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-1.86K
Closed
$29.4K - $36.3K
0 $0
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-1.86K
- 11.21%
$29.5K - $36.4K
14.8K $247K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-1.97K
- 34.82%
$31.2K - $38.5K
3.68K $61.6K
May 04, 2022 Q1 2022
Endowment Wealth Management, Inc.

Appleton, WI
SELL
 -
-2.05K
- 8.54%
$32.5K - $40K
21.9K $367K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-2.13K
Closed
$33.8K - $41.6K
0 $0
May 13, 2022 Q1 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-2.15K
- 14.6%
$34.1K - $42K
12.6K $210K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-2.18K
- 9.52%
$34.5K - $42.6K
20.7K $346K
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

SELL
 -
-2.25K
- 3.09%
$35.7K - $44.1K
70.7K $1.18M
Apr 20, 2022 Q1 2022
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-2.31K
- 14.53%
$36.6K - $45.2K
13.6K $227K
May 13, 2022 Q1 2022
Assetmark, Inc

SELL
 -
-2.42K
Closed
$38.4K - $47.3K
0 $0

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