Purchases and Sales Made in Q1 2025 in Royce Value Trust, Inc. (RVT)
This table provides information about the institutional ownership of Royce Value Trust, Inc. (RVT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
660K+ 52.34% |
$9.28M - $11M
|
1.92M
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
390K+ 6.67% |
$5.49M - $6.51M
|
6.24M
$96.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
315KNew |
$4.43M - $5.25M
|
315K
$4.86M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
210K+ 281.74% |
$2.95M - $3.5M
|
284K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 6.67% |
$1.57M - $1.86M
|
1.79M
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.4K+ 1.32% |
$1.17M - $1.39M
|
6.39M
$98.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.5K+ 7.59% |
$879K - $1.04M
|
886K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.2K+ 14.14% |
$875K - $1.04M
|
502K
$7.75M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.4K+ 43.62% |
$849K - $1.01M
|
199K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.8K+ 107.46% |
$686K - $814K
|
94.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.8K+ 3.07% |
$672K - $797K
|
1.6M
$24.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
46.4KNew |
$653K - $774K
|
46.4K
$716K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
42.5K+ 25.64% |
$598K - $709K
|
208K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.9K+ 18.64% |
$435K - $516K
|
197K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
30.4KNew |
$428K - $508K
|
30.4K
$470K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.4KNew |
$400K - $474K
|
28.4K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.7KNew |
$390K - $462K
|
27.7K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 2.93% |
$301K - $356K
|
749K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20.8K+ 4.66% |
$293K - $347K
|
468K
$7.22M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 13.8% |
$266K - $316K
|
156K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.1K+ 19.5% |
$255K - $302K
|
111K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17K+ 122.21% |
$239K - $283K
|
30.8K
$476K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8K+ 14.36% |
$209K - $248K
|
118K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
14.6K+ 3.41% |
$205K - $243K
|
441K
$6.81M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5KNew |
$190K - $225K
|
13.5K
$208K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
13.5KNew |
$190K - $225K
|
13.5K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$184K - $218K
|
13.1K
$201K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.3KNew |
$158K - $188K
|
11.3K
$174K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
11K+ 37.62% |
$155K - $184K
|
40.3K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$155K - $184K
|
11K
$170K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$154K - $182K
|
10.9K
$169K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10.3KNew |
$145K - $171K
|
10.3K
$158K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
10.1KNew |
$142K - $169K
|
10.1K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.98K+ 23.42% |
$140K - $166K
|
52.6K
$811K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.92K+ 6938.46% |
$140K - $165K
|
10.1K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.83KNew |
$110K - $131K
|
7.83K
$121K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.99K+ 15.45% |
$98.4K - $117K
|
52.2K
$806K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.84K+ 52.11% |
$96.3K - $114K
|
20K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.78K+ 37.32% |
$81.4K - $96.5K
|
21.3K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.01K+ 25.0% |
$70.4K - $83.5K
|
25K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.83K+ 7.0% |
$67.9K - $80.5K
|
73.8K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.79K+ 12.23% |
$67.4K - $79.9K
|
43.9K
$678K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
4.5K+ 7.75% |
$63.3K - $75.1K
|
62.6K
$966K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.01K+ 2.78% |
$56.4K - $66.9K
|
148K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
3.31K+ 30.85% |
$46.6K - $55.2K
|
14K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.17K+ 2.62% |
$44.7K - $52.9K
|
125K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.92K+ 5.79% |
$41.1K - $48.7K
|
53.3K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.73KNew |
$38.4K - $45.6K
|
2.73K
$42.1K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.46K+ 6.08% |
$34.6K - $41K
|
42.9K
$662K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.39K+ 5.66% |
$33.6K - $39.8K
|
44.5K
$687K
|