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 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.06K+ 0.38% |
$29K - $34.4K
|
541K
$8.35M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2K+ 10.0% |
$28.1K - $33.4K
|
22K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.86K+ 3.05% |
$26.1K - $31K
|
62.7K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.74K+ 1.04% |
$24.5K - $29.1K
|
170K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$22.8K - $27K
|
1.62K
$25K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.53KNew |
$21.5K - $25.5K
|
1.53K
$23.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
1.33K+ 2.8% |
$18.7K - $22.2K
|
48.8K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.19K+ 6.14% |
$16.7K - $19.8K
|
20.5K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.18K+ 448.85% |
$16.5K - $19.6K
|
1.44K
$22.2K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.14KNew |
$16K - $19K
|
1.14K
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.08K+ 2.19% |
$15.2K - $18.1K
|
50.6K
$780K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.04KNew |
$14.6K - $17.3K
|
1.04K
$16K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1K+ 5.27% |
$14.1K - $16.7K
|
20K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
955+ 8.65% |
$13.4K - $15.9K
|
12K
$185K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
918+ 5.11% |
$12.9K - $15.3K
|
18.9K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
822New |
$11.6K - $13.7K
|
822
$12.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
751New |
$10.6K - $12.5K
|
751
$11.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
704+ 0.69% |
$9.91K - $11.7K
|
102K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
695+ 2.86% |
$9.78K - $11.6K
|
25K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
646+ 0.29% |
$9.09K - $10.8K
|
224K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
637+ 1.26% |
$8.96K - $10.6K
|
51.4K
$793K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
637+ 2.06% |
$8.96K - $10.6K
|
31.6K
$488K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
600New |
$8.44K - $10K
|
600
$9.26K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
550New |
$7.74K - $9.17K
|
550
$8.49K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
471+ 0.56% |
$6.63K - $7.86K
|
84.1K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
408+ 1.7% |
$5.74K - $6.81K
|
24.4K
$376K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
385+ 2.06% |
$5.42K - $6.42K
|
19.1K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
345+ 1.24% |
$4.85K - $5.75K
|
28.2K
$435K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
333+ 2.05% |
$4.69K - $5.55K
|
16.6K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
284+ 1.93% |
$4K - $4.74K
|
15K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
281+ 1.97% |
$3.95K - $4.69K
|
14.6K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
264+ 1.63% |
$3.71K - $4.4K
|
16.4K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
244+ 2.06% |
$3.43K - $4.07K
|
12.1K
$187K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
227+ 2.01% |
$3.19K - $3.79K
|
11.5K
$177K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
154+ 0.66% |
$2.17K - $2.57K
|
23.4K
$361K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
133+ 22.2% |
$1.87K - $2.22K
|
732
$11.3K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
109+ 0.77% |
$1.53K - $1.82K
|
14.3K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
81New |
$1.14K - $1.35K
|
81
$1.25K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 0.63% |
$957 - $1.13K
|
10.9K
$168K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
55New |
$774 - $917
|
55
$849
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
55+ 2.04% |
$774 - $917
|
2.75K
$42.4K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 2.05% |
$774 - $917
|
2.73K
$42.2K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.14% |
$464 - $550
|
23.8K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
9+ 1.98% |
$127 - $150
|
464
$7.16K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7+ 1.94% |
$98.5 - $117
|
368
$5.68K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.83% |
$84.4 - $100
|
333
$5.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5+ 0.03% |
$70.4 - $83.4
|
14.6K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3- -0.0% |
$42.2 - $50
|
65.5K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-32- 0.31% |
$450 - $534
|
10.4K
$161K
|