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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-85- 0.33% |
$1.2K - $1.42K
|
26K
$401K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-150- 18.45% |
$2.11K - $2.5K
|
663
$10.2K
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-194- 1.5% |
$2.73K - $3.24K
|
12.7K
$196K
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-200- 1.49% |
$2.81K - $3.34K
|
13.2K
$204K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-234- 0.25% |
$3.29K - $3.9K
|
94.5K
$1.46M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-270- 0.51% |
$3.8K - $4.5K
|
52.6K
$812K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-280- 0.48% |
$3.94K - $4.67K
|
57.8K
$892K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-472- 3.86% |
$6.64K - $7.87K
|
11.8K
$181K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-475- 64.89% |
$6.68K - $7.92K
|
257
$3.97K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-492- 3.46% |
$6.92K - $8.21K
|
13.7K
$212K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-521- 0.1% |
$7.33K - $8.69K
|
540K
$8.34M
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-568- 1.74% |
$7.99K - $9.47K
|
32.1K
$495K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-612- 5.01% |
$8.61K - $10.2K
|
11.6K
$179K
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-686- 1.47% |
$9.65K - $11.4K
|
46K
$710K
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-694- 1.22% |
$9.76K - $11.6K
|
56.3K
$869K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-772- 4.71% |
$10.9K - $12.9K
|
15.6K
$241K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-786- 3.05% |
$11.1K - $13.1K
|
25K
$385K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-793- 0.41% |
$11.2K - $13.2K
|
194K
$3M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-818Closed |
$11.5K - $13.6K
|
0
$0
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-865- 25.37% |
$12.2K - $14.4K
|
2.54K
$39.3K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-900- 1.85% |
$12.7K - $15K
|
47.6K
$735K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-999- 99.9% |
$14.1K - $16.7K
|
1
$15.4
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 9.43% |
$16.8K - $19.9K
|
11.5K
$177K
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2.01K- 17.41% |
$28.3K - $33.5K
|
9.52K
$147K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.26K- 14.59% |
$31.8K - $37.7K
|
13.2K
$204K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.47K- 1.76% |
$34.7K - $41.1K
|
138K
$2.12M
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3.81K- 7.62% |
$53.6K - $63.5K
|
46.2K
$712K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4K- 8.02% |
$56.3K - $66.8K
|
45.9K
$708K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.86K- 26.8% |
$68.4K - $81.1K
|
13.3K
$205K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.89K- 26.29% |
$82.8K - $98.2K
|
16.5K
$255K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-6.59K- 21.71% |
$92.7K - $110K
|
23.8K
$367K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.08K- 30.54% |
$99.5K - $118K
|
16.1K
$248K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-7.28K- 21.08% |
$102K - $121K
|
27.2K
$420K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.3K- 7.83% |
$103K - $122K
|
85.9K
$1.33M
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-10.7K- 19.2% |
$151K - $178K
|
45K
$695K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.9K- 4.0% |
$154K - $182K
|
263K
$4.06M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11.6K- 2.39% |
$163K - $193K
|
473K
$7.29M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 33.54% |
$167K - $199K
|
23.6K
$364K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.6K- 48.74% |
$191K - $227K
|
14.3K
$221K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.3K- 29.75% |
$201K - $239K
|
33.8K
$521K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-15.6K- 17.49% |
$219K - $260K
|
73.6K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-20.5K- 16.92% |
$288K - $342K
|
101K
$1.55M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-93.1K- 37.05% |
$1.31M - $1.55M
|
158K
$2.44M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-96.5K- 3.14% |
$1.36M - $1.61M
|
2.98M
$45.9M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-109K- 15.27% |
$1.53M - $1.82M
|
604K
$9.32M
|