Purchases and Sales Made in Q2 2025 in Royce Value Trust, Inc. (RVT)
This table provides information about the institutional ownership of Royce Value Trust, Inc. (RVT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
1.7K+ 3.48% |
$21.2K - $25.8K
|
50.5K
$786K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.69KNew |
$21.1K - $25.7K
|
1.69K
$26.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.67K+ 2.66% |
$20.9K - $25.4K
|
64.4K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.65K+ 11.73% |
$20.6K - $25.1K
|
15.7K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.59K+ 3.43% |
$19.8K - $24.1K
|
47.8K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.48K+ 9.21% |
$18.5K - $22.6K
|
17.6K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35KNew |
$16.9K - $20.5K
|
1.35K
$21K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.35K+ 4.79% |
$16.9K - $20.5K
|
29.5K
$459K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
758+ 5.53% |
$9.48K - $11.5K
|
14.5K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
700New |
$8.75K - $10.6K
|
700
$10.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
633+ 2.0% |
$7.91K - $9.63K
|
32.2K
$502K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
500New |
$6.25K - $7.61K
|
500
$7.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
500New |
$6.25K - $7.61K
|
500
$7.78K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
497+ 60.46% |
$6.21K - $7.56K
|
1.32K
$20.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
491+ 14.45% |
$6.14K - $7.47K
|
3.89K
$60.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
470+ 3.01% |
$5.88K - $7.15K
|
16.1K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
453+ 2.13% |
$5.66K - $6.89K
|
21.7K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
405+ 1.66% |
$5.06K - $6.16K
|
24.8K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
382+ 2.0% |
$4.78K - $5.81K
|
19.5K
$303K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
381+ 0.66% |
$4.76K - $5.8K
|
58.2K
$905K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
330+ 1.99% |
$4.13K - $5.02K
|
16.9K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
306New |
$3.83K - $4.65K
|
306
$4.76K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
286+ 2.0% |
$3.58K - $4.35K
|
14.6K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
276+ 1.84% |
$3.45K - $4.2K
|
15.2K
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
262+ 1.6% |
$3.28K - $3.99K
|
16.7K
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
242+ 2.0% |
$3.03K - $3.68K
|
12.4K
$192K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
190+ 2.0% |
$2.38K - $2.89K
|
9.71K
$151K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
146+ 0.46% |
$1.83K - $2.22K
|
32.2K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
102New |
$1.28K - $1.55K
|
102
$1.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 2.01% |
$688 - $837
|
2.79K
$43.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
37+ 0.16% |
$463 - $563
|
23.8K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
34+ 0.14% |
$425 - $517
|
23.8K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
28+ 0.27% |
$350 - $426
|
10.5K
$163K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24+ 0.06% |
$300 - $365
|
43K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16New |
$200 - $243
|
16
$249
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 2.0% |
$138 - $167
|
561
$8.73K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$100 - $122
|
8
$124
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7+ 1.9% |
$87.5 - $106
|
375
$5.84K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.8% |
$75 - $91.3
|
339
$5.27K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 3.24% |
$75 - $91.3
|
191
$2.97K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5+ 0.04% |
$62.5 - $76.1
|
12K
$187K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.03% |
$37.5 - $45.6
|
10.1K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.01% |
$12.5 - $15.2
|
18.9K
$294K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-7- 0.03% |
$87.5 - $106
|
23.4K
$364K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-96- 0.75% |
$1.2K - $1.46K
|
12.6K
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-175- 26.4% |
$2.19K - $2.66K
|
488
$7.59K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-187- 72.76% |
$2.34K - $2.84K
|
70
$1.09K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-248- 23.89% |
$3.1K - $3.77K
|
790
$12.3K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-612- 2.15% |
$7.65K - $9.31K
|
27.8K
$433K
|