Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 15, 2021 Q3 2021
Invesco Ltd.

Atlanta, GA
BUY
 -
1.19K
+ 2.11%
$20.8K - $22.7K
57.5K $847K
Oct 28, 2021 Q3 2021
Huntington National Bank

Columbus, OH
BUY
 -
1.16K
New
$20.3K - $22.1K
1.16K $17.1K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
800
+ 6.28%
$14K - $15.3K
13.5K $200K
Nov 15, 2021 Q3 2021
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
758
+ 6.28%
$13.2K - $14.5K
12.8K $189K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
700
+ 41.4%
$12.2K - $13.3K
2.39K $35.2K
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
600
+ 3.64%
$10.5K - $11.4K
17.1K $252K
Oct 29, 2021 Q3 2021
Pinnacle Wealth Planning Services, Inc.

BUY
 -
582
+ 3.79%
$10.2K - $11.1K
15.9K $235K
Nov 09, 2021 Q3 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
545
+ 3.83%
$9.52K - $10.4K
14.8K $218K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
533
New
$9.31K - $10.2K
533 $7.85K
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
529
+ 2.76%
$9.24K - $10.1K
19.7K $290K
Nov 15, 2021 Q3 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
506
+ 1.81%
$8.83K - $9.65K
28.5K $420K
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

BUY
 -
461
+ 0.92%
$8.05K - $8.79K
50.6K $746K
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
405
+ 1.47%
$7.07K - $7.72K
28K $413K
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
388
+ 0.33%
$6.77K - $7.4K
119K $1.75M
Oct 18, 2021 Q3 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
387
+ 1.66%
$6.76K - $7.38K
23.7K $349K
Nov 12, 2021 Q3 2021
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
356
+ 2.1%
$6.22K - $6.79K
17.3K $255K
Oct 27, 2021 Q3 2021
Stephens Inc

BUY
 -
343
+ 2.03%
$5.99K - $6.54K
17.3K $254K
Oct 22, 2021 Q3 2021
Uncommon Cents Investing LLC

BUY
 -
305
+ 1.54%
$5.33K - $5.82K
20K $295K
Nov 10, 2021 Q3 2021
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
284
+ 2.04%
$4.96K - $5.42K
14.2K $209K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
198
+ 0.1%
$3.46K - $3.78K
196K $2.88M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
192
New
$3.35K - $3.66K
192 $2.83K
Nov 12, 2021 Q3 2021
Fca Corp

Houston, TX
BUY
 -
184
+ 1.42%
$3.21K - $3.51K
13.2K $194K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
169
+ 0.07%
$2.95K - $3.22K
249K $3.66M
Nov 12, 2021 Q3 2021
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
154
+ 1.83%
$2.69K - $2.94K
8.58K $126K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
152
+ 0.79%
$2.65K - $2.9K
19.4K $286K
Nov 10, 2021 Q3 2021
Zions Bancorporation, N.A.

BUY
 -
143
New
$2.5K - $2.73K
143 $2.11K
Nov 02, 2021 Q3 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
103
+ 1.82%
$1.8K - $1.96K
5.75K $84.8K
Oct 06, 2021 Q3 2021
Mascoma Wealth Management LLC

BUY
 -
100
+ 0.93%
$1.75K - $1.91K
10.8K $159K
Nov 08, 2021 Q3 2021
Brinker Capital Investments, LLC

BUY
 -
66
+ 0.09%
$1.15K - $1.26K
73.8K $1.09M
Nov 12, 2021 Q3 2021
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
56
+ 1.86%
$978 - $1.07K
3.07K $45.1K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
47
+ 1.39%
$821 - $896
3.42K $50.4K
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

BUY
 -
33
+ 0.25%
$576 - $629
13.1K $192K
Nov 15, 2021 Q3 2021
Menlo Advisors LLC

BUY
 -
23
+ 0.01%
$402 - $439
193K $2.85M
Nov 17, 2021 Q3 2021
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
21
+ 1.97%
$367 - $400
1.09K $16K
Nov 05, 2021 Q3 2021
Sargent Bickham Lagudis LLC

BUY
 -
15
+ 0.79%
$262 - $286
1.92K $28.3K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

BUY
 -
12
+ 1.78%
$210 - $229
687 $10.1K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
7
+ 0.73%
$122 - $133
962 $14.2K
Nov 09, 2021 Q3 2021
Hudock, Inc.

BUY
 -
5
+ 1.79%
$87.3 - $95.4
284 $4.18K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
2
+ 1.42%
$34.9 - $38.1
143 $2.11K
Nov 04, 2021 Q3 2021
Keel Point, LLC

Huntsville, AL
SELL
 -
0
Closed
$0 - $0
0 $0
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-37
- 0.16%
$646 - $706
22.8K $335K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

SELL
 -
-77
- 0.38%
$1.34K - $1.47K
19.9K $294K
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-102
Closed
$1.78K - $1.95K
0 $0
Oct 18, 2021 Q3 2021
Gradient Investments LLC

SELL
 -
-144
- 4.3%
$2.51K - $2.75K
3.2K $47.2K
Nov 04, 2021 Q3 2021
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
SELL
 -
-214
- 1.34%
$3.74K - $4.08K
15.8K $232K
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-216
- 0.83%
$3.77K - $4.12K
25.9K $382K
Nov 12, 2021 Q3 2021
Assetmark, Inc

SELL
 -
-325
Closed
$5.67K - $6.2K
0 $0
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-401
- 0.71%
$7K - $7.65K
55.8K $822K
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-411
- 0.5%
$7.18K - $7.84K
82.3K $1.21M

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