Purchases and Sales Made in Q3 2022 in Royce Value Trust, Inc. (RVT)
This table provides information about the institutional ownership of Royce Value Trust, Inc. (RVT) during Q3 2022. 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 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
325KNew |
$4.06M - $5.36M
|
325K
$5.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62.3K+ 1.53% |
$780K - $1.03M
|
4.13M
$65.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
58KNew |
$726K - $956K
|
58K
$916K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
56.8KNew |
$711K - $937K
|
56.8K
$898K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
52.7KNew |
$660K - $869K
|
52.7K
$833K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
48.9K+ 3.09% |
$611K - $806K
|
1.63M
$25.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.6K+ 6.9% |
$570K - $752K
|
706K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
42.4KNew |
$530K - $699K
|
42.4K
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.8KNew |
$436K - $575K
|
34.8K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
34.3K+ 10.33% |
$429K - $566K
|
367K
$5.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.5K+ 54.62% |
$394K - $519K
|
89.1K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.1K+ 4.8% |
$326K - $430K
|
569K
$8.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
26KNew |
$325K - $429K
|
26K
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$295K - $389K
|
23.6K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$295K - $389K
|
23.6K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.4K+ 123.5% |
$218K - $287K
|
31.5K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.9K+ 9.28% |
$199K - $262K
|
187K
$2.96M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
15.7K+ 17.44% |
$196K - $259K
|
106K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
14.1KNew |
$176K - $232K
|
14.1K
$223K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
13.5KNew |
$169K - $222K
|
13.5K
$213K
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
12KNew |
$150K - $198K
|
12K
$190K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 46.46% |
$126K - $166K
|
31.7K
$501K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
8.07K+ 12.22% |
$101K - $133K
|
74.1K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.91K+ 7.03% |
$98.9K - $130K
|
120K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.25K+ 8739.76% |
$90.7K - $120K
|
7.34K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.17K+ 6.01% |
$89.7K - $118K
|
127K
$2M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.35KNew |
$66.9K - $88.2K
|
5.35K
$84.5K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.18KNew |
$64.8K - $85.5K
|
5.18K
$81.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.75K+ 1.09% |
$59.4K - $78.3K
|
441K
$6.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.2K+ 20.29% |
$52.5K - $69.2K
|
24.9K
$393K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.06K+ 10.14% |
$38.3K - $50.4K
|
33.2K
$525K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.63K+ 3.32% |
$32.9K - $43.4K
|
81.8K
$1.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.63K+ 7.01% |
$32.9K - $43.3K
|
40.1K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.61K+ 7.41% |
$32.6K - $43K
|
37.8K
$597K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.29K+ 2.22% |
$28.6K - $37.7K
|
105K
$1.67M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.23KNew |
$27.9K - $36.8K
|
2.23K
$35.2K
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
2.14K+ 4.77% |
$26.8K - $35.3K
|
47K
$743K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.07K+ 0.89% |
$25.9K - $34.2K
|
235K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.05K+ 3.07% |
$25.6K - $33.7K
|
68.7K
$1.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.93K+ 7.91% |
$24.1K - $31.8K
|
26.3K
$416K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 3.56% |
$22.2K - $29.3K
|
51.7K
$817K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.77K+ 8.1% |
$22.1K - $29.2K
|
23.6K
$373K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1.49K+ 1.45% |
$18.6K - $24.5K
|
104K
$1.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1.47K+ 0.96% |
$18.4K - $24.2K
|
154K
$2.43M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.31K+ 10.49% |
$16.4K - $21.6K
|
13.8K
$218K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.21K+ 1.42% |
$15.2K - $20K
|
86.7K
$1.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.16K+ 0.91% |
$14.5K - $19.1K
|
128K
$2.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.11K+ 1.67% |
$13.9K - $18.3K
|
67.4K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
924+ 2.54% |
$11.6K - $15.2K
|
37.3K
$589K
|
|
|
Oct 18, 2022
Q3 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
865+ 3.46% |
$10.8K - $14.3K
|
25.9K
$408K
|