Purchases and Sales Made in Q3 2022 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 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 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
742
+ 4.37%
$9.28K - $12.2K
17.7K $281K
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
677
+ 3.05%
$8.47K - $11.2K
22.9K $362K
Nov 10, 2022 Q3 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
639
+ 2.2%
$7.99K - $10.5K
29.7K $470K
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
610
New
$7.63K - $10.1K
610 $9.66K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
522
+ 1.84%
$6.53K - $8.61K
29K $459K
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
500
+ 3.82%
$6.26K - $8.25K
13.6K $215K
Nov 14, 2022 Q3 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
425
+ 4.12%
$5.32K - $7.01K
10.7K $170K
Nov 08, 2022 Q3 2022
9258 Wealth Management, LLC

BUY
 -
346
+ 0.63%
$4.33K - $5.71K
55.7K $882K
Nov 14, 2022 Q3 2022
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
341
+ 2.2%
$4.27K - $5.62K
15.8K $251K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
301
New
$3.77K - $4.96K
301 $4.77K
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
269
+ 1.63%
$3.37K - $4.44K
16.8K $266K
Oct 11, 2022 Q3 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
264
+ 2.22%
$3.3K - $4.35K
12.2K $193K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
253
+ 2.22%
$3.17K - $4.17K
11.7K $185K
Nov 14, 2022 Q3 2022
Fca Corp

Houston, TX
BUY
 -
249
+ 1.77%
$3.11K - $4.11K
14.3K $227K
Nov 07, 2022 Q3 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
244
+ 2.24%
$3.05K - $4.02K
11.1K $176K
Nov 14, 2022 Q3 2022
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
210
+ 2.24%
$2.63K - $3.46K
9.59K $152K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
161
New
$2.01K - $2.65K
161 $2.55K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
124
+ 0.38%
$1.55K - $2.04K
32.5K $515K
Nov 14, 2022 Q3 2022
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
75
+ 2.24%
$938 - $1.24K
3.42K $54.2K
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
50
+ 0.27%
$626 - $824
18.3K $289K
Nov 14, 2022 Q3 2022
M&T Bank Corp

BUY
 -
49
+ 0.48%
$613 - $808
10.2K $162K
Apr 06, 2023 Q3 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
23
+ 0.13%
$288 - $379
17.5K $278K
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
20
+ 2.27%
$250 - $330
901 $14.3K
Oct 03, 2022 Q3 2022
M&R Capital Management Inc

BUY
 -
19
+ 2.29%
$238 - $313
847 $13.4K
Oct 19, 2022 Q3 2022
Heron Bay Capital Management

BUY
 -
19
+ 0.16%
$238 - $313
11.8K $186K
Oct 24, 2022 Q3 2022
City State Bank

Norwalk, IA
BUY
 -
9
+ 2.13%
$113 - $148
431 $6.83K
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
7
+ 2.26%
$87.6 - $115
317 $5.02K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6
New
$75.1 - $98.9
6 $95
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
2
+ 1.29%
$25 - $33
157 $2.49K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jun 13, 2023 Q3 2022
Barrett & Company, Inc.

Providence, RI
SELL
 -
-2
- 0.01%
$25 - $33
15.7K $248K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

SELL
 -
-73
- 2.29%
$913 - $1.2K
3.11K $49.3K
Oct 20, 2022 Q3 2022
Focused Wealth Management, Inc

SELL
 -
-89
- 0.11%
$1.11K - $1.47K
77.3K $1.22M
Nov 14, 2022 Q3 2022
Lokken Investment Group LLC

SELL
 -
-221
- 0.39%
$2.76K - $3.64K
55.8K $883K
Oct 25, 2022 Q3 2022
Atlantic Union Bankshares Corp

SELL
 -
-250
- 0.13%
$3.13K - $4.12K
198K $3.14M
Nov 14, 2022 Q3 2022
Brown Advisory Inc

SELL
 -
-273
- 1.15%
$3.42K - $4.5K
23.5K $373K
Nov 14, 2022 Q3 2022
Cnb Bank

Clearfield, PA
SELL
 -
-359
- 51.29%
$4.49K - $5.92K
341 $5.4K
Oct 25, 2022 Q3 2022
Mraz, Amerine & Associates, Inc.

SELL
 -
-538
- 0.74%
$6.73K - $8.87K
71.8K $1.14M
Oct 13, 2022 Q3 2022
Benchmark Wealth Management, LLC

SELL
 -
-600
- 3.66%
$7.51K - $9.89K
15.8K $250K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

SELL
 -
-719
- 88.11%
$8.99K - $11.9K
97 $1.54K
Oct 28, 2022 Q3 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-754
- 4.29%
$9.43K - $12.4K
16.8K $267K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-783
- 1.94%
$9.8K - $12.9K
39.5K $626K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

SELL
 -
-1K
- 1.81%
$12.5K - $16.5K
54.3K $860K
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-1.04K
- 5.73%
$13K - $17.1K
17.1K $271K
Nov 14, 2022 Q3 2022
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-1.06K
- 1.31%
$13.2K - $17.4K
79.7K $1.26M
Oct 21, 2022 Q3 2022
Rothschild Investment Corp

SELL
 -
-2.12K
- 0.67%
$26.5K - $35K
313K $4.96M
Nov 15, 2022 Q3 2022
Menlo Advisors LLC

SELL
 -
-2.59K
- 1.42%
$32.4K - $42.7K
180K $2.86M
Nov 14, 2022 Q3 2022
First Trust Advisors LP

Wheaton, IL
SELL
 -
-2.66K
- 7.12%
$33.2K - $43.8K
34.6K $549K
Oct 26, 2022 Q3 2022
David J Yvars Group

SELL
 -
-3.34K
- 8.33%
$41.8K - $55.1K
36.8K $582K

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