Purchases and Sales Made in Q3 2023 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 2023. 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
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
303K
New
$3.83M - $4.36M
303K $4.83M
Nov 09, 2023 Q3 2023
Cornerstone Advisors, LLC

Asheville, NC
BUY
 -
285K
+ 84.4%
$3.6M - $4.1M
622K $9.91M
Nov 14, 2023 Q3 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
225K
+ 130.66%
$2.85M - $3.24M
397K $6.33M
Nov 14, 2023 Q3 2023
1607 Capital Partners, LLC

Richmond, VA
BUY
 -
141K
+ 182.88%
$1.78M - $2.02M
217K $3.46M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
109K
+ 13.37%
$1.38M - $1.57M
924K $14.7M
Nov 09, 2023 Q3 2023
Karpus Management, Inc.

Pittsford, NY
BUY
 -
93.7K
+ 193.17%
$1.19M - $1.35M
142K $2.27M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
93K
+ 9.18%
$1.18M - $1.34M
1.11M $17.6M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
90.5K
New
$1.14M - $1.3M
90.5K $1.44M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
86.5K
+ 51.87%
$1.09M - $1.24M
253K $4.03M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
53.1K
New
$672K - $764K
53.1K $846K
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
39.2K
+ 11.95%
$496K - $564K
367K $5.85M
Oct 10, 2023 Q3 2023
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
35.9K
New
$454K - $517K
35.9K $572K
Nov 13, 2023 Q3 2023
Bulldog Investors, LLP

Saddle Brook, NJ
BUY
 -
30.3K
New
$383K - $436K
30.3K $483K
Oct 23, 2023 Q3 2023
All Season Financial Advisors, Inc.

BUY
 -
27.3K
New
$345K - $393K
27.3K $435K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
27.2K
+ 14.7%
$345K - $392K
213K $3.39M
Nov 02, 2023 Q3 2023
Shaker Financial Services, LLC

BUY
 -
23.4K
+ 7.01%
$296K - $336K
357K $5.68M
Nov 14, 2023 Q3 2023
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
16.6K
New
$210K - $239K
16.6K $265K
Nov 14, 2023 Q3 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
15.8K
+ 8.05%
$200K - $227K
212K $3.37M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
14.6K
New
$184K - $210K
14.6K $232K
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
14.2K
+ 3.63%
$179K - $204K
405K $6.45M
Nov 13, 2023 Q3 2023
Wolverine Asset Management LLC

BUY
 -
13.5K
+ 3.96%
$171K - $194K
354K $5.64M
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
12.6K
New
$160K - $182K
12.6K $201K
Oct 10, 2023 Q3 2023
Parisi Gray Wealth Management

BUY
 -
10.7K
New
$135K - $154K
10.7K $170K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
10.1K
New
$128K - $145K
10.1K $161K
Nov 02, 2023 Q3 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
9.31K
+ 64.29%
$118K - $134K
23.8K $379K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
8.7K
+ 0.98%
$110K - $125K
898K $14.3M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
8.32K
+ 14.96%
$105K - $120K
64K $1.02M
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
7.9K
+ 5.41%
$100K - $114K
154K $2.45M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
7.56K
+ 1.84%
$95.6K - $109K
419K $6.68M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
5.54K
+ 2.66%
$70.1K - $79.8K
214K $3.41M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
4.09K
+ 23.93%
$51.7K - $58.8K
21.2K $337K
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
3.71K
New
$46.9K - $53.3K
3.71K $59.1K
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
3.35K
+ 7.21%
$42.4K - $48.2K
49.9K $795K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
3.04K
+ 24.37%
$38.4K - $43.7K
15.5K $247K
Nov 15, 2023 Q3 2023
Rb Capital Management, LLC

BUY
 -
2.83K
+ 1.78%
$35.8K - $40.7K
162K $2.58M
Nov 13, 2023 Q3 2023
Lokken Investment Group LLC

BUY
 -
2.52K
+ 3.7%
$31.9K - $36.3K
70.7K $1.13M
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
2.33K
+ 1.96%
$29.5K - $33.6K
121K $1.93M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2K
+ 0.61%
$25.3K - $28.8K
332K $5.28M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
1.93K
+ 2.24%
$24.4K - $27.8K
88.1K $1.4M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.76K
+ 1.26%
$22.3K - $25.3K
142K $2.26M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
1.65K
+ 2.46%
$20.9K - $23.8K
68.8K $1.1M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.13K
+ 9.85%
$14.2K - $16.2K
12.6K $200K
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
1.11K
+ 2.1%
$14.1K - $16K
54.2K $863K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
945
+ 0.64%
$12K - $13.6K
149K $2.37M
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
905
+ 0.63%
$11.4K - $13K
144K $2.3M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
887
New
$11.2K - $12.8K
887 $14.1K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
705
+ 1.97%
$8.92K - $10.1K
36.5K $582K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
677
+ 2.96%
$8.56K - $9.74K
23.6K $375K
Oct 25, 2023 Q3 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
617
+ 0.75%
$7.81K - $8.88K
83.2K $1.32M

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