Purchases and Sales Made in Q3 2025 in Royce Global Value Trust, Inc. (RGT)
This table provides information about the institutional ownership of Royce Global Value Trust, Inc. (RGT) during Q3 2025. The information is specifically focused on institutions that hold shares of ROYCE GLOBAL VALUE TRUST, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
173KNew |
$2.06M - $2.28M
|
173K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
45.3KNew |
$541K - $599K
|
45.3K
$566K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
45.3KNew |
$541K - $599K
|
45.3K
$566K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
30.3K+ 14.01% |
$362K - $401K
|
247K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25K+ 53.35% |
$299K - $331K
|
72K
$898K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.1KNew |
$25.1K - $27.7K
|
2.1K
$26.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.45K+ 13.07% |
$17.3K - $19.1K
|
12.5K
$156K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.2K+ 1.24% |
$14.3K - $15.9K
|
97.9K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
970+ 4.45% |
$11.6K - $12.8K
|
22.8K
$284K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500+ 1.44% |
$5.97K - $6.61K
|
35.3K
$441K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
444New |
$5.3K - $5.87K
|
444
$5.54K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
355+ 0.92% |
$4.24K - $4.69K
|
39K
$487K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
259New |
$3.09K - $3.42K
|
259
$3.23K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
171+ 10.06% |
$2.04K - $2.26K
|
1.87K
$23.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$1.19K - $1.32K
|
100
$1.25K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28+ 35.9% |
$334 - $370
|
106
$1.32K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14New |
$167 - $185
|
14
$175
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 13.04% |
$501 - $555
|
280
$3.49K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-52- 0.06% |
$620 - $687
|
81.3K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-410- 3.57% |
$4.89K - $5.42K
|
11.1K
$138K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-951- 0.61% |
$11.3K - $12.6K
|
154K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.93K- 28.26% |
$23K - $25.4K
|
4.89K
$61K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.64K- 0.86% |
$43.4K - $48.1K
|
421K
$5.26M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-7.32K- 25.3% |
$87.4K - $96.7K
|
21.6K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.5K- 36.61% |
$137K - $151K
|
19.9K
$248K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-35.9K- 48.39% |
$428K - $474K
|
38.3K
$477K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-138K- 28.0% |
$1.65M - $1.82M
|
355K
$4.43M
|
|