Purchases and Sales Made in Q4 2024 in Royce Global Value Trust, Inc. (RGT)
This table provides information about the institutional ownership of Royce Global Value Trust, Inc. (RGT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
765KNew |
$8.14M - $9.18M
|
765K
$8.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
36.5K+ 70.57% |
$389K - $438K
|
88.3K
$977K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
25K+ 1172.04% |
$266K - $300K
|
27.2K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 139.37% |
$172K - $194K
|
27.7K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
14.9KNew |
$159K - $179K
|
14.9K
$165K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.3K+ 57.72% |
$141K - $159K
|
36.3K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12.1K+ 48.13% |
$128K - $145K
|
37.1K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$116K - $131K
|
10.9K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.84K+ 114.2% |
$94.1K - $106K
|
16.6K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.47K+ 2.11% |
$68.8K - $77.6K
|
313K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.29K+ 4.36% |
$13.7K - $15.4K
|
30.7K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
954+ 1272.0% |
$10.2K - $11.4K
|
1.03K
$11.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
869+ 7.77% |
$9.25K - $10.4K
|
12.1K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
738New |
$7.85K - $8.86K
|
738
$8.16K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
140+ 0.38% |
$1.49K - $1.68K
|
37.5K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
80+ 0.08% |
$851 - $960
|
96.1K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
75+ 0.04% |
$798 - $900
|
185K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55+ 0.17% |
$585 - $660
|
33.1K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
35New |
$372 - $420
|
35
$387
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18+ 0.08% |
$192 - $216
|
21.7K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 4.0% |
$31.9 - $36
|
78
$863
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-717- 12.28% |
$7.63K - $8.6K
|
5.12K
$56.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.13K- 5.13% |
$12K - $13.5K
|
20.8K
$230K
|