Latest Institutional Transactions on Royce Value Trust, Inc. (RVT)
This table provides information on the latest institutional transactions involving Royce Value Trust, Inc. (RVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 2.78% |
$75.8 - $84.5
|
185
$3.01K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-310- 0.54% |
$4.7K - $5.24K
|
57K
$928K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9K+ 18.43% |
$28.8K - $32.2K
|
12.2K
$199K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.15K+ 2.36% |
$78K - $87K
|
223K
$3.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.96K+ 1.87% |
$60.1K - $67K
|
216K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
19.6KNew |
$296K - $331K
|
19.6K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.43K+ 5.16% |
$36.8K - $41K
|
49.5K
$806K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
138+ 1.29% |
$2.09K - $2.33K
|
10.8K
$177K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-135K- 34.99% |
$2.05M - $2.29M
|
251K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
75+ 2.87% |
$1.14K - $1.27K
|
2.69K
$43.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.6K+ 191.58% |
$403K - $449K
|
40.5K
$659K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.08% |
$182 - $203
|
14.2K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
24KNew |
$363K - $405K
|
24K
$390K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.19K+ 13.39% |
$109K - $121K
|
60.9K
$991K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
23+ 0.16% |
$348 - $389
|
14.7K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.1K- 7.85% |
$16.7K - $18.6K
|
12.9K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.1K- 25.56% |
$260K - $290K
|
49.9K
$812K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-773- 0.73% |
$11.7K - $13.1K
|
105K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.07K+ 23.03% |
$46.5K - $51.9K
|
16.4K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
6.64K+ 23.81% |
$101K - $112K
|
34.5K
$562K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 2.83% |
$136 - $152
|
327
$5.32K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
10.5KNew |
$159K - $177K
|
10.5K
$170K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.99K- 3.62% |
$30.1K - $33.6K
|
52.9K
$861K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-976- 1.15% |
$14.8K - $16.5K
|
83.6K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.6K+ 5.79% |
$24.3K - $27.1K
|
29.3K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-521- 13.26% |
$7.89K - $8.8K
|
3.41K
$55.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 2.0% |
$15.2 - $16.9
|
51
$830
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-20.4K- 16.75% |
$309K - $345K
|
102K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 2.75% |
$178K - $199K
|
440K
$7.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.02K- 14.19% |
$76K - $84.8K
|
30.3K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.37K- 4.99% |
$20.8K - $23.2K
|
26.1K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.22K+ 6.88% |
$48.7K - $54.4K
|
50K
$814K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.88K- 6.26% |
$58.7K - $65.5K
|
58.1K
$945K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
606+ 1.29% |
$9.18K - $10.2K
|
47.5K
$773K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
33.3K+ 55.86% |
$505K - $563K
|
92.9K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1.7K- 5.76% |
$25.8K - $28.7K
|
27.8K
$453K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
333+ 2.89% |
$5.04K - $5.63K
|
11.9K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5- 0.01% |
$75.8 - $84.5
|
65.5K
$1.07M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-347K- 93.46% |
$5.25M - $5.86M
|
24.3K
$395K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.42% |
$14.3 - $16
|
239
$3.89K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 5.56% |
$15K - $16.8K
|
19.9K
$324K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.03KNew |
$14.7K - $16.5K
|
1.03K
$16.8K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
47+ 1.84% |
$671 - $752
|
2.6K
$42.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.87K+ 1.2% |
$26.7K - $29.9K
|
158K
$2.57M
|
|
|
Nov 15, 2024
Q3 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
13.4KNew |
$191K - $215K
|
13.4K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-526- 1.08% |
$7.51K - $8.42K
|
48.2K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13KNew |
$185K - $207K
|
13K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
540+ 3.05% |
$7.71K - $8.65K
|
18.3K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70.4K+ 9.99% |
$1.01M - $1.13M
|
776K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
75.2KNew |
$1.07M - $1.2M
|
75.2K
$1.22M
|
|