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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
81New |
$1.14K - $1.35K
|
81
$1.26K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$22.8K - $27K
|
1.62K
$25.1K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.84K+ 52.11% |
$96.3K - $114K
|
20K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
751New |
$10.6K - $12.5K
|
751
$11.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-7.28K- 21.08% |
$102K - $121K
|
27.2K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4K- 8.02% |
$56.3K - $66.8K
|
45.9K
$711K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
30.4KNew |
$428K - $508K
|
30.4K
$472K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
55New |
$774 - $917
|
55
$853
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10.3KNew |
$145K - $171K
|
10.3K
$159K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3- -0.0% |
$42.2 - $50
|
65.5K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
9+ 1.98% |
$127 - $150
|
464
$7.19K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.11K+ 1.09% |
$32K - $35.7K
|
196K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$171K - $191K
|
11.3K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
76+ 2.89% |
$1.15K - $1.28K
|
2.71K
$41.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.7KNew |
$178K - $198K
|
11.7K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-230K- 59.37% |
$3.49M - $3.89M
|
158K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
58.1KNew |
$881K - $982K
|
58.1K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.07K+ 8.95% |
$16.2K - $18.1K
|
13K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-37.4K- 60.91% |
$567K - $632K
|
24K
$372K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
95+ 30.45% |
$1.44K - $1.61K
|
407
$6.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.2KNew |
$170K - $190K
|
11.2K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
43.7KNew |
$663K - $739K
|
43.7K
$678K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.8KNew |
$209K - $233K
|
13.8K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$218K - $243K
|
14.4K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-773- 0.73% |
$11.7K - $13.1K
|
105K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 2.0% |
$15.2 - $16.9
|
51
$791
|
|
| Q3 2024 | |||||||
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 1.78% |
$57.1 - $64
|
229
$3.55K
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10.7KNew |
$152K - $171K
|
10.7K
$165K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.03KNew |
$14.7K - $16.5K
|
1.03K
$16K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13KNew |
$185K - $207K
|
13K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
75.2KNew |
$1.07M - $1.2M
|
75.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.91K- 3.6% |
$27.3K - $30.6K
|
51.1K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
8+ 1.86% |
$114 - $128
|
438
$6.79K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.93K- 6.25% |
$27.6K - $30.9K
|
29K
$449K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.18K- 76.49% |
$16.9K - $18.9K
|
363
$5.63K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
78.6K+ 5.52% |
$1.12M - $1.26M
|
1.5M
$23.3M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
130+ 0.32% |
$1.86K - $2.08K
|
40.9K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82K+ 5.48% |
$1.17M - $1.31M
|
1.58M
$24.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.29% |
$971 - $1.09K
|
23.2K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5KNew |
$71.4K - $80.1K
|
5K
$77.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-50- 0.47% |
$714 - $801
|
10.6K
$165K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
10.2KNew |
$145K - $163K
|
10.2K
$158K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
17+ 1.75% |
$243 - $272
|
991
$15.4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
215New |
$2.98K - $3.26K
|
215
$3.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
23.6KNew |
$327K - $359K
|
23.6K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
228+ 1.97% |
$3.16K - $3.46K
|
11.8K
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.4KNew |
$476K - $521K
|
34.4K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-20.4K- 29.52% |
$282K - $309K
|
48.7K
$755K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
249+ 1.97% |
$3.45K - $3.78K
|
12.9K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 7.14% |
$13.9 - $15.2
|
15
$233
|
|