Latest Institutional Purchases of Royce Value Trust, Inc. (RVT)
This list provides information on the latest institutional transactions involving Royce Value Trust, Inc. (RVT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
|
- |
3.07MNew |
$46.5M - $51.9M
|
3.07M
$44.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
539KNew |
$8.16M - $9.11M
|
539K
$7.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
344K+ 37.49% |
$5.21M - $5.81M
|
1.26M
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
316K+ 23.26% |
$4.79M - $5.34M
|
1.67M
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
245K+ 4.05% |
$3.72M - $4.15M
|
6.3M
$91.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
119K+ 8.29% |
$1.8M - $2.01M
|
1.55M
$22.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91.6K+ 123.01% |
$1.39M - $1.55M
|
166K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.5K+ 1.52% |
$1.33M - $1.48M
|
5.85M
$84.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
65K+ 13.25% |
$985K - $1.1M
|
556K
$8.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
58.1KNew |
$881K - $982K
|
58.1K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
50.8KNew |
$769K - $858K
|
50.8K
$735K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.2K+ 6.09% |
$716K - $798K
|
823K
$11.9M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
46.8KNew |
$709K - $791K
|
46.8K
$678K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
43.7KNew |
$663K - $739K
|
43.7K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
42.2KNew |
$639K - $712K
|
42.2K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
38.5K+ 223.56% |
$583K - $651K
|
55.7K
$807K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
33.3K+ 55.86% |
$505K - $563K
|
92.9K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.6K+ 191.58% |
$403K - $449K
|
40.5K
$586K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
24KNew |
$363K - $405K
|
24K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
23.2KNew |
$352K - $393K
|
23.2K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
23.2K+ 5.76% |
$352K - $393K
|
427K
$6.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
19.6KNew |
$296K - $331K
|
19.6K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
19.3KNew |
$293K - $327K
|
19.3K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16.6K+ 9.32% |
$252K - $281K
|
195K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.4K+ 10.23% |
$233K - $260K
|
166K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$218K - $243K
|
14.4K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.8KNew |
$209K - $233K
|
13.8K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.8K+ 9.31% |
$178K - $199K
|
138K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 2.75% |
$178K - $199K
|
440K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.7KNew |
$178K - $198K
|
11.7K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$171K - $191K
|
11.3K
$164K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.2KNew |
$170K - $190K
|
11.2K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
10.7KNew |
$163K - $181K
|
10.7K
$155K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
10.5KNew |
$159K - $177K
|
10.5K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
10.5K+ 6.63% |
$159K - $177K
|
168K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.84K+ 7.86% |
$134K - $149K
|
121K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.99K+ 5.86% |
$121K - $135K
|
144K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.76K+ 8.12% |
$118K - $131K
|
103K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.26K+ 66.7% |
$110K - $123K
|
18.1K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.19K+ 13.39% |
$109K - $121K
|
60.9K
$881K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.77K+ 41.31% |
$103K - $114K
|
23.2K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
6.64K+ 23.81% |
$101K - $112K
|
34.5K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.66K+ 16.9% |
$85.7K - $95.7K
|
39.2K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
5.32K+ 39.72% |
$80.6K - $90K
|
18.7K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.15K+ 2.36% |
$78K - $87K
|
223K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.27K+ 0.59% |
$64.6K - $72.1K
|
728K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.96K+ 1.87% |
$60.1K - $67K
|
216K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.47K+ 0.78% |
$52.6K - $58.7K
|
447K
$6.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.41K+ 2.55% |
$51.6K - $57.6K
|
137K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.22K+ 6.88% |
$48.7K - $54.4K
|
50K
$724K
|