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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
317KNew |
$4.92M - $5.19M
|
317K
$4.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.1K+ 308.94% |
$482K - $510K
|
41.2K
$638K
|
|
|
Jan 29, 2026
Q4 2025
|
Coquina Private Wealth LLC
Port Charlotte, FL |
BUY
|
- |
11.2KNew |
$174K - $183K
|
11.2K
$174K
|
|
|
Jan 29, 2026
Q4 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
8K+ 12.52% |
$124K - $131K
|
71.9K
$1.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.66K+ 5.47% |
$41.2K - $43.5K
|
51.2K
$793K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
1.77K+ 3.91% |
$27.4K - $28.9K
|
47K
$728K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 2.52% |
$26.9K - $28.5K
|
70.8K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
1.72K+ 3.34% |
$26.6K - $28.1K
|
53.1K
$823K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.53K+ 13.44% |
$23.7K - $25K
|
12.9K
$200K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
811+ 1.68% |
$12.6K - $13.3K
|
49.2K
$762K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
451+ 3.37% |
$6.99K - $7.39K
|
13.8K
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
174+ 1.66% |
$2.7K - $2.85K
|
10.7K
$165K
|
|
|
Jan 28, 2026
Q4 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
164New |
$2.54K - $2.69K
|
164
$2.54K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
125New |
$1.94K - $2.05K
|
125
$1.94K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
107New |
$1.66K - $1.75K
|
107
$1.66K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
101+ 3.37% |
$1.57K - $1.65K
|
3.1K
$48.1K
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
95+ 3.33% |
$1.47K - $1.56K
|
2.95K
$45.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
88New |
$1.36K - $1.44K
|
88
$1.36K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
59+ 3.34% |
$915 - $966
|
1.83K
$28.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 0.44% |
$729 - $770
|
10.7K
$166K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 3.33% |
$295 - $311
|
590
$9.15K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 3.16% |
$264 - $278
|
555
$8.6K
|
|
|
Jan 28, 2026
Q4 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14+ 0.11% |
$217 - $229
|
13.2K
$205K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
10+ 3.22% |
$155 - $164
|
321
$4.98K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.4MNew |
$21M - $23.2M
|
1.4M
$21.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
584K+ 4554.13% |
$8.73M - $9.64M
|
597K
$9.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
567K+ 476.34% |
$8.46M - $9.35M
|
686K
$10.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75.2K+ 10.85% |
$1.12M - $1.24M
|
768K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
71.2K+ 14.47% |
$1.06M - $1.17M
|
563K
$8.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.2K+ 157.66% |
$855K - $944K
|
93.5K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
53.8KNew |
$804K - $888K
|
53.8K
$834K
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
52.4K+ 100.09% |
$783K - $865K
|
105K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
36.4KNew |
$543K - $600K
|
36.4K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
36.3K+ 72.67% |
$543K - $600K
|
86.3K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33.3K+ 289.02% |
$497K - $549K
|
44.8K
$694K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
32.6K+ 264.98% |
$488K - $539K
|
45K
$697K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
32.5KNew |
$486K - $537K
|
32.5K
$504K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.4K+ 3.9% |
$440K - $486K
|
784K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.6K+ 47.97% |
$413K - $456K
|
85.2K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
20.9KNew |
$312K - $344K
|
20.9K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
20.6K+ 46.62% |
$308K - $340K
|
64.8K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20.5K+ 10.1% |
$307K - $339K
|
224K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 14.48% |
$291K - $322K
|
154K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19KNew |
$284K - $314K
|
19K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.2K+ 16.97% |
$272K - $300K
|
126K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 0.83% |
$254K - $280K
|
2.06M
$32M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
16.4K+ 112.33% |
$245K - $271K
|
31K
$481K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.4K+ 60.07% |
$200K - $221K
|
35.8K
$554K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 8.08% |
$191K - $211K
|
171K
$2.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.2KNew |
$182K - $201K
|
12.2K
$189K
|
|