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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.84K+ 1.8% |
$42.4K - $46.8K
|
161K
$2.49M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.44K+ 11.31% |
$36.5K - $40.3K
|
24K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.83KNew |
$27.3K - $30.1K
|
1.83K
$28.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$26.4K - $29.2K
|
1.77K
$27.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 100.0% |
$26.1K - $28.9K
|
3.5K
$54.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.74K+ 5.81% |
$26K - $28.7K
|
31.6K
$490K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.52K+ 12.84% |
$22.7K - $25.1K
|
13.4K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.5KNew |
$22.3K - $24.7K
|
1.5K
$23.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.28K+ 7.92% |
$19K - $21K
|
17.4K
$269K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 10.62% |
$18.2K - $20.1K
|
12.7K
$197K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.2K+ 0.73% |
$17.9K - $19.8K
|
166K
$2.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.14K+ 1634.29% |
$17.1K - $18.9K
|
1.21K
$18.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.09KNew |
$16.3K - $18K
|
1.09K
$16.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
977+ 3.94% |
$14.6K - $16.1K
|
25.8K
$400K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
957+ 0.35% |
$14.3K - $15.8K
|
272K
$4.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
848+ 1.68% |
$12.7K - $14K
|
51.4K
$796K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
838New |
$12.5K - $13.8K
|
838
$13K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
814+ 3.46% |
$12.2K - $13.4K
|
24.3K
$377K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
754+ 1.58% |
$11.3K - $12.4K
|
48.5K
$752K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
687New |
$10.3K - $11.3K
|
687
$10.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
660+ 2.77% |
$9.86K - $10.9K
|
24.5K
$380K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
600New |
$8.96K - $9.9K
|
600
$9.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
587+ 144.23% |
$8.77K - $9.69K
|
994
$15.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
574+ 1.78% |
$8.58K - $9.47K
|
32.8K
$509K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
556+ 5.2% |
$8.31K - $9.17K
|
11.2K
$174K
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
533+ 3.66% |
$7.96K - $8.79K
|
15.1K
$234K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
422+ 0.88% |
$6.3K - $6.96K
|
48.4K
$749K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
416+ 22.68% |
$6.22K - $6.86K
|
2.25K
$34.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
408+ 8.16% |
$6.1K - $6.73K
|
5.41K
$83.8K
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
386+ 3.81% |
$5.77K - $6.37K
|
10.5K
$163K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
367+ 1.48% |
$5.48K - $6.06K
|
25.2K
$390K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
359+ 1.53% |
$5.36K - $5.92K
|
23.8K
$368K
|
|
|
Nov 13, 2025
Q3 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
347+ 1.78% |
$5.18K - $5.73K
|
19.8K
$307K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
300+ 1.78% |
$4.48K - $4.95K
|
17.2K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
259+ 1.77% |
$3.87K - $4.27K
|
14.9K
$230K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
255+ 1.67% |
$3.81K - $4.21K
|
15.5K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
173+ 1.78% |
$2.58K - $2.85K
|
9.89K
$153K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
56+ 3.32% |
$837 - $924
|
1.74K
$27K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44+ 0.16% |
$657 - $726
|
28K
$434K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$523 - $578
|
35
$543
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
34+ 0.14% |
$508 - $561
|
23.8K
$369K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33New |
$493 - $545
|
33
$512
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
33+ 1.76% |
$493 - $545
|
1.91K
$29.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
25+ 0.24% |
$374 - $413
|
10.5K
$163K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
24+ 1.78% |
$359 - $396
|
1.38K
$21.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21+ 0.05% |
$314 - $347
|
43K
$666K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
20+ 1.52% |
$299 - $330
|
1.34K
$20.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14+ 0.13% |
$209 - $231
|
10.5K
$162K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
13New |
$194 - $215
|
13
$202
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 1.78% |
$149 - $165
|
571
$8.85K
|
|