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 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.17K+ 9.81% |
$48K - $53.6K
|
35.5K
$514K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.07K+ 23.03% |
$46.5K - $51.9K
|
16.4K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.72K+ 27.27% |
$41.2K - $46K
|
12.7K
$184K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.43K+ 5.16% |
$36.8K - $41K
|
49.5K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.17K+ 4.5% |
$32.9K - $36.7K
|
50.4K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.11K+ 1.09% |
$32K - $35.7K
|
196K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9K+ 18.43% |
$28.8K - $32.2K
|
12.2K
$177K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.83KNew |
$27.8K - $31K
|
1.83K
$26.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.77K+ 9.7% |
$26.8K - $29.9K
|
20K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.6K+ 5.79% |
$24.3K - $27.1K
|
29.3K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.48K+ 2.2% |
$22.5K - $25.1K
|
69K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.33K+ 10.97% |
$20.1K - $22.5K
|
13.5K
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.3K+ 2.86% |
$19.6K - $21.9K
|
46.7K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.07K+ 8.95% |
$16.2K - $18.1K
|
13K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.02K+ 11.09% |
$15.4K - $17.2K
|
10.2K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1KNew |
$15.2K - $16.9K
|
1K
$14.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
933+ 0.67% |
$14.1K - $15.8K
|
140K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
871+ 2.89% |
$13.2K - $14.7K
|
31K
$449K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
813New |
$12.3K - $13.7K
|
813
$11.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
606+ 1.29% |
$9.18K - $10.2K
|
47.5K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
599New |
$9.07K - $10.1K
|
599
$8.68K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
596+ 1.33% |
$9.03K - $10.1K
|
45.2K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
455+ 2.88% |
$6.89K - $7.69K
|
16.2K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
384+ 2.76% |
$5.82K - $6.49K
|
14.3K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
370+ 2.9% |
$5.61K - $6.25K
|
13.1K
$190K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
333+ 2.89% |
$5.04K - $5.63K
|
11.9K
$172K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
324+ 2.89% |
$4.91K - $5.48K
|
11.5K
$167K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
260+ 2.36% |
$3.94K - $4.39K
|
11.3K
$163K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
138+ 1.29% |
$2.09K - $2.33K
|
10.8K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
97+ 0.44% |
$1.47K - $1.64K
|
22.4K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
95+ 30.45% |
$1.44K - $1.61K
|
407
$5.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
76+ 2.89% |
$1.15K - $1.28K
|
2.71K
$39.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
75+ 2.88% |
$1.14K - $1.27K
|
2.68K
$38.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
75+ 2.87% |
$1.14K - $1.27K
|
2.69K
$39K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
47+ 0.2% |
$712 - $794
|
23.8K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23+ 9.62% |
$348 - $389
|
262
$3.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
23+ 0.16% |
$348 - $389
|
14.7K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.08% |
$182 - $203
|
14.2K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
11+ 3.14% |
$167 - $186
|
361
$5.23K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 2.83% |
$136 - $152
|
327
$4.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 2.78% |
$75.8 - $84.5
|
185
$2.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 2.88% |
$60.6 - $67.6
|
143
$2.07K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$30.3 - $33.8
|
12.2K
$177K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$15.2 - $16.9
|
16.2K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 2.0% |
$15.2 - $16.9
|
51
$739
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82K+ 5.48% |
$1.17M - $1.31M
|
1.58M
$22.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
78.6K+ 5.52% |
$1.12M - $1.26M
|
1.5M
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
75.2KNew |
$1.07M - $1.2M
|
75.2K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
75KNew |
$1.07M - $1.2M
|
75K
$1.09M
|
|