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 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.8KNew |
$240K - $269K
|
16.8K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13KNew |
$185K - $207K
|
13K
$188K
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10.7KNew |
$152K - $171K
|
10.7K
$155K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
10.2KNew |
$145K - $163K
|
10.2K
$147K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5KNew |
$71.4K - $80.1K
|
5K
$72.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$25K - $28K
|
1.75K
$25.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.03KNew |
$14.7K - $16.5K
|
1.03K
$14.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
800+ 1.68% |
$11.4K - $12.8K
|
48.5K
$703K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
130+ 0.32% |
$1.86K - $2.08K
|
40.9K
$593K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
19New |
$271 - $304
|
19
$275
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
17+ 1.75% |
$243 - $272
|
991
$14.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 1.95% |
$143 - $160
|
524
$7.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
8+ 1.86% |
$114 - $128
|
438
$6.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$71.4 - $80.1
|
5
$72.5
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 1.78% |
$57.1 - $64
|
229
$3.32K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
281K+ 62.04% |
$3.89M - $4.27M
|
734K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.4KNew |
$476K - $521K
|
34.4K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
23.6KNew |
$327K - $359K
|
23.6K
$343K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
19KNew |
$263K - $288K
|
19K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
$173K - $190K
|
12.5K
$181K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10KNew |
$139K - $152K
|
10K
$145K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.05KNew |
$56.1K - $61.4K
|
4.05K
$58.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.5KNew |
$48.4K - $53K
|
3.5K
$50.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.07KNew |
$14.8K - $16.2K
|
1.07K
$15.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
865+ 1.97% |
$12K - $13.1K
|
44.7K
$648K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
525New |
$7.27K - $7.96K
|
525
$7.61K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
249+ 1.97% |
$3.45K - $3.78K
|
12.9K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
228+ 1.97% |
$3.16K - $3.46K
|
11.8K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
215New |
$2.98K - $3.26K
|
215
$3.12K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
129+ 3.95% |
$1.79K - $1.96K
|
3.4K
$49.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
23+ 0.13% |
$319 - $349
|
17.3K
$251K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
8+ 1.79% |
$111 - $121
|
455
$6.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 200.0% |
$83.1 - $91
|
9
$130
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.07% |
$13.9 - $15.2
|
1.5K
$21.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 7.14% |
$13.9 - $15.2
|
15
$217
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
264KNew |
$3.63M - $4M
|
264K
$3.82M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26.3K+ 126.79% |
$362K - $398K
|
47K
$681K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
17.8KNew |
$245K - $269K
|
17.8K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.1KNew |
$208K - $229K
|
15.1K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15KNew |
$207K - $228K
|
15K
$218K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5KNew |
$68.9K - $75.9K
|
5K
$72.5K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.4KNew |
$19.3K - $21.3K
|
1.4K
$20.3K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.09KNew |
$15K - $16.5K
|
1.09K
$15.8K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
658+ 4.62% |
$9.06K - $9.98K
|
14.9K
$216K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
170New |
$2.34K - $2.58K
|
170
$2.46K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124New |
$1.71K - $1.88K
|
124
$1.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
243KNew |
$2.9M - $3.58M
|
243K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
52.9K+ 174.5% |
$631K - $778K
|
83.2K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
30.4KNew |
$363K - $448K
|
30.4K
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
26KNew |
$310K - $383K
|
26K
$377K
|
|