Latest Institutional Purchases of Royce Value Trust, Inc. (RVT)

RVT Quotes by TradingView

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 03, 2025 Q3 2025
Gps Wealth Strategies Group, LLC

BUY
 -
6
+ 1.77%
$89.6 - $99
345 $5.35K
Oct 28, 2025 Q3 2025
Country Trust Bank

BUY
 -
5
+ 1.63%
$74.7 - $82.5
311 $4.82K
Oct 21, 2025 Q3 2025
Global Retirement Partners, LLC

BUY
 -
3
+ 1.57%
$44.8 - $49.5
194 $3.01K
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3
+ 0.03%
$44.8 - $49.5
10.1K $156K
Nov 03, 2025 Q3 2025
Tidemark, LLC

San Diego, CA
BUY
 -
1
+ 0.98%
$14.9 - $16.5
103 $1.6K
Nov 10, 2025 Q3 2025
Jfs Wealth Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q2 2025
Aug 14, 2025 Q2 2025
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
78K
New
$975K - $1.19M
78K $1.21M
Oct 10, 2025 Q2 2025
Delta Wealth Advisors LLC

Indianapolis, IN
BUY
 -
40.9K
New
$511K - $622K
40.9K $633K
Aug 14, 2025 Q2 2025
Jane Street Group, LLC

New York, NY
BUY
 -
38.5K
+ 295.18%
$482K - $586K
51.6K $799K
Jul 23, 2025 Q2 2025
Abel Hall, LLC

Baton Rouge, LA
BUY
 -
35K
+ 159.09%
$438K - $532K
57K $884K
Aug 12, 2025 Q2 2025
Virtu Financial LLC

New York, NY
BUY
 -
20.3K
+ 185.82%
$254K - $309K
31.2K $484K
Aug 08, 2025 Q2 2025
Avantax Advisory Services, Inc.

BUY
 -
11.3K
New
$141K - $172K
11.3K $175K
Aug 14, 2025 Q2 2025
Coastal Bridge Advisors, LLC

BUY
 -
10.7K
New
$134K - $163K
10.7K $166K
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
10.4K
New
$130K - $158K
10.4K $161K
Aug 06, 2025 Q2 2025
Penserra Capital Management LLC

Orinda, CA
BUY
 -
9.57K
+ 3.04%
$120K - $146K
325K $5.03M
Aug 13, 2025 Q2 2025
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
3.51K
New
$43.9K - $53.4K
3.51K $54.4K
Aug 11, 2025 Q2 2025
Keyes, Stange & Wooten Wealth Management, LLC

Palm Coast, FL
BUY
 -
1.65K
+ 11.73%
$20.6K - $25.1K
15.7K $243K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
700
New
$8.75K - $10.6K
700 $10.9K
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
500
New
$6.25K - $7.61K
500 $7.75K
Aug 04, 2025 Q2 2025
Hantz Financial Services, Inc.

BUY
 -
500
New
$6.25K - $7.61K
500 $7.75K
Jul 11, 2025 Q2 2025
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
381
+ 0.66%
$4.76K - $5.8K
58.2K $902K
Jul 08, 2025 Q2 2025
Parisi Gray Wealth Management

BUY
 -
242
+ 2.0%
$3.03K - $3.68K
12.4K $191K
Aug 14, 2025 Q2 2025
Mc Ilrath & Eck, LLC

BUY
 -
55
+ 2.01%
$688 - $837
2.79K $43.2K
Aug 06, 2025 Q2 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
8
New
$100 - $122
8 $124
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 21, 2025 Q1 2025
Advisor Resource Council

BUY
 -
30.4K
New
$428K - $508K
30.4K $472K
May 27, 2025 Q1 2025
Jacobi Capital Management LLC

BUY
 -
11.3K
New
$158K - $188K
11.3K $174K
May 13, 2025 Q1 2025
Aptus Capital Advisors, LLC

BUY
 -
11K
New
$155K - $184K
11K $171K
Apr 17, 2025 Q1 2025
Inscription Capital, LLC

Houston, TX
BUY
 -
10.3K
New
$145K - $171K
10.3K $159K
Aug 14, 2025 Q1 2025
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
9.14K
New
$129K - $153K
9.14K $142K
May 01, 2025 Q1 2025
Cutter & CO Brokerage, Inc.

BUY
 -
6.84K
+ 52.11%
$96.3K - $114K
20K $310K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
2.73K
New
$38.4K - $45.6K
2.73K $42.3K
May 01, 2025 Q1 2025
Hughes Financial Services, LLC

Herndon, VA
BUY
 -
1.62K
New
$22.8K - $27K
1.62K $25.1K
May 13, 2025 Q1 2025
Bokf, Na

Tulsa, OK
BUY
 -
1.53K
New
$21.5K - $25.5K
1.53K $23.7K
Apr 29, 2025 Q1 2025
Chilton Capital Management LLC

Houston, TX
BUY
 -
751
New
$10.6K - $12.5K
751 $11.6K
May 02, 2025 Q1 2025
Larson Financial Group LLC

BUY
 -
81
New
$1.14K - $1.35K
81 $1.26K
Apr 18, 2025 Q1 2025
Dhjj Financial Advisors, Ltd.

BUY
 -
55
New
$774 - $917
55 $853
Apr 11, 2025 Q1 2025
City State Bank

Norwalk, IA
BUY
 -
9
+ 1.98%
$127 - $150
464 $7.19K
Q4 2024
Feb 14, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
58.1K
New
$881K - $982K
58.1K $901K
Feb 10, 2025 Q4 2024
Atlanta Consulting Group Advisors, LLC

Atlanta, GA
BUY
 -
43.7K
New
$663K - $739K
43.7K $678K
Feb 04, 2025 Q4 2024
Dover Advisors, LLC

Richmond, VA
BUY
 -
14.4K
New
$218K - $243K
14.4K $223K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
13.8K
New
$209K - $233K
13.8K $214K
Feb 14, 2025 Q4 2024
Kovitz Investment Group Partners, LLC

BUY
 -
11.7K
New
$178K - $198K
11.7K $182K
Feb 14, 2025 Q4 2024
Canal Capital Management, LLC

BUY
 -
11.3K
New
$171K - $191K
11.3K $175K
Feb 10, 2025 Q4 2024
Gwn Securities Inc.

Palm Beach Gardens, FL
BUY
 -
11.2K
New
$170K - $190K
11.2K $174K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
3.96K
+ 1.87%
$60.1K - $67K
216K $3.35M
Feb 14, 2025 Q4 2024
Karpus Management, Inc.

Pittsford, NY
BUY
 -
2.11K
+ 1.09%
$32K - $35.7K
196K $3.04M
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.07K
+ 8.95%
$16.2K - $18.1K
13K $202K
Feb 12, 2025 Q4 2024
National Bank Of Canada

BUY
 -
95
+ 30.45%
$1.44K - $1.61K
407 $6.31K

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