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 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
20KNew |
$239K - $294K
|
20K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$167K - $206K
|
14K
$203K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10.8KNew |
$129K - $159K
|
10.8K
$157K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.8KNew |
$45.3K - $55.9K
|
3.8K
$55.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
3.73KNew |
$44.5K - $54.9K
|
3.73K
$54.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.14K+ 17.01% |
$25.5K - $31.5K
|
14.7K
$213K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.54KNew |
$18.3K - $22.6K
|
1.54K
$22.3K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
741New |
$8.84K - $10.9K
|
741
$10.7K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
300New |
$3.58K - $4.42K
|
300
$4.35K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37New |
$441 - $545
|
37
$536
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
5New |
$59.7 - $73.6
|
5
$72.5
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.95% |
$47.7 - $58.9
|
209
$3.03K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
50.8KNew |
$643K - $731K
|
50.8K
$736K
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
35.9KNew |
$454K - $517K
|
35.9K
$520K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.6KNew |
$184K - $210K
|
14.6K
$211K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.1KNew |
$128K - $145K
|
10.1K
$146K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
7.9K+ 5.41% |
$100K - $114K
|
154K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.52K+ 3.7% |
$31.9K - $36.3K
|
70.7K
$1.02M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
887New |
$11.2K - $12.8K
|
887
$12.9K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
705+ 1.97% |
$8.92K - $10.1K
|
36.5K
$529K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
100New |
$1.27K - $1.44K
|
100
$1.45K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
3.05K+ 29.34% |
$38.4K - $42.1K
|
13.5K
$195K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.05K+ 29.34% |
$38.4K - $42.1K
|
13.5K
$195K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.42KNew |
$30.5K - $33.5K
|
2.42K
$35.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
437+ 1.79% |
$5.49K - $6.03K
|
24.8K
$359K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$3.14K - $3.45K
|
250
$3.62K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
222+ 1.83% |
$2.79K - $3.06K
|
12.4K
$179K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
39New |
$490 - $538
|
39
$565
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
54.5KNew |
$693K - $836K
|
54.5K
$789K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
17.4KNew |
$221K - $267K
|
17.4K
$252K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
13.4KNew |
$170K - $205K
|
13.4K
$194K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$144K - $173K
|
11.3K
$164K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$29.4K - $35.5K
|
2.31K
$33.5K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2KNew |
$25.4K - $30.7K
|
2K
$29K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.32KNew |
$16.8K - $20.3K
|
1.32K
$19.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.24KNew |
$15.7K - $19K
|
1.24K
$17.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
840New |
$10.7K - $12.9K
|
840
$12.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
700New |
$8.9K - $10.7K
|
700
$10.1K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
24.4KNew |
$301K - $369K
|
24.4K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
7.84K+ 320.3% |
$96.7K - $119K
|
10.3K
$149K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.22K+ 4.87% |
$52.1K - $63.9K
|
90.9K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.7KNew |
$45.6K - $55.9K
|
3.7K
$53.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.44K+ 13.07% |
$42.4K - $52.1K
|
29.8K
$431K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.52KNew |
$31.1K - $38.1K
|
2.52K
$36.5K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.89KNew |
$23.3K - $28.6K
|
1.89K
$27.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.75KNew |
$21.6K - $26.5K
|
1.75K
$25.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19+ 2.11% |
$234 - $287
|
920
$13.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$12.3 - $15.1
|
8
$116
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.35KNew |
$66.9K - $88.2K
|
5.35K
$77.5K
|
|