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, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
161New |
$2.01K - $2.65K
|
161
$2.33K
|
|
Oct 19, 2022
Q3 2022
|
Heron Bay Capital Management
|
BUY
|
- |
19+ 0.16% |
$238 - $313
|
11.8K
$171K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 2.26% |
$87.6 - $115
|
317
$4.59K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
333KNew |
$4.47M - $5.73M
|
333K
$4.83M
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19.4KNew |
$261K - $334K
|
19.4K
$282K
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.3KNew |
$139K - $178K
|
10.3K
$150K
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
10KNew |
$134K - $172K
|
10K
$145K
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7KNew |
$93.9K - $120K
|
7K
$101K
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1K+ 52.63% |
$13.4K - $17.2K
|
2.9K
$42K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
157+ 2.56% |
$2.11K - $2.7K
|
6.28K
$91K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
10KNew |
$159K - $196K
|
10K
$145K
|
|
Q4 2021 | |||||||
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
CALL |
7.69KNew |
$136K - $153K
|
7.69K
$111K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.73K+ 167.52% |
$102K - $114K
|
9.14K
$132K
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
1.2KNew |
$21.3K - $23.9K
|
1.2K
$17.4K
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
1+ 3.33% |
$17.7 - $19.9
|
31
$449
|
|
Q3 2021 | |||||||
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.38KNew |
$41.6K - $45.4K
|
2.38K
$34.5K
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.5KNew |
$26.2K - $28.7K
|
1.5K
$21.8K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.2KNew |
$150K - $169K
|
12.2K
$177K
|
|
Oct 02, 2020
Q3 2020
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
224+ 2.1% |
$2.74K - $3.1K
|
10.9K
$158K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8+ 2.22% |
$72.2 - $108
|
368
$5.33K
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10.7KNew |
$84.5K - $164K
|
10.7K
$155K
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1KNew |
$252K - $284K
|
19.1K
$276K
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.19KNew |
$15.8K - $17.8K
|
1.19K
$17.3K
|
|
Q3 2019 | |||||||
Aug 30, 2024
Q3 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.93KNew |
$51.4K - $56.3K
|
3.93K
$57K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
264KNew |
$2.92M - $4.29M
|
264K
$3.82M
|
|
Jan 28, 2019
Q4 2018
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10.3KNew |
$114K - $167K
|
10.3K
$149K
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
704New |
$7.8K - $11.4K
|
704
$10.2K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
247KNew |
$3.84M - $4.14M
|
247K
$3.57M
|
|
Oct 17, 2018
Q3 2018
|
Coastline Trust CO
|
BUY
|
- |
13.5KNew |
$210K - $226K
|
13.5K
$195K
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$180K - $194K
|
11.6K
$167K
|
|
Q1 2018 | |||||||
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
34.4KNew |
$523K - $587K
|
34.4K
$498K
|
|
Q3 2017 | |||||||
Oct 10, 2017
Q3 2017
|
Hollencrest Capital Management
|
BUY
|
- |
10.5KNew |
$149K - $166K
|
10.5K
$152K
|
|
Oct 17, 2017
Q3 2017
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$14.2K - $15.8K
|
1K
$14.5K
|
|
Q2 2017 | |||||||
Aug 10, 2017
Q2 2017
|
Bahl & Gaynor Inc
|
BUY
|
- |
17KNew |
N/A
|
17K
$246K
|