Latest Institutional Sells of Royce Value Trust, Inc. (RVT)
This list provides information on the latest institutional transactions involving Royce Value Trust, Inc. (RVT) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-12.4K- 26.89% |
$155K - $188K
|
33.6K
$521K
|
|
|
Aug 06, 2025
Q2 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-5.8K- 2.89% |
$72.5K - $88.2K
|
195K
$3.03M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.38K- 9.55% |
$29.8K - $36.2K
|
22.6K
$350K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.3K- 3.63% |
$16.3K - $19.8K
|
34.6K
$536K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-716- 1.4% |
$8.95K - $10.9K
|
50.3K
$780K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-667- 5.04% |
$8.34K - $10.1K
|
12.6K
$195K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-248- 23.89% |
$3.1K - $3.77K
|
790
$12.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-175- 26.4% |
$2.19K - $2.66K
|
488
$7.56K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-96- 0.75% |
$1.2K - $1.46K
|
12.6K
$196K
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-7.28K- 21.08% |
$102K - $121K
|
27.2K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.89K- 26.29% |
$82.8K - $98.2K
|
16.5K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4K- 8.02% |
$56.3K - $66.8K
|
45.9K
$711K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-999- 99.9% |
$14.1K - $16.7K
|
1
$15.5
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-818Closed |
$11.5K - $13.6K
|
0
$0
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-694- 1.22% |
$9.76K - $11.6K
|
56.3K
$873K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-472- 3.86% |
$6.64K - $7.87K
|
11.8K
$182K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-200- 1.49% |
$2.81K - $3.34K
|
13.2K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3- -0.0% |
$42.2 - $50
|
65.5K
$1.01M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-230K- 59.37% |
$3.49M - $3.89M
|
158K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-37.4K- 60.91% |
$567K - $632K
|
24K
$372K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-773- 0.73% |
$11.7K - $13.1K
|
105K
$1.63M
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.93K- 6.25% |
$27.6K - $30.9K
|
29K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.91K- 3.6% |
$27.3K - $30.6K
|
51.1K
$793K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.18K- 76.49% |
$16.9K - $18.9K
|
363
$5.63K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.29% |
$971 - $1.09K
|
23.2K
$360K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-50- 0.47% |
$714 - $801
|
10.6K
$165K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-21.7K- 66.92% |
$301K - $330K
|
10.7K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-20.4K- 29.52% |
$282K - $309K
|
48.7K
$755K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.16K- 6.74% |
$43.8K - $48K
|
43.8K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.63K- 1.87% |
$22.6K - $24.7K
|
85.5K
$1.32M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.64K- 28.87% |
$133K - $146K
|
23.7K
$368K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-807- 1.5% |
$11.1K - $12.2K
|
52.8K
$819K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-299- 99.67% |
$4.12K - $4.54K
|
1
$15.5
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-157- 1.51% |
$2.16K - $2.38K
|
10.2K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-56- 0.27% |
$771 - $850
|
20.8K
$322K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-51.1K- 27.13% |
$610K - $753K
|
137K
$2.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-561- 39.76% |
$6.69K - $8.26K
|
850
$13.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-500- 4.67% |
$5.97K - $7.36K
|
10.2K
$158K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-500- 0.45% |
$6.33K - $7.2K
|
110K
$1.7M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-170- 19.77% |
$2.15K - $2.45K
|
690
$10.7K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.1KClosed |
$152K - $166K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-2K- 8.06% |
$25.1K - $27.6K
|
22.8K
$353K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.05K- 7.44% |
$13.1K - $14.4K
|
13K
$202K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
General American Investors CO Inc
|
SELL
|
- |
-55K- 26.71% |
$700K - $844K
|
151K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-25.1K- 63.84% |
$320K - $386K
|
14.2K
$221K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.16K- 95.32% |
$40.2K - $48.5K
|
155
$2.4K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-439- 1.99% |
$5.58K - $6.74K
|
21.7K
$336K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-306- 0.91% |
$3.89K - $4.7K
|
33.3K
$515K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-54.1K- 81.61% |
$667K - $818K
|
12.2K
$189K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-359- 51.29% |
$4.49K - $5.92K
|
341
$5.29K
|
|