Institutional Ownership Royce Value Trust, Inc. (RVT)
This table provides information about the institutional ownership of Royce Value Trust, Inc. (RVT). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 35.5 Million shares, which have been reported (via 13F filing form) to have a value of $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
10,253
shares
|
$142,619
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
10,247
shares
|
$142,535
0.02% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
10,217
shares
|
$142,118
0.04% of portfolio
|
Q4 2023
Reduced 4.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,065
shares
|
$140,004
0.0% of portfolio
|
Q1 2025
Added 6938.46%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
9,144
shares
|
$127,193
0.03% of portfolio
|
Q4 2021
Added 167.52%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$97,370
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
6,125
shares
|
$85,198
0.01% of portfolio
|
Q1 2021
Reduced 17.64%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,350
shares
|
$74,418
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,182
shares
|
$72,081
0.0% of portfolio
|
Q2 2020
Added 2.22%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
5,000
shares
|
$69,550
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
5,000
shares
|
$69,550
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
4,047
shares
|
$56,293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
3,733
shares
|
$51,926
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,496
shares
|
$48,629
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,409
shares
|
$47,419
0.0% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,398
shares
|
$47,266
0.0% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
2,976
shares
|
$41,396
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
2,900
shares
|
$40,339
0.01% of portfolio
|
Q2 2022
Added 52.63%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,747
shares
|
$38,210
0.0% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,705
shares
|
$37,626
0.01% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,679
shares
|
$37,264
0.01% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
1,834
shares
|
$25,510
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,750
shares
|
$24,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,537
shares
|
$21,379
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,503
shares
|
$20,906
0.0% of portfolio
|
Q3 2021
New holding
|