Purchases and Sales Made in Q4 2022 in Royce Value Trust, Inc. (RVT)
This table provides information about the institutional ownership of Royce Value Trust, Inc. (RVT) during Q4 2022. The information is specifically focused on institutions that hold shares of ROYCE VALUE TRUST, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.75KNew |
$21.6K - $26.5K
|
1.75K
$25.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.43K+ 12.85% |
$17.6K - $21.6K
|
12.6K
$182K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.36K+ 3.38% |
$16.7K - $20.5K
|
41.5K
$601K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.33K+ 1.65% |
$16.4K - $20.2K
|
82.1K
$1.19M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.2K+ 6.75% |
$14.8K - $18.1K
|
18.9K
$274K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.05K+ 4.05% |
$12.9K - $15.9K
|
26.9K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
832+ 2.1% |
$10.3K - $12.6K
|
40.4K
$585K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
815New |
$10K - $12.3K
|
815
$11.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
815+ 271.67% |
$10K - $12.3K
|
1.12K
$16.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
626+ 0.41% |
$7.72K - $9.47K
|
154K
$2.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
549+ 1.9% |
$6.77K - $8.31K
|
29.5K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
540+ 0.96% |
$6.66K - $8.17K
|
56.7K
$821K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
506+ 33.87% |
$6.24K - $7.66K
|
2K
$29K
|
|
|
Feb 14, 2023
Q4 2022
|
Menlo Advisors LLC
|
BUY
|
- |
490+ 0.27% |
$6.04K - $7.41K
|
181K
$2.62M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
461+ 0.81% |
$5.68K - $6.97K
|
57.3K
$830K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
291+ 2.16% |
$3.59K - $4.4K
|
13.8K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
246+ 1.71% |
$3.03K - $3.72K
|
14.6K
$211K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
206+ 2.15% |
$2.54K - $3.12K
|
9.79K
$142K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
201+ 6.46% |
$2.48K - $3.04K
|
3.31K
$48K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
193New |
$2.38K - $2.92K
|
193
$2.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
185+ 1.73% |
$2.28K - $2.8K
|
10.9K
$158K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
150+ 24.59% |
$1.85K - $2.27K
|
760
$11K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
99+ 1650.0% |
$1.22K - $1.5K
|
105
$1.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
74+ 2.16% |
$912 - $1.12K
|
3.5K
$50.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
46+ 2.06% |
$567 - $696
|
2.28K
$33K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 4.15% |
$321 - $393
|
653
$9.46K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19+ 2.11% |
$234 - $287
|
920
$13.3K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
18+ 2.13% |
$222 - $272
|
865
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
9+ 2.08% |
$111 - $136
|
441
$6.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 4.46% |
$86.3 - $106
|
164
$2.38K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 14.29% |
$12.3 - $15.1
|
8
$116
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2- 0.01% |
$24.7 - $30.3
|
15.7K
$227K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11- 0.04% |
$136 - $166
|
30.1K
$435K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-31- 0.17% |
$382 - $469
|
18.2K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-55- 0.24% |
$678 - $832
|
22.8K
$330K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-190- 0.34% |
$2.34K - $2.87K
|
55.5K
$804K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-389- 0.7% |
$4.8K - $5.89K
|
55.4K
$802K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-516- 0.75% |
$6.36K - $7.81K
|
68.2K
$988K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-595- 3.48% |
$7.34K - $9K
|
16.5K
$239K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-637- 1.91% |
$7.85K - $9.64K
|
32.7K
$474K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-673- 1.43% |
$8.3K - $10.2K
|
46.3K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-839- 3.23% |
$10.3K - $12.7K
|
25.2K
$364K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.09K- 1.52% |
$13.5K - $16.6K
|
70.7K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.42K- 6.05% |
$17.5K - $21.5K
|
22.1K
$320K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.44K- 8.58% |
$17.7K - $21.8K
|
15.3K
$222K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.52K- 6.09% |
$18.7K - $22.9K
|
23.4K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 5.01% |
$21.5K - $26.4K
|
33.1K
$480K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.77K- 10.52% |
$21.8K - $26.8K
|
15.1K
$218K
|