Purchases and Sales Made in Q4 2025 in Royce Value Trust, Inc. (RVT)
This table provides information about the institutional ownership of Royce Value Trust, Inc. (RVT) during Q4 2025. 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 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
317KNew |
$4.92M - $5.19M
|
317K
$4.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.1K+ 308.94% |
$482K - $510K
|
41.2K
$638K
|
|
|
Jan 29, 2026
Q4 2025
|
Coquina Private Wealth LLC
Port Charlotte, FL |
BUY
|
- |
11.2KNew |
$174K - $183K
|
11.2K
$174K
|
|
|
Jan 29, 2026
Q4 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
8K+ 12.52% |
$124K - $131K
|
71.9K
$1.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.66K+ 5.47% |
$41.2K - $43.5K
|
51.2K
$793K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
1.77K+ 3.91% |
$27.4K - $28.9K
|
47K
$728K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 2.52% |
$26.9K - $28.5K
|
70.8K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
1.72K+ 3.34% |
$26.6K - $28.1K
|
53.1K
$823K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.53K+ 13.44% |
$23.7K - $25K
|
12.9K
$200K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
811+ 1.68% |
$12.6K - $13.3K
|
49.2K
$762K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
451+ 3.37% |
$6.99K - $7.39K
|
13.8K
$214K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
174+ 1.66% |
$2.7K - $2.85K
|
10.7K
$165K
|
|
|
Jan 28, 2026
Q4 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
164New |
$2.54K - $2.69K
|
164
$2.54K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
125New |
$1.94K - $2.05K
|
125
$1.94K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
107New |
$1.66K - $1.75K
|
107
$1.66K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
101+ 3.37% |
$1.57K - $1.65K
|
3.1K
$48.1K
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
95+ 3.33% |
$1.47K - $1.56K
|
2.95K
$45.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
88New |
$1.36K - $1.44K
|
88
$1.36K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
59+ 3.34% |
$915 - $966
|
1.83K
$28.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 0.44% |
$729 - $770
|
10.7K
$166K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 3.33% |
$295 - $311
|
590
$9.15K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 3.16% |
$264 - $278
|
555
$8.6K
|
|
|
Jan 28, 2026
Q4 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14+ 0.11% |
$217 - $229
|
13.2K
$205K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
10+ 3.22% |
$155 - $164
|
321
$4.98K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-55- 3.16% |
$853 - $901
|
1.69K
$26.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-268- 1.07% |
$4.15K - $4.39K
|
24.9K
$386K
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-451- 16.99% |
$6.99K - $7.39K
|
2.2K
$34.2K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-656- 2.34% |
$10.2K - $10.7K
|
27.3K
$424K
|
|
|
Jan 28, 2026
Q4 2025
|
Pmg Family Office LLC
Plano, TX |
SELL
|
- |
-827- 2.53% |
$12.8K - $13.5K
|
31.9K
$494K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-877- 0.85% |
$13.6K - $14.4K
|
102K
$1.58M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.14K- 0.48% |
$17.7K - $18.7K
|
237K
$3.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.94K- 8.12% |
$30K - $31.7K
|
21.9K
$339K
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.11K- 6.29% |
$32.8K - $34.6K
|
31.5K
$488K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.19K- 2.18% |
$65K - $68.7K
|
188K
$2.92M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-5.42K- 7.08% |
$84.1K - $88.8K
|
71.2K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-14.1K- 13.96% |
$218K - $230K
|
86.7K
$1.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23.4K- 20.82% |
$363K - $384K
|
89.1K
$1.38M
|
|
|
Jan 27, 2026
Q4 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-36.5K- 5.37% |
$565K - $597K
|
643K
$9.96M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-68.9K- 9.93% |
$1.07M - $1.13M
|
625K
$9.68M
|
|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-108K- 37.4% |
$1.68M - $1.77M
|
181K
$2.81M
|
|