RVT Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.06%

Insider Buying (Last 12 Months): $78,228.00

Insider Selling (Last 12 Months): $0.00

Royce Value Trust Insider Trading History Chart

Royce Value Trust Share Price & Price History

^$14.29

▲ +0.14 (0.99%)

As of 04/26/2024 01:00 AM ET

Days: 30 | 90 | 365

These AI trades triggered this morning (545% return)

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Royce Value Trust Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/21/2024	Christopher D Clark	President	Buy	3,300	$14.76	$48,708.00	31,489
3/21/2024	Francis D Gannon	VP	Buy	2,000	$14.76	$29,520.00	2,000
10/5/2022	Christopher C Grisanti	Director	Buy	1,600	$13.42	$21,472.00	3,200
9/9/2021	Christopher C. Grisanti	Director	Buy	1,600	$18.93	$30,288.00	1,600
7/23/2021	G. Peter Obrien	Director	Buy	550	$18.05	$9,927.50	3,887

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SEC Filings (Institutional Ownership Changes) for Royce Value Trust (NYSE:RVT)

25.57% of Royce Value Trust stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Royce Value Trust Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/26/2024	LifePro Asset Management	17,757	$0.27M	0.2%	N/A	0.016%
4/24/2024	Blue Bell Private Wealth Management LLC	406,826	$6.17M	1.3%	+12.4%	0.364%
4/24/2024	SOL Capital Management CO	57,586	$0.87M	0.1%	+4.8%	0.052%
4/23/2024	Raymond James Financial Services Advisors Inc.	1,525,570	$23.14M	0.0%	+1.3%	1.366%
4/22/2024	Raymond James & Associates	1,710,322	$25.95M	0.0%	+1.9%	1.532%
4/19/2024	Accel Wealth Management	120,848	$1.83M	0.8%	+1.2%	0.108%
4/19/2024	Kovack Advisors Inc.	16,374	$0.25M	0.0%	+58.0%	0.015%
4/18/2024	SeaCrest Wealth Management LLC	136,797	$2.08M	0.3%	-3.0%	0.123%
4/18/2024	Allspring Global Investments Holdings LLC	366,062	$5.55M	0.0%	-13.5%	0.328%
4/17/2024	Hennion & Walsh Asset Management Inc.	34,470	$0.52M	0.0%	+106.7%	0.031%
4/16/2024	Atlantic Union Bankshares Corp	103,126	$1.56M	0.1%	-14.9%	0.092%
4/15/2024	Future Financial Wealth Managment LLC	5,000	$76K	0.1%	N/A	0.004%
4/11/2024	David J Yvars Group	34,914	$0.53M	0.4%	-9.5%	0.031%
4/11/2024	SignalPoint Asset Management LLC	10,699	$0.16M	0.0%	N/A	0.010%
4/9/2024	Stolper Co	45,768	$0.69M	0.3%	+2.4%	0.041%
4/8/2024	Benchmark Wealth Management LLC	14,238	$0.22M	0.1%	-6.8%	0.013%
3/22/2024	PNC Financial Services Group Inc.	28,511	$0.42M	0.0%	+9.0%	0.026%
3/15/2024	B. Riley Wealth Advisors Inc.	14,384	$0.21M	0.0%	-7.3%	0.013%
2/28/2024	Abel Hall LLC	20,000	$0.29M	0.2%	N/A	0.018%
2/26/2024	Centaurus Financial Inc.	33,380	$0.49M	0.0%	-65.7%	0.030%
2/15/2024	Bulldog Investors LLP	83,173	$1.21M	0.4%	+174.5%	0.074%
2/15/2024	Comerica Bank	89,734	$1.31M	0.0%	-0.8%	0.080%
2/13/2024	Karpus Management Inc.	200,510	$2.92M	0.1%	+40.9%	0.180%
2/13/2024	Quantedge Capital Pte Ltd	34,100	$0.50M	0.2%	-14.5%	0.031%
2/13/2024	Oppenheimer & Co. Inc.	154,549	$2.25M	0.0%	+3.7%	0.138%
2/13/2024	Prevail Innovative Wealth Advisors LLC	20,708	$0.30M	0.1%	+24.7%	0.019%
2/13/2024	1607 Capital Partners LLC	226,792	$3.30M	0.2%	+4.3%	0.203%
2/12/2024	Tradition Wealth Management LLC	21,485	$0.31M	0.0%	-8.8%	0.019%
2/12/2024	Pingora Partners LLC	3,733	$54K	0.0%	N/A	0.003%
2/12/2024	Weiss Asset Management LP	30,409	$0.44M	0.0%	N/A	0.027%
2/12/2024	Focus Financial Network Inc. ADV	13,999	$0.20M	0.0%	N/A	0.013%
2/12/2024	Stifel Financial Corp	684,741	$9.97M	0.0%	+10.3%	0.613%
2/12/2024	Steward Partners Investment Advisory LLC	64,918	$0.95M	0.0%	+1.5%	0.058%
2/12/2024	RPO LLC	137,362	$2M	3.0%	-27.1%	0.123%
2/9/2024	D.A. Davidson & CO.	220,782	$3.22M	0.0%	+3.0%	0.198%
2/9/2024	Wells Fargo & Company MN	1,338,129	$19.48M	0.0%	-18.3%	1.198%
2/9/2024	Cornerstone Advisors LLC	938,773	$13.67M	0.6%	+50.9%	0.841%
2/9/2024	UBS Group AG	920,854	$13.41M	0.0%	-0.3%	0.825%
2/9/2024	PNC Financial Services Group Inc.	28,511	$0.42M	0.0%	+9.0%	0.026%
2/8/2024	Brown Advisory Inc.	18,747	$0.27M	0.0%	-6.9%	0.017%
2/8/2024	Financial Advocates Investment Management	94,372	$1.37M	0.1%	+2.1%	0.085%
2/8/2024	FCA Corp TX	13,172	$0.19M	0.1%	+7.2%	0.012%
2/8/2024	Janney Montgomery Scott LLC	422,977	$6.16M	0.0%	+0.9%	0.379%
2/7/2024	Shaker Financial Services LLC	59,018	$0.86M	0.4%	-83.5%	0.053%
2/7/2024	Principal Securities Inc.	3,269	$48K	0.0%	N/A	0.003%
2/6/2024	Private Advisor Group LLC	106,675	$1.55M	0.0%	+3.0%	0.096%
2/6/2024	Wealthcare Advisory Partners LLC	14,700	$0.21M	0.0%	+17.0%	0.013%
2/6/2024	9258 Wealth Management LLC	51,857	$0.76M	0.1%	+2.0%	0.046%
2/6/2024	Benjamin F. Edwards & Company Inc.	83,853	$1.22M	0.0%	+12.6%	0.075%
2/6/2024	RB Capital Management LLC	160,230	$2.33M	0.7%	-0.9%	0.143%
2/5/2024	Stonebrook Private Inc.	35,153	$0.51M	0.2%	N/A	0.031%
2/2/2024	Alexander Randolph Advisory Inc.	28,443	$0.41M	0.4%	N/A	0.025%
2/2/2024	Truist Financial Corp	14,249	$0.21M	0.0%	-14.0%	0.013%
2/2/2024	Atria Wealth Solutions Inc.	28,056	$0.41M	0.0%	-11.0%	0.025%
1/31/2024	Waterfront Wealth Inc.	243,202	$3.54M	1.0%	+2.5%	0.218%
1/30/2024	CTC Alternative Strategies Ltd.	10,803	$0.16M	0.3%	N/A	0.010%
1/25/2024	Allspring Global Investments Holdings LLC	423,062	$6.16M	0.0%	+39.7%	0.379%
1/25/2024	SOL Capital Management CO	54,972	$0.80M	0.1%	+152.3%	0.049%
1/25/2024	International Assets Investment Management LLC	21,492	$0.31M	0.0%	+11.2%	0.019%
1/25/2024	Blue Bell Private Wealth Management LLC	362,004	$5.27M	1.3%	-1.4%	0.324%
1/24/2024	Allworth Financial LP	10,481	$0.15M	0.0%	N/A	0.009%
1/24/2024	International Assets Investment Management LLC	312,923	$4.56M	0.0%	+1,519.3%	0.280%
1/24/2024	All Season Financial Advisors Inc.	41,003	$0.60M	0.5%	+50.2%	0.037%
1/19/2024	Realta Investment Advisors	44,262	$0.64M	0.1%	+4.4%	0.040%
1/19/2024	Benchmark Wealth Management LLC	15,277	$0.22M	0.1%	-4.8%	0.014%
1/19/2024	Atlantic Union Bankshares Corp	121,177	$1.76M	0.2%	-2.5%	0.109%
1/18/2024	SeaCrest Wealth Management LLC	141,001	$1.98M	0.2%	-2.4%	0.126%
1/18/2024	Accel Wealth Management	119,464	$1.74M	0.9%	-1.6%	0.107%
1/16/2024	Raymond James Financial Services Advisors Inc.	1,506,478	$21.93M	0.0%	-3.5%	1.349%
1/16/2024	Raymond James & Associates	1,677,821	$24.43M	0.0%	+3.1%	1.502%
1/12/2024	Stolper Co	44,712	$0.65M	0.3%	+4.2%	0.040%
1/12/2024	Advisor Resource Council	25,998	$0.38M	0.0%	N/A	0.023%
1/11/2024	Raymond James Trust N.A.	41,836	$0.61M	0.0%	-9.6%	0.037%
1/11/2024	Whitener Capital Management Inc.	32,659	$0.48M	0.2%	+37.3%	0.029%
1/10/2024	David J Yvars Group	38,589	$0.57M	0.5%	-9.4%	0.035%
1/9/2024	Daymark Wealth Partners LLC	49,420	$0.72M	0.0%	-3.5%	0.044%
11/16/2023	RB Capital Management LLC	161,755	$2.08M	0.6%	+1.8%	0.145%
11/15/2023	1607 Capital Partners LLC	217,402	$2.80M	0.2%	+182.9%	0.195%
11/15/2023	Advisors Asset Management Inc.	675,222	$8.69M	0.2%	-0.6%	0.605%
11/14/2023	Lazard Asset Management LLC	236,857	$3.05M	0.0%	-0.7%	0.212%
11/14/2023	AQR Arbitrage LLC	397,112	$5.11M	0.2%	+130.7%	0.356%
11/14/2023	Samalin Investment Counsel LLC	49,883	$0.64M	0.4%	+7.2%	0.045%
11/13/2023	Stifel Financial Corp	620,818	$7.99M	0.0%	-0.3%	0.556%
11/13/2023	LPL Financial LLC	897,831	$11.56M	0.0%	+1.0%	0.804%
11/13/2023	Quantedge Capital Pte Ltd	39,900	$0.51M	0.3%	-31.6%	0.036%
11/13/2023	Wolverine Asset Management LLC	354,142	$4.56M	0.1%	+4.0%	0.317%
11/13/2023	Concorde Asset Management LLC	15,488	$0.20M	0.2%	+24.4%	0.014%
11/13/2023	PNC Financial Services Group Inc.	26,146	$0.34M	0.0%	-40.9%	0.023%
11/9/2023	Karpus Management Inc.	142,268	$1.83M	0.1%	+193.2%	0.127%
11/9/2023	Cornerstone Advisors LLC	622,006	$8.01M	0.4%	+84.4%	0.557%
11/9/2023	UBS Group AG	923,696	$11.89M	0.0%	+13.4%	0.827%
11/8/2023	HighTower Advisors LLC	141,654	$1.82M	0.0%	+1.3%	0.127%
11/8/2023	9258 Wealth Management LLC	50,823	$0.65M	0.1%	-4.4%	0.046%
11/8/2023	D.A. Davidson & CO.	214,315	$2.76M	0.0%	+2.7%	0.192%
11/8/2023	Janney Montgomery Scott LLC	419,250	$5.40M	0.0%	+1.8%	0.375%
11/8/2023	Landscape Capital Management L.L.C.	92,130	$1.19M	0.2%	-39.4%	0.083%
11/8/2023	Oppenheimer & Co. Inc.	149,075	$1.92M	0.0%	+0.6%	0.133%
11/7/2023	Atria Investments Inc	88,073	$1.13M	0.0%	+2.2%	0.079%
11/7/2023	Great Valley Advisor Group Inc.	10,096	$0.13M	0.0%	N/A	0.009%
11/2/2023	Whitener Capital Management Inc.	23,789	$0.31M	0.1%	+64.3%	0.021%

Data available starting January 2016

Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of its portfolio against the Russell 2000 Index. Royce Value Trust Inc. was formed on July 1, 1986 and is domiciled in the United States.

Today's Range

Now: $14.29

$14.15

$14.32

50 Day Range

MA: $14.52

$13.84

$15.17

52 Week Range

Now: $14.29

$11.85

$15.24

Volume

125,659 shs

Average Volume

237,358 shs

Market Capitalization

$1.60 billion

P/E Ratio

N/A

Dividend Yield

7.53%

Beta

1.34

Who are the company insiders with the largest holdings of Royce Value Trust?: Royce Value Trust's top insider investors include:
Christopher D Clark (President)
Christopher C Grisanti (Director)
Francis D Gannon (VP)
Learn More about top insider investors at Royce Value Trust.
Who are the major institutional investors of Royce Value Trust?: Royce Value Trust's top institutional investors include:
Raymond James & Associates — 1.53%
Raymond James Financial Services Advisors Inc. — 1.37%
Blue Bell Private Wealth Management LLC — 0.36%
Allspring Global Investments Holdings LLC — 0.33%
SeaCrest Wealth Management LLC — 0.12%
Accel Wealth Management — 0.11%
Learn More about top institutional investors of Royce Value Trust stock.
Which institutional investors are selling Royce Value Trust stock?: Within the last quarter, RVT stock was sold by these institutional investors:
Allspring Global Investments Holdings LLC
Atlantic Union Bankshares Corp
SeaCrest Wealth Management LLC
David J Yvars Group
Benchmark Wealth Management LLC
Which institutional investors are buying Royce Value Trust stock?: During the last quarter, RVT stock was acquired by institutional investors including:
Blue Bell Private Wealth Management LLC
Raymond James & Associates
Raymond James Financial Services Advisors Inc.
Hennion & Walsh Asset Management Inc.
LifePro Asset Management
SignalPoint Asset Management LLC
Kovack Advisors Inc.
Future Financial Wealth Managment LLC
Within the last year, these company insiders have bought Royce Value Trust stock:
Christopher D Clark (President)
Christopher C Grisanti (Director)
Francis D Gannon (VP)
Learn More investors buying Royce Value Trust stock.