Recent Quarter Total Invested
$21.53 M
Recent Quarter Institutional Ownership Percentage
30.64%
Total Invested of Last Quarter
$16.89 M
Ownership Percentage of Last Quarter
25.05%
Royce Global Value Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 872,046 | $9.70 M | 34.43% | 13.82% |
| MORGAN STANLEY | 08/14/2024 | 313,174 | $3.48 M | -2.76% | 4.96% |
| PRIVATE MANAGEMENT GROUP INC | 08/06/2024 | 187,907 | $2.09 M | -2.09% | 2.98% |
| ATLAS WEALTH LLC | 07/31/2024 | 154,850 | $1.75 M | 100.00% | 2.45% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/14/2024 | 96,609 | $1.07 M | -0.13% | 1.53% |
| ROTHSCHILD INVESTMENT LLC | 07/31/2024 | 37,323 | $415,032 | 0.00% | 0.59% |
| 1776 WEALTH LLC | 08/13/2024 | 34,783 | $386,787 | 4.92% | 0.55% |
| CAPTRUST FINANCIAL ADVISORS | 08/15/2024 | 29,249 | $325,244 | 9.35% | 0.46% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/05/2024 | 25,006 | $278,067 | 8.85% | 0.40% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 22,064 | $245,358 | 43.93% | 0.35% |
| D.A. DAVIDSON & CO. | 08/01/2024 | 21,712 | $241,440 | -19.54% | 0.34% |
| SHAKER FINANCIAL SERVICES, LLC | 08/02/2024 | 20,866 | $232,030 | 33.85% | 0.33% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 17,059 | $189,694 | -6.64% | 0.27% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 16,116 | $179,210 | 0.00% | 0.26% |
| GABELLI FUNDS LLC | 08/13/2024 | 14,985 | $166,633 | 0.00% | 0.24% |
| BLAIR WILLIAM & CO/IL | 08/12/2024 | 13,520 | $150,342 | 0.00% | 0.21% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 12,811 | $148,479 | 100.00% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 11,326 | $126,000 | -1.49% | 0.18% |
| BROWN ADVISORY INC | 08/14/2024 | 10,568 | $117,516 | 0.00% | 0.17% |
| UBS GROUP AG | 08/14/2024 | 7,382 | $82,088 | -46.20% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 5,842 | $64,993 | 7.19% | 0.09% |
| COMERICA BANK | 08/15/2024 | 3,536 | $39,320 | 9.61% | 0.06% |
| CORNERSTONE ADVISORS, LLC | 08/09/2024 | 2,186 | $24,308 | -52.60% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 850 | $9,452 | 0.00% | 0.01% |
| BFSG, LLC | 07/29/2024 | 600 | $6,672 | 0.00% | 0.01% |
| FINTRUST CAPITAL ADVISORS, LLC | 07/24/2024 | 483 | $5,371 | 100.00% | 0.01% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 08/06/2024 | 138 | $1,530 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 75 | $834 | 0.00% | 0.00% |
| MCILRATH & ECK, LLC | 08/14/2024 | 75 | $834 | 0.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 07/12/2024 | 22 | $247 | 0.00% | 0.00% |
| CITY STATE BANK | 07/09/2024 | 9 | $100 | 100.00% | 0.00% |
| FMR LLC | 08/13/2024 | 1 | $11 | 100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/01/2024 | 0 | $0 | -100.00% | 0.00% |
| RELATIVE VALUE PARTNERS GROUP, LLC | 07/12/2024 | 0 | $0 | -100.00% | 0.00% |
Royce Global Value Trust, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of RGT shares?
During the previous two years, 48 institutional investors and hedge funds held shares of Royce Global Value Trust, Inc.. The most heavily invested institutionals were:
RAYMOND JAMES & ASSOCIATES: 872,046
MORGAN STANLEY: 313,174
PRIVATE MANAGEMENT GROUP INC: 187,907
Atlas Wealth LLC: 154,850
Integrated Wealth Concepts LLC: 96,609
ROTHSCHILD INVESTMENT LLC: 37,323
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What percentage of Royce Global Value Trust, Inc. stock is owned by institutional investors?
30.64% of Royce Global Value Trust, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at RGT ?
Institutional investors have bought a total of 2.36 M shares in the last 24 months. This purchase volume represents approximately $27.44 M in transactions.