Royce Global Value Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 547.05 K | $5.74 M | -28.51% | 8.39% |
| MORGAN STANLEY | 05/15/2025 | 306.13 K | $3.21 M | -2.17% | 4.70% |
| PRIVATE MANAGEMENT GROUP INC | 05/07/2025 | 179.66 K | $1.89 M | -2.86% | 2.76% |
| SHAKER FINANCIAL SERVICES, LLC | 05/09/2025 | 112.44 K | $1.18 M | 27.34% | 1.72% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2025 | 99.16 K | $1.04 M | 3.19% | 1.52% |
| CORNERSTONE ADVISORS, LLC | 05/09/2025 | 57.32 K | $601.90 K | 111.08% | 0.88% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/12/2025 | 57.17 K | $600.27 K | 57.64% | 0.88% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/05/2025 | 39.03 K | $409.76 K | 5.11% | 0.60% |
| ROTHSCHILD INVESTMENT LLC | 04/08/2025 | 35.73 K | $375.17 K | -4.63% | 0.55% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2025 | 34.80 K | $365.45 K | 5.14% | 0.53% |
| LPL FINANCIAL LLC | 05/07/2025 | 33.36 K | $350.26 K | 20.24% | 0.51% |
| MATISSE CAPITAL | 04/24/2025 | 32.94 K | $345.89 K | 100.00% | 0.51% |
| UBS GROUP AG | 05/13/2025 | 32.12 K | $337.21 K | 93.60% | 0.49% |
| 1776 WEALTH LLC | 05/06/2025 | 29.43 K | $309.05 K | -4.20% | 0.45% |
| D.A. DAVIDSON & CO. | 04/28/2025 | 22.03 K | $231.32 K | 1.38% | 0.34% |
| GABELLI FUNDS LLC | 05/14/2025 | 14.29 K | $149.99 K | -4.67% | 0.22% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 13.73 K | $144.16 K | -34.01% | 0.21% |
| BLAIR WILLIAM & CO/IL | 05/09/2025 | 13.52 K | $141.96 K | 0.00% | 0.21% |
| 05/05/2025 | 12.89 K | $135.00 K | 0.00% | 0.20% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 12.06 K | $127.00 K | 0.00% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 11.08 K | $116.33 K | 1.70% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 6.59 K | $69.32 K | 11.61% | 0.10% |
| COMERICA BANK | 05/14/2025 | 3.54 K | $37.13 K | 0.00% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 1.70 K | $17.85 K | 100.00% | 0.03% |
| BFSG, LLC | 04/18/2025 | 600 | $6.30 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/14/2025 | 363 | $3.82 K | 100.00% | 0.01% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/17/2025 | 138 | $1.45 K | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 78 | $819 | -92.42% | 0.00% |
| MCILRATH & ECK, LLC | 05/16/2025 | 78 | $819 | 0.00% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 04/16/2025 | 35 | $368 | 0.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 04/17/2025 | 22 | $233 | 0.00% | 0.00% |
| CITY STATE BANK | 04/11/2025 | 9 | $95 | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
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Royce Global Value Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 50 institutional investors and hedge funds held shares of Royce Global Value Trust, Inc.. The most heavily invested institutionals were:
SALEM INVESTMENT COUNSELORS INC: 0
RAYMOND JAMES FINANCIAL INC: 547,054
MORGAN STANLEY: 306,132
PRIVATE MANAGEMENT GROUP INC: 179,661
Shaker Financial Services, LLC: 112,439
Integrated Wealth Concepts LLC: 99,163
26.22% of Royce Global Value Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.02 M shares in the last 24 months. This purchase volume represents approximately $37.23 M in transactions.