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RVT Insider Trading

Insider Ownership Percentage: 0.06%
Insider Buying (Last 12 Months): $129,908.00
Insider Selling (Last 12 Months): $0.00

Royce Value Trust Insider Trading History Chart

This chart shows the insider buying and selling history at Royce Value Trust by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Royce Value Trust Share Price & Price History

Current Price: $15.48
Price Change: ▲ Price Increase of +0.12 (0.78%)
As of 10/30/2024 01:03 PM ET

This chart shows the closing price history over time for RVT up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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Royce Value Trust Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
8/16/2024Christopher D ClarkPresidentBuy3,400$15.20$51,680.0036,057View SEC Filing Icon  
3/21/2024Christopher D ClarkPresidentBuy3,300$14.76$48,708.0031,489View SEC Filing Icon  
3/21/2024Francis D GannonVPBuy2,000$14.76$29,520.002,000View SEC Filing Icon  
10/5/2022Christopher C GrisantiDirectorBuy1,600$13.42$21,472.003,200View SEC Filing Icon  
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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

This chart shows the instiutional buying and selling at RVT by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Royce Value Trust Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024Whitener Capital Management Inc.46,762$0.73M0.2%+5.4%0.042%Search for SEC Filing on Google Icon
10/29/2024Janney Montgomery Scott LLC428,053$6.72M0.0%-1.8%0.383%Search for SEC Filing on Google Icon
10/25/2024Financial Advocates Investment Management67,040$1.05M0.1%-5.6%0.060%Search for SEC Filing on Google Icon
10/25/2024Bay Rivers Group27,663$0.43M0.2%+26.5%0.025%Search for SEC Filing on Google Icon
10/25/2024Cutter & CO Brokerage Inc.12,759$0.20M0.0%N/A0.011%Search for SEC Filing on Google Icon
10/23/2024Mraz Amerine & Associates Inc.57,339$0.90M0.2%-6.0%0.050%Search for SEC Filing on Google Icon
10/23/2024Hennion & Walsh Asset Management Inc.59,628$0.94M0.0%+58.4%0.052%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC370,774$5.82M0.0%+1,603.2%0.321%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC133,786$2.10M0.0%+3.7%0.116%Search for SEC Filing on Google Icon
10/19/2024Allspring Global Investments Holdings LLC386,499$6.07M0.0%+14.4%0.335%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates1,502,749$23.59M0.0%+5.5%1.303%Search for SEC Filing on Google Icon
10/16/2024SeaCrest Wealth Management LLC61,942$0.97M0.1%-52.2%0.054%Search for SEC Filing on Google Icon
10/11/2024Creative Planning11,791$0.19M0.0%+7.7%0.010%Search for SEC Filing on Google Icon
10/8/2024Daymark Wealth Partners LLC35,362$0.56M0.0%-6.0%0.031%Search for SEC Filing on Google Icon
10/8/2024Future Financial Wealth Managment LLC5,000$78K0.1%N/A0.004%Search for SEC Filing on Google Icon
9/9/2024Heritage Wealth Management Inc.46,191$0.66M0.2%N/A0.040%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC208,071$2.97M0.0%N/A0.180%Search for SEC Filing on Google Icon
8/22/2024Cetera Investment Advisers299,470$4.33M0.0%+3.2%0.260%Search for SEC Filing on Google Icon
8/19/2024B. Riley Wealth Advisors Inc.18,825$0.27M0.0%+21.3%0.016%Search for SEC Filing on Google Icon
8/16/2024Northwestern Mutual Wealth Management Co.44,990$0.65M0.0%-2.6%0.039%Search for SEC Filing on Google Icon
8/15/2024Logan Stone Capital LLC23,641$0.34M0.1%N/A0.020%Search for SEC Filing on Google Icon
8/15/2024Daymark Wealth Partners LLC37,631$0.55M0.0%-17.1%0.033%Search for SEC Filing on Google Icon
8/13/2024Benjamin F. Edwards & Company Inc.85,477$1.24M0.0%-1.9%0.077%Search for SEC Filing on Google Icon
8/12/2024Concorde Asset Management LLC28,048$0.41M0.3%+51.2%0.025%Search for SEC Filing on Google Icon
8/12/2024Mercer Global Advisors Inc. ADV28,893$0.42M0.0%-14.4%0.026%Search for SEC Filing on Google Icon
8/9/2024Cornerstone Advisors LLC734,489$10.63M0.4%+62.0%0.658%Search for SEC Filing on Google Icon
8/8/2024J.W. Cole Advisors Inc.10,026$0.15M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/8/2024Stolper Co46,475$0.67M0.2%+1.5%0.042%Search for SEC Filing on Google Icon
8/8/2024HBK Sorce Advisory LLC14,869$0.22M0.0%+6.8%0.013%Search for SEC Filing on Google Icon
8/6/2024Stonebrook Private Inc.10,746$0.16M0.0%-66.9%0.010%Search for SEC Filing on Google Icon
8/6/2024North Star Asset Management Inc.14,263$0.21M0.0%-16.6%0.013%Search for SEC Filing on Google Icon
8/5/2024Private Advisor Group LLC128,957$1.87M0.0%+13.8%0.115%Search for SEC Filing on Google Icon
8/5/2024Blue Bell Private Wealth Management LLC460,923$6.67M1.4%+13.3%0.413%Search for SEC Filing on Google Icon
8/3/20249258 Wealth Management LLC53,052$0.77M0.1%+1.4%0.048%Search for SEC Filing on Google Icon
8/3/2024SouthState Corp18,972$0.28M0.0%N/A0.017%Search for SEC Filing on Google Icon
8/3/2024Shaker Financial Services LLC188,256$2.72M1.1%+97.9%0.169%Search for SEC Filing on Google Icon
8/2/2024Wolverine Asset Management LLC68,335$0.99M0.0%N/A0.061%Search for SEC Filing on Google Icon
8/1/2024Verus Capital Partners LLC16,401$0.24M0.0%+51.4%0.015%Search for SEC Filing on Google Icon
8/1/2024Mraz Amerine & Associates Inc.61,025$0.88M0.2%-5.1%0.055%Search for SEC Filing on Google Icon
8/1/2024Waterfront Wealth Inc.275,349$3.98M1.1%+2.8%0.247%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC129,496$1.87M0.0%-4.2%0.116%Search for SEC Filing on Google Icon
7/31/2024Focused Wealth Management Inc52,847$0.77M0.1%+5.6%0.047%Search for SEC Filing on Google Icon
7/31/2024Rothschild Investment LLC175,761$2.54M0.2%N/A0.157%Search for SEC Filing on Google Icon
7/29/2024Financial Advocates Investment Management71,007$1.03M0.1%-22.8%0.064%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC337,799$4.89M0.0%-7.7%0.302%Search for SEC Filing on Google Icon
7/25/2024Raymond James Trust N.A.43,769$0.63M0.0%-6.7%0.039%Search for SEC Filing on Google Icon
7/25/2024Calamos Advisors LLC10,704$0.16M0.0%N/A0.010%Search for SEC Filing on Google Icon
7/23/2024All Season Financial Advisors Inc.40,779$0.59M0.5%-6.0%0.037%Search for SEC Filing on Google Icon
7/22/2024Bay Rivers Group21,863$0.32M0.2%N/A0.020%Search for SEC Filing on Google Icon
7/22/2024SeaCrest Wealth Management LLC129,552$1.88M0.2%-5.3%0.116%Search for SEC Filing on Google Icon
7/20/2024Raymond James Financial Services Advisors Inc.1,497,865$21.67M0.0%-1.8%1.341%Search for SEC Filing on Google Icon
7/20/2024Hennion & Walsh Asset Management Inc.37,636$0.55M0.0%+9.2%0.034%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates1,424,148$20.61M0.0%-16.7%1.275%Search for SEC Filing on Google Icon
7/18/2024Kennedy Investment Group84,949$1.23M0.6%+3.3%0.076%Search for SEC Filing on Google Icon
7/17/2024Whitener Capital Management Inc.44,375$0.64M0.2%+17.0%0.040%Search for SEC Filing on Google Icon
7/12/2024Accel Wealth Management121,778$1.76M0.7%+0.8%0.109%Search for SEC Filing on Google Icon
7/12/2024Cliftonlarsonallen Wealth Advisors LLC23,292$0.34M0.0%N/A0.021%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC263,906$4M0.0%N/A0.236%Search for SEC Filing on Google Icon
5/24/2024Cetera Investment Advisers290,215$4.40M0.0%+20.3%0.260%Search for SEC Filing on Google Icon
5/21/2024Atria Investments Inc85,629$1.30M0.0%+3.6%0.077%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank94,211$1.43M0.0%+5.0%0.084%Search for SEC Filing on Google Icon
5/16/2024B. Riley Wealth Advisors Inc.15,517$0.24M0.0%+7.9%0.014%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC384,792$5.84M0.0%+62.5%0.345%Search for SEC Filing on Google Icon
5/15/20241832 Asset Management L.P.52,816$0.80M0.0%-1.5%0.047%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.667,661$10.13M0.2%+9.7%0.598%Search for SEC Filing on Google Icon
5/14/2024Karpus Management Inc.199,455$3.03M0.1%-0.5%0.179%Search for SEC Filing on Google Icon
5/14/2024RB Capital Management LLC152,925$2.32M0.6%-4.6%0.137%Search for SEC Filing on Google Icon
5/13/2024Atlanta Consulting Group Advisors LLC42,968$0.65M0.2%N/A0.038%Search for SEC Filing on Google Icon
5/11/2024ESL Trust Services LLC2,579$39K0.0%N/A0.002%Search for SEC Filing on Google Icon
5/10/2024Cornerstone Advisors LLC453,290$6.88M0.3%-51.7%0.406%Search for SEC Filing on Google Icon
5/10/2024Prevail Innovative Wealth Advisors LLC46,964$0.71M0.3%+126.8%0.042%Search for SEC Filing on Google Icon
5/9/2024HBK Sorce Advisory LLC13,923$0.21M0.0%N/A0.012%Search for SEC Filing on Google Icon
5/8/2024Focused Wealth Management Inc50,039$0.76M0.1%-6.2%0.045%Search for SEC Filing on Google Icon
5/7/2024Stonebrook Private Inc.32,486$0.49M0.1%-7.6%0.029%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer & Co. Inc.157,553$2.39M0.0%+1.9%0.141%Search for SEC Filing on Google Icon
5/2/2024Salomon & Ludwin LLC3,299$50K0.0%N/A0.003%Search for SEC Filing on Google Icon
5/2/2024Quent Capital LLC2,522$38K0.0%N/A0.002%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC431,555$6.55M0.0%+2.0%0.386%Search for SEC Filing on Google Icon
4/30/2024Private Advisor Group LLC113,303$1.72M0.0%+6.2%0.101%Search for SEC Filing on Google Icon
4/29/2024Commonwealth Equity Services LLC135,195$2.05M0.0%-21.9%0.121%Search for SEC Filing on Google Icon
4/29/2024Benjamin F. Edwards & Company Inc.87,106$1.32M0.0%+3.9%0.078%Search for SEC Filing on Google Icon
4/26/2024LifePro Asset Management17,757$0.27M0.2%N/A0.016%Search for SEC Filing on Google Icon
4/24/2024Blue Bell Private Wealth Management LLC406,826$6.17M1.3%+12.4%0.364%Search for SEC Filing on Google Icon
4/24/2024SOL Capital Management CO57,586$0.87M0.1%+4.8%0.052%Search for SEC Filing on Google Icon
4/23/2024Raymond James Financial Services Advisors Inc.1,525,570$23.14M0.0%+1.3%1.366%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates1,710,322$25.95M0.0%+1.9%1.532%Search for SEC Filing on Google Icon
4/19/2024Accel Wealth Management120,848$1.83M0.8%+1.2%0.108%Search for SEC Filing on Google Icon
4/19/2024Kovack Advisors Inc.16,374$0.25M0.0%+58.0%0.015%Search for SEC Filing on Google Icon
4/18/2024SeaCrest Wealth Management LLC136,797$2.08M0.3%-3.0%0.123%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC366,062$5.55M0.0%-13.5%0.328%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.34,470$0.52M0.0%+106.7%0.031%Search for SEC Filing on Google Icon
4/16/2024Atlantic Union Bankshares Corp103,126$1.56M0.1%-14.9%0.092%Search for SEC Filing on Google Icon
4/15/2024Future Financial Wealth Managment LLC5,000$76K0.1%N/A0.004%Search for SEC Filing on Google Icon
4/11/2024David J Yvars Group34,914$0.53M0.4%-9.5%0.031%Search for SEC Filing on Google Icon
4/11/2024SignalPoint Asset Management LLC10,699$0.16M0.0%N/A0.010%Search for SEC Filing on Google Icon
4/9/2024Stolper Co45,768$0.69M0.3%+2.4%0.041%Search for SEC Filing on Google Icon
4/8/2024Benchmark Wealth Management LLC14,238$0.22M0.1%-6.8%0.013%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.28,511$0.42M0.0%+9.0%0.026%Search for SEC Filing on Google Icon
3/15/2024B. Riley Wealth Advisors Inc.14,384$0.21M0.0%-7.3%0.013%Search for SEC Filing on Google Icon
2/28/2024Abel Hall LLC20,000$0.29M0.2%N/A0.018%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Royce Value Trust logo
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.
Read More on Royce Value Trust

Today's Range

Now: $15.48
Low: $15.35
High: $15.53

50 Day Range

MA: $15.40
Low: $14.67
High: $15.91

52 Week Range

Now: $15.48
Low: $11.93
High: $16.16

Volume

46,696 shs

Average Volume

222,817 shs

Market Capitalization

$1.73 billion

P/E Ratio

N/A

Dividend Yield

7.28%

Beta

1.33

Who are the company insiders with the largest holdings of Royce Value Trust?

Royce Value Trust's top insider investors include:
  1. Christopher D Clark (President)
  2. 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:
  1. Raymond James & Associates — 1.30%
  2. Janney Montgomery Scott LLC — 0.38%
  3. Allspring Global Investments Holdings LLC — 0.34%
  4. International Assets Investment Management LLC — 0.32%
  5. Private Advisor Group LLC — 0.12%
  6. Financial Advocates Investment Management — 0.06%
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:
  1. SeaCrest Wealth Management LLC
  2. Janney Montgomery Scott LLC
  3. Financial Advocates Investment Management
  4. Mraz Amerine & Associates Inc.
  5. Daymark Wealth Partners LLC

Which institutional investors are buying Royce Value Trust stock?

During the last quarter, RVT stock was acquired by institutional investors including:
  1. International Assets Investment Management LLC
  2. Raymond James & Associates
  3. Allspring Global Investments Holdings LLC
  4. Hennion & Walsh Asset Management Inc.
  5. Cutter & CO Brokerage Inc.
  6. Bay Rivers Group
  7. Future Financial Wealth Managment LLC
  8. Private Advisor Group LLC
Within the last year, these company insiders have bought Royce Value Trust stock:
  1. Christopher D Clark (President)
  2. Francis D Gannon (VP)
Learn More investors buying Royce Value Trust stock.
Tim Sykes’ Urgent Trade Alert: “Make this move now”
From Timothy Sykes   |   Ad
Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.
Click here to see the surprising reason why