RVT icon

Royce Value Trust

145 hedge funds and large institutions have $387M invested in Royce Value Trust in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 22 closing their positions.

Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
57
Reduced
42
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
51
9258 Wealth Management
Ohio
$773K +$16.9K +1,212 +2%
RJT
52
Raymond James Trust
Florida
$772K +$48.9K +3,500 +7%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$769K +$361K +25,827 +88%
SPIA
54
Steward Partners Investment Advisory
New York
$697K -$268K -19,193 -28%
SC
55
Stolper & Co
Oklahoma
$627K +$17K +1,217 +3%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$618K -$46.1K -3,301 -7%
DJYG
57
David J. Yvars Group
Florida
$565K +$16K +1,135 +3%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$563K +$14K +1,002 +3%
ARC
59
Advisor Resource Council
Texas
$545K +$545K +38,957 New
RIA
60
Realta Investment Advisors
Delaware
$534K +$63.8K +4,480 +14%
First Trust Advisors
61
First Trust Advisors
Illinois
$521K -$18.5K -1,328 -3%
1W
62
1776 Wealth
Georgia
$499K
NA
63
NewEdge Advisors
Louisiana
$491K +$1.86K +133 +0.4%
Creative Planning
64
Creative Planning
Kansas
$452K +$163K +11,679 +56%
SCM
65
SOL Capital Management
Maryland
$430K +$73.5K +5,262 +21%
CAN
66
Cetera Advisor Networks
California
$422K -$2.42K -173 -0.6%
SIC
67
Samalin Investment Counsel
New York
$405K +$10.2K +728 +3%
SPC
68
Sigma Planning Corp
Michigan
$397K -$21.2K -1,518 -5%
UCI
69
Uncommon Cents Investing
Wisconsin
$349K +$27.6K +1,973 +9%
EWM
70
Endowment Wealth Management
Wisconsin
$341K +$34.5K +2,470 +11%
Brown Advisory
71
Brown Advisory
Maryland
$333K -$80.2K -5,734 -19%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$310K +$310K +22,185 New
KAS
73
Kestra Advisory Services
Texas
$305K +$98.9K +7,079 +48%
HighTower Advisors
74
HighTower Advisors
Illinois
$303K -$542K -38,713 -64%
TWM
75
Tradition Wealth Management
Minnesota
$289K +$43K +3,078 +17%