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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 %
MWM
101
Mascoma Wealth Management
New Hampshire
$151K
TW
102
TrinityPoint Wealth
Connecticut
$149K
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$144K -$46.7K -3,349 -25%
GLLW
104
Graves Light Lenhart Wealth
Virginia
$143K
MA
105
MBA Advisors
Pennsylvania
$140K
BFA
106
Buttonwood Financial Advisors
Maryland
$140K +$140K +10,000 New
SN
107
Sittner & Nelson
Oregon
$131K +$3.28K +235 +3%
CWC
108
Carolinas Wealth Consulting
North Carolina
$128K
M&T Bank
109
M&T Bank
New York
$112K +$112K +10,194 New
OA
110
Operose Advisors
Wisconsin
$98K +$98K +7,000 New
HWA
111
HHM Wealth Advisors
Tennessee
$88K +$2.2K +157 +3%
NSIM
112
North Star Investment Management
Illinois
$86K
APA
113
American Portfolios Advisors
New York
$80.4K +$1.98K +142 +3%
AIP
114
Ahrens Investment Partners
Louisiana
$74K +$74K +5,300 New
IA
115
IFP Advisors
Florida
$52K
TJHA
116
Thomas J. Herzfeld Advisors
Florida
$47K +$1.18K +84 +3%
GI
117
Gradient Investments
Minnesota
$45K
BLC
118
Brown, Lisle/Cummings
Rhode Island
$40.5K +$14K +1,000 +53%
AF
119
Advisornet Financial
Minnesota
$26K -$5.9K -420 -19%
HCP
120
Hexagon Capital Partners
Arkansas
$21K
CHA
121
Carmichael Hill & Associates
Maryland
$20K
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$18K +$18K +1,296 New
AP
123
Atwood & Palmer
Missouri
$17K
CTC
124
Central Trust Company
Missouri
$14K
SBL
125
Sargent Bickham Lagudis
Colorado
$12K -$14.9K -1,091 -55%