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Royce Value Trust

156 hedge funds and large institutions have $380M invested in Royce Value Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 22 closing their positions.

Holders
156
Holders Change
-8
Holders Change %
-4.88%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
69
Reduced
37
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$214K -$139K -10,068 -39%
CA
102
Carson Advisory
Georgia
$207K +$12.5K +904 +6%
SI
103
Stephens Inc
Arkansas
$201K +$345 +25 +0.2%
WCM
104
Whitener Capital Management
North Carolina
$200K +$200K +14,480 New
LNWWM
105
Laird Norton Wetherby Wealth Management
California
$189K +$189K +13,722 New
KPWS
106
Kestra Private Wealth Services
Texas
$189K +$966 +70 +0.5%
CT
107
Coastline Trust
Rhode Island
$186K
SWM
108
Spire Wealth Management
Virginia
$186K +$42.1K +3,051 +29%
CWM
109
Centurion Wealth Management
Virginia
$186K +$42.1K +3,051 +29%
MC
110
Matisse Capital
Oregon
$185K
CD
111
Chapin Davis
Maryland
$183K +$4.69K +340 +3%
CAG
112
Csenge Advisory Group
Florida
$180K -$14.4K -1,046 -7%
CAM
113
Concorde Asset Management
Michigan
$172K +$172K +12,453 New
TF
114
TIAA FSB
Florida
$171K +$3.06K +222 +2%
FC
115
FCA Corp
Texas
$166K -$38.4K -2,782 -19%
LG
116
LaFleur & Godfrey
Michigan
$166K
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$158K -$80.6K -5,840 -34%
MWM
118
Mascoma Wealth Management
New Hampshire
$153K
FFBTD
119
First Financial Bank - Trust Division
Ohio
$150K
TW
120
TrinityPoint Wealth
Connecticut
$148K
GLLW
121
Graves Light Lenhart Wealth
Virginia
$141K
SN
122
Sittner & Nelson
Oregon
$140K +$2.53K +183 +2%
VF
123
Virtu Financial
New York
$140K +$140K +10,153 New
CWC
124
Carolinas Wealth Consulting
North Carolina
$126K
OA
125
Operose Advisors
Wisconsin
$96.6K