Who owns Royce Global Value Tr?
- Ticker: RGT
- CUSIP Number: 78081t104
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Analyze quarterly positions in Royce Global Value Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Royce Global Value Tr this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Raymond James & Associates | 649k | $6.9M | 192% | Mar 2024 |
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Morgan Stanley | 322k | $5.8M | -9% | Mar 2024 |
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Private Management Group | 192k | $2.1M | -2% | Mar 2024 |
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Integrated Wealth Concepts | 97k | $1.0M | -12% | Mar 2024 |
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1776 Wealth | 33k | $354k | 100% | Mar 2024 |
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D.A. Davidson & Co. | 27k | $289k | -2% | Mar 2024 |
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Captrust Financial Advisors | 27k | $286k | -4% | Mar 2024 |
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Blue Bell Private Wealth Management | 23k | $246k | 3% | Mar 2024 |
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Raymond James Financial Services Advisors | 18k | $195k | 8% | Mar 2024 |
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Shaker Financial Services | 16k | $167k | -53% | Mar 2024 |
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Wells Fargo & Company | 15k | $164k | 2% | Mar 2024 |
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UBS Group | 14k | $147k | 29% | Mar 2024 |
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William Blair $ Company | 14k | $145k | 0% | Mar 2024 |
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Commonwealth Equity Services | 12k | $123k | -1% | Mar 2024 |
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Brown Advisory Holdings Incorporated | 11k | $113k | 5% | Mar 2024 |
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Relative Value Partners | 10k | $103k | 0% | Mar 2024 |
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Advisor Group Holdings | 5.5k | $58k | -4% | Mar 2024 |
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Cornerstone Advisors | 4.6k | $49k | -92% | Mar 2024 |
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Brian McDonald | 3.2k | $35k | -9% | Mar 2024 |
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Wolverine Asset Management | 3.1k | $34k | 610% | Mar 2024 |
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Pnc Financial Services | 850.00 | $9.1k | 0% | Mar 2024 |
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BFSG | 600.00 | $6.4k | 0% | Mar 2024 |
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North Star Investment Management | 138.00 | $1.5k | 0% | Mar 2024 |
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Bank of America Corporation | 75.00 | $801.997500 | -83% | Mar 2024 |
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McIlrath & Eck | 75.00 | $801.997500 | 0% | Mar 2024 |
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Sound Income Strategies | 22.00 | $238.000400 | 0% | Mar 2024 |
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Benjamin F. Edwards & Company | 1.00 | $0 | 100% | Mar 2024 |
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Who sold out of Royce Global Value Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Saba Capital Management | Dec 2023 | 128k | $1.2M |
Wealthcare Advisory Partners | Dec 2023 | 31k | $299k |
LPL Financial | Sep 2023 | 25k | $215k |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Dec 2023 | 13k | $126k |
Landscape Capital Management | Dec 2023 | 11k | $103k |
Qube Research & Technologies | Sep 2023 | 3.2k | $27k |
Washington Trust Company | Dec 2023 | 24.00 | $234.000000 |
Northwestern Mutual Wealth Management Company | Sep 2023 | 5.00 | $44.000000 |
Steward Partners Investment Advisory | Dec 2023 | 1.00 | $10.000000 |