Who owns Royce Global Value Tr?

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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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Top investors of Royce Global Value Tr stock

Who bought or sold Royce Global Value Tr this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
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