Royce Global Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 430.19 K | $5.75 M | 1.19% | 6.56% |
| MATISSE CAPITAL | 05/08/2026 | 291.00 K | $3.89 M | 0.00% | 4.43% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 196.03 K | $2.62 M | 1.53% | 2.99% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 178.42 K | $2.38 M | 82.95% | 2.72% |
| PRIVATE MANAGEMENT GROUP INC | 05/08/2026 | 168.01 K | $2.24 M | -1.27% | 2.56% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 106.38 K | $1.42 M | 10.15% | 1.62% |
| LPL FINANCIAL LLC | 05/06/2026 | 89.13 K | $1.19 M | 35.03% | 1.36% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 86.73 K | $1.16 M | 1.64% | 1.32% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 49.82 K | $665.71 K | -5.15% | 0.76% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 39.44 K | $526.93 K | 11.10% | 0.60% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 37.11 K | $495.87 K | 0.00% | 0.57% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 29.00 K | $387.45 K | 100.00% | 0.44% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 24.87 K | $332.32 K | -86.53% | 0.38% |
| BECKERMAN INSTITUTIONAL, LLC | 05/04/2026 | 22.85 K | $305.36 K | 77.28% | 0.35% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 21.83 K | $291.65 K | -2.68% | 0.33% |
| 1776 WEALTH LLC | 05/08/2026 | 20.39 K | $272.47 K | 0.00% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 15.68 K | $209.54 K | 8.62% | 0.24% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 13.52 K | $180.65 K | 0.00% | 0.21% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 12.55 K | $167.67 K | -11.16% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 11.76 K | $157.16 K | -0.57% | 0.18% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 7.37 K | $98.49 K | -6.42% | 0.11% |
| UBS GROUP AG | 05/05/2026 | 6.38 K | $85.28 K | -22.43% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 4.40 K | $58.87 K | 0.00% | 0.07% |
| FIFTH THIRD BANCORP | 05/01/2026 | 3.59 K | $47.98 K | 100.00% | 0.05% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 2.10 K | $28.06 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 1.87 K | $25.03 K | 0.00% | 0.03% |
| BFSG, LLC | 04/29/2026 | 600 | $8.02 K | 0.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 558 | $7.46 K | 100.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 280 | $3.80 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 171 | $2.29 K | 100.00% | 0.00% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 138 | $1.84 K | 0.00% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 04/29/2026 | 100 | $1.34 K | 100.00% | 0.00% |
| MCILRATH & ECK, LLC | 05/19/2026 | 79 | $1.06 K | 0.00% | 0.00% |
| CITY STATE BANK | 04/20/2026 | 9 | $120 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| COASTLINE TRUST CO | 04/03/2026 | 0 | $0 | -100.00% | 0.00% |
| CORNERSTONE ADVISORS, LLC | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
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Royce Global Trust Inc institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of Royce Global Trust Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 430,194
Matisse Capital: 291,000
Shaker Financial Services, LLC: 196,031
1607 Capital Partners, LLC: 178,419
PRIVATE MANAGEMENT GROUP INC: 168,005
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 106,381
28.53% of Royce Global Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.20 M shares in the last 24 months. This purchase volume represents approximately $44.73 M in transactions.