Royce Global Value Trust, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 421.08 K | $5.45 M | -0.86% | 6.46% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 355.05 K | $4.60 M | -28.00% | 5.45% |
| MATISSE CAPITAL | 10/29/2025 | 246.79 K | $3.20 M | 14.01% | 3.79% |
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 172.85 K | $2.24 M | -1.66% | 2.65% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 153.82 K | $1.99 M | -0.61% | 2.36% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 97.92 K | $1.27 M | 1.24% | 1.50% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 81.30 K | $1.05 M | -0.06% | 1.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 71.95 K | $931.77 K | 53.35% | 1.10% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 45.32 K | $586.90 K | 100.00% | 0.70% |
| ATOMI FINANCIAL GROUP, INC. | 11/10/2025 | 45.32 K | $586.90 K | 100.00% | 0.70% |
| LPL FINANCIAL LLC | 11/12/2025 | 39.05 K | $505.69 K | 0.92% | 0.60% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 38.25 K | $495.34 K | -48.39% | 0.59% |
| ROTHSCHILD INVESTMENT LLC | 11/07/2025 | 36.58 K | $473.67 K | 0.00% | 0.56% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 35.30 K | $457.19 K | 1.44% | 0.54% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 22.75 K | $294.65 K | 4.45% | 0.35% |
| 1776 WEALTH LLC | 11/06/2025 | 21.62 K | $280.02 K | -25.30% | 0.33% |
| UBS GROUP AG | 11/13/2025 | 19.85 K | $257.11 K | -36.61% | 0.30% |
| BLAIR WILLIAM & CO/IL | 11/12/2025 | 13.52 K | $175.08 K | 0.00% | 0.21% |
| BECKERMAN INSTITUTIONAL, LLC | 11/06/2025 | 12.89 K | $166.94 K | 0.00% | 0.20% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 12.51 K | $162.00 K | 13.07% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 11.08 K | $144.00 K | -3.57% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 4.89 K | $62.40 K | -28.26% | 0.08% |
| COMERICA BANK | 11/14/2025 | 3.54 K | $45.79 K | 0.00% | 0.05% |
| ATLANTIC UNION BANKSHARES CORP | 11/04/2025 | 2.10 K | $27.20 K | 100.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 1.87 K | $24.23 K | 10.06% | 0.03% |
| BFSG, LLC | 10/29/2025 | 600 | $7.77 K | 0.00% | 0.01% |
| COASTLINE TRUST CO | 10/21/2025 | 444 | $5.75 K | 100.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 280 | $3.63 K | -13.04% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 259 | $3.36 K | 100.00% | 0.00% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 138 | $1.78 K | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 106 | $1.37 K | 35.90% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 10/07/2025 | 100 | $1.30 K | 100.00% | 0.00% |
| MCILRATH & ECK, LLC | 10/22/2025 | 78 | $1.01 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 14 | $181 | 100.00% | 0.00% |
| CITY STATE BANK | 10/16/2025 | 9 | $117 | 0.00% | 0.00% |
| GABELLI FUNDS LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ALMITAS CAPITAL LLC | 11/17/2025 | 0 | $0 | -100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 0 | $0 | -100.00% | 0.00% |
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Royce Global Value Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 57 institutional investors and hedge funds held shares of Royce Global Value Trust, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 421,082
RAYMOND JAMES FINANCIAL INC: 355,054
Matisse Capital: 246,790
PRIVATE MANAGEMENT GROUP INC: 172,849
Shaker Financial Services, LLC: 153,815
Integrated Wealth Concepts LLC: 97,921
30.20% of Royce Global Value Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.30 M shares in the last 24 months. This purchase volume represents approximately $42.95 M in transactions.