Royce Global Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ATLAS WEALTH LLC | 07/28/2026 | 433.44 K | $6.17 M | 100.00% | 6.60% |
| MORGAN STANLEY | 08/13/2026 | 431.61 K | $6.14 M | 0.33% | 6.58% |
| MATISSE CAPITAL | 08/12/2026 | 291.00 K | $4.14 M | 0.00% | 4.43% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 193.11 K | $2.75 M | 4,286.87% | 2.94% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 183.42 K | $2.61 M | 2.80% | 2.79% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 182.51 K | $2.60 M | -6.90% | 2.78% |
| PRIVATE MANAGEMENT GROUP INC | 07/31/2026 | 163.13 K | $2.32 M | -2.90% | 2.49% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 119.45 K | $1.70 M | 12.29% | 1.82% |
| LPL FINANCIAL LLC | 08/07/2026 | 101.66 K | $1.45 M | 14.05% | 1.55% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 86.92 K | $1.24 M | 0.22% | 1.32% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 49.01 K | $697.47 K | -1.62% | 0.75% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 43.00 K | $611.90 K | 88.16% | 0.66% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 41.44 K | $589.62 K | 5.07% | 0.63% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 38.52 K | $548.10 K | 422.55% | 0.59% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 37.11 K | $528.08 K | 0.00% | 0.57% |
| TOROSO INVESTMENTS, LLC | 08/13/2026 | 30.54 K | $434.51 K | 5.31% | 0.47% |
| STONEX GROUP INC. | 08/12/2026 | 26.17 K | $372.46 K | 100.00% | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 24.22 K | $344.69 K | -2.61% | 0.37% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 21.83 K | $310.60 K | 0.00% | 0.33% |
| 1776 WEALTH LLC | 08/10/2026 | 20.39 K | $290.16 K | 0.00% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 17.22 K | $245.01 K | 9.79% | 0.26% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 13.52 K | $192.39 K | 0.00% | 0.21% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 12.32 K | $175.34 K | -1.81% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 11.76 K | $167.36 K | 0.00% | 0.18% |
| UBS GROUP AG | 08/13/2026 | 5.28 K | $75.06 K | -17.35% | 0.08% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 2.10 K | $29.88 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 1.87 K | $26.65 K | 0.00% | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 1.41 K | $20.02 K | 100.00% | 0.02% |
| BFSG, LLC | 07/20/2026 | 600 | $8.54 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 351 | $5.00 K | 25.36% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 234 | $3.33 K | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 210 | $2.99 K | 100.00% | 0.00% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 191 | $2.72 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 171 | $2.43 K | 0.00% | 0.00% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 138 | $1.96 K | 0.00% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 07/14/2026 | 100 | $1.42 K | 0.00% | 0.00% |
| CITY STATE BANK | 07/14/2026 | 9 | $128 | 0.00% | 0.00% |
| FIFTH THIRD BANCORP | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Royce Global Trust Inc institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of Royce Global Trust Inc. The most heavily invested institutionals were:
Atlas Wealth LLC: 433,444
MORGAN STANLEY: 431,605
Matisse Capital: 291,000
ADVISOR GROUP HOLDINGS, INC.: 193,110
1607 Capital Partners, LLC: 183,419
Shaker Financial Services, LLC: 182,508
39.40% of Royce Global Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.92 M shares in the last 24 months. This purchase volume represents approximately $54.69 M in transactions.