Royce Global Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 425.12 K | $5.57 M | 0.96% | 6.52% |
| MATISSE CAPITAL | 01/29/2026 | 291.00 K | $3.82 M | 17.91% | 4.46% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 193.07 K | $2.53 M | 25.52% | 2.96% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 184.59 K | $2.42 M | -48.01% | 2.83% |
| PRIVATE MANAGEMENT GROUP INC | 02/12/2026 | 170.17 K | $2.23 M | -1.55% | 2.61% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 97.52 K | $1.28 M | 100.00% | 1.50% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 96.58 K | $1.27 M | 34.23% | 1.48% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 85.33 K | $1.12 M | -12.86% | 1.31% |
| LPL FINANCIAL LLC | 02/11/2026 | 66.01 K | $865.38 K | 69.04% | 1.01% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 52.53 K | $688.61 K | 15.90% | 0.81% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 47.12 K | $617.80 K | -42.03% | 0.72% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 37.11 K | $486.52 K | 1.46% | 0.57% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 35.50 K | $465.34 K | 0.54% | 0.54% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 22.43 K | $294.02 K | -1.43% | 0.34% |
| 1776 WEALTH LLC | 02/11/2026 | 20.39 K | $267.33 K | -5.70% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 14.44 K | $189.27 K | 100.00% | 0.22% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 14.13 K | $185.20 K | 12.93% | 0.22% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 13.52 K | $177.25 K | 0.00% | 0.21% |
| BECKERMAN INSTITUTIONAL, LLC | 02/10/2026 | 12.89 K | $169.00 K | 0.00% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 11.83 K | $155.07 K | 6.72% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 8.23 K | $107.86 K | -58.56% | 0.13% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 7.88 K | $103.27 K | -79.41% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 4.40 K | $57.77 K | -9.92% | 0.07% |
| COMERICA BANK | 01/29/2026 | 3.54 K | $46.36 K | 0.00% | 0.05% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 2.10 K | $27.53 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 1.87 K | $24.56 K | 0.11% | 0.03% |
| BFSG, LLC | 01/22/2026 | 600 | $7.87 K | 0.00% | 0.01% |
| COASTLINE TRUST CO | 01/05/2026 | 451 | $5.91 K | 1.58% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 280 | $3.68 K | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 219 | $2.87 K | 106.60% | 0.00% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 138 | $1.80 K | 0.00% | 0.00% |
| MCILRATH & ECK, LLC | 02/03/2026 | 79 | $1.04 K | 1.28% | 0.00% |
| CITY STATE BANK | 01/28/2026 | 9 | $118 | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 01/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Royce Global Trust Inc institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Royce Global Trust Inc. The most heavily invested institutionals were:
Beckerman Institutional, LLC: 22,853
D.A. DAVIDSON & CO.: 21,827
COMMONWEALTH EQUITY SERVICES, LLC: 11,761
WOLVERINE ASSET MANAGEMENT LLC: 7,371
UBS Group AG: 6,382
FIFTH THIRD BANCORP: 3,591
29.47% of Royce Global Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.29 M shares in the last 24 months. This purchase volume represents approximately $46.00 M in transactions.