D.A. Davidson & CO. trimmed its position in Royce Value Trust Inc. (NYSE:RVT – Free Report) by 0.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 217,944 shares of the financial services provider’s stock after selling 1,786 shares during the quarter. D.A. Davidson & CO. owned about 0.19% of Royce Value Trust worth $3,422,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently bought and sold shares of the company. Stolper Co lifted its holdings in shares of Royce Value Trust by 1.5% in the 2nd quarter. Stolper Co now owns 46,475 shares of the financial services provider’s stock worth $672,000 after acquiring an additional 707 shares during the last quarter. 9258 Wealth Management LLC lifted its holdings in shares of Royce Value Trust by 1.4% in the 2nd quarter. 9258 Wealth Management LLC now owns 53,052 shares of the financial services provider’s stock worth $768,000 after acquiring an additional 729 shares during the last quarter. Beacon Financial Advisory LLC lifted its holdings in shares of Royce Value Trust by 5.8% in the 3rd quarter. Beacon Financial Advisory LLC now owns 13,328 shares of the financial services provider’s stock worth $209,000 after acquiring an additional 734 shares during the last quarter. Prospera Financial Services Inc lifted its holdings in Royce Value Trust by 1.7% during the 3rd quarter. Prospera Financial Services Inc now owns 48,547 shares of the financial services provider’s stock worth $762,000 after buying an additional 800 shares in the last quarter. Finally, Focused Wealth Management Inc lifted its holdings in Royce Value Trust by 1.6% during the 3rd quarter. Focused Wealth Management Inc now owns 53,674 shares of the financial services provider’s stock worth $843,000 after buying an additional 827 shares in the last quarter. 25.57% of the stock is currently owned by institutional investors and hedge funds.
Royce Value Trust Trading Down 0.6 %
Royce Value Trust stock opened at $16.64 on Friday. Royce Value Trust Inc. has a 52-week low of $13.11 and a 52-week high of $16.93. The company’s 50 day moving average is $15.82 and its two-hundred day moving average is $15.25.
Royce Value Trust Announces Dividend
About Royce Value Trust
Royce Value Trust Inc is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies.
See Also
- Five stocks we like better than Royce Value Trust
- Best Stocks Under $5.00
- Eli Lilly, Pfizer, and AstraZeneca: 2025 Vaccine Makers to Watch
- What is a Secondary Public Offering? What Investors Need to Know
- DICK’S Sporting Goods: The Under-the-Radar Buy-and-Hold Winner
- The Most Important Warren Buffett Stock for Investors: His Own
- 2 Cheap Quantum Computing Stocks to Buy Instead of Chasing IonQ
Receive News & Ratings for Royce Value Trust Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Royce Value Trust and related companies with MarketBeat.com's FREE daily email newsletter.