Parisi Gray Wealth Management - ROYCE VALUE TR INC ownership

ROYCE VALUE TR INC's ticker is RVT and the CUSIP is 780910105. A total of 156 filers reported holding ROYCE VALUE TR INC in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Parisi Gray Wealth Management ownership history of ROYCE VALUE TR INC
ValueSharesWeighting
Q3 2023$137,490
-1.5%
10,683
+3.8%
0.06%
-28.7%
Q1 2023$139,608
+4.5%
10,288
+2.1%
0.09%
+31.8%
Q4 2022$133,634
-19.0%
10,078
+16.2%
0.07%
+10.0%
Q2 2021$165,0008,6760.06%
Other shareholders
ROYCE VALUE TR INC shareholders Q2 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 502,250$6,659,8353.12%
MENLO ADVISORS LLC 180,789$2,3971.80%
Waterfront Wealth Inc. 223,392$3,210,1471.10%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 246,723$3,271,5471.07%
RB Capital Management, LLC 154,275$2,045,6890.72%
Accel Wealth Management 110,812$1,469,3650.70%
All Season Financial Advisors, Inc. 57,281$759,5470.67%
KENNEDY INVESTMENT GROUP 79,312$1,051,6780.67%
David J Yvars Group 38,550$511,3950.64%
Lokken Investment Group LLC 55,366$734,1580.58%
View complete list of ROYCE VALUE TR INC shareholders