Graves Light Lenhart Wealth, Inc. - ROYCE VALUE TR INC ownership

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ROYCE VALUE TR INC's ticker is RVT and the CUSIP is 780910105. A total of 144 filers reported holding ROYCE VALUE TR INC in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Graves Light Lenhart Wealth, Inc. ownership history of ROYCE VALUE TR INC
ValueSharesWeighting
Q3 2023$129,803
-8.3%
10,2530.0%0.02%
-5.3%
Q2 2023$141,491
+1.7%
10,2530.0%0.02%
-13.6%
Q1 2023$139,133
+2.3%
10,2530.0%0.02%
+4.8%
Q4 2022$135,955
+5.4%
10,2530.0%0.02%
-4.5%
Q3 2022$129,000
-9.8%
10,2530.0%0.02%0.0%
Q2 2022$143,000
-17.8%
10,2530.0%0.02%
-8.3%
Q1 2022$174,000
-13.4%
10,2530.0%0.02%
-17.2%
Q4 2021$201,000
+8.6%
10,2530.0%0.03%0.0%
Q3 2021$185,000
-4.6%
10,2530.0%0.03%
-6.5%
Q2 2021$194,000
+4.3%
10,2530.0%0.03%
-3.1%
Q1 2021$186,000
+12.7%
10,2530.0%0.03%
+3.2%
Q4 2020$165,000
+26.9%
10,2530.0%0.03%
+6.9%
Q3 2020$130,000
+0.8%
10,2530.0%0.03%
-3.3%
Q2 2020$129,000
+30.3%
10,2530.0%0.03%
+11.1%
Q1 2020$99,000
-34.4%
10,2530.0%0.03%
-15.6%
Q4 2019$151,000
+5.6%
10,2530.0%0.03%0.0%
Q3 2019$143,0000.0%10,2530.0%0.03%
-3.0%
Q2 2019$143,000
+1.4%
10,2530.0%0.03%
-5.7%
Q1 2019$141,000
+16.5%
10,2530.0%0.04%
-2.8%
Q4 2018$121,000–10,253–0.04%–
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Other shareholders
ROYCE VALUE TR INC shareholders Q2 2022
NameSharesValueWeighting ↓
RPO LLC 188,503$2,426,0342.74%
Shaker Financial Services, LLC 356,617$4,589,6612.14%
MENLO ADVISORS LLC 201,516$2,5931.70%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 367,057$4,724,0241.27%
Waterfront Wealth Inc. 237,215$2,846,0100.93%
Accel Wealth Management 121,395$1,562,3570.87%
RB Capital Management, LLC 161,755$2,081,7810.65%
KENNEDY INVESTMENT GROUP 83,156$1,070,2170.64%
Lokken Investment Group LLC 70,667$909,4880.60%
David J Yvars Group 42,589$549,4520.46%
View complete list of ROYCE VALUE TR INC shareholders