CREATIVE FINANCIAL DESIGNS INC /ADV - ROYCE VALUE TR INC ownership

ROYCE VALUE TR INC's ticker is RVT and the CUSIP is 780910105. A total of 157 filers reported holding ROYCE VALUE TR INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ROYCE VALUE TR INC
ValueSharesWeighting
Q3 2023$58,365
-6.7%
4,5350.0%0.01%0.0%
Q2 2023$62,583
+157.4%
4,535
+153.1%
0.01%
+133.3%
Q1 2023$24,317
+87.1%
1,792
+153.8%
0.00%
+50.0%
Q2 2021$13,0007060.00%
Other shareholders
ROYCE VALUE TR INC shareholders Q3 2023
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