BARRETT & COMPANY, INC. - ROYCE VALUE TR INC ownership

ROYCE VALUE TR INC's ticker is RVT and the CUSIP is 780910105. A total of 162 filers reported holding ROYCE VALUE TR INC in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of ROYCE VALUE TR INC
ValueSharesWeighting
Q3 2023$203,592
-6.7%
15,819
+0.0%
0.12%
-5.5%
Q2 2023$218,232
+2.7%
15,814
+1.0%
0.13%
-5.9%
Q1 2023$212,495
+2.4%
15,659
+0.0%
0.14%
-1.5%
Q4 2022$207,6110.0%15,6570.0%0.14%0.0%
Q3 2022$207,61115,6570.14%
Other shareholders
ROYCE VALUE TR INC shareholders Q4 2022
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