Horizon Kinetics - 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
Horizon Kinetics ownership history of ROYCE VALUE TR INC
ValueSharesWeighting
Q4 2018$624,000
-60.2%
52,893
-44.9%
0.02%
-47.4%
Q3 2018$1,569,000
-78.5%
95,980
-79.2%
0.04%
-79.8%
Q2 2018$7,308,000
+0.7%
462,506
-0.8%
0.19%
-11.3%
Q1 2018$7,255,000
+2.6%
466,255
+6.6%
0.21%
+2.4%
Q4 2017$7,073,000
+176.2%
437,436
+169.7%
0.21%
+176.0%
Q3 2017$2,561,000
+54.3%
162,169
+42.5%
0.08%
+38.9%
Q2 2017$1,660,000
+17.4%
113,769
+12.6%
0.05%
+20.0%
Q1 2017$1,414,000
-3.4%
101,009
-7.6%
0.04%
-4.3%
Q4 2016$1,464,000
+4.1%
109,325
-1.7%
0.05%
+20.5%
Q3 2016$1,407,000
+6.3%
111,177
-1.1%
0.04%
+18.2%
Q2 2016$1,323,000
+56.6%
112,398
+55.7%
0.03%
+57.1%
Q1 2016$845,00072,2010.02%
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