Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / Common Stock
-
Shares outstanding
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6.53M
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Number of holders
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32
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Total 13F shares, excl. options
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1.83M
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Shares change
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+107K
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Total reported value, excl. options
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$19.6M
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Value change
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+$1.11M
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Number of buys
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20
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Number of sells
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-7
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Price
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$10.72
Significant Holders of ROYCE GLOBAL TRUST, INC. - Common Stock (RGT) as of Q4 2024
37 filings reported holding RGT - ROYCE GLOBAL TRUST, INC. - Common Stock as of Q4 2024.
ROYCE GLOBAL TRUST, INC. - Common Stock (RGT) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.83M shares
of 6.53M outstanding shares and own 27.97% of the company stock.
Largest 10 shareholders include RAYMOND JAMES FINANCIAL INC (765K shares), MORGAN STANLEY (313K shares), PRIVATE MANAGEMENT GROUP INC (185K shares), Integrated Wealth Concepts LLC (96.1K shares), Shaker Financial Services, LLC (88.3K shares), ROTHSCHILD INVESTMENT LLC (37.5K shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (37.1K shares), WOLVERINE ASSET MANAGEMENT LLC (36.3K shares), CAPTRUST FINANCIAL ADVISORS (33.1K shares), and 1776 Wealth LLC (30.7K shares).
This table shows the top 32 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.