ROYCE GLOBAL TRUST, INC.
Institutional Ownership & Holdings Analysis
About
royce-global-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $5.7M |
| 2 | PRIVATE MANAGEMENT GROUP INC(2025-03-31) | $1.9M |
| 3 | Shaker Financial Services, LLC(2025-03-31) | $1.2M |
| 4 | Integrated Wealth Concepts LLC(2025-03-31) | $1.0M |
| 5 | Cornerstone Advisors, LLC(2025-03-31) | $601.9K |
| 6 | WOLVERINE ASSET MANAGEMENT LLC(2025-03-31) | $600.3K |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC(2025-03-31) | $409.8K |
| 8 | ROTHSCHILD INVESTMENT LLC(2025-03-31) | $375.2K |
| 9 | CAPTRUST FINANCIAL ADVISORS(2025-03-31) | $365.4K |
| 10 | LPL Financial LLC(2025-03-31) | $350.3K |
| 11 | Matisse Capital(2025-03-31) | $345.9K |
| 12 | UBS Group AG(2025-03-31) | $337.2K |
| 13 | 1776 Wealth LLC(2025-03-31) | $309.0K |
| 14 | D.A. DAVIDSON & CO.(2025-03-31) | $231.3K |
| 15 | Almitas Capital LLC(2025-03-31) | $156.8K |
| 16 | GABELLI FUNDS LLC(2025-03-31) | $150.0K |
| 17 | WELLS FARGO & COMPANY/MN(2025-03-31) | $144.2K |
| 18 | BLAIR WILLIAM & CO/IL(2025-03-31) | $142.0K |
| 19 | Beckerman Institutional, LLC(2025-03-31) | $135.0K |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $127.0K |
As of 2025-03-31
Value:$5.7M
As of 2025-03-31
Value:$1.9M
As of 2025-03-31
Value:$1.2M
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$601.9K
As of 2025-03-31
Value:$600.3K
As of 2025-03-31
Value:$409.8K
As of 2025-03-31
Value:$375.2K
As of 2025-03-31
Value:$365.4K
As of 2025-03-31
Value:$350.3K
As of 2025-03-31
Value:$345.9K
#12UBS Group AG
As of 2025-03-31
Value:$337.2K
As of 2025-03-31
Value:$309.0K
As of 2025-03-31
Value:$231.3K
As of 2025-03-31
Value:$156.8K
As of 2025-03-31
Value:$150.0K
As of 2025-03-31
Value:$144.2K
As of 2025-03-31
Value:$142.0K
As of 2025-03-31
Value:$135.0K
As of 2025-03-31
Value:$127.0K
Total Institutional Holders:35
Top 10 Holders Own:84.3%