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Royce Global Trust, Inc.

RGT
Exchange
NYSE
SEC CIK
0001514490

No open-market purchases or sales by Royce Global Trust, Inc. insiders were filed in the last 90 days; 36 institutions reported holding it in 13F filings for Q2 2026, worth $36.8M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Royce Global Trust, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
44
No complete 13F data for Q4 2020
Shares held
1.07M
No complete 13F data for Q4 2020
Total value
$15.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting RGT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 44 institutions
Q1 2021: 44 institutionsQ2 2021: 40 institutionsQ3 2021: 38 institutionsQ4 2021: 39 institutionsQ1 2022: 36 institutionsQ2 2022: 37 institutionsQ3 2022: 36 institutionsQ4 2022: 33 institutionsQ1 2023: 34 institutionsQ2 2023: 34 institutionsQ3 2023: 35 institutionsQ4 2023: 38 institutionsQ1 2024: 30 institutionsQ2 2024: 33 institutionsQ3 2024: 35 institutionsQ4 2024: 32 institutionsQ1 2025: 33 institutionsQ2 2025: 32 institutionsQ3 2025: 35 institutionsQ4 2025: 33 institutionsQ1 2026: 35 institutionsQ2 2026: 36 institutions
Value heldQ1 2021: $15.3M
Q1 2021: $15.3MQ2 2021: $15.3MQ3 2021: $14.9MQ4 2021: $14.4MQ1 2022: $11.9MQ2 2022: $9.90MQ3 2022: $9.01MQ4 2022: $9.78MQ1 2023: $11.3MQ2 2023: $12.7MQ3 2023: $12.3MQ4 2023: $13.9MQ1 2024: $16.7MQ2 2024: $21.5MQ3 2024: $21.5MQ4 2024: $19.6MQ1 2025: $18.1MQ2 2025: $24.7MQ3 2025: $25.5MQ4 2025: $25.2MQ1 2026: $25.0MQ2 2026: $36.8M
Institutions holding RGT and their total value by quarter
QuarterHoldersValue
Q2 202636$36.8M
Q1 202635$25.0M
Q4 202533$25.2M
Q3 202535$25.5M
Q2 202532$24.7M
Q1 202533$18.1M
Q4 202432$19.6M
Q3 202435$21.5M
Q2 202433$21.5M
Q1 202430$16.7M
Q4 202338$13.9M
Q3 202335$12.3M
Q2 202334$12.7M
Q1 202334$11.3M
Q4 202233$9.78M
Q3 202236$9.01M
Q2 202237$9.90M
Q1 202236$11.9M
Q4 202139$14.4M
Q3 202138$14.9M
Q2 202140$15.3M
Q1 202144$15.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Royce Global Trust, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding RGT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley327,308$4.65M0.00%––
Wolverine Asset Management LLC131,335$1.87M0.02%––
Raymond James & Associates100,553$1.43M0.00%––
Royal Bank of Canada55,814$793.0K0.00%––
Kingsview Wealth Management, LLC50,015$717.0K0.04%––
Raymond James Financial Services Advisors, Inc.47,539$676.0K0.00%––
Rothschild Investment Corp36,078$513.0K0.04%––
Northwestern Mutual Wealth Management Co34,496$490.0K0.00%––
Shaker Financial Services, LLC32,321$459.0K0.18%––
D.A. Davidson & Co.30,109$428.0K0.01%––
Blair William & Co28,195$401.0K0.00%––
Wells Fargo & Company23,319$332.0K0.00%––
Landscape Capital Management, L.L.C.23,333$332.0K0.05%––
Frontier Wealth Management LLC22,998$327.0K0.03%––
Atlantic Union Bankshares Corp22,281$317.0K0.03%––
UBS Group AG17,242$245.0K0.00%––
Relative Value Partners Group, LLC16,491$234.0K0.02%––
Gabelli Funds LLC14,985$213.0K0.00%––
Bank of America Corp12,520$178.0K0.00%––
Citigroup Inc11,077$157.0K0.00%––
Brown Advisory Inc10,883$155.0K0.00%––
Cornerstone Advisors, LLC10,413$148.0K0.01%––
Barclays PLC3,150$49.0K0.00%––
Patriot Financial Group Insurance Agency, LLC2,550$36.0K0.01%––
US Bancorp1,992$28.0K0.00%––
Bessemer Group Inc1,865$27.0K0.00%––
Geneos Wealth Management Inc.1,894$27.0K0.00%––
Advisor Group Holdings, Inc.1,119$16.0K0.00%––
Wealthcare Advisory Partners LLC970$14.0K0.00%––
The PNC Financial Services Group, Inc.850$12.0K0.00%––
Proequities, Inc.106$2.00K0.00%––
North Star Investment Management Corp.138$2.00K0.00%––
Grandview Asset Management LLC132$2.00K0.00%––
International Assets Investment Management, LLC149$2.00K0.00%––
Spire Wealth Management110$2.00K0.00%––
Archer Investment Corp89$1.26K0.00%––
Sargent Bickham Lagudis LLC64$1.00K0.00%––
McIlrath & Eck, LLC61$1.00K0.00%––
Sound Income Strategies, LLC22$3160.00%––
Steward Partners Investment Advisory, LLC1$140.00%––
FormulaFolio Investments, LLC14$00.00%––
Liberty Wealth Management LLC14$00.00%––
Arkadios Wealth Advisors47$00.00%––
Clearview Wealth Advisors LLC24$00.00%––