Royce Small-Cap Trust, Inc.
RVT- Exchange
- NYSE
- SEC CIK
- 0000804116
In the last 90 days, Royce Small-Cap Trust, Inc. insiders filed 1 open-market purchase and 0 sales; 208 institutions reported holding it in 13F filings for Q2 2026, worth $717.3M in total; no superinvestor holds it.
Q4 2022 vs. Q3 2022
How the institutions holding Royce Small-Cap Trust, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 152 | 2 | 164 | +14 |
| Shares | 27.1M | 10.5K | 27.7M | +624.8K (+2.3%) |
| Value | $350.1M | $132.0K | $366.8M | +$16.9M (+4.8%) |
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (23)
Institutions that held Royce Small-Cap Trust, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
Sold out (9)
Institutions that held Royce Small-Cap Trust, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Heron Bay Capital Management | 11,773 | $148.0K |
| Moors & Cabot, Inc. | 11,124 | $140.0K |
| Wetherby Asset Management Inc | 10,743 | $135.0K |
| Buttonwood Financial Advisors Inc. | 10,000 | $127.0K |
| CNB Bank | 341 | $4.00K |
| Hudock, Inc. | 317 | $3.00K |
| Meeder Asset Management Inc | 161 | $2.00K |
| FMR LLC | 76 | $1.00K |
| Geneos Wealth Management Inc. | 97 | $1.00K |
Not filed for Q4 2022 yet (2)
Institutions that held Royce Small-Cap Trust, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Wipfli Financial Advisors LLC, | 5,350 | $67.0K |
| American Portfolios Advisors | 5,182 | $65.0K |