ROYCE GLOBAL TRUST INC (RGT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
37
Reporting holders
$36.8M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Atlas Wealth LLC | $6.2M | 433,444 | 0.88% | new | NEW |
| MORGAN STANLEY | $6.1M | 431,605 | 0.00% | 35q | HELD |
| Matisse Capital | $4.1M | 291,000 | 1.66% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $2.7M | 193,110 | 0.00% | 26q | +4286.9%+$2.7M |
| 1607 Capital Partners, LLC | $2.6M | 183,419 | 0.23% | 3q | +2.8%+$71.1K |
| Shaker Financial Services, LLC | $2.6M | 182,508 | 0.81% | 22q | -6.9%-$192.4K |
| PRIVATE MANAGEMENT GROUP INC | $2.3M | 163,128 | 0.06% | 17q | -2.9%-$69.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.7M | 119,454 | 0.21% | 16q | +12.3%+$186.0K |
| LPL Financial LLC | $1.4M | 101,658 | 0.00% | 8q | +14.1%+$178.2K |
| Integrated Wealth Concepts LLC | $1.2M | 86,921 | 0.01% | 17q | HELD |
| Compound Planning, Inc. | $697.5K | 49,014 | 0.02% | 4q | -1.6%-$11.5K |
| Beckerman Institutional, LLC | $611.9K | 43,001 | 0.29% | 8q | +88.2%+$286.7K |
| CAPTRUST FINANCIAL ADVISORS | $589.6K | 41,435 | 0.00% | 16q | +5.1%+$28.5K |
| WOLVERINE ASSET MANAGEMENT LLC | $548.1K | 38,517 | 0.00% | 8q | +422.5%+$443.2K |
| ROTHSCHILD INVESTMENT LLC | $528.1K | 37,110 | 0.02% | 11q | HELD |
| Tidal Investments LLC | $434.5K | 30,535 | 0.00% | 2q | +5.3%+$21.9K |
| StoneX Group Inc. | $372.5K | 26,174 | 0.02% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $344.7K | 24,223 | 0.00% | 7q | -2.6%-$9.2K |
| D.A. DAVIDSON & CO. | $310.6K | 21,827 | 0.00% | 31q | HELD |
| 1776 Wealth LLC | $290.2K | 20,391 | 0.10% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $245.0K | 17,218 | 0.00% | 3q | +9.8%+$21.9K |
| BLAIR WILLIAM & CO/IL | $192.4K | 13,520 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $175.3K | 12,322 | 0.00% | 31q | -50.9%-$181.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $167.4K | 11,761 | 0.00% | 17q | HELD |
| UBS Group AG | $75.1K | 5,275 | 0.00% | 31q | -17.3%-$15.8K |
| Atlantic Union Bankshares Corp | $29.9K | 2,100 | 0.00% | 4q | HELD |
| PNC Financial Services Group, Inc. | $26.7K | 1,873 | 0.00% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $20.0K | 1,414 | 0.00% | new | NEW |
| BFSG, LLC | $8.5K | 600 | 0.00% | 11q | HELD |
| Farther Finance Advisors, LLC | $5.0K | 351 | 0.00% | 6q | +25.4%+$1.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.3K | 234 | 0.00% | new | NEW |
| Arax Advisory Partners | $3.0K | 210 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $2.7K | 191 | 0.00% | new | NEW |
| Allworth Financial LP | $2.4K | 171 | 0.00% | 2q | HELD |
| North Star Investment Management Corp. | $2.0K | 138 | 0.00% | 28q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $1.4K | 100 | 0.00% | 2q | HELD |
| City State Bank | $128 | 9 | 0.00% | 9q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $36.8M | 2,585,961 | 6 | 10 | 6 | 0.0% |
| Q1 2026 | 35 | $25.2M | 1,884,909 | 6 | 10 | 7 | 0.0% |
| Q4 2025 | 33 | $25.2M | 1,921,060 | 2 | 13 | 9 | 0.0% |
| Q3 2025 | 34 | $25.4M | 1,958,149 | 7 | 9 | 9 | 0.0% |
| Q2 2025 | 30 | $24.5M | 2,032,572 | 0 | 10 | 9 | 0.0% |
| Q1 2025 | 31 | $17.8M | 1,699,080 | 2 | 12 | 8 | 0.0% |
| Q4 2024 | 30 | $19.3M | 1,803,492 | 4 | 11 | 1 | 0.0% |
| Q3 2024 | 33 | $21.2M | 1,829,729 | 3 | 5 | 7 | 0.0% |
| Q2 2024 | 31 | $21.4M | 1,921,847 | 5 | 8 | 6 | 0.0% |
| Q1 2024 | 28 | $23.5M | 2,197,346 | 0 | 9 | 8 | 0.0% |
| Q4 2023 | 37 | $17.0M | 1,746,546 | 6 | 12 | 9 | 0.0% |
| Q3 2023 | 33 | $11.9M | 1,363,491 | 3 | 8 | 9 | 0.0% |
| Q2 2023 | 32 | $12.2M | 1,318,079 | 1 | 7 | 10 | 0.0% |
| Q1 2023 | 31 | $9.9M | 1,095,975 | 5 | 9 | 7 | 0.0% |
| Q4 2022 | 29 | $8.1M | 942,088 | 4 | 8 | 9 | 0.0% |
| Q3 2022 | 33 | $9.0M | 1,123,453 | 2 | 7 | 10 | 0.0% |
| Q2 2022 | 34 | $9.9M | 1,107,633 | 5 | 3 | 11 | 0.0% |
| Q1 2022 | 34 | $11.9M | 1,044,683 | 3 | 6 | 13 | 0.0% |
| Q4 2021 | 36 | $14.4M | 1,095,964 | 4 | 18 | 6 | 0.0% |
| Q3 2021 | 34 | $14.9M | 962,837 | 5 | 3 | 9 | 0.0% |
| Q2 2021 | 34 | $15.3M | 1,023,905 | 3 | 6 | 9 | 0.0% |
| Q1 2021 | 40 | $15.3M | 1,074,568 | 10 | 8 | 7 | 0.0% |
| Q4 2020 | 39 | $16.9M | 1,265,416 | 10 | 5 | 13 | 0.0% |
| Q3 2020 | 42 | $58.5M | 4,766,356 | 4 | 5 | 16 | 0.0% |
| Q2 2020 | 45 | $52.3M | 4,521,007 | 7 | 7 | 15 | 0.0% |
| Q1 2020 | 45 | $37.1M | 4,611,554 | 3 | 8 | 18 | 0.0% |
| Q4 2019 | 53 | $49.2M | 4,213,098 | 3 | 14 | 13 | 0.0% |
| Q3 2019 | 51 | $39.2M | 3,876,392 | 6 | 9 | 16 | 0.0% |
| Q2 2019 | 51 | $42.7M | 4,047,641 | 11 | 6 | 14 | 0.0% |
| Q1 2019 | 43 | $41.0M | 4,072,697 | 2 | 7 | 18 | 0.0% |
| Q4 2018 | 46 | $34.8M | 3,905,119 | 0 | 2 | 1 | 0.0% |