R
Royce Global Trust
RGT • NYSE
Royce Global Trust is a publicly traded company on NYSE. As of Q3 2025, 33 institutional investors hold shares in this company, with total holdings valued at $25.2M. MORGAN STANLEY is the largest holder with a position valued at $5.5M.
Websiteroyceinvest.com
Overview
Overview of institutional ownership in RGT as of Q3 2025
All Institutions
- Institutions
- 33
- Value Held
- $25.2M
- Shares Held
- 1.9M
- Avg Position
- $763.5K
- Median Position
- $257.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $495.3K
- Shares Held
- 38.3K
- Avg Position
- $495.3K
- Median Position
- $495.3K
Biggest Investors
Institutions with the largest positions in RGT as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $5.5M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $4.6M 0.00% of portfolio |
 Deschutes Portfolio Strategy, LLC RIA/Wealth | $3.2M 1.44% of portfolio |
 PRIVATE MANAGEMENT GROUP INC RIA/Wealth | $2.2M 0.07% of portfolio |
 Shaker Financial Services, LLC RIA/Wealth | $2.0M 0.68% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $1.3M 0.01% of portfolio |
C Cornerstone Advisors, LLC Institution | $1.1M 0.03% of portfolio |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $931.8K 0.14% of portfolio |
 Atomi Financial Group, Inc. RIA/Wealth | $586.9K 0.02% of portfolio |
 Newbridge Financial Services Group, Inc. RIA/Wealth | $586.9K 0.09% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RGT in Q3 2025
- Traded
- −$946.6K
- Buyers
- 16
- Sellers
- 14
- Total Bought
- +$2.1M
- Total Sold
- −$3.1M
- Avg Position
- $681.0K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Newbridge Financial Services Group, Inc. RIA/Wealth | +$586.9K +45.3K shares |
Atomi Financial Group, Inc. RIA/Wealth | +$586.9K +45.3K shares |
Deschutes Portfolio Strategy, LLC RIA/Wealth | +$392.7K +30.3K shares |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | +$324.2K +25.0K shares |
B Beckerman Institutional, LLC Institution | +$166.9K +- shares |
 Union Bankshares Corp Institution | +$27.2K +2.1K shares |
Integrated Wealth Concepts LLC RIA/Wealth | +$15.5K +1.2K shares |
D DAVIDSON D A & CO Institution | +$12.6K +970.0 shares |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$6.5K +500.0 shares |
C Coastline Trust Co Institution | +$5.8K +444.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.8M −138.1K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$464.4K −35.9K shares |
 GABELLI FUNDS LLC Long Only Manager | −$171.8K −14.3K shares |
 UBS Group AG Institution | −$148.5K −11.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$146.8K −12.2K shares |
 Almitas Capital LLC RIA/Wealth | −$145.8K −12.1K shares |
 1776 Wealth LLC RIA/Wealth | −$94.8K −7.3K shares |
MORGAN STANLEY RIA/Wealth | −$47.1K −3.6K shares |
PRIVATE MANAGEMENT GROUP INC RIA/Wealth | −$37.7K −2.9K shares |
A Advisor Group Holdings, Inc. Institution | −$24.6K −1.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RGT in Q3 2025
- New Positions
- 5
- New Value
- $1.3M
- Exited Positions
- 4
- Exited Value
- $464.7K
New Positions
| Institution | Position Value |
|---|---|
Atomi Financial Group, Inc. RIA/Wealth | $586.9K 45.3K shares |
Newbridge Financial Services Group, Inc. RIA/Wealth | $586.9K 45.3K shares |
B Beckerman Institutional, LLC Institution | $166.9K 12.9K shares |
C Coastline Trust Co Institution | $5.8K 444.0 shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $181.0 14.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
GABELLI FUNDS LLC Long Only Manager | $171.8K 14.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $146.8K 12.2K shares |
Almitas Capital LLC RIA/Wealth | $145.8K 12.1K shares |
 Sound Income Strategies, LLC RIA/Wealth | $267.0 22.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in RGT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RGT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Deschutes Portfolio Strategy, LLC RIA/Wealth | 1.44% $3.2M |
Shaker Financial Services, LLC RIA/Wealth | 0.68% $2.0M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.14% $931.8K |
1776 Wealth LLC RIA/Wealth | 0.11% $280.0K |
B Beckerman Institutional, LLC Institution | 0.10% $166.9K |
Newbridge Financial Services Group, Inc. RIA/Wealth | 0.09% $586.9K |
PRIVATE MANAGEMENT GROUP INC RIA/Wealth | 0.07% $2.2M |
C Cornerstone Advisors, LLC Institution | 0.03% $1.1M |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.03% $495.3K |
 ROTHSCHILD INVESTMENT LLC RIA/Wealth | 0.03% $473.7K |
Hedge Fund Spotlight
Discover hedge funds investing in RGT
WOLVERINE ASSET MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerChristopher Lazarus Gust
- Portfolio Value
- $1.5B
- Positions
- 859
- Last Reported
- Q3 2025
Sector Allocation
R
Position in Royce Global Trust
- Market Value
- $495.3K
- Shares Held
- 38.3K
- Portfolio Weight
- 0.03%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $56.2M | 3.82% | |
ETF ETF | $36.0M | 2.45% | |
Unknown Unknown | $26.9M | 1.83% |
