ROYCE GLOBAL TRUST INC (RGT) Institutional Ownership and Insiders Activity
ROYCE GLOBAL TRUST INC (RGT) is widely held by institutional investors, with 34 firms reporting positions valued at approximately $36.20M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Atlas Wealth Llc is the largest disclosed holder, reporting approximately $6.17M in RGT holdings in its latest filing.
Institutional Holders
34
Total Reported Value
$36.20M
Largest Holder
Atlas Wealth Llc
Largest Position
$6.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
5
Funds Exiting Positions
3
Top Institutional Owners
View allInvestorReported Balance
- Atlas Wealth Llc$6.17M
- Morgan Stanley$6.14M
- Matisse Capital$4.14M
- Osaic Holdings, Inc.$2.75M
- Shaker Financial Services, Llc$2.69M
Related RGT Institutional Insights:
- RGT 13F Institutional Holders
- RGT Superinvestors
- RGT Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- RGT Insider Trading & SEC Form 4 Activity
- RGT Articles
- Top Institutional Investor Stock Rankings