ROYCE GLOBAL TRUST INC (RGT) Institutional Ownership Changes & 13F Activity
ROYCE GLOBAL TRUST INC (RGT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Atlas Wealth Llc, Osaic Holdings, Inc., Wolverine Asset Management Llc, Stonex Group Inc., and Beckerman Institutional, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +194 | +0.2% | 86,921 | $1.24M | Q2 2026 | Sep 09, 2026 |
| 1607 Capital Partners, Llc | Buy | +5,000 | +2.8% | 183,419 | $2.61M | Q2 2026 | Sep 02, 2026 |
| Osaic Holdings, Inc. | Buy | +188,708 | +4286.9% | 193,110 | $2.75M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +1,536 | +9.8% | 17,218 | $245.01K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,414 | — | 1,414 | $20.02K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -648 | -2.6% | 24,223 | $344.69K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -227 | -1.8% | 12,322 | $175.34K | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Buy | +2,000 | +5.1% | 41,435 | $589.62K | Q2 2026 | Aug 13, 2026 |
| Tidal Investments Llc | Buy | +1,539 | +5.3% | 30,535 | $434.51K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,411 | +0.3% | 431,605 | $6.14M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -1,107 | -17.3% | 5,275 | $75.06K | Q2 2026 | Aug 13, 2026 |
| Stonex Group Inc. | Buy | +26,174 | — | 26,174 | $372.46K | Q2 2026 | Aug 12, 2026 |
| Beckerman Institutional, Llc | Buy | +20,148 | +88.2% | 43,001 | $611.90K | Q2 2026 | Aug 11, 2026 |
| Wolverine Asset Management Llc | Buy | +31,146 | +422.5% | 38,517 | $548.10K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +210 | — | 210 | $2.99K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +12,525 | +14.1% | 101,658 | $1.45M | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +13,073 | +12.3% | 119,454 | $1.70M | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | Sell | -807 | -1.6% | 49,014 | $697.47K | Q2 2026 | Aug 04, 2026 |
| Private Management Group Inc | Sell | -4,877 | -2.9% | 163,128 | $2.32M | Q2 2026 | Jul 31, 2026 |
| Atlas Wealth Llc | Buy | +433,444 | — | 433,444 | $6.17M | Q2 2026 | Jul 28, 2026 |
| Institute For Wealth Management, Llc. | Buy | +191 | — | 191 | $2.71K | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, Llc | Buy | +71 | +25.4% | 351 | $5.00K | Q2 2026 | Jul 17, 2026 |
| Shaker Financial Services, Llc | Sell | -13,523 | -6.9% | 182,508 | $2.60M | Q2 2026 | Jul 15, 2026 |
| Mcilrath & Eck, Llc | Sell | -79 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -558 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Fifth Third Bancorp | Sell | -3,591 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
Frequently asked questions about RGT activity
Which institutional owners are buying RGT?
Institutional owners buying RGT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RGT activity?
"Buy" means an investor increased their reported position in RGT compared to the prior reporting period. This reflects growing exposure to ROYCE GLOBAL TRUST INC (RGT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RGT increasing?
Institutional interest in RGT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related RGT Institutional Insights
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- RGT Insider Trading & SEC Form 4 Activity
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