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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+194+0.2%86,921$1.24MQ2 2026Sep 09, 2026
1607 Capital Partners, LlcBuy+5,000+2.8%183,419$2.61MQ2 2026Sep 02, 2026
Osaic Holdings, Inc.Buy+188,708+4286.9%193,110$2.75MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+1,536+9.8%17,218$245.01KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,414—1,414$20.02KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-648-2.6%24,223$344.69KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-227-1.8%12,322$175.34KQ2 2026Aug 14, 2026
Captrust Financial AdvisorsBuy+2,000+5.1%41,435$589.62KQ2 2026Aug 13, 2026
Tidal Investments LlcBuy+1,539+5.3%30,535$434.51KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,411+0.3%431,605$6.14MQ2 2026Aug 13, 2026
Ubs Group AgSell-1,107-17.3%5,275$75.06KQ2 2026Aug 13, 2026
Stonex Group Inc.Buy+26,174—26,174$372.46KQ2 2026Aug 12, 2026
Beckerman Institutional, LlcBuy+20,148+88.2%43,001$611.90KQ2 2026Aug 11, 2026
Wolverine Asset Management LlcBuy+31,146+422.5%38,517$548.10KQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+210—210$2.99KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+12,525+14.1%101,658$1.45MQ2 2026Aug 07, 2026
Blue Bell Private Wealth Management, LlcBuy+13,073+12.3%119,454$1.70MQ2 2026Aug 06, 2026
Compound Planning, Inc.Sell-807-1.6%49,014$697.47KQ2 2026Aug 04, 2026
Private Management Group IncSell-4,877-2.9%163,128$2.32MQ2 2026Jul 31, 2026
Atlas Wealth LlcBuy+433,444—433,444$6.17MQ2 2026Jul 28, 2026
Institute For Wealth Management, Llc.Buy+191—191$2.71KQ2 2026Jul 28, 2026
Farther Finance Advisors, LlcBuy+71+25.4%351$5.00KQ2 2026Jul 17, 2026
Shaker Financial Services, LlcSell-13,523-6.9%182,508$2.60MQ2 2026Jul 15, 2026
Mcilrath & Eck, LlcSell-79-100.0%0$0.00Q2 2026May 19, 2026
Northwestern Mutual Wealth Management CoSell-558-100.0%0$0.00Q2 2026May 07, 2026
Fifth Third BancorpSell-3,591-100.0%0$0.00Q2 2026May 01, 2026
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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.