$14.33
+0.11 (+0.77%)
Market Cap
$95.2M
Shares Outstanding
6,519,010
Institutional Holders
33
Total Inst. Value
$17.6M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
4
Closed Positions
2
Increased
12
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $5.7M | 547,054 |
| 2 | MORGAN STANLEY | $3.2M | 306,132 |
| 3 | PRIVATE MANAGEMENT GROUP INC | $1.9M | 179,661 |
| 4 | Shaker Financial Services, LLC | $1.2M | 112,439 |
| 5 | Integrated Wealth Concepts LLC | $1.0M | 99,163 |
| 6 | Cornerstone Advisors, LLC | $602K | 57,324 |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | $600K | 57,169 |
| 8 | ROTHSCHILD INVESTMENT LLC | $375K | 35,730 |
| 9 | CAPTRUST FINANCIAL ADVISORS | $365K | 34,804 |
| 10 | LPL Financial LLC | $350K | 33,358 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Shaker Financial Services, LLC | +24K | $1.2M |
| Integrated Wealth Concepts LLC | +3K | $1.0M |
| Cornerstone Advisors, LLC | +30K | $602K |
| WOLVERINE ASSET MANAGEMENT LLC | +21K | $600K |
| CAPTRUST FINANCIAL ADVISORS | +2K | $365K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -218K | $5.7M |
| WELLS FARGO & COMPANY/MN | -7K | $144K |
| MORGAN STANLEY | -7K | $3.2M |
| PRIVATE MANAGEMENT GROUP INC | -5K | $1.9M |
| ROTHSCHILD INVESTMENT LLC | -2K | $375K |
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Frequently Asked Questions
How many institutional investors hold RGT?
As of Q1 2025, 33 institutional investors report holding RGT (Royce Global Trust, Inc.) in their 13F filings.
Which hedge fund owns the most RGT?
The largest institutional holder of RGT is RAYMOND JAMES FINANCIAL INC with $5.7M in shares.
Are institutions buying or selling RGT?
This quarter, 4 institutions opened new positions in RGT and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.