Royce Global Trust Inc (RGT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Matisse Capital

UNCHANGED

Shares291,000 from 291,000

Change0 (0%)

Value$4.1M (+$2.9K)

Filed 2026-10-29

Shaker Financial Services, LLC

INCREASED

Shares189,057 from 182,508

Change+6,549 (+4%)

Value$2.7M (+$95.1K)

Filed 2026-10-14

Private Management Group Inc

DECREASED

Shares158,422 from 163,128

Change-4,706 (-3%)

Value$2.3M (-$65.4K)

Filed 2026-11-04

Blue Bell Private Wealth Management, LLC

INCREASED

Shares130,924 from 119,454

Change+11,470 (+10%)

Value$1.9M (+$164.5K)

Filed 2026-10-29

Compound Planning, Inc.

INCREASED

Shares50,611 from 49,014

Change+1,597 (+3%)

Value$720.7K (+$23.2K)

Filed 2026-11-05

D.A. Davidson & Co.

UNCHANGED

Shares21,827 from 21,827

Change0 (0%)

Value$310.8K (+$218)

Filed 2026-10-28

Wolverine Asset Management LLC

DECREASED

Shares17,178 from 38,517

Change-21,339 (-55%)

Value$244.6K (-$303.5K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

UNCHANGED

Shares1,873 from 1,873

Change0 (0%)

Value$26.7K (+$18)

Filed 2026-11-06

US Bancorp \de\

NEW

Shares900

Change+900

Value$12.8K

Filed 2026-11-05

Bfsg, LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$8.5K (+$6)

Filed 2026-10-30

Farther Finance Advisors, LLC

UNCHANGED

Shares351 from 351

Change0 (0%)

Value$5.0K (+$3)

Filed 2026-10-08

North Star Investment Management Corp.

UNCHANGED

Shares138 from 138

Change0 (0%)

Value$2.0K (+$1)

Filed 2026-10-27

City State Bank

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$128 ($0)

Filed 2026-10-20

StoneX Group Inc.

CLOSED

Shares0 from 26,174

Change-26,174 (-100%)

Value$0 (-$372.5K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 11,761

Change-11,761 (-100%)

Value$0 (-$167.4K)

Filed 2026-11-02

Salem Investment Counselors Inc

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-13

Atlas Wealth LLC

N/A

Shares— from 433,444

Change-433,444 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 431,605

Change-431,605 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 366,838

Change-366,838 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 193,110

Change-193,110 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 101,658

Change-101,658 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 86,921

Change-86,921 (-100%)

Value—

Beckerman Institutional, LLC

N/A

Shares— from 43,001

Change-43,001 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 41,435

Change-41,435 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 37,110

Change-37,110 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 30,535

Change-30,535 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 24,223

Change-24,223 (-100%)

Value—

1776 Wealth LLC

N/A

Shares— from 20,391

Change-20,391 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,218

Change-17,218 (-100%)

Value—

Blair William & Co

N/A

Shares— from 13,520

Change-13,520 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 12,322

Change-12,322 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5,275

Change-5,275 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,414

Change-1,414 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 210

Change-210 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 191

Change-191 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 171

Change-171 (-100%)

Value—

	Status
Matisse Capital	UNCHANGED	291,000	291,000	0	0%	$4.1M	$4.1M	+$2.9K	2026-10-29
Shaker Financial Services, LLC	INCREASED	189,057	182,508	+6,549	+4%	$2.6M	$2.7M	+$95.1K	2026-10-14
Private Management Group Inc	DECREASED	158,422	163,128	-4,706	-3%	$2.3M	$2.3M	-$65.4K	2026-11-04
Blue Bell Private Wealth Management, LLC	INCREASED	130,924	119,454	+11,470	+10%	$1.7M	$1.9M	+$164.5K	2026-10-29
Compound Planning, Inc.	INCREASED	50,611	49,014	+1,597	+3%	$697.5K	$720.7K	+$23.2K	2026-11-05
D.A. Davidson & Co.	UNCHANGED	21,827	21,827	0	0%	$310.6K	$310.8K	+$218	2026-10-28
Wolverine Asset Management LLC	DECREASED	17,178	38,517	-21,339	-55%	$548.1K	$244.6K	-$303.5K	2026-11-02
PNC Financial Services Group, Inc.	UNCHANGED	1,873	1,873	0	0%	$26.7K	$26.7K	+$18	2026-11-06
US Bancorp \de\	NEW	900	—	+900	—	—	$12.8K	—	2026-11-05
Bfsg, LLC	UNCHANGED	600	600	0	0%	$8.5K	$8.5K	+$6	2026-10-30
Farther Finance Advisors, LLC	UNCHANGED	351	351	0	0%	$5.0K	$5.0K	+$3	2026-10-08
North Star Investment Management Corp.	UNCHANGED	138	138	0	0%	$2.0K	$2.0K	+$1	2026-10-27
City State Bank	UNCHANGED	9	9	0	0%	$128	$128	$0	2026-10-20
StoneX Group Inc.	CLOSED	0	26,174	-26,174	-100%	$372.5K	$0	-$372.5K	2026-11-03
Commonwealth Equity Services, LLC	CLOSED	0	11,761	-11,761	-100%	$167.4K	$0	-$167.4K	2026-11-02
Salem Investment Counselors Inc	CLOSED	0	100	-100	-100%	$1.4K	$0	-$1.4K	2026-10-13
Atlas Wealth LLC	N/A	—	433,444	-433,444	-100%	$6.2M	—	—	—
Morgan Stanley	N/A	—	431,605	-431,605	-100%	$6.1M	—	—	—
1607 Capital Partners, LLC	N/A	—	366,838	-366,838	-100%	$5.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	193,110	-193,110	-100%	$2.7M	—	—	—
LPL Financial LLC	N/A	—	101,658	-101,658	-100%	$1.4M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	86,921	-86,921	-100%	$1.2M	—	—	—
Beckerman Institutional, LLC	N/A	—	43,001	-43,001	-100%	$611.9K	—	—	—
Captrust Financial Advisors	N/A	—	41,435	-41,435	-100%	$589.6K	—	—	—
Rothschild Investment LLC	N/A	—	37,110	-37,110	-100%	$528.1K	—	—	—
Tidal Investments LLC	N/A	—	30,535	-30,535	-100%	$434.5K	—	—	—
Raymond James Financial Inc	N/A	—	24,223	-24,223	-100%	$344.7K	—	—	—
1776 Wealth LLC	N/A	—	20,391	-20,391	-100%	$290.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	17,218	-17,218	-100%	$245.0K	—	—	—
Blair William & Co	N/A	—	13,520	-13,520	-100%	$192.4K	—	—	—
Wells Fargo & Company	N/A	—	12,322	-12,322	-100%	$175.3K	—	—	—
UBS Group AG	N/A	—	5,275	-5,275	-100%	$75.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	2,100	-2,100	-100%	$29.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,414	-1,414	-100%	$20.0K	—	—	—
Arax Advisory Partners	N/A	—	210	-210	-100%	$3.0K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	191	-191	-100%	$2.7K	—	—	—
Allworth Financial LP	N/A	—	171	-171	-100%	$2.4K	—	—	—

Showing 37 of 37 institutions