RGT ROYCE GLOBAL TRUST, INC.: institutional ownership and insider trading
37 funds reported holding $36.9M of ROYCE GLOBAL TRUST, INC. in their latest 13F filings; in Q2 2026 funds net bought $10.2M, with 5 new positions and 2 funds selling out; over the last 12 months insiders bought $10.6K and sold $1.88M on the open market.
Largest institutional holders of RGT
- Atlas Wealth LLC — $6.17M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $6.14M
- Matisse Capital — $4.14M
- OSAIC HOLDINGS, INC. — $2.75M
- Shaker Financial Services, LLC — $2.69M
- 1607 Capital Partners, LLC — $2.61M
- PRIVATE MANAGEMENT GROUP INC — $2.32M
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — $1.70M
- LPL Financial LLC — $1.45M
- Integrated Wealth Concepts LLC — $1.24M
Recent RGT insider trades
- Sep 30, 2026: Clark Christopher D bought 743 shares ($10.6K)
- Nov 12, 2025: Royce Charles M sold 131,004 shares ($1.64M)
- Nov 7, 2025: Royce Charles M sold 10,564 shares ($133K)
- Nov 5, 2025: Royce Charles M sold 8,432 shares ($106K)
5%+ owners
- Morgan Stanley: 6.5% (Schedule 13G, filed Aug 6, 2025)