CUSIP 78081T104COMRGTQ4 2025
Aggregate 13F value by quarter
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33 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 425.1K | $5.57M | +4.0K | Added |
| 2 | Matisse Capital | 291.0K | $3.82M | +44.2K | Added |
| 3 | Shaker Financial Services, LLC | 193.1K | $2.53M | +39.3K | Added |
| 4 | Raymond James Financial Inc | 184.6K | $2.42M |
| Reduced |
| 5 | Private Management Group Inc | 170.2K | $2.23M | −2.7K | Reduced |
| 6 | 1607 Capital Partners, LLC | 97.5K | $1.28M | +97.5K | New |
| 7 | Blue Bell Private Wealth Management, LLC | 96.6K | $1.27M | +24.6K | Added |
| 8 | Integrated Wealth Concepts LLC | 85.3K | $1.12M | −12.6K | Reduced |
| 9 | Lpl Financial LLC | 66.0K | $865.4K | +27.0K | Added |
| 10 | Compound Planning, Inc. | 52.5K | $688.6K | +7.2K | Added |
See every fund holding Royce Global Trust Inc, with full quarter-over-quarter share changes.
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