Institutional Ownership
Royce Global Trust Inc
CUSIP 78081T104COMRGTQ1 2026
13D / 13G Filings
18
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
13.8%
Max % of class reported
Institutional Holders
34
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
18 filings · latest Jan 7, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 7, 2026 | Raymond James &Amp; Associates | 13G/A | 2.7% | 166.8K | SEC |
| 2 | Oct 31, 2025 | Raymond James &Amp; Associates | 13G/A | 5.4% | 336.9K | SEC |
| 3 | Aug 6, 2025 | Morgan Stanley | 13G | 6.5% | 424.7K | SEC |
| 4 | Apr 7, 2025 | Raymond James &Amp; Associates | 13G/A | 8.5% | 529.6K | SEC |
| 5 | Nov 8, 2024 | Morgan Stanley | 13G/A | 4.8% | 306.4K | SEC |
| 6 | Sep 10, 2024 | Raymond James & Associates | 13G | 13.8% | 863.0K | SEC |
| 7 | Feb 9, 2024 | Morgan Stanley | 13G/A | 5.3% | 332.8K | SEC |
| 8 | Feb 10, 2023 | Morgan Stanley | 13G | 5.4% | 339.2K | SEC |
| 9 | Feb 12, 2021 | Raymond James & Associates | 13G/A | 0.8% | 79.2K | SEC |
| 10 | Dec 30, 2020 | Saba Capital Management, L.P. | 13G | 3.1% | 162.5K | SEC |
8 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Royce Global Trust Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 430.2K | $5.75M |
| 2 | Matisse Capital | 291.0K | $3.89M |
| 3 | Shaker Financial Services, LLC | 196.0K | $2.62M |
| 4 | 1607 Capital Partners, LLC | 178.4K | $2.38M |
| 5 | Private Management Group Inc | 168.0K | $2.24M |
| 6 | Blue Bell Private Wealth Management, LLC | 106.4K | $1.42M |
| 7 | Lpl Financial LLC | 89.1K | $1.19M |
| 8 | Integrated Wealth Concepts LLC | 86.7K | $1.16M |
| 9 | Compound Planning, Inc. | 49.8K | $665.7K |
| 10 | Captrust Financial Advisors | 39.4K | $526.9K |