RGT on NYSE

ROYCE GLOBAL TRUST, INC.

ROYCE GLOBAL TRUST, INC. is a fund registered in the United States, based in New York, active since 2011.2 Its shares trade on NYSE under the symbol RGT.2

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Last updated Oct 20, 2026.

Overview

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  • TickerRGT on NYSE2
  • HeadquartersNew York, United States2
  • Business addressOne Madison Avenue, New York, Ny 100103
  • Legal formFund2
  • Kind of organizationFund2
  • LEI254900MA25TE88EMIP632
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O CSC-Lawyers Incorporating Service Company, 21202 Baltimore, United States2
  • Registered withSecurities and Exchange Commission, 00015144902

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Corporate structure

ROYCE GLOBAL TRUST, INC. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of ROYCE GLOBAL TRUST, INC.

  • RAYMOND JAMES & ASSOCIATES Filed SCHEDULE 13G/A on ROYCE GLOBAL TRUST, INC., latest Jan 7, 2026 (4 filings since Sep 10, 2024)
  • Morgan Stanley Filed SCHEDULE 13G on ROYCE GLOBAL TRUST, INC., latest Aug 6, 2025 (4 filings since Feb 10, 2023)
  • ROYCE GLOBAL TRUST, INC. New York, New York, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led ROYCE GLOBAL TRUST, INC., and when. Pick a name to see everywhere that person has worked.

President

  1. Charles M. Royce2013–2015
  2. Christopher D. Clark2015–now
201520202025
Board members and other officers (15)

Former names

  • ROYCE GLOBAL VALUE TRUST, INC.Mar 11, 2011 to Apr 19, 20243

Timeline

  1. Jul 17, 20248-K Other events20
  2. Apr 19, 20248-K Bylaws or fiscal year changed21
  3. Mar 4, 20248-K Financial statements and exhibits22
  4. Feb 14, 2011Founded ROYCE GLOBAL TRUST, INC. is founded2

Filings

73 filings to the SEC since October 2021: 3 major events, 11 insider forms, 8 large holders, 51 other. The latest 20:

  1. Oct 1, 20264 EDGAR
  2. Aug 26, 2026N-CSRS EDGAR
  3. Aug 18, 2026N-PX EDGAR
  4. Aug 14, 2026DEF 14A EDGAR
  5. Aug 11, 2026NPORT-P EDGAR
  6. May 21, 2026NPORT-P EDGAR
  7. Mar 11, 2026N-CEN EDGAR
  8. Feb 27, 2026N-CSR EDGAR
  9. Feb 12, 2026NPORT-P EDGAR
  10. Feb 10, 202640-17G EDGAR
  11. Jan 7, 2026SCHEDULE 13G/A EDGAR
  12. Nov 18, 2025NPORT-P EDGAR
  13. Nov 12, 20254 EDGAR
  14. Nov 7, 20254 EDGAR
  15. Nov 6, 20254 EDGAR
  16. Oct 31, 2025SCHEDULE 13G/A EDGAR
  17. Aug 27, 2025N-CSRS EDGAR
  18. Aug 27, 2025N-PX EDGAR
  19. Aug 27, 20254 EDGAR
  20. Aug 18, 2025DEF 14A EDGAR

The 73 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

11 open-market trades by officers, directors and large owners since October 2021: 2 buys and 9 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Nov 12, 2025ROYCE CHARLES MSale29,663$12.54$372.0KForm 4
Nov 11, 2025ROYCE CHARLES MSale65,266$12.52$817.1KForm 4
Nov 10, 2025ROYCE CHARLES MSale36,075$12.49$450.6KForm 4
Nov 7, 2025ROYCE CHARLES MSale2,533$12.44$31.5KForm 4
Nov 6, 2025ROYCE CHARLES MSale8,031$12.59$101.1KForm 4
Nov 5, 2025ROYCE CHARLES MSale8,432$12.61$106.3KForm 4
Aug 26, 2025CLARK CHRISTOPHER DPresidentBuy1,600$12.69$20.3KForm 4
Jun 30, 2025Gannon Francis D.Vice PresidentSale7,214$11.92$86.0KForm 4
Jun 27, 2025ROYCE CHARLES MSale38,125$11.89$453.3KForm 4
Jun 26, 2025ROYCE CHARLES MSale11,875$11.93$141.7KForm 4
Oct 5, 2022Grisanti Christopher C.DirectorBuy2,500$8.85$22.1KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 36. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Atlas Wealth LLC433,444$6.2M0.9%New
Morgan Stanley431,605$6.1M0.0%+1,411
Matisse Capital291,000$4.1M1.7%No change
Osaic Holdings, Inc.193,110$2.7M0.0%+188,708
1607 Capital Partners, LLC183,419$2.6M0.2%+5,000
Shaker Financial Services, LLC182,508$2.6M0.8%−13,523
Private Management Group Inc163,128$2.3M0.1%−4,877
Blue Bell Private Wealth Management, LLC119,454$1.7M0.2%+13,073
LPL Financial LLC101,658$1.4M0.0%+12,525
Integrated Wealth Concepts LLC86,921$1.2M0.0%+194
Compound Planning, Inc.49,014$697.5K0.0%−807
Beckerman Institutional, LLC43,001$611.9K0.3%+20,148
Captrust Financial Advisors41,435$589.6K0.0%+2,000
Wolverine Asset Management LLC38,517$548.1K0.0%+31,146
Rothschild Investment LLC37,110$528.1K0.0%No change
Tidal Investments LLC30,535$434.5K0.0%+1,539
StoneX Group Inc.26,174$372.5K0.0%New
Raymond James Financial Inc24,223$344.7K0.0%−648
D.a. Davidson & Co.21,827$310.6K0.0%No change
1776 Wealth LLC20,391$290.2K0.1%No change
Susquehanna International Group, Llp17,218$245.0K0.0%+1,536
Blair William & Co/il13,520$192.4K0.0%No change
Wells Fargo & Company/mn12,322$175.3K0.0%−227
Commonwealth Equity Services, LLC11,761$167.4K0.0%No change
UBS Group AG5,275$75.1K0.0%−1,107

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How ROYCE GLOBAL TRUST, INC. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARROYCE GLOBAL TRUST, INC.1
  • CIK0001514490
  • Employer ID (EIN)27-54913301
  • Fiscal year endsDecember 311
  • Business addressOne Madison Avenue, New York, NY 100101
  • Phone212-508-45001
  • On EDGAR sinceMar 11, 20111
  • Filings333 in all: 4 (76), DEFA14A (33), NPORT-P (28), 3 (21), SC 13G/A (18), DEF 14A (15), 40-17G (13), N-CSR (13)1
    All 44 form types

    N-CSRS (13), N-PX (13), N-Q (10), N-CEN (8), SC 13G (8), CORRESP (7), 8-K (5), NSAR-A (5), NSAR-B (5), 40-APP/A (3), 497 (3), DFAN14A (3), SCHEDULE 13G/A (3), 3/A (2), 4/A (2), N-14 8C/A (2), N-2 (2), PREC14A (2), SC 13D (2), SC TO-I/A (2), 40-APP (1), 497AD (1), 8-A12B (1), 8-A12B/A (1), APP NTC (1), APP ORDR (1), DEFC14A (1), EFFECT (1), N-14 8C (1), N-8A (1), N-CEN/A (1), NPORT-EX (1), PRE 14A (1), SC 13D/A (1), SC TO-I (1), SCHEDULE 13G (1)

  • Latest filingsProxy statement (DEF 14A) Aug 14, 2026
    Latest 8-K (8-K) Jul 17, 2024

Sources

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    SEC EDGAROther events
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