4 purchases reported after at least 12 months of silence — most recent on 26 Aug 2025.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ROYCE MICRO-CAP TRUST, INC. | 68,648 | reported | 24 Mar 2026 | tx 11+57,300 |
| ROYCE GLOBAL VALUE TRUST, INC. | 50,638 | reported | 26 Aug 2025 | tx 22+58,471 |
| ROYCE SMALL-CAP TRUST, INC. | 47,235 | reported | 24 Mar 2026 | tx 9+33,390 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Mar 2026 | PURCHASE | ROYCE SMALL-CAP TRUST, INC. | 4,500 | 16.69 USD | |
| 24 Mar 2002 | PURCHASE | ROYCE MICRO-CAP TRUST, INC. | 6,500 | 11.48 USD | |
| 26 Aug 2025 | PURCHASE | ROYCE MICRO-CAP TRUST, INC. | 2,100 | 10.16 USD | |
| 26 Aug 2025 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 1,600 | 12.69 USD | |
| 26 Aug 2025 | PURCHASE | ROYCE SMALL-CAP TRUST, INC. | 1,300 | 15.99 USD |
first after silence |
| 16 Aug 2024 | PURCHASE | ROYCE SMALL-CAP TRUST, INC. | 3,400 | 15.20 USD |
| 16 Aug 2024 | PURCHASE | ROYCE MICRO-CAP TRUST, INC. | 5,400 | 9.56 USD |
| 21 Mar 2024 | PURCHASE | ROYCE MICRO-CAP TRUST, INC. | 5,000 | 9.24 USD |
| 21 Mar 2024 | PURCHASE | ROYCE SMALL-CAP TRUST, INC. | 3,300 | 14.76 USD | first after silence |
| 29 Jan 2021 | PURCHASE | ROYCE MICRO-CAP TRUST, INC. | 8,000 | 10.78 USD |
| 12 Oct 2020 | PURCHASE | ROYCE MICRO-CAP TRUST, INC. | 10,000 | 8.40 USD |
| 12 Oct 2020 | PURCHASE | ROYCE SMALL-CAP TRUST, INC. | 10,000 | 13.72 USD |
| 27 Apr 2020 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 795 | 9.51 USD |
| 27 Apr 2020 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 3,500 | 9.54 USD |
| 23 Apr 2020 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 5,000 | 9.25 USD |
| 20 Apr 2020 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 4,000 | 8.91 USD |
| 17 Apr 2020 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 3,771 | 8.91 USD |
| 20 Apr 2020 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 2,205 | 8.84 USD |
| 13 Feb 2020 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 1,000 | 11.65 USD |
| 13 Feb 2020 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 3,500 | 11.65 USD |
| 09 Jan 2020 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 2,000 | 11.76 USD |
| 09 Jan 2020 | PURCHASE | ROYCE MICRO-CAP TRUST, INC. | 5,000 | 8.56 USD |
| 14 Nov 2019 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 3,030 | 10.84 USD |
| 14 Nov 2019 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 2,000 | 10.88 USD |
| 14 Nov 2019 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 3,200 | 10.88 USD |