Comparable stake leader
MORGAN STANLEY
SEC ownership of ROYCE GLOBAL TRUST, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001514490.
Disclosed value leader
Charles M. Royce
Comparable rows
38/41
Latest evidence
30 Jun 2026
- Public ticker
- RGT on NYSE
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
MORGAN STANLEY
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
38 of 41
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
MORGAN STANLEY
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001514490
- Issuer location
- New York, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of ROYCE GLOBAL TRUST, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
Charles M. Royce
Comparable rows
38/41
Latest evidence
30 Jun 2026
13F
13D/G
3/4/5
Lead comparable stake: 6.5%
3 rows are not safely comparable across share classes.
13D/G row: MORGAN STANLEY
Showing 1-8 of 41 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 6.5%.
38 of 41 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Comparable ownership
Top 5
MORGAN STANLEY
6.5%
RAYMOND JAMES & ASSOCIATES
2.7%
Christopher D. Clark
0.9%
Atlas Wealth LLC
7%
Matisse Capital
4.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 41 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
13D/G
Company
|
6.5%
from 13D/G
|
$6,141,749
431,605 shares
|
— | 30 Jun 2026 |
| RAYMOND JAMES & ASSOCIATES |
13D/G
|
2.7%
|
$2,184,603
166,794 shares
|
-$2,227,443 | 31 Dec 2025 |
| Christopher D. Clark |
3/4/5
President, Director, CEO Investment Advisor
|
0.9%
|
$704,396
55,638 shares
|
— | 26 Aug 2025 |
| Atlas Wealth LLC |
13F
Company
|
7%
|
$6,167,908
433,444 shares
|
— | 30 Jun 2026 |
| Matisse Capital |
13F
Company
|
4.7%
|
$4,140,930
291,000 shares
|
— | 30 Jun 2026 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
3.1%
|
$2,747,974
193,110 shares
|
— | 30 Jun 2026 |
| 1607 Capital Partners, LLC |
13F
Company
|
3%
|
$2,610,052
183,419 shares
|
— | 30 Jun 2026 |
| Shaker Financial Services, LLC |
13F
Company
|
3%
|
$2,597,089
182,508 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$1,878,629.
Buys
$0
Insiders: 0
Sells
$1,878,629
Insiders: 1
Net
-$1,878,629
Shares: -150,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 150,000
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 150,000 | $0 | $1,878,629 | -$1,878,629 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-7 of 7 reporting-owner rows connected to ROYCE GLOBAL TRUST, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
7
Largest Forms 3/4/5 holder
Charles M. Royce
Net 12M change
-$1,878,629
Latest report
10 Nov 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Charles M. Royce | Sr. Advisor Royce & Associates | $18,235,798 | -$1,878,629 | -9.3% | Mixed | 10 Nov 2025 |
| Christopher D. Clark | President, Director, CEO Investment Advisor | $704,396 | Mixed | 26 Aug 2025 | ||
| Christopher C. Grisanti | Director | $35,400 | Filing P/S | 05 Oct 2022 | ||
| G. Peter Obrien | Director | $15,054 | Mixed | 23 Jul 2021 | ||
| Francis D. Gannon | Vice President | $0 | Mixed | 30 Jun 2025 | ||
| Steven G. McBoyle | Portfolio Manager | Mixed | 14 Mar 2025 | |||
| Julia Ward Poston | Director | Mixed | 13 Jul 2023 |
Recent insider transactions for ROYCE GLOBAL TRUST, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Charles M. Royce | RGT | Common Stock | Sale | -5.12% | $371,974 | $12.54 | -29,663 | 549,346 | 12 Nov 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Common Stock | Sale | -10.1% | $817,130 | $12.52 | -65,266 | 579,009 | 11 Nov 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Common Stock | Sale | -5.3% | $450,577 | $12.49 | -36,075 | 644,275 | 10 Nov 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Conmon Stock | Sale | -0.37% | $31,511 | $12.44 | -2,533 | 680,350 | 07 Nov 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Conmon Stock | Sale | -1.16% | $101,110 | $12.59 | -8,031 | 682,883 | 06 Nov 2025 | Family Investment Entity |
| Charles M. Royce | RGT | Common Stock | Sale | -1.21% | $106,328 | $12.61 | -8,432 | 690,914 | 05 Nov 2025 | Family Investment Entity |
* marks a reported price that did not pass the local price check.