SCHEDULE: Raymond James Discloses 2.7% Stake in Royce Global Trust
Beneficial Ownership Report
Raymond James & Associates has filed an amended Schedule 13G, reporting a 2.7% beneficial ownership stake in Royce Global Trust, Inc.'s Common Stock.
Summary
- Raymond James & Associates, an investment adviser, has filed an Amendment No. 10 to Schedule 13G regarding its beneficial ownership in Royce Global Trust, Inc.
- The filing indicates that Raymond James & Associates beneficially owns 166,794.17 shares of Royce Global Trust, Inc. Common Stock.
- This ownership represents 2.7% of the class of securities.
- Raymond James & Associates holds sole dispositive power over all 166,794.17 shares, with no sole or shared voting power.
- The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 5
Explanation: The filing is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the issuer's performance or outlook.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
This filing does not contain any forward-looking statements or guidance.
Industry Context
This filing is a routine disclosure of beneficial ownership by an investment adviser, reflecting a passive investment stake in Royce Global Trust, Inc. It does not indicate any specific strategic moves or significant shifts in the broader investment advisory industry or the investment company sector.
Stakeholder Impact
- Shareholders of Royce Global Trust, Inc. are informed of Raymond James & Associates' 2.7% ownership stake, which is a passive investment and does not indicate an intent to influence control.
Key Dates
| Date | Description |
|---|---|
| 12/31/2025 | Date of event which requires filing of this statement |
| 01/07/2026 | Signature date of the filing |
Keywords
Royce Global Trust, Raymond James & Associates, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing
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