Who owns VALUED ADVISERS TR?
- Ticker: EQTY
- CUSIP Number: 92046l353
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Analyze quarterly positions in Valued Advisers Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Valued Advisers Tr stock
Who bought or sold VALUED ADVISERS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners | 44M | $969M | 2% | Mar 2024 |
|
| Gratus Capital | 102k | $2.2M | -10% | Mar 2024 |
|
| Royal Bank of Canada | 25k | $538k | 27% | Mar 2024 |
|
| Telemus Capital | 22k | $429k | 100% | Dec 2023 |
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| Citadel Advisors | 21k | $455k | 100% | Mar 2024 |
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| Susquehanna International | 12k | $266k | 100% | Mar 2024 |
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| Morgan Stanley | 3.9k | $86k | 0% | Mar 2024 |
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| UBS Group | 1.1k | $24k | -41% | Mar 2024 |
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| Advisor Group Holdings | 244.00 | $5.4k | 0% | Mar 2024 |
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Who sold out of Valued Advisers Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Dec 2023 | 28k | $551k |
| Envestnet Asset Management | Sep 2023 | 17k | $314k |