Who owns ULTIMUS MANAGERS TR Q3?
- Ticker: QVOY
- CUSIP Number: 90386k639
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Analyze quarterly positions in Ultimus Managers Tr Q3 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ultimus Managers Tr Q3 stock
Who bought or sold ULTIMUS MANAGERS TR Q3 this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| HBW Advisory Services | 1.2M | $32M | 0% | Mar 2024 |
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| Q3 Asset Management | 1.0M | $30M | 17% | Mar 2024 |
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| Atria Investments | 163k | $4.8M | -1% | Mar 2024 |
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| Secure Asset Management | 116k | $3.4M | 17% | Mar 2024 |
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| Sawtooth Asset Management | 33k | $894k | 0% | Dec 2023 |
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| Atria Wealth Solutions | 28k | $834k | 24% | Mar 2024 |
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| Orion Portfolio Solutions | 13k | $375k | 100% | Mar 2024 |
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| Gts Securities | 12k | $362k | -1% | Mar 2024 |
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| CoreCap Advisors | 9.9k | $273k | -17% | Dec 2023 |
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| Prevail Innovative Wealth Advisors | 8.2k | $241k | 100% | Mar 2024 |
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| Centaurus Financial | 6.5k | $192k | 100% | Mar 2024 |
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| Harbour Investments | 1.0k | $28k | -8% | Dec 2023 |
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| Morgan Stanley | 1.00 | $41.000000 | 100% | Mar 2024 |
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Who sold out of Ultimus Managers Tr Q3?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Axxcess Wealth Management | Sep 2023 | 11k | $305k |
| Arete Wealth Advisors | Dec 2023 | 8.5k | $232k |
| UBS Group | Dec 2023 | 82.00 | $2.3k |