VALUED ADVISERS TR's ticker is and the CUSIP is 92046L353. A total of 11 filers reported holding VALUED ADVISERS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $784,000 | +45.7% | 36,167 | +47.4% | 0.00% | – |
| Q1 2024 | $538,000 | +40.5% | 24,532 | +27.4% | 0.00% | – |
| Q4 2023 | $383,000 | +26.8% | 19,256 | +15.1% | 0.00% | – |
| Q3 2023 | $302,000 | -3.2% | 16,723 | -0.4% | 0.00% | – |
| Q2 2023 | $312,000 | +31100.0% | 16,795 | +24240.6% | 0.00% | – |
| Q1 2023 | $1,000 | -99.3% | 69 | -99.2% | 0.00% | – |
| Q4 2022 | $139,000 | – | 8,841 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 43,515,557 | $809,389,365 | 11.87% |
| Gratus Capital, LLC | 123,026 | $2,288,282 | 0.16% |
| GTS SECURITIES LLC | 38,568 | $717,365 | 0.02% |
| Glen Eagle Advisors, LLC | 1,190 | $22,134 | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,091 | $355,093 | 0.00% |
| MORGAN STANLEY | 5,358 | $99,659 | 0.00% |
| ROYAL BANK OF CANADA | 16,795 | $312,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| UBS Group AG | 2,528 | $47,021 | 0.00% |
| OSAIC HOLDINGS, INC. | 244 | $4,538 | 0.00% |