UBS Group AG - VALUED ADVISERS TR ownership

VALUED ADVISERS TR's ticker is and the CUSIP is 92046L353. A total of 13 filers reported holding VALUED ADVISERS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
UBS Group AG ownership history of VALUED ADVISERS TR
ValueSharesWeighting
Q2 2023$47,021
+43.7%
2,528
+32.6%
0.00%
Q1 2023$32,732
-96.4%
1,907
-96.7%
0.00%
Q4 2022$896,98857,1330.00%
Other shareholders
VALUED ADVISERS TR shareholders Q4 2022
NameSharesValueWeighting ↓
Kovitz Investment Group Partners, LLC 43,861,222$792,572,29514.24%
Gratus Capital, LLC 120,486$2,177,1740.15%
Procyon Advisors, LLC 17,347$313,4600.03%
ROYAL BANK OF CANADA 16,723$302,0000.00%
OSAIC HOLDINGS, INC. 244$4,4090.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
MORGAN STANLEY 3,914$70,7260.00%
ENVESTNET ASSET MANAGEMENT INC 17,347$313,4600.00%
View complete list of VALUED ADVISERS TR shareholders