Gratus Capital, LLC - VALUED ADVISERS TR ownership

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VALUED ADVISERS TR's ticker is and the CUSIP is 92046L353. A total of 8 filers reported holding VALUED ADVISERS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.

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Quarter-by-quarter ownership
Gratus Capital, LLC ownership history of VALUED ADVISERS TR
ValueSharesWeighting
Q3 2023$2,177,174
-4.9%
120,486
-2.1%
0.15%
-5.1%
Q2 2023$2,288,282
+7.8%
123,026
-0.6%
0.16%
-3.7%
Q1 2023$2,123,491
-83.4%
123,718
-84.8%
0.16%
-84.6%
Q4 2022$12,778,026–813,887–1.05%–
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Other shareholders
VALUED ADVISERS TR shareholders Q3 2023
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