Kovitz Investment Group Partners, 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
Kovitz Investment Group Partners, LLC ownership history of VALUED ADVISERS TR
ValueSharesWeighting
Q3 2023$792,572,295
-2.1%
43,861,222
+0.8%
14.24%
+19.9%
Q2 2023$809,389,365
+107968.6%
43,515,557
-0.3%
11.87%
-8.7%
Q1 2023$748,959
+43.9%
43,635,476
+31.7%
13.00%
+26.5%
Q4 2022$520,376–33,144,958–10.28%–
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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