VALUED ADVISERS TR's ticker is and the CUSIP is 92046L353. A total of 9 filers reported holding VALUED ADVISERS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $49,455 | – | 3,150 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 43,861,222 | $792,572,295 | 14.24% |
| Gratus Capital, LLC | 120,486 | $2,177,174 | 0.15% |
| Procyon Advisors, LLC | 17,347 | $313,460 | 0.03% |
| ROYAL BANK OF CANADA | 16,723 | $302,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 244 | $4,409 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| MORGAN STANLEY | 3,914 | $70,726 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 17,347 | $313,460 | 0.00% |