MORGAN STANLEY - VALUED ADVISERS TR ownership

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%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of VALUED ADVISERS TR
ValueSharesWeighting
Q3 2023$70,726
-29.0%
3,914
-27.0%
0.00%
Q2 2023$99,659
-0.8%
5,358
-8.4%
0.00%
Q1 2023$100,444
-14.6%
5,852
-21.9%
0.00%
Q4 2022$117,6407,4930.00%
Other shareholders
VALUED ADVISERS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kovitz Investment Group Partners, LLC 33,144,958$520,37610.28%
Gratus Capital, LLC 813,887$12,778,0261.05%
ProVise Management Group, LLC 23,362$366,7830.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 519,354$8,153,8580.00%
SYNOVUS FINANCIAL CORP 13,732$215,5930.00%
JANE STREET GROUP, LLC 52,322$821,4550.00%
ROYAL BANK OF CANADA 8,841$139,0000.00%
OSAIC HOLDINGS, INC. 244$4,0000.00%
US BANCORP \DE\ 3,150$49,4550.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of VALUED ADVISERS TR shareholders