Who owns VALUED ADVISERS TR?
- Ticker: EQTY
- CUSIP Number: 92046l353
Tip: Access positions for across all investors
Analyze quarterly positions in Valued Advisers Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Valued Advisers Tr stock
Who bought or sold VALUED ADVISERS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners | 46M | $1.2B | 0% | Sep 2025 |
|
| Royal Bank of Canada | 167k | $4.3M | 14% | Sep 2025 |
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| Colony | 91k | $2.3M | 0% | Sep 2025 |
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| Gts Securities | 45k | $1.2M | -29% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 43k | $1.1M | 431% | Sep 2025 |
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| UBS Group | 27k | $683k | -62% | Sep 2025 |
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| Intl Fcstone | 14k | $354k | 100% | Sep 2025 |
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| Northern Trust | 11k | $281k | 0% | Sep 2025 |
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| Morgan Stanley | 3.9k | $98k | 100% | Jun 2025 |
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| Glen Eagle Advisors | 1.6k | $42k | 0% | Sep 2025 |
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| Golden State Wealth Management | 256.00 | $6.6k | 0% | Sep 2025 |
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| Advisor Group Holdings | 244.00 | $6.3k | 0% | Sep 2025 |
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Who sold out of Valued Advisers Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 24k | $587k |