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 | $1.1B | 2% | Sep 2024 |
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| Gratus Capital | 102k | $2.2M | 0% | Jun 2024 |
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| Colony | 91k | $2.1M | 100% | Sep 2024 |
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| Royal Bank of Canada | 46k | $1.1M | 26% | Sep 2024 |
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| Susquehanna International | 39k | $896k | 267% | Sep 2024 |
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| Citadel Advisors | 14k | $324k | -40% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 8.0k | $187k | 100% | Sep 2024 |
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| Morgan Stanley | 3.9k | $85k | 0% | Jun 2024 |
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| Glen Eagle Advisors | 1.6k | $38k | 0% | Sep 2024 |
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Who sold out of Valued Advisers Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2024 | 19k | $418k |