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 |
|---|---|---|---|---|---|
| Colony | 45M | $1.2B | 49402% | Dec 2025 |
|
| Royal Bank of Canada | 208k | $5.3M | 25% | Mar 2026 |
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| Delta Wealth Advisors | 114k | $2.9M | 100% | Mar 2026 |
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| Mml Investors Services | 110k | $2.8M | -1% | Mar 2026 |
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| Stratos Wealth Advisors | 55k | $1.4M | 100% | Mar 2026 |
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| Gts Securities | 50k | $1.3M | 11% | Dec 2025 |
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| Chicago Partners Investment | 14k | $389k | 100% | Mar 2026 |
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| Bank Of Montreal | 9.5k | $241k | 100% | Mar 2026 |
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| Northern Trust | 9.1k | $246k | -17% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 8.0k | $204k | 0% | Mar 2026 |
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| Morgan Stanley | 3.9k | $99k | 100% | Mar 2026 |
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| Eukles Asset Management | 3.0k | $77k | 100% | Mar 2026 |
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| Basepoint Wealth | 2.5k | $65k | 0% | Mar 2026 |
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| Glen Eagle Advisors | 1.6k | $42k | 0% | Mar 2026 |
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| Harwood Advisory | 901.00 | $23k | 0% | Mar 2026 |
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| UBS Group | 528.00 | $13k | -22% | Mar 2026 |
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| Advisor Group Holdings | 244.00 | $6.6k | 0% | Dec 2025 |
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Who sold out of Valued Advisers Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Dec 2025 | 7.5k | $203k |
| Golden State Wealth Management | Dec 2025 | 256.00 | $6.9k |