Who owns ULTIMUS MANAGERS TR Q3?
- Ticker: QVOY
- CUSIP Number: 90386k639
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Analyze quarterly positions in Ultimus Managers Tr Q3 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ultimus Managers Tr Q3 stock
Who bought or sold ULTIMUS MANAGERS TR Q3 this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| HBW Advisory Services | 1.2M | $32M | 0% | Mar 2024 |
|
| Q3 Asset Management | 874k | $24M | 50% | Dec 2023 |
|
| Atria Investments | 164k | $4.5M | -2% | Dec 2023 |
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| Secure Asset Management | 99k | $2.7M | 811% | Dec 2023 |
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| Sawtooth Asset Management | 33k | $894k | 0% | Dec 2023 |
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| Atria Wealth Solutions | 23k | $627k | 100% | Dec 2023 |
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| Gts Securities | 12k | $340k | 21% | Dec 2023 |
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| CoreCap Advisors | 9.9k | $273k | -17% | Dec 2023 |
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| Arete Wealth Advisors | 8.5k | $232k | 100% | Dec 2023 |
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| Harbour Investments | 1.0k | $28k | -8% | Dec 2023 |
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| UBS Group | 82.00 | $2.3k | 100% | Dec 2023 |
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Who sold out of Ultimus Managers Tr Q3?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 19k | $519k |
| Axxcess Wealth Management | Sep 2023 | 11k | $305k |
| Orion Portfolio Solutions | Sep 2023 | 7.7k | $209k |
| USA Financial Portformulas | Sep 2023 | 351.00 | $9.6k |