Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / KOVITZ CORE EQT
-
Total 13F shares
-
34,717,782
-
Share change
-
+34,717,782
-
Total reported value
-
$545,069,702
-
Price per share
-
$15.70
-
Number of holders
-
12
-
Value change
-
+$545,069,543
-
Number of buys
-
12
Institutional Holders of VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) as of Q4 2022
As of 31 Dec 2022,
VALUED ADVISERS TR - KOVITZ CORE EQT (EQTY) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
34,717,782 shares.
The largest 10 holders included
Kovitz Investment Group Partners, LLC, Gratus Capital LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, UBS Group AG, JANE STREET GROUP, LLC, ProVise Management Group, LLC, SYNOVUS FINANCIAL CORP, Royal Bank of Canada, and MORGAN STANLEY.
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.