Creative Planning Universal Corp Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Universal Corp stock. As of the latest transaction made, Creative Planning holds 7,266 shares of UVV stock, worth $384,880. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,266

Previous 6,854 6.01%

Holding current value

$384,880

Previous $364,000 9.34%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$49.67 - $57.99 $20,464 - $23,891	412 Added 6.01%	7,266 $398,000
Q3 2024 Oct 11, 2024	BUY	$46.58 - $54.85 $86,312 - $101,637	1,853 Added 37.05%	6,854 $364,000
Q2 2024 Aug 15, 2024	SELL	$46.0 - $54.33 $874,046 - $1.03 Million	-19,001 Reduced 79.16%	5,001 $240,000
Q1 2024 May 10, 2024	BUY	$47.74 - $67.18 $297,086 - $418,061	6,223 Added 35.0%	24,002 $1.24 Million
Q4 2023 Feb 14, 2024	BUY	$44.52 - $67.32 $207,997 - $314,519	4,672 Added 35.65%	17,779 $1.2 Million
Q3 2023 Nov 16, 2023	BUY	$45.87 - $50.58 $601,218 - $662,952	13,107 New	13,107 $618,000
Q2 2022 Aug 15, 2022	BUY	$55.84 - $63.73 $186,952 - $213,368	3,348 New	3,348 $203,000
Q2 2021 Aug 04, 2021	SELL	$53.89 - $60.32 $210,171 - $235,248	-3,900 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$45.62 - $59.3 $177,918 - $231,270	3,900 New	3,900 $230,000
Q1 2020 May 05, 2020	SELL	$38.58 - $58.14 $145,948 - $219,943	-3,783 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$50.27 - $57.06 $8,495 - $9,643	-169 Reduced 4.28%	3,783 $216,000
Q3 2019 Nov 01, 2019	BUY	$49.39 - $62.7 $5,679 - $7,210	115 Added 3.0%	3,952 $217,000
Q2 2019 Jul 26, 2019	BUY	$51.02 - $60.94 $3,775 - $4,509	74 Added 1.97%	3,837 $233,000
Q1 2019 Apr 24, 2019	BUY	$53.67 - $60.46 $201,960 - $227,510	3,763 New	3,763 $217,000
Q4 2018 Feb 01, 2019	SELL	$54.15 - $69.91 $185,138 - $239,022	-3,419 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	$56.2 - $69.7 $5,844 - $7,248	104 Added 3.14%	3,419 $222,000
Q2 2018 Jul 20, 2018	BUY	$46.6 - $67.0 $154,479 - $222,105	3,315 New	3,315 $219,000

Others Institutions Holding UVV

# of Institutions

225

Shares Held

19.6M

Call Options Held

57.7K

Put Options Held

36.6K

View Full List

About UNIVERSAL CORP

Ticker UVV
Exchange NYSE
Sector Consumer Defensive
Industry Tobacco
Shares Outstandng 24,602,300
Market Cap $1.3B
Description
Universal Corporation processes and supplies leaf tobacco and plant-based ingredients worldwide. The company operates through two segments, Tobacco Operations and Ingredients Operations. It is involved in the procuring, financing, processing, packing, storing, and shipping leaf tobacco for sale to manufacturers of consumer tobacco products. The ...

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Creative Planning Universal Corp Transaction History