Patriot Financial Group Insurance Agency, LLC Universal Corp Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$55.84 - $63.73 $17,589 - $20,074	-315 Reduced 13.14%	2,083 $126,000
Q1 2022 May 11, 2022	BUY	$50.15 - $58.07 $4,212 - $4,877	84 Added 3.63%	2,398 $139,000
Q4 2021 Jan 10, 2022	BUY	$46.57 - $54.92 $57,979 - $68,375	1,245 Added 116.46%	2,314 $127,000
Q3 2021 Nov 24, 2021	BUY	$47.28 - $57.25 $49,360 - $59,769	1,044 Added 4176.0%	1,069 $52,000
Q1 2021 Apr 29, 2021	BUY	$45.62 - $59.3 $1,140 - $1,482	25 New	25 $1,000

Others Institutions Holding UVV

# of Institutions

230

Shares Held

19.1M

Call Options Held

76.8K

Put Options Held

57K

Black Rock Inc. New York, NY

3.78M
Shares

$189 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

2.91M
Shares

$146 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

1.94M
Shares

$97.2 Million
0.02% of portfolio
First Trust Advisors LP Wheaton, IL

1.19M
Shares

$59.5 Million
0.06% of portfolio
State Street Corp Boston, MA

1.15M
Shares

$57.4 Million
0.0% of portfolio

View Full List

About UNIVERSAL CORP

Ticker UVV
Exchange NYSE
Sector Consumer Defensive
Industry Tobacco
Shares Outstandng 24,602,300
Market Cap $1.23B
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 ...

More about UVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account