Latest Institutional Transactions on Universal Corp (UVV)
This table provides information on the latest institutional transactions involving Universal Corp (UVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.26KNew |
$145K - $220K
|
3.26K
$166K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-699- 11.86% |
$31.1K - $47.1K
|
5.2K
$263K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2KNew |
$89K - $135K
|
2K
$101K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
41New |
$1.83K - $2.76K
|
41
$2.08K
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.06MNew |
$47.1M - $71.2M
|
1.06M
$53.6M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
82New |
$3.65K - $5.52K
|
82
$4.16K
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-23.5K- 13.48% |
$1.05M - $1.59M
|
151K
$7.66M
|
|
Q3 2023 | |||||||
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-42Closed |
$1.93K - $2.12K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-6.12K- 30.99% |
$281K - $309K
|
13.6K
$691K
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.69K+ 192.0% |
$123K - $136K
|
4.09K
$207K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
763New |
$35K - $38.6K
|
763
$38.7K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
501+ 26.42% |
$23K - $25.3K
|
2.4K
$122K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
40+ 0.58% |
$1.83K - $2.02K
|
6.89K
$349K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
138New |
$6.33K - $6.98K
|
138
$7K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-794- 14.39% |
$36.4K - $40.2K
|
4.72K
$240K
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
421+ 8.43% |
$19.3K - $21.3K
|
5.42K
$275K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
74New |
$3.39K - $3.74K
|
74
$3.75K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.11K- 89.35% |
$50.8K - $56K
|
132
$6.69K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.25% |
$45.9 - $50.6
|
400
$20.3K
|
|
Q2 2023 | |||||||
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
40New |
$1.99K - $2.2K
|
40
$2.03K
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
431+ 5.83% |
$21.5K - $23.7K
|
7.83K
$397K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
55.9KNew |
$2.78M - $3.07M
|
55.9K
$2.83M
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
4.25KNew |
$211K - $233K
|
4.25K
$215K
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.05KNew |
$351K - $387K
|
7.05K
$357K
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.6KNew |
$628K - $692K
|
12.6K
$640K
|
|
Aug 14, 2023
Q2 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
294KNew |
$14.6M - $16.1M
|
294K
$14.9M
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
534New |
$26.6K - $29.3K
|
534
$27.1K
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.1K+ 35.91% |
$850K - $938K
|
64.6K
$3.28M
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.81KNew |
$240K - $264K
|
4.81K
$244K
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.57KNew |
$78K - $86K
|
1.57K
$79.4K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.3KNew |
$513K - $566K
|
10.3K
$523K
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.27K+ 24.39% |
$163K - $180K
|
16.7K
$846K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 11.11% |
$49.8 - $54.9
|
10
$507
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
23+ 0.47% |
$1.14K - $1.26K
|
4.94K
$250K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-236- 0.57% |
$11.7K - $13K
|
41K
$2.08M
|
|
Jul 12, 2023
Q2 2023
|
Foundry Partners, LLC
|
BUY
|
- |
4.43KNew |
$221K - $243K
|
4.43K
$225K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.04KNew |
$202K - $223K
|
4.04K
$205K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-246- 82.0% |
$12.3K - $13.6K
|
54
$2.74K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.03K- 18.15% |
$102K - $112K
|
9.16K
$464K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 261.29% |
$20.3K - $22.4K
|
560
$28.4K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75New |
$3.76K - $4.14K
|
75
$3.8K
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.46K- 28.0% |
$123K - $136K
|
6.34K
$321K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-208- 88.89% |
$10.4K - $11.5K
|
26
$1.32K
|
|
May 11, 2023
Q1 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
28+ 13.79% |
$1.4K - $1.55K
|
231
$11.7K
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.02KNew |
$201K - $222K
|
4.02K
$204K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 2841.89% |
$8.32M - $9.18M
|
172K
$8.72M
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10.9K- 67.13% |
$545K - $601K
|
5.33K
$270K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 19.57% |
$451 - $497
|
37
$1.88K
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.8K- 22.57% |
$90.2K - $99.4K
|
6.18K
$313K
|
|
Q4 2022 | |||||||
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
100New |
$4.4K - $5.74K
|
100
$5.07K
|