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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-146K- 3.71% |
$6.69M - $7.91M
|
3.78M
$200M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-2.02K- 67.19% |
$93K - $110K
|
987
$52.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 7.04% |
$230 - $272
|
66
$3.49K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-28.8K- 34.22% |
$1.32M - $1.56M
|
55.3K
$2.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.9KNew |
$225K - $266K
|
4.9K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-493- 5.26% |
$22.7K - $26.8K
|
8.88K
$470K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6New |
$276 - $326
|
6
$318
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
500New |
$23K - $27.2K
|
500
$26.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.24KNew |
$103K - $122K
|
2.24K
$119K
|
|
| Q1 2024 | |||||||
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9KNew |
$430K - $605K
|
9K
$476K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$95.5 - $134
|
2
$106
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
187+ 4.5% |
$8.93K - $12.6K
|
4.34K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.52KNew |
$263K - $370K
|
5.52K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
7.6KNew |
$363K - $511K
|
7.6K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.65KNew |
$174K - $245K
|
3.65K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
953New |
$45.5K - $64K
|
953
$50.4K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-116- 8.35% |
$5.54K - $7.79K
|
1.27K
$67.4K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-115- 0.87% |
$5.49K - $7.73K
|
13K
$690K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.22K+ 17.37% |
$249K - $350K
|
35.3K
$1.87M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
29+ 0.35% |
$1.38K - $1.95K
|
8.2K
$434K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
512+ 7.78% |
$24.4K - $34.4K
|
7.09K
$375K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.81K- 1.42% |
$182K - $256K
|
263K
$13.9M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$833K - $1.17M
|
17.5K
$924K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 90.0% |
$1.29K - $1.81K
|
3
$159
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-3.87K- 95.36% |
$185K - $260K
|
188
$9.95K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-500- 11.36% |
$23.9K - $33.6K
|
3.9K
$206K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300New |
$14.3K - $20.2K
|
300
$15.9K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.71K+ 13.87% |
$81.8K - $115K
|
14.1K
$744K
|
|
| Q4 2023 | |||||||
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
12New |
$534 - $808
|
12
$635
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 47.62% |
$445 - $673
|
11
$582
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.01KNew |
$134K - $203K
|
3.01K
$159K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 2.22% |
$89 - $135
|
92
$4.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
36New |
$1.6K - $2.42K
|
36
$1.91K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.27KNew |
$101K - $153K
|
2.27K
$120K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
24.4KNew |
$1.09M - $1.64M
|
24.4K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$490 - $741
|
11
$582
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.26KNew |
$145K - $220K
|
3.26K
$173K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2KNew |
$89K - $135K
|
2K
$106K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
41New |
$1.83K - $2.76K
|
41
$2.17K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
82New |
$3.65K - $5.52K
|
82
$4.34K
|
|
| 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
$721K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
138New |
$6.33K - $6.98K
|
138
$7.3K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
40+ 0.58% |
$1.83K - $2.02K
|
6.89K
$365K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-794- 14.39% |
$36.4K - $40.2K
|
4.72K
$250K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
74New |
$3.39K - $3.74K
|
74
$3.92K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.25% |
$45.9 - $50.6
|
400
$21.2K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
40New |
$1.99K - $2.2K
|
40
$2.12K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
55.9KNew |
$2.78M - $3.07M
|
55.9K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.57KNew |
$78K - $86K
|
1.57K
$82.9K
|
|