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 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$558 - $637
|
10
$529
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
100New |
$5.58K - $6.37K
|
100
$5.29K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
304New |
$17K - $19.4K
|
304
$16.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-190Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
300New |
$16.8K - $19.1K
|
300
$15.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-40Closed |
$2.23K - $2.55K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
21.1KNew |
$1.18M - $1.34M
|
21.1K
$1.11M
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-330- 54.1% |
$16.5K - $19.2K
|
280
$14.8K
|
|
|
Dec 01, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.13K- 60.24% |
$207K - $240K
|
2.72K
$144K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.89KClosed |
$496K - $574K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10.2KClosed |
$510K - $590K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-10.8KClosed |
$542K - $628K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13Closed |
$652 - $755
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jennison Associates LLC
|
SELL
|
- |
-28.5KClosed |
$1.43M - $1.65M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.77KClosed |
$189K - $219K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.3KClosed |
$564K - $654K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.44KNew |
$393K - $464K
|
8.44K
$447K
|
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
10KNew |
$466K - $549K
|
10K
$529K
|
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-12.2KClosed |
$569K - $671K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.05KClosed |
$380K - $461K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.58KClosed |
$169K - $205K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-306KClosed |
$14.5M - $17.5M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-5.23KClosed |
$247K - $299K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-100Closed |
$4.73K - $5.73K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
208KNew |
$9.83M - $11.9M
|
208K
$11M
|
|
|
Nov 05, 2021
Q3 2021
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-10.9KClosed |
$516K - $625K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-19.4KClosed |
$916K - $1.11M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-32Closed |
$1.72K - $1.93K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.55KClosed |
$191K - $214K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.12KClosed |
$60.3K - $67.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-13.5KClosed |
$726K - $812K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
SELL
|
- |
-40KClosed |
$2.16M - $2.41M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-8.3KClosed |
$447K - $501K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-633Closed |
$34.1K - $38.2K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
184KNew |
$9.92M - $11.1M
|
184K
$9.74M
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-201Closed |
$10.8K - $12.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.33KClosed |
$60.9K - $79.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-9.14KClosed |
$417K - $542K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-8.71KClosed |
$398K - $517K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-297Closed |
$13.5K - $17.6K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-135Closed |
$6.16K - $8.01K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$277 - $357
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 56.25% |
$356 - $459
|
7
$370
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-184Closed |
$7.28K - $9.39K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-86.7KClosed |
$3.43M - $4.43M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
22 Nw, LP
Seattle, WA |
SELL
|
- |
-28.8KClosed |
$1.14M - $1.47M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-7.68KClosed |
$304K - $392K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-4.61KClosed |
$183K - $235K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-6Closed |
$237 - $306
|
0
$0
|
|