Institutional Ownership Universal Corp (UVV)
This table provides information about the institutional ownership of Universal Corp (UVV). We have compiled data on the 227 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
68
shares
|
$3,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
66
shares
|
$3,409
0.0% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54
shares
|
$2,789
0.0% of portfolio
|
Q1 2023
Reduced 82.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
50
shares
|
$2,583
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
47
shares
|
$2,428
0.0% of portfolio
|
Q4 2024
Reduced 74.87%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
42
shares
|
$2,169
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
41
shares
|
$2,118
0.0% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
37
shares
|
$1,911
0.0% of portfolio
|
Q3 2020
Added 270.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
36
shares
|
$1,859
0.0% of portfolio
|
Q3 2024
Reduced 49.3%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
31
shares
|
$1,601
0.0% of portfolio
|
Q4 2024
Reduced 16.22%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$1,549
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
18
shares
|
$929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
17
shares
|
$878
0.0% of portfolio
|
Q4 2024
Reduced 29.17%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
17
shares
|
$878
0.0% of portfolio
|
Q1 2025
Added 30.77%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
12
shares
|
$619
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
12
shares
|
$619
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
11
shares
|
$568
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
11
shares
|
$568
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
10
shares
|
$516
0.0% of portfolio
|
Q4 2024
Reduced 54.55%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
7
shares
|
$361
0.0% of portfolio
|
Q4 2020
Reduced 56.25%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5
shares
|
$258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2
shares
|
$103
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|