A detailed history of Creative Planning transactions in Universal Corp stock. As of the latest transaction made, Creative Planning holds 6,854 shares of UVV stock, worth $381,630. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,854
Previous 5,001 37.05%
Holding current value
$381,630
Previous $240,000 51.67%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$46.58 - $54.85 $86,312 - $101,637
1,853 Added 37.05%
6,854 $364,000
Q2 2024

Aug 15, 2024

SELL
$46.0 - $54.33 $874,046 - $1.03 Million
-19,001 Reduced 79.16%
5,001 $240,000
Q1 2024

May 10, 2024

BUY
$47.74 - $67.18 $297,086 - $418,061
6,223 Added 35.0%
24,002 $1.24 Million
Q4 2023

Feb 14, 2024

BUY
$44.52 - $67.32 $207,997 - $314,519
4,672 Added 35.65%
17,779 $1.2 Million
Q3 2023

Nov 16, 2023

BUY
$45.87 - $50.58 $601,218 - $662,952
13,107 New
13,107 $618,000
Q2 2022

Aug 15, 2022

BUY
$55.84 - $63.73 $186,952 - $213,368
3,348 New
3,348 $203,000
Q2 2021

Aug 04, 2021

SELL
$53.89 - $60.32 $210,171 - $235,248
-3,900 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$45.62 - $59.3 $177,918 - $231,270
3,900 New
3,900 $230,000
Q1 2020

May 05, 2020

SELL
$38.58 - $58.14 $145,948 - $219,943
-3,783 Closed
0 $0
Q4 2019

Jan 30, 2020

SELL
$50.27 - $57.06 $8,495 - $9,643
-169 Reduced 4.28%
3,783 $216,000
Q3 2019

Nov 01, 2019

BUY
$49.39 - $62.7 $5,679 - $7,210
115 Added 3.0%
3,952 $217,000
Q2 2019

Jul 26, 2019

BUY
$51.02 - $60.94 $3,775 - $4,509
74 Added 1.97%
3,837 $233,000
Q1 2019

Apr 24, 2019

BUY
$53.67 - $60.46 $201,960 - $227,510
3,763 New
3,763 $217,000
Q4 2018

Feb 01, 2019

SELL
$54.15 - $69.91 $185,138 - $239,022
-3,419 Closed
0 $0
Q3 2018

Oct 25, 2018

BUY
$56.2 - $69.7 $5,844 - $7,248
104 Added 3.14%
3,419 $222,000
Q2 2018

Jul 20, 2018

BUY
$46.6 - $67.0 $154,479 - $222,105
3,315 New
3,315 $219,000

Others Institutions Holding UVV

About UNIVERSAL CORP


  • Ticker UVV
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Tobacco
  • Shares Outstandng 24,602,300
  • Market Cap $1.37B
  • 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
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