Heritage Wealth Advisors Universal Corp Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Universal Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 26,416 shares of UVV stock, worth $1.45 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

26,416

Previous 26,225 0.73%

Holding current value

$1.45 Million

Previous $1.26 Million 11.01%

% of portfolio

0.07%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$46.58 - $54.85 $8,896 - $10,476	191 Added 0.73%	26,416 $1.4 Million
Q2 2024 Dec 12, 2024	BUY	$46.0 - $54.33 $206,724 - $244,159	4,494 Added 20.68%	26,225 $1.26 Million
Q2 2024 Aug 05, 2024	BUY	$46.0 - $54.33 $1.19 Million - $1.41 Million	25,921 Added 8526.64%	26,225 $1.26 Million
Q1 2024 Dec 12, 2024	BUY	$47.74 - $67.18 $4,678 - $6,583	98 Added 0.45%	21,731 $1.12 Million
Q1 2024 May 08, 2024	SELL	$47.74 - $67.18 $1.02 Million - $1.43 Million	-21,329 Reduced 98.59%	304 $15,000
Q4 2023 Dec 12, 2024	BUY	$44.52 - $67.32 $4,852 - $7,337	109 Added 0.51%	21,633 $1.46 Million
Q4 2023 Feb 09, 2024	BUY	$44.52 - $67.32 $4,852 - $7,337	109 Added 0.51%	21,633 $1.46 Million
Q3 2023 Dec 12, 2024	BUY	$45.87 - $50.58 $5,275 - $5,816	115 Added 0.54%	21,524 $1.02 Million
Q3 2023 Nov 08, 2023	BUY	$45.87 - $50.58 $5,275 - $5,816	115 Added 0.54%	21,524 $1.02 Million
Q2 2023 Dec 12, 2024	SELL	$49.78 - $54.89 $249,248 - $274,834	-5,007 Reduced 18.95%	21,409 $1.07 Million
Q2 2023 Aug 09, 2023	BUY	$49.78 - $54.89 $148,543 - $163,791	2,984 Added 16.2%	21,409 $1.07 Million
Q1 2023 May 04, 2023	BUY	$50.09 - $55.24 $2,905 - $3,203	58 Added 0.32%	18,425 $974,000
Q4 2022 Dec 12, 2024	BUY	$44.02 - $57.39 $2,421 - $3,156	55 Added 0.3%	18,367 $969,000
Q4 2022 Feb 06, 2023	BUY	$44.02 - $57.39 $2,421 - $3,156	55 Added 0.3%	18,367 $969,000
Q3 2022 Dec 12, 2024	SELL	$46.04 - $60.81 $373,108 - $492,804	-8,104 Reduced 30.68%	18,312 $843,000
Q3 2022 Nov 10, 2022	BUY	$46.04 - $60.81 $2,486 - $3,283	54 Added 0.3%	18,312 $843,000
Q2 2022 Aug 04, 2022	BUY	$55.84 - $63.73 $65,388 - $74,627	1,171 Added 6.85%	18,258 $1.11 Million
Q1 2022 May 11, 2022	BUY	$50.15 - $58.07 $2,006 - $2,322	40 Added 0.23%	17,087 $992,000
Q4 2021 Feb 02, 2022	BUY	$46.57 - $54.92 $1,909 - $2,251	41 Added 0.24%	17,047 $936,000
Q3 2021 Nov 02, 2021	BUY	$47.28 - $57.25 $1,796 - $2,175	38 Added 0.22%	17,006 $821,000
Q2 2021 Aug 09, 2021	BUY	$53.89 - $60.32 $58,147 - $65,085	1,079 Added 6.79%	16,968 $966,000
Q2 2020 Jul 17, 2020	SELL	$40.44 - $49.03 $1.05 Million - $1.27 Million	-25,970 Reduced 62.04%	15,889 $675,000
Q2 2020 Jul 17, 2020	BUY	$40.44 - $49.03 $1.64 Million - $1.99 Million	40,652 Added 3368.02%	41,859 $675,000
Q2 2019 Aug 05, 2019	BUY	$51.02 - $60.94 $34,897 - $41,682	684 Added 130.78%	1,207 $0
Q3 2018 Nov 14, 2018	BUY	$56.2 - $69.7 $29,392 - $36,453	523 New	523 $34,000

Others Institutions Holding UVV

# of Institutions

235

Shares Held

19M

Call Options Held

80K

Put Options Held

52.3K

View Full List

About UNIVERSAL CORP

Ticker UVV
Exchange NYSE
Sector Consumer Defensive
Industry Tobacco
Shares Outstandng 24,602,300
Market Cap $1.35B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Universal Corp Transaction History