Latest Institutional Transactions on Universal Insurance Holdings, Inc. (UVE)
This table provides information on the latest institutional transactions involving Universal Insurance Holdings, Inc. (UVE) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
135New |
$1.16K - $1.55K
|
135
$3.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
257KNew |
$2.2M - $2.94M
|
257K
$5.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
51New |
$437 - $584
|
51
$1.15K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
326+ 86.47% |
$2.79K - $3.73K
|
703
$15.8K
|
|
| Q3 2022 | |||||||
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
2.01KNew |
$18.6K - $26.5K
|
2.01K
$45.1K
|
|
|
Jan 03, 2024
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
15.2KNew |
$141K - $201K
|
15.2K
$342K
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
11KNew |
$102K - $146K
|
11K
$248K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
60New |
$557 - $792
|
60
$1.35K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
148+ 321.74% |
$1.37K - $1.95K
|
194
$4.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-11.4K- 37.08% |
$106K - $151K
|
19.4K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-18.1K- 58.41% |
$168K - $240K
|
12.9K
$290K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.2KNew |
$104K - $148K
|
11.2K
$252K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
47New |
$436 - $620
|
47
$1.06K
|
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-166- 0.9% |
$1.54K - $2.19K
|
18.3K
$411K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-38- 44.71% |
$353 - $502
|
47
$1.06K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
823+ 17.6% |
$7.64K - $10.9K
|
5.5K
$124K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.4KNew |
$106K - $150K
|
11.4K
$256K
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-35.1K- 48.79% |
$326K - $464K
|
36.9K
$829K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-89- 89.0% |
$826 - $1.17K
|
11
$247
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$167 - $238
|
18
$404
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
74New |
$687 - $977
|
74
$1.66K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
30.5KNew |
$283K - $403K
|
30.5K
$686K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-250- 2.37% |
$3.02K - $3.37K
|
10.3K
$231K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$2.41K - $2.69K
|
200
$4.49K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8KClosed |
$21.7K - $24.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3Closed |
$36.2 - $40.4
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.91K- 36.14% |
$83.5K - $93.1K
|
12.2K
$274K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-53Closed |
$640 - $714
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3KClosed |
$36.2K - $40.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2KNew |
$24.1K - $26.9K
|
2K
$44.9K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-500Closed |
$5.78K - $9.72K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-255- 63.43% |
$2.95K - $4.96K
|
147
$3.3K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1KClosed |
$11.6K - $19.4K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-27.4KClosed |
$317K - $533K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$1.16K - $1.94K
|
100
$2.25K
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$119K - $201K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-141- 57.32% |
$1.63K - $2.74K
|
105
$2.36K
|
|
|
May 13, 2022
Q1 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-10.2KClosed |
$118K - $199K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-52.1KClosed |
$602K - $1.01M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
BUY
|
- |
13.5KNew |
$156K - $262K
|
13.5K
$303K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-73- 82.95% |
$844 - $1.42K
|
15
$337
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-27Closed |
$312 - $525
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-32.6KClosed |
$377K - $634K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-223Closed |
$2.58K - $4.34K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-79Closed |
$913 - $1.54K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
80New |
$1.04K - $1.37K
|
80
$1.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-125Closed |
$1.62K - $2.13K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stadium Capital Management LLC
New Canaan, CT |
SELL
|
- |
-442KClosed |
$5.74M - $7.55M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-876Closed |
$11.4K - $15K
|
0
$0
|
|