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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.4KNew |
$106K - $150K
|
11.4K
$291K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-89- 89.0% |
$826 - $1.17K
|
11
$281
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$167 - $238
|
18
$460
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
74New |
$687 - $977
|
74
$1.89K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
30.5KNew |
$283K - $403K
|
30.5K
$779K
|
|
| Q2 2022 | |||||||
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-250- 2.37% |
$3.02K - $3.37K
|
10.3K
$263K
|
|
|
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 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
$51.1K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-500Closed |
$5.78K - $9.72K
|
0
$0
|
|
|
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
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$119K - $201K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$1.16K - $1.94K
|
100
$2.55K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-141- 57.32% |
$1.63K - $2.74K
|
105
$2.68K
|
|
|
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
$345K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-27Closed |
$312 - $525
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-73- 82.95% |
$844 - $1.42K
|
15
$383
|
|
|
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
$2.04K
|
|
|
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
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Royce & Associates LP
|
SELL
|
- |
-16.8KClosed |
$212K - $245K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.3KClosed |
$205K - $237K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
175+ 24.24% |
$2.21K - $2.55K
|
897
$22.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-500Closed |
$6.32K - $7.29K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-56Closed |
$707 - $816
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-25.2KClosed |
$339K - $369K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
SELL
|
- |
-180KClosed |
$2.42M - $2.64M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-57.9KClosed |
$780K - $849K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-24.6KClosed |
$331K - $361K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-23.2KClosed |
$312K - $340K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-700Closed |
$9.43K - $10.3K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Peregrine Capital Management LLC
|
SELL
|
- |
-212KClosed |
$2.85M - $3.11M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Eukles Asset Management
|
SELL
|
- |
-7.18KClosed |
$96.7K - $105K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-620KClosed |
$8.25M - $10.3M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-10.1KClosed |
$134K - $166K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5.39KClosed |
$71.7K - $89.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-10.6KClosed |
$142K - $176K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-3.43KClosed |
$45.7K - $56.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.74KClosed |
$36.5K - $45.4K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500Closed |
$6.66K - $8.27K
|
0
$0
|
|