Latest Institutional Transactions on Universal Corp (UVV)
This table provides information on the latest institutional transactions involving Universal Corp (UVV) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-143- 85.63% |
$6.58K - $7.77K
|
24
$1.34K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-40- 22.86% |
$1.84K - $2.17K
|
135
$7.52K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
500New |
$23K - $27.2K
|
500
$27.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.24KNew |
$103K - $122K
|
2.24K
$125K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-83- 24.2% |
$3.82K - $4.51K
|
260
$14.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 5.18% |
$4.6K - $5.43K
|
1.83K
$102K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-250- 57.21% |
$11.5K - $13.6K
|
187
$10.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.96% |
$138 - $163
|
316
$17.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-254- 2.95% |
$11.7K - $13.8K
|
8.35K
$465K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$95.5 - $134
|
2
$111
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
187+ 4.5% |
$8.93K - $12.6K
|
4.34K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.52KNew |
$263K - $370K
|
5.52K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
7.6KNew |
$363K - $511K
|
7.6K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
26.6KNew |
$1.27M - $1.79M
|
26.6K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.65KNew |
$174K - $245K
|
3.65K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.4KNew |
$67K - $94.3K
|
1.4K
$78.1K
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-26.7K- 74.28% |
$1.28M - $1.8M
|
9.26K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9KNew |
$430K - $605K
|
9K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-116- 8.35% |
$5.54K - $7.79K
|
1.27K
$70.9K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.7KNew |
$509K - $717K
|
10.7K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
953New |
$45.5K - $64K
|
953
$53.1K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-115- 0.87% |
$5.49K - $7.73K
|
13K
$726K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
8.5KNew |
$406K - $571K
|
8.5K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
11.1KNew |
$530K - $746K
|
11.1K
$618K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.22K+ 17.37% |
$249K - $350K
|
35.3K
$1.96M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
29+ 0.35% |
$1.38K - $1.95K
|
8.2K
$457K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
512+ 7.78% |
$24.4K - $34.4K
|
7.09K
$395K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-64- 1.49% |
$3.06K - $4.3K
|
4.23K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$833K - $1.17M
|
17.5K
$972K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.81K- 1.42% |
$182K - $256K
|
263K
$14.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 90.0% |
$1.29K - $1.81K
|
3
$167
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-3.87K- 95.36% |
$185K - $260K
|
188
$10.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-500- 11.36% |
$23.9K - $33.6K
|
3.9K
$217K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300New |
$14.3K - $20.2K
|
300
$16.7K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.71K+ 13.87% |
$81.8K - $115K
|
14.1K
$783K
|
|
| Q4 2023 | |||||||
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
12New |
$534 - $808
|
12
$668
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 47.62% |
$445 - $673
|
11
$612
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.09KNew |
$137K - $208K
|
3.09K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
409New |
$18.2K - $27.5K
|
409
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
794New |
$35.3K - $53.5K
|
794
$44.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.02% |
$89 - $135
|
8.3K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.01KNew |
$134K - $203K
|
3.01K
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
350New |
$15.6K - $23.6K
|
350
$19.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 2.22% |
$89 - $135
|
92
$5.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
36New |
$1.6K - $2.42K
|
36
$2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.27KNew |
$101K - $153K
|
2.27K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
24.4KNew |
$1.09M - $1.64M
|
24.4K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.26KNew |
$145K - $220K
|
3.26K
$182K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$490 - $741
|
11
$612
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2KNew |
$89K - $135K
|
2K
$111K
|
|