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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.01KNew |
$177K - $230K
|
4.01K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-344- 8.68% |
$15.1K - $19.7K
|
3.62K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
800New |
$35.2K - $45.9K
|
800
$45.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
433KNew |
$19.1M - $24.9M
|
433K
$24.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-421- 8.89% |
$18.5K - $24.2K
|
4.31K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.19K+ 23.3% |
$52.3K - $68.2K
|
6.29K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-5K- 22.22% |
$220K - $287K
|
17.5K
$999K
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-198K- 76.9% |
$8.71M - $11.4M
|
59.4K
$3.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-101- 52.33% |
$4.45K - $5.8K
|
92
$5.25K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.84KNew |
$169K - $220K
|
3.84K
$219K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
94+ 77.69% |
$4.14K - $5.39K
|
215
$12.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
42New |
$1.85K - $2.41K
|
42
$2.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
7.24KNew |
$333K - $440K
|
7.24K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
316+ 1.17% |
$14.5K - $19.2K
|
27.3K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-341- 33.14% |
$15.7K - $20.7K
|
688
$39.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-15.6K- 54.37% |
$719K - $949K
|
13.1K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$235K - $310K
|
5.1K
$291K
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-855- 13.82% |
$39.4K - $52K
|
5.33K
$304K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100New |
$4.6K - $6.08K
|
100
$5.71K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11New |
$506 - $669
|
11
$628
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
200New |
$9.21K - $12.2K
|
200
$11.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-13.4KClosed |
$618K - $817K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-8.4K- 84.85% |
$387K - $511K
|
1.5K
$85.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
801New |
$36.9K - $48.7K
|
801
$45.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
3.18K+ 81.24% |
$146K - $193K
|
7.1K
$405K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
908+ 19.3% |
$41.8K - $55.2K
|
5.61K
$320K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
456New |
$21K - $27.7K
|
456
$26K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
987New |
$55.1K - $62.9K
|
987
$56.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
245+ 422.41% |
$13.7K - $15.6K
|
303
$17.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.7KClosed |
$262K - $299K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
10+ 0.2% |
$558 - $637
|
5.06K
$289K
|
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-300Closed |
$16.8K - $19.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
167+ 2.98% |
$9.33K - $10.6K
|
5.77K
$329K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3Closed |
$168 - $191
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
400New |
$22.3K - $25.5K
|
400
$22.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.93KClosed |
$219K - $250K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-41Closed |
$2.29K - $2.61K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$558 - $637
|
10
$571
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-4.6KClosed |
$257K - $293K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
304New |
$17K - $19.4K
|
304
$17.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
100New |
$5.58K - $6.37K
|
100
$5.71K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-315- 13.14% |
$17.6K - $20.1K
|
2.08K
$119K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
300New |
$16.8K - $19.1K
|
300
$17.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-190Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-40Closed |
$2.23K - $2.55K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
21.1KNew |
$1.18M - $1.34M
|
21.1K
$1.2M
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.13K- 60.24% |
$207K - $240K
|
2.72K
$155K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.89KClosed |
$496K - $574K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10.2KClosed |
$510K - $590K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-10.8KClosed |
$542K - $628K
|
0
$0
|
|