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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
138New |
$6.33K - $6.98K
|
138
$7.97K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
40+ 0.58% |
$1.83K - $2.02K
|
6.89K
$398K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-794- 14.39% |
$36.4K - $40.2K
|
4.72K
$273K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
74New |
$3.39K - $3.74K
|
74
$4.27K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.25% |
$45.9 - $50.6
|
400
$23.1K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
40New |
$1.99K - $2.2K
|
40
$2.31K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
431+ 5.83% |
$21.5K - $23.7K
|
7.83K
$452K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
55.9KNew |
$2.78M - $3.07M
|
55.9K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.05KNew |
$351K - $387K
|
7.05K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
294KNew |
$14.6M - $16.1M
|
294K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
4.25KNew |
$211K - $233K
|
4.25K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
534New |
$26.6K - $29.3K
|
534
$30.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.81KNew |
$240K - $264K
|
4.81K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.57KNew |
$78K - $86K
|
1.57K
$90.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.3KNew |
$513K - $566K
|
10.3K
$595K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.27K+ 24.39% |
$163K - $180K
|
16.7K
$964K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 11.11% |
$49.8 - $54.9
|
10
$578
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
23+ 0.47% |
$1.14K - $1.26K
|
4.94K
$285K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-236- 0.57% |
$11.7K - $13K
|
41K
$2.37M
|
|
|
Jul 12, 2023
Q2 2023
|
Foundry Partners, LLC
|
BUY
|
- |
4.43KNew |
$221K - $243K
|
4.43K
$256K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-246- 82.0% |
$12.3K - $13.6K
|
54
$3.12K
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.46K- 28.0% |
$123K - $136K
|
6.34K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 261.29% |
$20.3K - $22.4K
|
560
$32.4K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.03K- 18.15% |
$102K - $112K
|
9.16K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75New |
$3.76K - $4.14K
|
75
$4.33K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-208- 88.89% |
$10.4K - $11.5K
|
26
$1.5K
|
|
|
May 11, 2023
Q1 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
28+ 13.79% |
$1.4K - $1.55K
|
231
$13.3K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.02KNew |
$201K - $222K
|
4.02K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 2841.89% |
$8.32M - $9.18M
|
172K
$9.94M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10.9K- 67.13% |
$545K - $601K
|
5.33K
$308K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 19.57% |
$451 - $497
|
37
$2.14K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.8K- 22.57% |
$90.2K - $99.4K
|
6.18K
$357K
|
|
| Q4 2022 | |||||||
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
100New |
$4.4K - $5.74K
|
100
$5.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.01KNew |
$177K - $230K
|
4.01K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
433KNew |
$19.1M - $24.9M
|
433K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
800New |
$35.2K - $45.9K
|
800
$46.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-344- 8.68% |
$15.1K - $19.7K
|
3.62K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.19K+ 23.3% |
$52.3K - $68.2K
|
6.29K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-421- 8.89% |
$18.5K - $24.2K
|
4.31K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-5K- 22.22% |
$220K - $287K
|
17.5K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-198K- 76.9% |
$8.71M - $11.4M
|
59.4K
$3.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-101- 52.33% |
$4.45K - $5.8K
|
92
$5.31K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.84KNew |
$169K - $220K
|
3.84K
$222K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
94+ 77.69% |
$4.14K - $5.39K
|
215
$12.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
42New |
$1.85K - $2.41K
|
42
$2.43K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
7.24KNew |
$333K - $440K
|
7.24K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-15.6K- 54.37% |
$719K - $949K
|
13.1K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
316+ 1.17% |
$14.5K - $19.2K
|
27.3K
$1.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-855- 13.82% |
$39.4K - $52K
|
5.33K
$308K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
200New |
$9.21K - $12.2K
|
200
$11.6K
|
|