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 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11New |
$506 - $669
|
11
$635
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100New |
$4.6K - $6.08K
|
100
$5.78K
|
|
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
$86.7K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
801New |
$36.9K - $48.7K
|
801
$46.3K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
3.18K+ 81.24% |
$146K - $193K
|
7.1K
$410K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
908+ 19.3% |
$41.8K - $55.2K
|
5.61K
$324K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
987New |
$55.1K - $62.9K
|
987
$57K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.7KClosed |
$262K - $299K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
245+ 422.41% |
$13.7K - $15.6K
|
303
$17.5K
|
|
Aug 12, 2022
Q2 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
10+ 0.2% |
$558 - $637
|
5.06K
$292K
|
|
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
$333K
|
|
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
$23.1K
|
|
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
$578
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-4.6KClosed |
$257K - $293K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
100New |
$5.58K - $6.37K
|
100
$5.78K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
304New |
$17K - $19.4K
|
304
$17.6K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-315- 13.14% |
$17.6K - $20.1K
|
2.08K
$120K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
300New |
$16.8K - $19.1K
|
300
$17.3K
|
|
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
$1.22M
|
|
Q1 2022 | |||||||
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-330- 54.1% |
$16.5K - $19.2K
|
280
$16.2K
|
|
Dec 01, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.13K- 60.24% |
$207K - $240K
|
2.72K
$157K
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-10.8KClosed |
$542K - $628K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10.2KClosed |
$510K - $590K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.89KClosed |
$496K - $574K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13Closed |
$652 - $755
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jennison Associates LLC
|
SELL
|
- |
-28.5KClosed |
$1.43M - $1.65M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.77KClosed |
$189K - $219K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-11.3KClosed |
$564K - $654K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.44KNew |
$393K - $464K
|
8.44K
$488K
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
10KNew |
$466K - $549K
|
10K
$578K
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-12.2KClosed |
$569K - $671K
|
0
$0
|
|
Q3 2021 | |||||||
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.05KClosed |
$380K - $461K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.58KClosed |
$169K - $205K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-100Closed |
$4.73K - $5.73K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-306KClosed |
$14.5M - $17.5M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-5.23KClosed |
$247K - $299K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.54KClosed |
$167K - $202K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-10.9KClosed |
$516K - $625K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
208KNew |
$9.83M - $11.9M
|
208K
$12M
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-19.4KClosed |
$916K - $1.11M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-32Closed |
$1.72K - $1.93K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.55KClosed |
$191K - $214K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.12KClosed |
$60.3K - $67.5K
|
0
$0
|