Institutional Ownership Universal Corp (UVV)
This table provides information about the institutional ownership of Universal Corp (UVV). We have compiled data on the 235 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
456
shares
|
$24,988
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
413
shares
|
$22,632
0.0% of portfolio
|
Q3 2024
Added 49.1%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
380
shares
|
$20,824
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
350
shares
|
$19,180
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
316
shares
|
$17,316
0.0% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
300
shares
|
$16,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
300
shares
|
$16,440
0.0% of portfolio
|
Q2 2020
Reduced 92.56%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
300
shares
|
$16,440
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
260
shares
|
$14,248
0.0% of portfolio
|
Q2 2024
Reduced 24.2%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
225
shares
|
$12,330
0.0% of portfolio
|
Q3 2024
Added 63.04%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
187
shares
|
$10,247
0.0% of portfolio
|
Q2 2024
Reduced 57.21%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
173
shares
|
$9,480
0.0% of portfolio
|
Q3 2024
Reduced 44.9%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
165
shares
|
$9,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
147
shares
|
$8,055
0.0% of portfolio
|
Q4 2023
Reduced 51.96%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
138
shares
|
$7,562
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
136
shares
|
$7,452
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
135
shares
|
$7,398
0.0% of portfolio
|
Q2 2024
Reduced 22.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
132
shares
|
$7,233
0.0% of portfolio
|
Q3 2023
Reduced 89.35%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
130
shares
|
$7,124
0.0% of portfolio
|
Q3 2024
Reduced 97.34%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
127
shares
|
$6,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
120
shares
|
$6,576
0.0% of portfolio
|
Q3 2024
Reduced 40.3%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
100
shares
|
$5,480
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
97
shares
|
$5,315
0.0% of portfolio
|
Q3 2024
Added 31.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
94
shares
|
$5,151
0.0% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
90
shares
|
$4,932
0.0% of portfolio
|
Q3 2024
Added 40.63%
|