Purchases and Sales Made in Q3 2024 in Universal Corp (UVV)
This table provides information about the institutional ownership of Universal Corp (UVV) during Q3 2024. The information is specifically focused on institutions that hold shares of UNIVERSAL CORP .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.85K+ 37.05% |
$86.3K - $102K
|
6.85K
$391K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.83K+ 8.08% |
$85.2K - $100K
|
24.5K
$1.4M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5K+ 145.92% |
$70K - $82.4K
|
2.53K
$145K
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.38K+ 24.98% |
$64.2K - $75.6K
|
6.9K
$394K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.08K+ 21.71% |
$50.4K - $59.3K
|
6.07K
$346K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.08K+ 39.85% |
$50.2K - $59.1K
|
3.78K
$216K
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
913+ 21.31% |
$42.5K - $50.1K
|
5.2K
$297K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
898+ 3.73% |
$41.8K - $49.3K
|
25K
$1.43M
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
772+ 2.08% |
$36K - $42.3K
|
37.8K
$2.16M
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
722+ 9.23% |
$33.6K - $39.6K
|
8.54K
$488K
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
507+ 10.14% |
$23.6K - $27.8K
|
5.51K
$314K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
486+ 4.22% |
$22.6K - $26.7K
|
12K
$685K
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
418+ 57.81% |
$19.5K - $22.9K
|
1.14K
$65.1K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
380New |
$17.7K - $20.8K
|
380
$21.7K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
375+ 4.49% |
$17.5K - $20.6K
|
8.72K
$498K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
304+ 82.61% |
$14.2K - $16.7K
|
672
$38.4K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
286+ 6.56% |
$13.3K - $15.7K
|
4.65K
$265K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
258+ 1.14% |
$12K - $14.2K
|
23K
$1.31M
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
235+ 1.17% |
$10.9K - $12.9K
|
20.3K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
220+ 3.2% |
$10.2K - $12.1K
|
7.1K
$405K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
213+ 3.72% |
$9.92K - $11.7K
|
5.94K
$339K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
201+ 4.58% |
$9.36K - $11K
|
4.59K
$262K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200+ 22.22% |
$9.32K - $11K
|
1.1K
$62.8K
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
200+ 0.71% |
$9.32K - $11K
|
28.3K
$1.62M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
193+ 5.45% |
$8.99K - $10.6K
|
3.73K
$213K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
191+ 0.73% |
$8.9K - $10.5K
|
26.4K
$1.51M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
178+ 4.05% |
$8.29K - $9.76K
|
4.57K
$261K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
175+ 3.08% |
$8.15K - $9.6K
|
5.86K
$335K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
165New |
$7.69K - $9.05K
|
165
$9.42K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
144+ 25.31% |
$6.71K - $7.9K
|
713
$40.7K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
136+ 49.1% |
$6.33K - $7.46K
|
413
$23.6K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
127New |
$5.92K - $6.97K
|
127
$7.25K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
87+ 63.04% |
$4.05K - $4.77K
|
225
$12.8K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
83New |
$3.87K - $4.55K
|
83
$4.74K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
70New |
$3.26K - $3.84K
|
70
$4K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54+ 0.27% |
$2.52K - $2.96K
|
20.4K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
53New |
$2.47K - $2.91K
|
53
$3.03K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 2.78% |
$2.28K - $2.69K
|
1.81K
$103K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
37New |
$1.72K - $2.03K
|
37
$2.11K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 3.94% |
$1.68K - $1.97K
|
949
$54.2K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
31+ 114.81% |
$1.44K - $1.7K
|
58
$3.31K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
26+ 40.63% |
$1.21K - $1.43K
|
90
$5.14K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23+ 31.08% |
$1.07K - $1.26K
|
97
$5.54K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 17.57% |
$606 - $713
|
87
$4.97K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 36.11% |
$606 - $713
|
49
$2.8K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$466 - $549
|
10
$571
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 100.0% |
$466 - $549
|
20
$1.14K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 1.46% |
$326 - $384
|
486
$27.7K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.94% |
$279 - $329
|
642
$36.7K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 20.69% |
$279 - $329
|
35
$2K
|