Purchases and Sales Made in Q4 2023 in Universal Corp (UVV)
This table provides information about the institutional ownership of Universal Corp (UVV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.06MNew |
$47.1M - $71.2M
|
1.06M
$58M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
168K+ 4.41% |
$7.48M - $11.3M
|
3.97M
$218M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
113K+ 52.62% |
$5.02M - $7.59M
|
327K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
66.8K+ 156.25% |
$2.98M - $4.5M
|
110K
$6.01M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.4K+ 24.56% |
$2.87M - $4.34M
|
327K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
46.7K+ 3.26% |
$2.08M - $3.14M
|
1.48M
$81M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
28K+ 8.0% |
$1.25M - $1.89M
|
378K
$20.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
26.3K+ 226.62% |
$1.17M - $1.77M
|
37.9K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26K+ 37.4% |
$1.16M - $1.75M
|
95.6K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
25.3KNew |
$1.13M - $1.7M
|
25.3K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
24.4KNew |
$1.09M - $1.64M
|
24.4K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
22.4K+ 4.49% |
$995K - $1.51M
|
520K
$28.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
20.5K+ 67.38% |
$914K - $1.38M
|
51K
$2.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20KNew |
$890K - $1.35M
|
20K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.3K+ 200.13% |
$860K - $1.3M
|
29K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.9KNew |
$843K - $1.28M
|
18.9K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
15.4KNew |
$684K - $1.03M
|
15.4K
$843K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
10.9K+ 0.57% |
$484K - $732K
|
1.91M
$105M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.29K+ 29.48% |
$414K - $625K
|
40.8K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
8.17KNew |
$364K - $550K
|
8.17K
$448K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.21K+ 67.99% |
$321K - $485K
|
17.8K
$976K
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.21K+ 67.99% |
$321K - $485K
|
17.8K
$976K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.9K+ 2.78% |
$307K - $465K
|
255K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.78KNew |
$302K - $456K
|
6.78K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.5K+ 63.09% |
$289K - $437K
|
16.8K
$921K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.93K+ 1.24% |
$264K - $399K
|
483K
$26.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.61K+ 4318.46% |
$250K - $378K
|
5.74K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
5.58K+ 66.91% |
$249K - $376K
|
13.9K
$764K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.55K+ 466.22% |
$247K - $373K
|
6.74K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.99K+ 31.76% |
$222K - $336K
|
20.7K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.92KNew |
$219K - $331K
|
4.92K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.75KNew |
$211K - $320K
|
4.75K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
4.71K+ 93.42% |
$210K - $317K
|
9.75K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.67K+ 35.65% |
$208K - $315K
|
17.8K
$975K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
4.65K+ 4.51% |
$207K - $313K
|
108K
$5.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
4.61K+ 35.13% |
$205K - $310K
|
17.7K
$971K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.91K+ 2621.48% |
$174K - $263K
|
4.06K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.75K+ 25.56% |
$167K - $252K
|
18.4K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.26KNew |
$145K - $220K
|
3.26K
$179K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.1KNew |
$138K - $208K
|
3.1K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.09KNew |
$137K - $208K
|
3.09K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.01KNew |
$134K - $203K
|
3.01K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.4K+ 17.51% |
$107K - $161K
|
16.1K
$882K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.27KNew |
$101K - $153K
|
2.27K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.14K+ 18.94% |
$95.4K - $144K
|
13.5K
$737K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2KNew |
$89K - $135K
|
2K
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.98K+ 16.45% |
$88.3K - $134K
|
14K
$770K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.96K+ 11.71% |
$87.2K - $132K
|
18.7K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.8K+ 11.82% |
$80K - $121K
|
17K
$932K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.64K+ 356.18% |
$73.1K - $111K
|
2.1K
$115K
|