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 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.64K+ 356.18% |
$73.1K - $111K
|
2.1K
$111K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.64K+ 11.57% |
$72.8K - $110K
|
15.8K
$834K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.43K+ 8.56% |
$63.8K - $96.5K
|
18.2K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 1.58% |
$59.4K - $89.9K
|
85.8K
$4.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
943+ 3.43% |
$42K - $63.5K
|
28.5K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
912+ 5.85% |
$40.6K - $61.4K
|
16.5K
$873K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
794New |
$35.3K - $53.5K
|
794
$42K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
593+ 1.35% |
$26.4K - $39.9K
|
44.7K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
564+ 0.97% |
$25.1K - $38K
|
58.6K
$3.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
465New |
$20.7K - $31.3K
|
465
$24.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
409New |
$18.2K - $27.5K
|
409
$21.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
350New |
$15.6K - $23.6K
|
350
$18.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
325+ 81.25% |
$14.5K - $21.9K
|
725
$38.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
308New |
$13.7K - $20.7K
|
308
$16.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
292+ 1.4% |
$13K - $19.7K
|
21.2K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
274+ 71.92% |
$12.2K - $18.4K
|
655
$34.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
271+ 241.96% |
$12.1K - $18.2K
|
383
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
228+ 24.68% |
$10.2K - $15.3K
|
1.15K
$60.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
216+ 1.8% |
$9.62K - $14.5K
|
12.2K
$644K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
215+ 0.79% |
$9.57K - $14.5K
|
27.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
209+ 2.82% |
$9.3K - $14.1K
|
7.61K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
167New |
$7.43K - $11.2K
|
167
$8.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
134+ 2.79% |
$5.97K - $9.02K
|
4.94K
$261K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
123+ 236.54% |
$5.48K - $8.28K
|
175
$9.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
109+ 0.51% |
$4.85K - $7.34K
|
21.6K
$1.14M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
109+ 0.51% |
$4.85K - $7.34K
|
21.6K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
105+ 1.57% |
$4.67K - $7.07K
|
6.78K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
97+ 33.8% |
$4.32K - $6.53K
|
384
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
87+ 1.93% |
$3.87K - $5.86K
|
4.59K
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
82New |
$3.65K - $5.52K
|
82
$4.34K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
67New |
$2.98K - $4.51K
|
67
$3.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57New |
$2.54K - $3.84K
|
57
$3.01K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
57+ 438.46% |
$2.54K - $3.84K
|
70
$3.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
51+ 60.0% |
$2.27K - $3.43K
|
136
$7.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
50+ 0.06% |
$2.23K - $3.37K
|
80K
$4.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
41New |
$1.83K - $2.76K
|
41
$2.17K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
41+ 14.91% |
$1.83K - $2.76K
|
316
$16.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
36New |
$1.6K - $2.42K
|
36
$1.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30New |
$1.34K - $2.02K
|
30
$1.59K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
23+ 74.19% |
$1.02K - $1.55K
|
54
$2.85K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
12New |
$534 - $808
|
12
$634
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$490 - $741
|
11
$582
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7New |
$312 - $471
|
7
$370
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 2.22% |
$89 - $135
|
92
$4.86K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.02% |
$89 - $135
|
8.3K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 17.07% |
$312 - $471
|
34
$1.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 47.62% |
$445 - $673
|
11
$582
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 12.5% |
$490 - $741
|
77
$4.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 13.04% |
$534 - $808
|
80
$4.23K
|