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Get Institutions for : 
Universal Corp (UVV)  
$50.80 0.45 (0.88%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 197    6
Total shares held : 
19,873,899  
% of shares held : 
81.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
861,060  
% of shares held change : 
  3.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$46.96  
Last Quarter's Ending Price : 
$67.32  
Last Quarter's Average Price
$53.56  
Change from last quarter's     
avg. price to the last closing  : 
2.76 (5.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 1,105,135
 5.56%
 
Increased Positions :
65
 715,528
 3.6%
 
Unchanged Positions :
36
 148,853
 0.75%
 
Decreased Positions :
78
-853,606
-4.3%
 
Closed Positions :
12
-105,997
-0.53%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Pacer Advisors Inc. 126 *New 2023-12-31 1,057,449 $71,187,000 1,057,449
   O SHAUGHNESSY ASSET MANAGEMENT LLC 664 *New 2023-12-31 18,941 $1,275,000 18,941
   Comprehensive Portfolio Management LLC 470 *New 2024-03-31 12,326 $638,000 12,326
   Taylor Hoffman Wealth Management 67 *New 2023-12-31 8,172 $550,000 8,172
   KISTLERTIFFANY COMPANIES, LLC 189 *New 2023-06-30 10,307 $515,000 10,307
   Krane Funds Advisors LLC 58 *New 2024-03-31 9,373 $476,000 9,373
   Toroso Investments LLC 1133 *New 2023-12-31 4,746 $320,000 4,746
   Independent Advisor Alliance 623 *New 2023-12-31 3,264 $220,000 3,264
   Vestcor Investment Management Corp 981 *New 2023-12-31 3,086 $208,000 3,086
   ADVISORY SERVICES NETWORK, LLC 1404 *New 2023-12-31 2,266 $153,000 2,266
   Disciplined Equity Management Inc. 53 *New 2023-12-31 2,000 $135,000 2,000
   State of Wyoming 1280 *New 2023-12-31 794 $53,000 794
   Quarry LP 537 *New 2023-12-31 409 $28,000 409
   Steward Partners Investment Advisory LLC 2306 *New 2023-12-31 350 $24,000 350
   SALEM INVESTMENT COUNSELORS INC 756 *New 2024-03-31 300 $16,000 300
   Dunhill Financial LLC 290 *New 2023-12-31 67 $5,000 67
   FTB Advisors Inc. 1997 *New 2024-03-31 36 $2,000 36
   JFS WEALTH ADVISORS, LLC 1450 *New 2023-12-31 30 $2,000 30
   Glassman Wealth Services 1414 *New 2023-12-31 36 $2,000 36
   UMB BANK N A/MO 1661 *New 2024-03-31 14 $1,000 14
   EverSource Wealth Advisors LLC 2552 *New 2023-12-31 7 $0 7

  21 Records found
  1    
  Page 1 of 1
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