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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
   BLACKROCK INC. 1440 - 2023-12-31 3,974,202 $267,543,000 167,923
   DIMENSIONAL FUND ADVISORS INC 698 - 2023-12-31 1,906,609 $128,353,000 10,875
   STATE STREET CORP 1289 - 2023-12-31 1,477,278 $99,450,000 46,705
   GEODE CAPITAL MANAGEMENT LLC 1568 - 2023-12-31 520,363 $35,035,000 22,360
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1285 - 2023-12-31 483,175 $32,527,000 5,930
   VICTORY CAPITAL MANAGEMENT INC 663 - 2023-12-31 378,376 $25,472,000 28,016
   MORGAN STANLEY 2583 - 2023-12-31 326,812 $22,001,000 112,684
   NORTHERN TRUST CORP 1720 - 2023-12-31 255,406 $17,194,000 6,902
   PRUDENTIAL FINANCIAL INC 771 - 2023-12-31 109,602 $7,378,000 66,831
   GOLDMAN SACHS GROUP INC/ 2385 - 2023-12-31 95,595 $6,435,000 26,023
   Insight Folios Inc 26 - 2024-03-31 112,210 $5,804,000 4,469
   NUVEEN ASSET MANAGEMENT, LLC 1895 - 2023-12-31 85,771 $5,774,000 1,335
   NAVELLIER & ASSOCIATES INC 30 - 2023-12-31 80,033 $5,388,000 50
   UBS Group AG 2202 - 2023-12-31 58,570 $3,943,000 564
   PUBLIC SECTOR PENSION INVESTMENT BOARD 516 - 2023-12-31 50,970 $3,431,000 20,519
   AQR CAPITAL MANAGEMENT LLC 1169 - 2023-12-31 44,656 $3,006,000 593
   BANK OF AMERICA CORP /DE/ 3291 - 2023-12-31 40,800 $2,747,000 3,897
   BARCLAYS PLC 1946 - 2023-12-31 37,904 $2,552,000 26,299
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1061 - 2024-03-31 47,388 $2,451,000 100
   BALYASNY ASSET MANAGEMENT LLC 1007 - 2023-12-31 28,957 $1,949,000 19,309
   MARTINGALE ASSET MANAGEMENT L P 301 - 2023-12-31 28,460 $1,916,000 943
   Trexquant Investment LP 624 - 2023-12-31 24,414 $1,644,000 24,414
   EXCHANGE TRADED CONCEPTS LLC 334 - 2024-03-31 29,473 $1,524,000 2,142
   Heritage Wealth Advisors 67 - 2023-12-31 21,633 $1,456,000 109
   TEXAS PERMANENT SCHOOL FUND 1179 - 2023-12-31 21,216 $1,428,000 292
   GUGGENHEIM CAPITAL LLC 993 - 2023-12-31 20,691 $1,393,000 4,988
   HPM Partners LLC - 2023-12-31 19,999 $1,346,000 19,999
   LPL FINANCIAL CORP 2826 - 2023-12-31 18,403 $1,239,000 3,746
   WELLS FARGO & CO/MN 2824 - 2023-12-31 18,172 $1,223,000 1,433
   Jump Financial LLC 599 - 2023-12-31 17,807 $1,199,000 7,207
   CREATIVE PLANNING 1139 - 2023-12-31 17,779 $1,197,000 4,672
   CITIGROUP INC 1950 - 2023-12-31 17,716 $1,193,000 4,606
   Advisor Group Holdings Inc. 2368 - 2023-12-31 17,004 $1,151,000 1,797
   ING INVESTMENT MANAGEMENT LLC 1474 - 2023-12-31 16,797 $1,131,000 6,498
   PRICE T ROWE ASSOCIATES INC /MD/ 1810 - 2023-12-31 16,509 $1,112,000 912
   Quadrature Capital LTD 405 - 2023-12-31 16,089 $1,083,000 2,397
   CoreCap Advisors LLC 247 - 2023-12-31 15,766 $1,061,000 1,635
   ALPS ADVISERS INC 496 - 2023-12-31 14,045 $946,000 1,984
   State of Tennessee Treasury Department 1216 - 2023-12-31 13,927 $938,000 5,583
   ROYAL BANK OF CANADA 3166 - 2023-12-31 13,450 $905,000 2,142
   TEACHER RETIREMENT SYSTEM OF TEXAS 1104 - 2023-12-31 12,188 $820,000 216
   FIRST NATIONAL TRUST CO 235 - 2024-03-31 14,959 $774,000 5,207
   FIRST HAWAIIAN BANK 492 - 2024-03-31 14,063 $727,000 1,713
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2082 - 2024-03-31 11,900 $615,000 101
   COMERICA BANK 1844 - 2023-12-31 7,611 $512,000 209
   CAPTRUST FINANCIAL ADVISORS 1789 - 2023-12-31 6,783 $457,000 105
   MARINER WEALTH ADVISORS, LLC 1993 - 2023-12-31 6,778 $456,000 6,778
   TOWER RESEARCH CAPITAL LLC 1434 - 2023-12-31 6,738 $454,000 5,548
   Fulcrum Equity Management 63 - 2024-03-31 8,602 $445,000 1,030
   ORG Partners LLC 184 - 2023-12-31 5,744 $387,000 5,614
   Keene & Associates Inc. 65 - 2024-03-31 6,785 $351,000 190
   Vident Advisory LLC 989 - 2023-12-31 4,586 $309,000 87
   AE Wealth Management LLC 1710 - 2023-12-31 4,943 $289,000 134
   Squarepoint Ops LLC 2019 - 2023-12-31 3,777 $254,000 3,777
   FMR LLC 2822 - 2023-12-31 2,783 $187,000 1,795
   LAZARD ASSET MANAGEMENT LLC 1543 - 2023-12-31 1,152 $77,000 228
   CWM LLC 2494 - 2024-03-31 697 $36,000 42
   Ronald Blue Trust Inc. 1092 - 2023-12-31 725 $34,000 325
   US BANCORP 2894 - 2023-12-31 384 $26,000 97
   QUADRANT CAPITAL GROUP LLC 1695 - 2023-12-31 383 $26,000 271
   Sound Income Strategies LLC 566 - 2024-03-31 472 $24,000 7
   BESSEMER GROUP INC 1612 - 2023-12-31 136 $9,000 51
   Tradition Wealth Management LLC 1098 - 2023-12-31 92 $6,000 2
   Russell Investments Group Ltd. 2816 - 2023-12-31 54 $4,000 23
   CITADEL ADVISORS LLC 5435 - 2023-12-31 57 $4,000 57

  65 Records found
  1    
  Page 1 of 1
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