Filing Research | UVV - UNIVERSAL CORP Institutional Holdings

Snapshot holdings

39 / 39 loaded

#		Instrument	quantity
1	Adams Asset Advisors, LLC	Shares	133.9KSH	$7.0M
2	DAVENPORT & Co LLC	Shares	125.4KSH	$6.5M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	42.3KSH	$2.2M
4	CoreCap Advisors, LLC	Shares	23.6KSH	$1.2M
5	CARY STREET PARTNERS FINANCIAL LLC	Shares	13.4KSH	$700.4K
6	Louisiana State Employees Retirement System	Shares	10.9KSH	$568.7K
7	Police & Firemen's Retirement System of New Jersey	Shares	7.5KSH	$393.4K
8	HOWLAND CAPITAL MANAGEMENT LLC	Shares	6.4KSH	$333.0K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.9KSH	$308.3K
10	Sequoia Financial Advisors, LLC	Shares	5.3KSH	$278.1K
11	SteelPeak Wealth, LLC	Shares	4.1KSH	$215.8K
12	GAMMA Investing LLC	Shares	4.0KSH	$207.6K
13	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.9KSH	$204.2K
14	SBI Securities Co., Ltd.	Shares	3.0KSH	$158.1K
15	IFP Advisors, Inc	Shares	1.5KSH	$79.4K
16	Triumph Capital Management	Shares	1.1KSH	$59.2K
17	SIGNATUREFD, LLC	Shares	1.1KSH	$55.2K
18	Blue Trust, Inc.	Shares	751SH	$39.2K
19	Versant Capital Management, Inc	Shares	701SH	$36.6K
20	Farther Finance Advisors, LLC	Shares	599SH	$31.2K
21	Bogart Wealth, LLC	Shares	300SH	$15.7K
22	SALEM INVESTMENT COUNSELORS INC	Shares	300SH	$15.7K
23	GHP Investment Advisors, Inc.	Shares	240SH	$12.5K
24	EverSource Wealth Advisors, LLC	Shares	188SH	$9.8K
25	Fortitude Family Office, LLC	Shares	133SH	$6.9K
26	SJS Investment Consulting Inc.	Shares	108SH	$5.6K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	46SH	$2.4K
28	GODSEY & GIBB, INC	Shares	42SH	$2.2K
29	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	38SH	$2.0K
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	24.2KSH	$1.3K
31	Ares Financial Consulting, LLC	Shares	22SH	$1.1K
32	State of Alaska, Department of Revenue	Shares	9.2KSH	$480
33	AMALGAMATED BANK	Shares	6.7KSH	$350
34	Abound Wealth Management	Shares	5SH	$261
35	GILPIN WEALTH MANAGEMENT, LLC	Shares	4SH	$209
36	JFS WEALTH ADVISORS, LLC	Shares	4SH	$209
37	Davis Capital Management	Shares	1SH	$52
38	Hughes Financial Services, LLC	Shares	1SH	$52
39	Capital Advisors, Ltd. LLC	Shares	321SH	$17

Manager changes2026-06-30 vs 2026-03-31

45 / 45 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+5.3K	+$278.1K	$278.1K
2	SteelPeak Wealth, LLC new	Shares	+4.1K	+$215.8K	$215.8K
3	DAVENPORT & Co LLC added	Shares	+3.1K	+$97.4K	$6.5M
4	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.1K	+$49.8K	$700.4K
5	GAMMA Investing LLC added	Shares	+940	+$47.4K	$207.6K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+848	+$40.7K	$393.4K
7	SBI Securities Co., Ltd. added	Shares	+634	+$31.8K	$158.1K
8	CoreCap Advisors, LLC added	Shares	+630	+$20.7K	$1.2M
9	SIGNATUREFD, LLC added	Shares	+254	+$12.8K	$55.2K
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+621	+$10.3K	$2.2M
11	Versant Capital Management, Inc added	Shares	+187	+$9.5K	$36.6K
12	SJS Investment Consulting Inc. new	Shares	+108	+$5.6K	$5.6K
13	Fortitude Family Office, LLC added	Shares	+51	+$2.6K	$6.9K
14	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+16	+$823	$2.0K
15	Abound Wealth Management new	Shares	+5	+$261	$261
16	JFS WEALTH ADVISORS, LLC new	Shares	+4	+$209	$209
17	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+3	+$156	$209
18	Davis Capital Management new	Shares	+1	+$52	$52
19	Hughes Financial Services, LLC new	Shares	+1	+$52	$52
20	Capital Advisors, Ltd. LLC added	Shares	+137	+$7	$17
21	Ares Financial Consulting, LLC unchanged	Shares	0	-$3	$1.1K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$10	$2.4K
23	GODSEY & GIBB, INC unchanged	Shares	0	-$22	$2.2K
24	AMALGAMATED BANK trimmed	Shares	-453	-$27	$350
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.8K	-$109	$1.3K
26	GHP Investment Advisors, Inc. unchanged	Shares	0	-$127	$12.5K
27	Bogart Wealth, LLC unchanged	Shares	0	-$159	$15.7K
28	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$159	$15.7K
29	State of Alaska, Department of Revenue trimmed	Shares	-4.2K	-$226	$480
30	Triumph Capital Management unchanged	Shares	0	-$601	$59.2K
31	MassMutual Private Wealth & Trust, FSB exited	Shares	-16	-$843	$0
32	Blue Trust, Inc. trimmed	Shares	-29	-$1.9K	$39.2K
33	HOWLAND CAPITAL MANAGEMENT LLC unchanged	Shares	0	-$3.4K	$333.0K
34	IFP Advisors, Inc trimmed	Shares	-60	-$4.0K	$79.4K
35	Farther Finance Advisors, LLC trimmed	Shares	-75	-$4.0K	$31.2K
36	Louisiana State Employees Retirement System trimmed	Shares	-200	-$16.3K	$568.7K
37	EverSource Wealth Advisors, LLC trimmed	Shares	-309	-$16.4K	$9.8K
38	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-253	-$16.5K	$308.3K
39	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-400	-$23.2K	$204.2K
40	Sound Income Strategies, LLC exited	Shares	-612	-$32.0K	$0
41	Byrne Asset Management LLC exited	Shares	-2.1K	-$110.3K	$0
42	City Center Advisors, LLC exited	Shares	-3.8K	-$200.7K	$0
43	Walser Wealth Management Company, A Ltd Liability Co exited	Shares	-8.4K	-$443.3K	$0
44	Patriot Financial Group Insurance Agency, LLC exited	Shares	-9.2K	-$483.9K	$0
45	Adams Asset Advisors, LLC trimmed	Shares	-8.2K	-$502.6K	$7.0M