Creative Planning - UNIVERSAL CORP VA ownership

UNIVERSAL CORP VA's ticker is UVV and the CUSIP is 913456109. A total of 189 filers reported holding UNIVERSAL CORP VA in Q2 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of UNIVERSAL CORP VA
ValueSharesWeighting
Q3 2023$618,782
+204.8%
13,107
+291.5%
0.00%
Q2 2022$203,000
-11.7%
3,348
-14.2%
0.00%
Q1 2021$230,000
+6.5%
3,900
+3.1%
0.00%
-100.0%
Q4 2019$216,000
-0.5%
3,783
-4.3%
0.00%0.0%
Q3 2019$217,000
-6.9%
3,952
+3.0%
0.00%0.0%
Q2 2019$233,000
+7.4%
3,837
+2.0%
0.00%0.0%
Q1 2019$217,000
-2.3%
3,763
+10.1%
0.00%0.0%
Q3 2018$222,000
+1.4%
3,419
+3.1%
0.00%0.0%
Q2 2018$219,000
+0.9%
3,315
-1.2%
0.00%0.0%
Q2 2017$217,000
-8.4%
3,3550.0%0.00%0.0%
Q1 2017$237,000
-8.8%
3,355
-17.6%
0.00%
-50.0%
Q4 2016$260,000
+10.6%
4,074
+1.0%
0.00%
+100.0%
Q3 2016$235,000
+0.9%
4,034
+0.0%
0.00%
-50.0%
Q2 2016$233,000
+1.7%
4,0330.0%0.00%0.0%
Q1 2016$229,000
+2.7%
4,033
+1.3%
0.00%0.0%
Q4 2015$223,000
-7.9%
3,980
-18.4%
0.00%0.0%
Q3 2015$242,000
+9.5%
4,880
+4.3%
0.00%0.0%
Q1 2015$221,000
+28.5%
4,680
+19.9%
0.00%0.0%
Q4 2014$172,000
-0.6%
3,902
+0.1%
0.00%0.0%
Q3 2014$173,000
-19.9%
3,9000.0%0.00%
-33.3%
Q2 2014$216,000
+7.5%
3,900
+8.3%
0.00%0.0%
Q1 2014$201,000
+53.4%
3,600
+50.0%
0.00%
+50.0%
Q4 2013$131,000
+424.0%
2,400
+380.0%
0.00%
Q3 2013$25,000
-28.6%
500
-16.7%
0.00%
-100.0%
Q2 2013$35,0006000.00%
Other shareholders
UNIVERSAL CORP VA shareholders Q2 2022
NameSharesValueWeighting ↓
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 68,352$3,917,0001.40%
USA MUTUALS ADVISORS, INC. 28,754$1,648,0000.95%
Adams Asset Advisors, LLC 100,656$5,767,0000.79%
BRANDYWINE TRUST CO 14,907$854,0000.76%
Lingohr Asset Management GmbH 25,852$1,477,0000.75%
BENEDICT FINANCIAL ADVISORS INC 18,322$1,050,0000.54%
Farmers National Bank 12,951$742,0000.45%
ALPHA WINDWARD LLC 8,100$464,0000.29%
MARSHWINDS ADVISORY CO 9,805$562,0000.26%
Advisors Asset Management, Inc. 258,597$14,818,0000.25%
View complete list of UNIVERSAL CORP VA shareholders