Creative Planning - UNIVERSAL CORP VA ownership

UNIVERSAL CORP VA's ticker is UVV and the CUSIP is 913456109. A total of 184 filers reported holding UNIVERSAL CORP VA in Q3 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.0%.

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 Q3 2023
NameSharesValueWeighting ↓
Adams Asset Advisors, LLC 149,629$8,623,0001.15%
BRANDYWINE TRUST CO 14,907$859,0000.76%
DEPRINCE RACE & ZOLLO INC 368,700$21,248,0000.58%
BENEDICT FINANCIAL ADVISORS INC 19,074$1,099,0000.48%
WINTRUST INVESTMENTS LLC 41,475$2,390,0000.39%
Noked Israel Ltd 5,000$288,0000.30%
Noked Capital LTD 5,000$288,0000.30%
LVM CAPITAL MANAGEMENT LTD/MI 20,578$1,186,0000.27%
CNA FINANCIAL CORP 16,093$927,0000.20%
ROYCE & ASSOCIATES LP 307,100$17,698,0000.15%
View complete list of UNIVERSAL CORP VA shareholders