Institutional Owners for UVV
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT LLC | COM | 201 | $255,114 | 4,933 | 0.00 | 0.00 | -10 | -0.20 | 03-31-2024 |
| ADVISOR PARTNERS II LLC | COM | 202 | $222,973 | 4,723 | 0.00 | 0.00 | -794 | -14.39 | 09-30-2023 |
| HSBC HOLDINGS PLC | COM | 203 | $241,500 | 4,670 | 0.00 | 4,670 | +Inf | 03-31-2024 | |
| PATHSTONE HOLDINGS LLC | COM | 204 | $240,188 | 4,644 | 0.00 | 0.00 | -277 | -5.63 | 03-31-2024 |
