Universal Logistics Ownership 2024 | Who Owns Universal Logistics Now?
Institutional Ownership
8.11%
Insider Ownership
74.35%
Retail Ownership
17.54%
Institutional Holders
33.00
Universal Logistics Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 9.26% | 0.01% | 2,437,296 | -49,817 | -2.00% | 98,929,845 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.15% | 0.01% | 827,669 | 14,720 | 1.81% | 33,594,263 | Jun 30, 2024 |
| BLACKROCK INC. | 2.00% | 0.00% | 525,688 | 14,041 | 2.74% | 21,337,676 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.51% | 0.00% | 397,425 | -3,975 | -0.99% | 16,131,481 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.45% | 0.03% | 381,765 | -49,818 | -11.54% | 15,496,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.79% | 0.20% | 208,386 | 6,660 | 3.30% | 8,458,388 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.76% | 0.08% | 201,093 | -37,302 | -15.65% | 8,162,365 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.68% | 0.00% | 179,244 | -121 | -0.07% | 7,277,321 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.65% | 0.00% | 170,640 | 36,377 | 27.09% | 6,926,278 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.58% | 0.00% | 151,820 | -16,767 | -9.95% | 6,162,365 | Jun 30, 2024 |
| STATE STREET CORP | 0.56% | 0.00% | 146,340 | 788 | 0.54% | 5,954,665,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.39% | 0.00% | 103,330 | 77,091 | 293.80% | 4,194,164 | Jun 30, 2024 |
| MORGAN STANLEY | 0.36% | 0.00% | 95,510 | 17,630 | 22.64% | 3,876,777 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.35% | 0.07% | 93,197 | 6,660 | 7.70% | 3,782,866 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.32% | 0.93% | 83,831 | 21,100 | 33.64% | 3,402,700 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.29% | 0.00% | 77,064 | -1,652 | -2.10% | 3,128,028,000 | Jun 30, 2024 |
| OBERWEIS ASSET MANAGEMENT INC/ | 0.24% | 0.15% | 62,200 | 62,200 | 100.00% | 2,524,698 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.21% | 0.00% | 55,260 | 777 | 1.43% | 2,243,003 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.19% | 0.01% | 48,803 | -2,287 | -4.48% | 1,980,914 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.18% | 0.20% | 46,615 | - | - | 1,892,103 | Jun 30, 2024 |
Universal Logistics's largest institutional shareholder is FMR LLC, holding 9.26% of the company's total share outstanding, currently valued at $98.93M. The top 10 institutional shareholders own together 20.83% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DENALI ADVISORS LLC | 0.32% | 0.93% | 83,831 | 21,100 | 33.64% | 3,402,700 | Jun 30, 2024 |
| VERDAD ADVISERS, LP | 0.05% | 0.59% | 12,500 | -7,658 | -37.99% | 507,375 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.05% | 0.20% | 13,448 | 13,448 | 100.00% | 545,854 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.79% | 0.20% | 208,386 | 6,660 | 3.30% | 8,458,388 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.18% | 0.20% | 46,615 | - | - | 1,892,103 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.03% | 0.17% | 8,184 | 8,184 | 100.00% | 332,189 | Jun 30, 2024 |
| OBERWEIS ASSET MANAGEMENT INC/ | 0.24% | 0.15% | 62,200 | 62,200 | 100.00% | 2,524,698 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 0.05% | 0.13% | 13,297 | 17 | 0.13% | 539,725 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.76% | 0.08% | 201,093 | -37,302 | -15.65% | 8,162,365 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.35% | 0.07% | 93,197 | 6,660 | 7.70% | 3,782,866 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.45% | 0.03% | 381,765 | -49,818 | -11.54% | 15,496,000 | Jun 30, 2024 |
| ANCHOR CAPITAL ADVISORS LLC | 0.10% | 0.03% | 26,403 | 459 | 1.77% | 1,071,698 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.02% | 0.03% | 6,196 | 6,196 | 100.00% | 251,000 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.07% | 0.02% | 19,703 | -3,702 | -15.82% | 799,745 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.02% | 1,177 | 1,177 | 100.00% | 47,775 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.19% | 0.01% | 48,803 | -2,287 | -4.48% | 1,980,914 | Jun 30, 2024 |
| STATE OF WYOMING | 0.01% | 0.01% | 1,951 | 1,951 | 100.00% | 79,191 | Jun 30, 2024 |
| WEALTHCOLLAB, LLC | 0.00% | 0.01% | 336 | - | - | 13,639 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.05% | 0.01% | 13,109 | -495 | -3.64% | 531,308 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.15% | 0.01% | 827,669 | 14,720 | 1.81% | 33,594,263 | Jun 30, 2024 |
The largest Universal Logistics shareholder by % of total assets is DENALI ADVISORS LLC. The company owns 83.83K shares of Universal Logistics (ULH), representing 0.93% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | 0.39% | 0.00% | 103,330 | 77,091 | 293.80% | 4,194,164 | Jun 30, 2024 |
| OBERWEIS ASSET MANAGEMENT INC/ | 0.24% | 0.15% | 62,200 | 62,200 | 100.00% | 2,524,698 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.65% | 0.00% | 170,640 | 36,377 | 27.09% | 6,926,278 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.14% | 0.00% | 36,921 | 28,513 | 339.12% | 1,498,623 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.13% | 0.00% | 33,450 | 26,340 | 370.46% | 1,357,736 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.09% | 0.00% | 23,900 | 23,900 | 100.00% | 970,101 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.32% | 0.93% | 83,831 | 21,100 | 33.64% | 3,402,700 | Jun 30, 2024 |
| MORGAN STANLEY | 0.36% | 0.00% | 95,510 | 17,630 | 22.64% | 3,876,777 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.06% | 0.00% | 16,048 | 16,048 | 100.00% | 650,000 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.06% | 0.01% | 14,814 | 14,814 | 100.00% | 601,300 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.15% | 0.01% | 827,669 | 14,720 | 1.81% | 33,594,263 | Jun 30, 2024 |
| BLACKROCK INC. | 2.00% | 0.00% | 525,688 | 14,041 | 2.74% | 21,337,676 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.05% | 0.20% | 13,448 | 13,448 | 100.00% | 545,854 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.03% | 0.17% | 8,184 | 8,184 | 100.00% | 332,189 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.35% | 0.07% | 93,197 | 6,660 | 7.70% | 3,782,866 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.79% | 0.20% | 208,386 | 6,660 | 3.30% | 8,458,388 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.03% | 0.00% | 6,589 | 6,589 | 100.00% | 267,448 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.05% | 0.00% | 14,155 | 6,459 | 83.93% | 574,551 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.05% | 0.00% | 14,003 | 6,332 | 82.54% | 568,381 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.02% | 0.03% | 6,196 | 6,196 | 100.00% | 251,000 | Jun 30, 2024 |
As of Jun 30 2024, Universal Logistics's largest institutional buyer is INVESCO LTD.. The company purchased 77.09K stocks of ULH, valued at $4.19M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SCOPUS ASSET MANAGEMENT, L.P. | - | - | - | -75,500 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | 0.06% | 0.00% | 15,005 | -65,644 | -81.39% | 609,050 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.45% | 0.03% | 381,765 | -49,818 | -11.54% | 15,496,000 | Jun 30, 2024 |
| FMR LLC | 9.26% | 0.01% | 2,437,296 | -49,817 | -2.00% | 98,929,845 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.76% | 0.08% | 201,093 | -37,302 | -15.65% | 8,162,365 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.14% | 0.00% | 37,209 | -32,343 | -46.50% | 1,510,316 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.00% | 0.00% | 697 | -26,636 | -97.45% | 28,291,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.58% | 0.00% | 151,820 | -16,767 | -9.95% | 6,162,365 | Jun 30, 2024 |
| SEIZERT CAPITAL PARTNERS, LLC | - | - | - | -12,214 | -100.00% | - | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -10,126 | -100.00% | - | Jun 30, 2024 |
| VERDAD ADVISERS, LP | 0.05% | 0.59% | 12,500 | -7,658 | -37.99% | 507,375 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.51% | 0.00% | 397,425 | -3,975 | -0.99% | 16,131,481 | Jun 30, 2024 |
| BARCLAYS PLC | 0.01% | - | 2,491 | -3,830 | -60.59% | 100,000 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.07% | 0.02% | 19,703 | -3,702 | -15.82% | 799,745 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 1,419 | -3,588 | -71.66% | 57,597 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,343 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.02% | 0.00% | 6,549 | -2,298 | -25.97% | 265,824 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.19% | 0.01% | 48,803 | -2,287 | -4.48% | 1,980,914 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.29% | 0.00% | 77,064 | -1,652 | -2.10% | 3,128,028,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.01% | 0.00% | 1,846 | -1,501 | -44.85% | 74,929 | Jun 30, 2024 |
As of Jun 30 2024, Universal Logistics's biggest institutional seller is SCOPUS ASSET MANAGEMENT, L.P.. The company sold -75.50K shares of ULH, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| OBERWEIS ASSET MANAGEMENT INC/ | 0.24% | 0.15% | 62,200 | 62,200 | 100.00% | 2,524,698 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.09% | 0.00% | 23,900 | 23,900 | 100.00% | 970,101 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.06% | 0.01% | 14,814 | 14,814 | 100.00% | 601,300 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.05% | 0.20% | 13,448 | 13,448 | 100.00% | 545,854 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.03% | 0.17% | 8,184 | 8,184 | 100.00% | 332,189 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.03% | 0.00% | 6,589 | 6,589 | 100.00% | 267,448 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.02% | 0.03% | 6,196 | 6,196 | 100.00% | 251,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.02% | 0.00% | 6,036 | 6,036 | 100.00% | 245,001 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 3,662 | 3,662 | 100.00% | 148,641 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 3,254 | 3,254 | 100.00% | 132,080 | Jun 30, 2024 |
| STATE OF WYOMING | 0.01% | 0.01% | 1,951 | 1,951 | 100.00% | 79,191 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.00% | 1,292 | 1,292 | 100.00% | 52,442 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.02% | 1,177 | 1,177 | 100.00% | 47,775 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 151 | 151 | 100.00% | 6,130 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 4,059 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 54 | 54 | 100.00% | 2,192 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 5 | 5 | 100.00% | 203 | Jun 30, 2024 |
Universal Logistics's largest new institutional shareholder by number of shares is OBERWEIS ASSET MANAGEMENT INC/, purchased 62.20K shares, valued at $2.52M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SCOPUS ASSET MANAGEMENT, L.P. | - | - | - | -75,500 | -100.00% | - | Jun 30, 2024 |
| SEIZERT CAPITAL PARTNERS, LLC | - | - | - | -12,214 | -100.00% | - | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -10,126 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,343 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -451 | -100.00% | - | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Universal Logistics's largest sold out institutional shareholder by shares sold is SCOPUS ASSET MANAGEMENT, L.P., sold -75.50K shares, valued at -, as of undefined.
Universal Logistics Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CORNERCAP GROUP OF FUNDS /VA/ | 0.36% | 25,931 | - | - | Sep 30, 2022 |
| ROYCE MICRO-CAP TRUST, INC. | 0.26% | 125,240 | - | - | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.20% | 75,644 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.10% | 78,916 | - | - | Mar 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.07% | 8,923 | - | - | Dec 31, 2020 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.07% | 555,738 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.05% | 115,189 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.03% | 24,965 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.03% | 1,550,255 | 3,831 | 0.25% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.02% | 8,692 | - | - | Apr 30, 2021 |
| SARATOGA ADVANTAGE TRUST | 0.02% | 992 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.01% | 1,120 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 5,573 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 26,191 | -5,778 | -18.07% | Jan 31, 2024 |
| AMG FUNDS III | 0.01% | 47,312 | - | - | Mar 28, 2024 |
| Voya EQUITY TRUST | 0.01% | 10,700 | - | - | Feb 29, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 14,900 | -3,700 | -19.89% | Feb 29, 2024 |
| ROYCE FUND | 0.01% | 37,511 | 6,803 | 22.15% | Mar 31, 2024 |
| AMG Funds I | 0.01% | 11,161 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 11,154 | -786 | -6.58% | Jan 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.00% | 21,461 | - | - | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 13,261 | 217 | 1.66% | Feb 29, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 34,470 | - | - | Mar 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 37,560 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 3,537 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 11,626 | -1,433 | -10.97% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,097 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 15,653 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 2,835 | - | - | Mar 31, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 46,600 | - | - | Mar 31, 2024 |
| SSGA FUNDS | 0.00% | 553 | - | - | Feb 29, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 26,771 | - | - | Mar 28, 2024 |
| KP Funds | 0.00% | 49,604 | -5,953 | -10.72% | Sep 30, 2020 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 124,313 | 17,517 | 16.40% | Feb 29, 2024 |
| World Funds Trust | 0.00% | 12,933 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 200 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 332,194 | -100,865 | -23.29% | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 3,675 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 45,600 | - | - | Feb 29, 2024 |
| USCF ETF Trust | 0.00% | 142 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 14,387 | 504 | 3.63% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 7,668 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 651,095 | 109,339 | 20.18% | Jan 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 5,910 | - | - | Dec 31, 2023 |
| RBB FUND, INC. | 0.00% | 54,412 | -6,092 | -10.07% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 18,806 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 76,990 | 1,474 | 1.95% | Feb 29, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 35,762 | - | - | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 6,788 | - | - | Jan 31, 2024 |
| Ultimus Managers Trust | 0.00% | 3,187 | - | - | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 121,116 | 3,797 | 3.24% | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 6,400 | - | - | Jan 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 297,140 | 90,420 | 43.74% | Feb 29, 2024 |
| Janus Detroit Street Trust | 0.00% | 30,596 | 4,145 | 15.67% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 475 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 951 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 14,354 | 12 | 0.08% | Jan 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 8,444 | -8,078 | -48.89% | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 2,551 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 643 | - | - | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 1,430 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 4,361 | -318 | -6.80% | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 560 | - | - | Mar 28, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 39,811 | - | - | Jan 31, 2024 |
| Tidal ETF Trust | 0.00% | 1,645 | 1,645 | - | Jan 31, 2024 |
| Victory Portfolios II | 0.00% | 5,494 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 1,171 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 1,583 | 20 | 1.28% | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 361 | - | - | Mar 28, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 813 | -120 | -12.86% | Feb 29, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 1,593 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 3,432 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 11,044 | -1,044 | -8.64% | Mar 28, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 22,926 | 4,024 | 21.29% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 360 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 7,254 | 2,149 | 42.10% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 600 | - | - | Mar 28, 2024 |
| WisdomTree Trust | 0.00% | 128,754 | -106 | -0.08% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 34,113 | -1,742 | -4.86% | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 1,829 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,913 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 11,237 | 3,479 | 44.84% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 122 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 281 | - | - | Aug 31, 2023 |
| ALLSPRING MASTER TRUST | 0.00% | 2,576 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 2,529 | -300 | -10.60% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 7,979 | -445 | -5.28% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 388 | 52 | 15.48% | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 2,328 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 435 | 75 | 20.83% | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 86 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 1,121 | - | - | Feb 29, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 5,401 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 19,049 | -68 | -0.36% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 247,898 | -14,804 | -5.64% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 62 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 29,573 | 3,013 | 11.34% | Feb 29, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 14,100 | - | - | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 4,794 | - | - | Feb 29, 2024 |
| Direxion Shares ETF Trust | 0.00% | 1,566 | - | - | Jan 31, 2024 |
Universal Logistics's largest mutual fund holder by % of total assets is "CORNERCAP GROUP OF FUNDS /VA/", owning 25.93K shares, compromising 0.36% of its total assets.
Universal Logistics Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 33 | -56.58% |
| 31 Mar, 24 | 76 | -1.30% |
| 31 Dec, 23 | 77 | -7.23% |
| 30 Sep, 23 | 83 | -4.60% |
| 30 Jun, 23 | 87 | -7.45% |
| 31 Mar, 23 | 94 | -13.76% |
| 31 Dec, 22 | 109 | 15.96% |
| 30 Sep, 22 | 94 | 22.08% |
| 30 Jun, 22 | 77 | 28.33% |
| 31 Mar, 22 | 60 | -3.23% |
| 31 Dec, 21 | 62 | -12.68% |
| 30 Sep, 21 | 71 | -7.79% |
| 30 Jun, 21 | 77 | -4.94% |
| 31 Mar, 21 | 81 | 10.96% |
| 31 Dec, 20 | 73 | 2.82% |
| 30 Sep, 20 | 71 | 7.58% |
| 30 Jun, 20 | 66 | -8.33% |
| 31 Mar, 20 | 72 | -8.86% |
| 31 Dec, 19 | 79 | -5.95% |
| 30 Sep, 19 | 84 | -10.64% |
| 30 Jun, 19 | 94 | 8.05% |
| 31 Mar, 19 | 87 | - |
| 31 Dec, 18 | 87 | -18.69% |
| 30 Sep, 18 | 107 | 50.70% |
| 30 Jun, 18 | 71 | 14.52% |
| 31 Mar, 18 | 62 | - |
| 31 Dec, 17 | 62 | 26.53% |
| 30 Sep, 17 | 49 | 6.52% |
| 30 Jun, 17 | 46 | -8.00% |
| 31 Mar, 17 | 50 | -9.09% |
| 31 Dec, 16 | 55 | -8.33% |
| 30 Sep, 16 | 60 | 1.69% |
| 30 Jun, 16 | 59 | - |
| 31 Mar, 16 | 59 | 13.46% |
| 31 Dec, 15 | 52 | 1.96% |
| 30 Sep, 15 | 51 | -13.56% |
| 30 Jun, 15 | 59 | 1.72% |
| 31 Mar, 15 | 58 | -7.94% |
| 31 Dec, 14 | 63 | 14.55% |
| 30 Sep, 14 | 55 | -15.38% |
| 30 Jun, 14 | 65 | 8.33% |
| 31 Mar, 14 | 60 | - |
| 31 Dec, 13 | 60 | -9.09% |
| 30 Sep, 13 | 66 | 11.86% |
| 30 Jun, 13 | 59 | 195.00% |
| 31 Mar, 13 | 20 | -16.67% |
| 31 Dec, 12 | 24 | - |
| 30 Sep, 12 | 24 | -4.00% |
| 30 Jun, 12 | 25 | - |
| 31 Mar, 12 | 25 | 31.58% |
| 31 Dec, 11 | 19 | 46.15% |
| 30 Sep, 11 | 13 | -18.75% |
| 30 Jun, 11 | 16 | - |
| 31 Mar, 11 | 16 | 23.08% |
| 31 Dec, 10 | 13 | 8.33% |
| 30 Sep, 10 | 12 | -14.29% |
| 30 Jun, 10 | 14 | -6.67% |
| 31 Mar, 10 | 15 | 36.36% |
| 31 Dec, 09 | 11 | -8.33% |
| 30 Sep, 09 | 12 | -20.00% |
| 30 Jun, 09 | 15 | 15.38% |
| 31 Mar, 09 | 13 | -7.14% |
| 31 Dec, 08 | 14 | 16.67% |
| 30 Sep, 08 | 12 | 50.00% |
| 30 Jun, 08 | 8 | 14.29% |
| 31 Mar, 08 | 7 | -30.00% |
| 31 Dec, 07 | 10 | -9.09% |
| 30 Sep, 07 | 11 | 10.00% |
| 30 Jun, 07 | 10 | 25.00% |
| 31 Mar, 07 | 8 | -33.33% |
| 31 Dec, 06 | 12 | -20.00% |
| 30 Sep, 06 | 15 | 36.36% |
| 30 Jun, 06 | 11 | - |
| 31 Mar, 06 | 11 | 10.00% |
| 31 Dec, 05 | 10 | - |
| 30 Sep, 05 | 10 | -9.09% |
| 30 Jun, 05 | 11 | 10.00% |
| 31 Mar, 05 | 10 | - |
As of 30 Jun 24, 33 institutions are holding Universal Logistics's shares, representing a decrease of -56.58% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,133,572 | -68.68% |
| 31 Mar, 24 | 6,813,161 | 1.58% |
| 31 Dec, 23 | 6,707,145 | -0.39% |
| 30 Sep, 23 | 6,733,579 | 0.27% |
| 30 Jun, 23 | 6,715,346 | 2.76% |
| 31 Mar, 23 | 6,535,143 | 4.03% |
| 31 Dec, 22 | 6,281,890 | -1.29% |
| 30 Sep, 22 | 6,364,170 | -0.44% |
| 30 Jun, 22 | 6,392,553 | -1.46% |
| 31 Mar, 22 | 6,487,207 | -1.94% |
| 31 Dec, 21 | 6,615,479 | 2.97% |
| 30 Sep, 21 | 6,424,845 | -3.46% |
| 30 Jun, 21 | 6,655,238 | -1.53% |
| 31 Mar, 21 | 6,758,861 | 3.19% |
| 31 Dec, 20 | 6,549,716 | 0.14% |
| 30 Sep, 20 | 6,540,523 | -5.22% |
| 30 Jun, 20 | 6,900,911 | -3.18% |
| 31 Mar, 20 | 7,127,651 | -7.45% |
| 31 Dec, 19 | 7,701,714 | 3.80% |
| 30 Sep, 19 | 7,419,596 | -5.89% |
| 30 Jun, 19 | 7,884,100 | -2.34% |
| 31 Mar, 19 | 8,073,030 | -1.29% |
| 31 Dec, 18 | 8,178,764 | 6.02% |
| 30 Sep, 18 | 7,714,358 | 2.19% |
| 30 Jun, 18 | 7,549,307 | 0.19% |
| 31 Mar, 18 | 7,535,157 | -2.67% |
| 31 Dec, 17 | 7,742,008 | -1.88% |
| 30 Sep, 17 | 7,889,979 | -1.13% |
| 30 Jun, 17 | 7,980,480 | -0.34% |
| 31 Mar, 17 | 8,008,073 | 0.78% |
| 31 Dec, 16 | 7,946,382 | -0.19% |
| 30 Sep, 16 | 7,961,154 | -1.63% |
| 30 Jun, 16 | 8,092,781 | 0.28% |
| 31 Mar, 16 | 8,070,021 | 0.40% |
| 31 Dec, 15 | 8,037,947 | 0.47% |
| 30 Sep, 15 | 8,000,391 | 0.17% |
| 30 Jun, 15 | 7,987,078 | 0.92% |
| 31 Mar, 15 | 7,914,065 | -2.83% |
| 31 Dec, 14 | 8,144,450 | 2.14% |
| 30 Sep, 14 | 7,973,601 | 2.36% |
| 30 Jun, 14 | 7,789,852 | 19.25% |
| 31 Mar, 14 | 6,532,483 | 1.47% |
| 31 Dec, 13 | 6,438,012 | 1.66% |
| 30 Sep, 13 | 6,333,064 | 19.84% |
| 30 Jun, 13 | 5,284,410 | 177.23% |
| 31 Mar, 13 | 1,906,174 | -49.74% |
| 31 Dec, 12 | 3,792,816 | 80.91% |
| 30 Sep, 12 | 2,096,576 | -44.99% |
| 30 Jun, 12 | 3,811,017 | -10.35% |
| 31 Mar, 12 | 4,250,858 | -4.93% |
| 31 Dec, 11 | 4,471,491 | 14.87% |
| 30 Sep, 11 | 3,892,595 | -5.67% |
| 30 Jun, 11 | 4,126,619 | 163.94% |
| 31 Mar, 11 | 1,563,468 | 24.68% |
| 31 Dec, 10 | 1,253,955 | 2.36% |
| 30 Sep, 10 | 1,224,987 | -13.98% |
| 30 Jun, 10 | 1,424,043 | 7.02% |
| 31 Mar, 10 | 1,330,694 | 61.55% |
| 31 Dec, 09 | 823,710 | 53.05% |
| 30 Sep, 09 | 538,187 | -16.54% |
| 30 Jun, 09 | 644,856 | -78.27% |
| 31 Mar, 09 | 2,967,951 | 2.56% |
| 31 Dec, 08 | 2,893,924 | 257.81% |
| 30 Sep, 08 | 808,777 | 281.81% |
| 30 Jun, 08 | 211,828 | -39.66% |
| 31 Mar, 08 | 351,034 | -88.43% |
| 31 Dec, 07 | 3,033,167 | -3.36% |
| 30 Sep, 07 | 3,138,506 | 14.41% |
| 30 Jun, 07 | 2,743,265 | 739.27% |
| 31 Mar, 07 | 326,863 | -89.08% |
| 31 Dec, 06 | 2,993,272 | 39.34% |
| 30 Sep, 06 | 2,148,208 | 0.92% |
| 30 Jun, 06 | 2,128,694 | 109.32% |
| 31 Mar, 06 | 1,016,977 | -12.39% |
| 31 Dec, 05 | 1,160,785 | -31.77% |
| 30 Sep, 05 | 1,701,297 | 48.18% |
| 30 Jun, 05 | 1,148,113 | 15.99% |
| 31 Mar, 05 | 989,816 | - |
Universal Logistics (ULH) has 2.13M shares outstanding as of 30 Jun 24, down -68.68% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 8.11% | 1.21% |
| 31 Mar, 24 | 25.90% | 3.98% |
| 31 Dec, 23 | 25.52% | 3.89% |
| 30 Sep, 23 | 25.62% | 3.93% |
| 30 Jun, 23 | 25.55% | 4.13% |
| 31 Mar, 23 | 24.87% | 4.41% |
| 31 Dec, 22 | 23.73% | 4.05% |
| 30 Sep, 22 | 24.22% | 4.15% |
| 30 Jun, 22 | 24.17% | 4.14% |
| 31 Mar, 22 | 24.15% | 4.00% |
| 31 Dec, 21 | 24.58% | 4.31% |
| 30 Sep, 21 | 23.87% | 3.90% |
| 30 Jun, 21 | 24.72% | 3.92% |
| 31 Mar, 21 | 25.11% | 4.27% |
| 31 Dec, 20 | 24.26% | 4.11% |
| 30 Sep, 20 | 24.30% | 3.70% |
| 30 Jun, 20 | 25.64% | 3.74% |
| 31 Mar, 20 | 26.18% | 3.29% |
| 31 Dec, 19 | 28.23% | 4.10% |
| 30 Sep, 19 | 26.25% | 3.40% |
| 30 Jun, 19 | 27.78% | 3.43% |
| 31 Mar, 19 | 28.45% | 3.42% |
| 31 Dec, 18 | 28.83% | 3.90% |
| 30 Sep, 18 | 27.18% | 3.85% |
| 30 Jun, 18 | 26.59% | 3.77% |
| 31 Mar, 18 | 26.55% | 3.57% |
| 31 Dec, 17 | 27.28% | 3.54% |
| 30 Sep, 17 | 27.74% | 3.52% |
| 30 Jun, 17 | 28.06% | 3.54% |
| 31 Mar, 17 | 28.16% | 3.60% |
| 31 Dec, 16 | 27.97% | 3.56% |
| 30 Sep, 16 | 28.02% | 3.45% |
| 30 Jun, 16 | 28.48% | 3.53% |
| 31 Mar, 16 | 28.41% | 3.76% |
| 31 Dec, 15 | 27.50% | 3.53% |
| 30 Sep, 15 | 27.91% | 3.93% |
| 30 Jun, 15 | 26.64% | 3.83% |
| 31 Mar, 15 | 26.39% | 3.57% |
| 31 Dec, 14 | 27.20% | 3.84% |
| 30 Sep, 14 | 26.63% | 3.96% |
| 30 Jun, 14 | 25.92% | 5.51% |
| 31 Mar, 14 | 21.69% | 4.74% |
| 31 Dec, 13 | 21.40% | 4.82% |
| 30 Sep, 13 | 21.06% | 6.81% |
| 30 Jun, 13 | 17.58% | 43.71% |
| 31 Mar, 13 | 6.34% | 3.98% |
| 31 Dec, 12 | 12.63% | 6.89% |
| 30 Sep, 12 | 13.53% | 2.24% |
| 30 Jun, 12 | 24.60% | 3.29% |
| 31 Mar, 12 | 27.36% | 3.33% |
| 31 Dec, 11 | 28.67% | 4.59% |
| 30 Sep, 11 | 24.99% | 3.58% |
| 30 Jun, 11 | 26.43% | 26.42% |
| 31 Mar, 11 | 10.00% | 15.54% |
| 31 Dec, 10 | 8.02% | 13.56% |
| 30 Sep, 10 | 7.69% | 9.69% |
| 30 Jun, 10 | 8.91% | 12.85% |
| 31 Mar, 10 | 8.33% | 31.34% |
| 31 Dec, 09 | 5.16% | 45.45% |
| 30 Sep, 09 | 3.37% | 20.68% |
| 30 Jun, 09 | 4.04% | 1.17% |
| 31 Mar, 09 | 18.56% | 5.73% |
| 31 Dec, 08 | 18.00% | 71.24% |
| 30 Sep, 08 | 5.03% | 289.97% |
| 30 Jun, 08 | 1.32% | 27.65% |
| 31 Mar, 08 | 2.18% | 0.62% |
| 31 Dec, 07 | 18.82% | 4.96% |
| 30 Sep, 07 | 19.47% | 6.72% |
| 30 Jun, 07 | 17.02% | 413.86% |
| 31 Mar, 07 | 2.03% | 0.59% |
| 31 Dec, 06 | 18.57% | 10.45% |
| 30 Sep, 06 | 13.33% | 7.64% |
| 30 Jun, 06 | 13.21% | 33.17% |
| 31 Mar, 06 | 6.31% | 12.17% |
| 31 Dec, 05 | 7.20% | 6.46% |
| 30 Sep, 05 | 10.56% | 20.80% |
| 30 Jun, 05 | 7.12% | 12.59% |
| 31 Mar, 05 | 7.52% | - |
As of 30 Jun 24, Universal Logistics is held by 8.11% institutional shareholders, representing a 1.21% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 18 | -40.00% |
| 31 Mar, 24 | 30 | -9.09% |
| 31 Dec, 23 | 33 | 3.13% |
| 30 Sep, 23 | 32 | -20.00% |
| 30 Jun, 23 | 40 | -24.53% |
| 31 Mar, 23 | 53 | -5.36% |
| 31 Dec, 22 | 56 | 3.70% |
| 30 Sep, 22 | 54 | 12.50% |
| 30 Jun, 22 | 48 | 152.63% |
| 31 Mar, 22 | 19 | -47.22% |
| 31 Dec, 21 | 36 | 20.00% |
| 30 Sep, 21 | 30 | -16.67% |
| 30 Jun, 21 | 36 | -5.26% |
| 31 Mar, 21 | 38 | -5.00% |
| 31 Dec, 20 | 40 | 37.93% |
| 30 Sep, 20 | 29 | 3.57% |
| 30 Jun, 20 | 28 | -12.50% |
| 31 Mar, 20 | 32 | -17.95% |
| 31 Dec, 19 | 39 | -13.33% |
| 30 Sep, 19 | 45 | -21.05% |
| 30 Jun, 19 | 57 | 39.02% |
| 31 Mar, 19 | 41 | -12.77% |
| 31 Dec, 18 | 47 | -36.49% |
| 30 Sep, 18 | 74 | 100.00% |
| 30 Jun, 18 | 37 | - |
| 31 Mar, 18 | 37 | - |
| 31 Dec, 17 | 37 | 68.18% |
| 30 Sep, 17 | 22 | 29.41% |
| 30 Jun, 17 | 17 | -19.05% |
| 31 Mar, 17 | 21 | -4.55% |
| 31 Dec, 16 | 22 | -15.38% |
| 30 Sep, 16 | 26 | 4.00% |
| 30 Jun, 16 | 25 | -32.43% |
| 31 Mar, 16 | 37 | 54.17% |
| 31 Dec, 15 | 24 | - |
| 30 Sep, 15 | 24 | -31.43% |
| 30 Jun, 15 | 35 | 25.00% |
| 31 Mar, 15 | 28 | - |
| 31 Dec, 14 | 28 | 12.00% |
| 30 Sep, 14 | 25 | -41.86% |
| 30 Jun, 14 | 43 | 53.57% |
| 31 Mar, 14 | 28 | 21.74% |
| 31 Dec, 13 | 23 | -37.84% |
| 30 Sep, 13 | 37 | -21.28% |
| 30 Jun, 13 | 47 | 370.00% |
| 31 Mar, 13 | 10 | -33.33% |
| 31 Dec, 12 | 15 | 7.14% |
| 30 Sep, 12 | 14 | - |
| 30 Jun, 12 | 14 | -12.50% |
| 31 Mar, 12 | 16 | 6.67% |
| 31 Dec, 11 | 15 | 114.29% |
| 30 Sep, 11 | 7 | -12.50% |
| 30 Jun, 11 | 8 | -11.11% |
| 31 Mar, 11 | 9 | 12.50% |
| 31 Dec, 10 | 8 | 100.00% |
| 30 Sep, 10 | 4 | -63.64% |
| 30 Jun, 10 | 11 | 22.22% |
| 31 Mar, 10 | 9 | 80.00% |
| 31 Dec, 09 | 5 | -28.57% |
| 30 Sep, 09 | 7 | -22.22% |
| 30 Jun, 09 | 9 | 50.00% |
| 31 Mar, 09 | 6 | -25.00% |
| 31 Dec, 08 | 8 | - |
| 30 Sep, 08 | 8 | 100.00% |
| 30 Jun, 08 | 4 | 33.33% |
| 31 Mar, 08 | 3 | -25.00% |
| 31 Dec, 07 | 4 | -55.56% |
| 30 Sep, 07 | 9 | 125.00% |
| 30 Jun, 07 | 4 | - |
| 31 Mar, 07 | 4 | -33.33% |
| 31 Dec, 06 | 6 | -33.33% |
| 30 Sep, 06 | 9 | 28.57% |
| 30 Jun, 06 | 7 | 40.00% |
| 31 Mar, 06 | 5 | 66.67% |
| 31 Dec, 05 | 3 | -25.00% |
| 30 Sep, 05 | 4 | -33.33% |
| 30 Jun, 05 | 6 | -40.00% |
| 31 Mar, 05 | 10 | - |
18 institutional shareholders have increased their position in ULH stock as of 30 Jun 24 compared to 30 in the previous quarter (a -40.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 9 | -70.00% |
| 31 Mar, 24 | 30 | -6.25% |
| 31 Dec, 23 | 32 | -8.57% |
| 30 Sep, 23 | 35 | - |
| 30 Jun, 23 | 35 | 16.67% |
| 31 Mar, 23 | 30 | -11.76% |
| 31 Dec, 22 | 34 | 21.43% |
| 30 Sep, 22 | 28 | 7.69% |
| 30 Jun, 22 | 26 | -13.33% |
| 31 Mar, 22 | 30 | 42.86% |
| 31 Dec, 21 | 21 | -27.59% |
| 30 Sep, 21 | 29 | -17.14% |
| 30 Jun, 21 | 35 | -5.41% |
| 31 Mar, 21 | 37 | 60.87% |
| 31 Dec, 20 | 23 | -23.33% |
| 30 Sep, 20 | 30 | -3.23% |
| 30 Jun, 20 | 31 | 10.71% |
| 31 Mar, 20 | 28 | -3.45% |
| 31 Dec, 19 | 29 | 16.00% |
| 30 Sep, 19 | 25 | - |
| 30 Jun, 19 | 25 | -10.71% |
| 31 Mar, 19 | 28 | 7.69% |
| 31 Dec, 18 | 26 | 23.81% |
| 30 Sep, 18 | 21 | 10.53% |
| 30 Jun, 18 | 19 | 11.76% |
| 31 Mar, 18 | 17 | 6.25% |
| 31 Dec, 17 | 16 | 60.00% |
| 30 Sep, 17 | 10 | -41.18% |
| 30 Jun, 17 | 17 | -10.53% |
| 31 Mar, 17 | 19 | 26.67% |
| 31 Dec, 16 | 15 | 7.14% |
| 30 Sep, 16 | 14 | -17.65% |
| 30 Jun, 16 | 17 | 30.77% |
| 31 Mar, 16 | 13 | -7.14% |
| 31 Dec, 15 | 14 | -12.50% |
| 30 Sep, 15 | 16 | -11.11% |
| 30 Jun, 15 | 18 | - |
| 31 Mar, 15 | 18 | -25.00% |
| 31 Dec, 14 | 24 | 14.29% |
| 30 Sep, 14 | 21 | 75.00% |
| 30 Jun, 14 | 12 | -52.00% |
| 31 Mar, 14 | 25 | -21.88% |
| 31 Dec, 13 | 32 | 60.00% |
| 30 Sep, 13 | 20 | 122.22% |
| 30 Jun, 13 | 9 | 28.57% |
| 31 Mar, 13 | 7 | 16.67% |
| 31 Dec, 12 | 6 | - |
| 30 Sep, 12 | 6 | -25.00% |
| 30 Jun, 12 | 8 | 60.00% |
| 31 Mar, 12 | 5 | 66.67% |
| 31 Dec, 11 | 3 | -40.00% |
| 30 Sep, 11 | 5 | -28.57% |
| 30 Jun, 11 | 7 | 250.00% |
| 31 Mar, 11 | 2 | - |
| 31 Dec, 10 | 2 | -60.00% |
| 30 Sep, 10 | 5 | 150.00% |
| 30 Jun, 10 | 2 | -33.33% |
| 31 Mar, 10 | 3 | - |
| 31 Dec, 09 | - | -100.00% |
| 30 Sep, 09 | 1 | -75.00% |
| 30 Jun, 09 | 4 | - |
| 31 Mar, 09 | 4 | 300.00% |
| 31 Dec, 08 | 1 | -50.00% |
| 30 Sep, 08 | 2 | - |
| 30 Jun, 08 | 2 | -33.33% |
| 31 Mar, 08 | 3 | 200.00% |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | - | -100.00% |
| 30 Jun, 07 | 2 | - |
| 31 Mar, 07 | - | -100.00% |
| 31 Dec, 06 | 2 | -60.00% |
| 30 Sep, 06 | 5 | 66.67% |
| 30 Jun, 06 | 3 | - |
| 31 Mar, 06 | 3 | -40.00% |
| 31 Dec, 05 | 5 | 25.00% |
| 30 Sep, 05 | 4 | 100.00% |
| 30 Jun, 05 | 2 | - |
| 31 Mar, 05 | - | - |
9 institutional shareholders have reduced their position in ULH stock as of 30 Jun 24 compared to 30 in the previous quarter (a -70.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 33 | -56.58% | 2,133,572 | -68.68% | 8.11% | 1.21% | 18 | -40.00% | 9 | -70.00% |
| 31 Mar, 24 | 76 | -1.30% | 6,813,161 | 1.58% | 25.90% | 3.98% | 30 | -9.09% | 30 | -6.25% |
| 31 Dec, 23 | 77 | -7.23% | 6,707,145 | -0.39% | 25.52% | 3.89% | 33 | 3.13% | 32 | -8.57% |
| 30 Sep, 23 | 83 | -4.60% | 6,733,579 | 0.27% | 25.62% | 3.93% | 32 | -20.00% | 35 | - |
| 30 Jun, 23 | 87 | -7.45% | 6,715,346 | 2.76% | 25.55% | 4.13% | 40 | -24.53% | 35 | 16.67% |
| 31 Mar, 23 | 94 | -13.76% | 6,535,143 | 4.03% | 24.87% | 4.41% | 53 | -5.36% | 30 | -11.76% |
| 31 Dec, 22 | 109 | 15.96% | 6,281,890 | -1.29% | 23.73% | 4.05% | 56 | 3.70% | 34 | 21.43% |
| 30 Sep, 22 | 94 | 22.08% | 6,364,170 | -0.44% | 24.22% | 4.15% | 54 | 12.50% | 28 | 7.69% |
| 30 Jun, 22 | 77 | 28.33% | 6,392,553 | -1.46% | 24.17% | 4.14% | 48 | 152.63% | 26 | -13.33% |
| 31 Mar, 22 | 60 | -3.23% | 6,487,207 | -1.94% | 24.15% | 4.00% | 19 | -47.22% | 30 | 42.86% |
| 31 Dec, 21 | 62 | -12.68% | 6,615,479 | 2.97% | 24.58% | 4.31% | 36 | 20.00% | 21 | -27.59% |
| 30 Sep, 21 | 71 | -7.79% | 6,424,845 | -3.46% | 23.87% | 3.90% | 30 | -16.67% | 29 | -17.14% |
| 30 Jun, 21 | 77 | -4.94% | 6,655,238 | -1.53% | 24.72% | 3.92% | 36 | -5.26% | 35 | -5.41% |
| 31 Mar, 21 | 81 | 10.96% | 6,758,861 | 3.19% | 25.11% | 4.27% | 38 | -5.00% | 37 | 60.87% |
| 31 Dec, 20 | 73 | 2.82% | 6,549,716 | 0.14% | 24.26% | 4.11% | 40 | 37.93% | 23 | -23.33% |
| 30 Sep, 20 | 71 | 7.58% | 6,540,523 | -5.22% | 24.30% | 3.70% | 29 | 3.57% | 30 | -3.23% |
| 30 Jun, 20 | 66 | -8.33% | 6,900,911 | -3.18% | 25.64% | 3.74% | 28 | -12.50% | 31 | 10.71% |
| 31 Mar, 20 | 72 | -8.86% | 7,127,651 | -7.45% | 26.18% | 3.29% | 32 | -17.95% | 28 | -3.45% |
| 31 Dec, 19 | 79 | -5.95% | 7,701,714 | 3.80% | 28.23% | 4.10% | 39 | -13.33% | 29 | 16.00% |
| 30 Sep, 19 | 84 | -10.64% | 7,419,596 | -5.89% | 26.25% | 3.40% | 45 | -21.05% | 25 | - |
| 30 Jun, 19 | 94 | 8.05% | 7,884,100 | -2.34% | 27.78% | 3.43% | 57 | 39.02% | 25 | -10.71% |
| 31 Mar, 19 | 87 | - | 8,073,030 | -1.29% | 28.45% | 3.42% | 41 | -12.77% | 28 | 7.69% |
| 31 Dec, 18 | 87 | -18.69% | 8,178,764 | 6.02% | 28.83% | 3.90% | 47 | -36.49% | 26 | 23.81% |
| 30 Sep, 18 | 107 | 50.70% | 7,714,358 | 2.19% | 27.18% | 3.85% | 74 | 100.00% | 21 | 10.53% |
| 30 Jun, 18 | 71 | 14.52% | 7,549,307 | 0.19% | 26.59% | 3.77% | 37 | - | 19 | 11.76% |
| 31 Mar, 18 | 62 | - | 7,535,157 | -2.67% | 26.55% | 3.57% | 37 | - | 17 | 6.25% |
| 31 Dec, 17 | 62 | 26.53% | 7,742,008 | -1.88% | 27.28% | 3.54% | 37 | 68.18% | 16 | 60.00% |
| 30 Sep, 17 | 49 | 6.52% | 7,889,979 | -1.13% | 27.74% | 3.52% | 22 | 29.41% | 10 | -41.18% |
| 30 Jun, 17 | 46 | -8.00% | 7,980,480 | -0.34% | 28.06% | 3.54% | 17 | -19.05% | 17 | -10.53% |
| 31 Mar, 17 | 50 | -9.09% | 8,008,073 | 0.78% | 28.16% | 3.60% | 21 | -4.55% | 19 | 26.67% |
| 31 Dec, 16 | 55 | -8.33% | 7,946,382 | -0.19% | 27.97% | 3.56% | 22 | -15.38% | 15 | 7.14% |
| 30 Sep, 16 | 60 | 1.69% | 7,961,154 | -1.63% | 28.02% | 3.45% | 26 | 4.00% | 14 | -17.65% |
| 30 Jun, 16 | 59 | - | 8,092,781 | 0.28% | 28.48% | 3.53% | 25 | -32.43% | 17 | 30.77% |
| 31 Mar, 16 | 59 | 13.46% | 8,070,021 | 0.40% | 28.41% | 3.76% | 37 | 54.17% | 13 | -7.14% |
| 31 Dec, 15 | 52 | 1.96% | 8,037,947 | 0.47% | 27.50% | 3.53% | 24 | - | 14 | -12.50% |
| 30 Sep, 15 | 51 | -13.56% | 8,000,391 | 0.17% | 27.91% | 3.93% | 24 | -31.43% | 16 | -11.11% |
| 30 Jun, 15 | 59 | 1.72% | 7,987,078 | 0.92% | 26.64% | 3.83% | 35 | 25.00% | 18 | - |
| 31 Mar, 15 | 58 | -7.94% | 7,914,065 | -2.83% | 26.39% | 3.57% | 28 | - | 18 | -25.00% |
| 31 Dec, 14 | 63 | 14.55% | 8,144,450 | 2.14% | 27.20% | 3.84% | 28 | 12.00% | 24 | 14.29% |
| 30 Sep, 14 | 55 | -15.38% | 7,973,601 | 2.36% | 26.63% | 3.96% | 25 | -41.86% | 21 | 75.00% |
| 30 Jun, 14 | 65 | 8.33% | 7,789,852 | 19.25% | 25.92% | 5.51% | 43 | 53.57% | 12 | -52.00% |
| 31 Mar, 14 | 60 | - | 6,532,483 | 1.47% | 21.69% | 4.74% | 28 | 21.74% | 25 | -21.88% |
| 31 Dec, 13 | 60 | -9.09% | 6,438,012 | 1.66% | 21.40% | 4.82% | 23 | -37.84% | 32 | 60.00% |
| 30 Sep, 13 | 66 | 11.86% | 6,333,064 | 19.84% | 21.06% | 6.81% | 37 | -21.28% | 20 | 122.22% |
| 30 Jun, 13 | 59 | 195.00% | 5,284,410 | 177.23% | 17.58% | 43.71% | 47 | 370.00% | 9 | 28.57% |
| 31 Mar, 13 | 20 | -16.67% | 1,906,174 | -49.74% | 6.34% | 3.98% | 10 | -33.33% | 7 | 16.67% |
| 31 Dec, 12 | 24 | - | 3,792,816 | 80.91% | 12.63% | 6.89% | 15 | 7.14% | 6 | - |
| 30 Sep, 12 | 24 | -4.00% | 2,096,576 | -44.99% | 13.53% | 2.24% | 14 | - | 6 | -25.00% |
| 30 Jun, 12 | 25 | - | 3,811,017 | -10.35% | 24.60% | 3.29% | 14 | -12.50% | 8 | 60.00% |
| 31 Mar, 12 | 25 | 31.58% | 4,250,858 | -4.93% | 27.36% | 3.33% | 16 | 6.67% | 5 | 66.67% |
| 31 Dec, 11 | 19 | 46.15% | 4,471,491 | 14.87% | 28.67% | 4.59% | 15 | 114.29% | 3 | -40.00% |
| 30 Sep, 11 | 13 | -18.75% | 3,892,595 | -5.67% | 24.99% | 3.58% | 7 | -12.50% | 5 | -28.57% |
| 30 Jun, 11 | 16 | - | 4,126,619 | 163.94% | 26.43% | 26.42% | 8 | -11.11% | 7 | 250.00% |
| 31 Mar, 11 | 16 | 23.08% | 1,563,468 | 24.68% | 10.00% | 15.54% | 9 | 12.50% | 2 | - |
| 31 Dec, 10 | 13 | 8.33% | 1,253,955 | 2.36% | 8.02% | 13.56% | 8 | 100.00% | 2 | -60.00% |
| 30 Sep, 10 | 12 | -14.29% | 1,224,987 | -13.98% | 7.69% | 9.69% | 4 | -63.64% | 5 | 150.00% |
| 30 Jun, 10 | 14 | -6.67% | 1,424,043 | 7.02% | 8.91% | 12.85% | 11 | 22.22% | 2 | -33.33% |
| 31 Mar, 10 | 15 | 36.36% | 1,330,694 | 61.55% | 8.33% | 31.34% | 9 | 80.00% | 3 | - |
| 31 Dec, 09 | 11 | -8.33% | 823,710 | 53.05% | 5.16% | 45.45% | 5 | -28.57% | - | -100.00% |
| 30 Sep, 09 | 12 | -20.00% | 538,187 | -16.54% | 3.37% | 20.68% | 7 | -22.22% | 1 | -75.00% |
| 30 Jun, 09 | 15 | 15.38% | 644,856 | -78.27% | 4.04% | 1.17% | 9 | 50.00% | 4 | - |
| 31 Mar, 09 | 13 | -7.14% | 2,967,951 | 2.56% | 18.56% | 5.73% | 6 | -25.00% | 4 | 300.00% |
| 31 Dec, 08 | 14 | 16.67% | 2,893,924 | 257.81% | 18.00% | 71.24% | 8 | - | 1 | -50.00% |
| 30 Sep, 08 | 12 | 50.00% | 808,777 | 281.81% | 5.03% | 289.97% | 8 | 100.00% | 2 | - |
| 30 Jun, 08 | 8 | 14.29% | 211,828 | -39.66% | 1.32% | 27.65% | 4 | 33.33% | 2 | -33.33% |
| 31 Mar, 08 | 7 | -30.00% | 351,034 | -88.43% | 2.18% | 0.62% | 3 | -25.00% | 3 | 200.00% |
| 31 Dec, 07 | 10 | -9.09% | 3,033,167 | -3.36% | 18.82% | 4.96% | 4 | -55.56% | 1 | - |
| 30 Sep, 07 | 11 | 10.00% | 3,138,506 | 14.41% | 19.47% | 6.72% | 9 | 125.00% | - | -100.00% |
| 30 Jun, 07 | 10 | 25.00% | 2,743,265 | 739.27% | 17.02% | 413.86% | 4 | - | 2 | - |
| 31 Mar, 07 | 8 | -33.33% | 326,863 | -89.08% | 2.03% | 0.59% | 4 | -33.33% | - | -100.00% |
| 31 Dec, 06 | 12 | -20.00% | 2,993,272 | 39.34% | 18.57% | 10.45% | 6 | -33.33% | 2 | -60.00% |
| 30 Sep, 06 | 15 | 36.36% | 2,148,208 | 0.92% | 13.33% | 7.64% | 9 | 28.57% | 5 | 66.67% |
| 30 Jun, 06 | 11 | - | 2,128,694 | 109.32% | 13.21% | 33.17% | 7 | 40.00% | 3 | - |
| 31 Mar, 06 | 11 | 10.00% | 1,016,977 | -12.39% | 6.31% | 12.17% | 5 | 66.67% | 3 | -40.00% |
| 31 Dec, 05 | 10 | - | 1,160,785 | -31.77% | 7.20% | 6.46% | 3 | -25.00% | 5 | 25.00% |
| 30 Sep, 05 | 10 | -9.09% | 1,701,297 | 48.18% | 10.56% | 20.80% | 4 | -33.33% | 4 | 100.00% |
| 30 Jun, 05 | 11 | 10.00% | 1,148,113 | 15.99% | 7.12% | 12.59% | 6 | -40.00% | 2 | - |
| 31 Mar, 05 | 10 | - | 989,816 | - | 7.52% | - | 10 | - | - | - |
Universal Logistics Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Universal Logistics's stock was made by MOROUN MATTHEW T on Sep 25 2023, selling 11,103,973 shares at $25.59 per share (valued at $284.21M). The last insider buy of ULH was made by MOROUN MATTHEW T on Sep 25 2023, buying 11,103,973 shares at $25.59 per share (worth $284.21M).
Universal Logistics Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 6 | - | - |
| Q1 2024 | 2 | - | - |
| Q3 2023 | 4 | 5 | 80.00% |
| Q2 2023 | 8 | - | - |
| Q1 2023 | 2 | - | - |
| Q2 2022 | 5 | 1 | 500.00% |
| Q1 2022 | 1 | - | - |
| Q4 2021 | 1 | 1 | 100.00% |
| Q2 2021 | 2 | 2 | 100.00% |
| Q4 2020 | 3 | 4 | 75.00% |
| Q3 2020 | 1 | 2 | 50.00% |
| Q2 2020 | - | - | - |
| Q1 2020 | 2 | 1 | 200.00% |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 2 | - |
| Q2 2019 | - | 2 | - |
| Q1 2019 | 3 | 1 | 300.00% |
| Q3 2018 | - | 3 | - |
| Q2 2018 | - | 1 | - |
| Q1 2018 | 1 | - | - |
6 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Universal Logistics's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q3 2023 | 4 | 4 | 100.00% |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | 1 | - | - |
| Q4 2021 | 1 | 1 | 100.00% |
| Q2 2021 | 1 | 1 | 100.00% |
| Q4 2020 | 1 | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | - | - | - |
| Q3 2018 | - | 2 | - |
| Q2 2018 | - | - | - |
| Q1 2018 | 1 | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Universal Logistics's stocks.
ULH Ownership FAQ
Who Owns Universal Logistics?
Universal Logistics is owned by institutional shareholders (8.11%), insiders (74.35%), and public (17.54%). The largest institutional shareholder of Universal Logistics is FMR LLC (9.26% of total shares) and the top mutual fund owner is CORNERCAP GROUP OF FUNDS /VA/ (0.36% of total shares).
Who are the major institutional shareholders of Universal Logistics?
Universal Logistics's major institutional shareholders are FMR LLC, DIMENSIONAL FUND ADVISORS LP, BLACKROCK INC., VANGUARD GROUP INC, and LSV ASSET MANAGEMENT. The top five shareholders own together 17.37% of the company's share outstanding.
How many Universal Logistics shareholders are there?
As of Jun 2024, there are 33 institutional shareholders of Universal Logistics.
What percentage of Universal Logistics is owned by FMR LLC?
FMR LLC owns 2.44M shares of Universal Logistics, representing 9.26% of the company's total shares outstanding, valued at $98.93M (as of Jun 2024).
What percentage of Universal Logistics is owned by DIMENSIONAL FUND ADVISORS LP?
As of Jun 2024, DIMENSIONAL FUND ADVISORS LP holds 827.67K shares of Universal Logistics (ULH), compromising 3.15% of the company, valued at $33.59M.
What percentage of Universal Logistics is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Universal Logistics. The company owns 525.69K of the company's shares outstanding (worth $21.34M).