UNIVERSAL MUSIC GROUP ADR - UNVGY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OPAL CAPITAL LLC | History | New | 915,632 | 8,790 | 1.56% | — | 1 | +915,632 | New | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 491,624 | 4,719 | 0.06% | — | 2 | +491,624 | New | Q1 2026 | May 01, 2026 |
| Sustainable Growth Advisers, LP | History | No change | 342,750 | 3,290 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 54,640 | 524 | 0.0% | 0.0% | 4 | +1,984 | 3.77% | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,858 | 46 | 0.0% | 0.01% | 5 | -3,267 | -40.21% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 473 | 4 | 0.0% | 0.0% | 6 | -23 | -4.64% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 363 | 3 | 0.0% | 0.0% | 8 | -860 | -70.32% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 321 | 3 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 205 | 1 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,978 | -100.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -359 | -100.0% | Q1 2026 | May 15, 2026 |