Cary Street Partners Investment Advisory LLC Univest Financial Corp Transaction History
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 12,042 shares of UVSP stock, worth $359,694. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,042
Previous 12,042
-0.0%
Holding current value
$359,694
Previous $274,000
23.36%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding UVSP
# of Institutions
159Shares Held
19.6MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$100 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.97MShares$58.9 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.66MShares$49.5 Million0.0% of portfolio
-
Richard Pzena Pzena Investment Management LLC1.19MShares$35.5 Million0.11% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.13MShares$33.7 Million0.03% of portfolio
About UNIVEST FINANCIAL Corp
- Ticker UVSP
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 29,242,500
- Market Cap $873M
- Description
- Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...