Invesco Ltd. Univest Financial Corp Transaction History

Invesco Ltd.

$516 Billion
Q4 2024

A detailed history of Invesco Ltd. transactions in Univest Financial Corp stock. As of the latest transaction made, Invesco Ltd. holds 85,901 shares of UVSP stock, worth $2.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

85,901

Previous 82,629 3.96%

Holding current value

$2.6 Million

Previous $2.33 Million 8.99%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$26.85 - $32.21 $87,853 - $105,391	3,272 Added 3.96%	85,901 $2.53 Million
Q3 2024 Nov 12, 2024	SELL	$22.22 - $29.19 $430,756 - $565,877	-19,386 Reduced 19.0%	82,629 $2.33 Million
Q2 2024 Aug 13, 2024	SELL	$18.44 - $22.93 $81,726 - $101,625	-4,432 Reduced 4.16%	102,015 $2.33 Million
Q1 2024 May 14, 2024	BUY	$19.25 - $22.06 $990,662 - $1.14 Million	51,463 Added 93.6%	106,447 $2.22 Million
Q4 2023 Feb 12, 2024	BUY	$16.21 - $22.32 $48,711 - $67,071	3,005 Added 5.78%	54,984 $1.21 Million
Q3 2023 Nov 13, 2023	BUY	$17.03 - $20.75 $5,722 - $6,972	336 Added 0.65%	51,979 $903,000
Q2 2023 Aug 11, 2023	SELL	$16.3 - $23.55 $88,688 - $128,135	-5,441 Reduced 9.53%	51,643 $933,000
Q1 2023 May 12, 2023	SELL	$23.24 - $28.72 $81,758 - $101,036	-3,518 Reduced 5.81%	57,084 $1.36 Million
Q4 2022 Feb 13, 2023	BUY	$23.85 - $28.75 $299,818 - $361,416	12,571 Added 26.17%	60,602 $1.58 Million
Q3 2022 Nov 14, 2022	SELL	$23.48 - $26.96 $135,808 - $155,936	-5,784 Reduced 10.75%	48,031 $1.13 Million
Q2 2022 Aug 15, 2022	BUY	$24.83 - $26.86 $273,924 - $296,319	11,032 Added 25.79%	53,815 $1.37 Million
Q1 2022 May 16, 2022	SELL	$26.76 - $31.41 $19,427 - $22,803	-726 Reduced 1.67%	42,783 $1.15 Million
Q4 2021 Feb 14, 2022	SELL	$27.44 - $30.78 $122,437 - $137,340	-4,462 Reduced 9.3%	43,509 $1.3 Million
Q3 2021 Nov 15, 2021	BUY	$24.86 - $28.25 $93,921 - $106,728	3,778 Added 8.55%	47,971 $1.31 Million
Q2 2021 Aug 17, 2021	BUY	$26.37 - $29.4 $129,423 - $144,295	4,908 Added 12.49%	44,193 $1.17 Million
Q1 2021 May 17, 2021	SELL	$20.49 - $29.45 $138,532 - $199,111	-6,761 Reduced 14.68%	39,285 $1.12 Million
Q4 2020 Feb 16, 2021	BUY	$14.4 - $20.58 $46,324 - $66,205	3,217 Added 7.51%	46,046 $947,000
Q3 2020 Nov 16, 2020	SELL	$13.76 - $17.45 $13,718 - $17,397	-997 Reduced 2.27%	42,829 $615,000
Q2 2020 Aug 14, 2020	SELL	$14.21 - $19.19 $32,995 - $44,559	-2,322 Reduced 5.03%	43,826 $708,000
Q1 2020 May 15, 2020	BUY	$13.87 - $26.96 $20,749 - $40,332	1,496 Added 3.35%	46,148 $753,000
Q4 2019 Feb 14, 2020	BUY	$24.26 - $27.47 $12,105 - $13,707	499 Added 1.13%	44,652 $1.2 Million
Q3 2019 Nov 14, 2019	SELL	$24.8 - $27.48 $34,769 - $38,526	-1,402 Reduced 3.08%	44,153 $1.13 Million
Q2 2019 Aug 14, 2019	SELL	$23.88 - $26.26 $235,791 - $259,291	-9,874 Reduced 17.81%	45,555 $1.2 Million
Q1 2019 May 15, 2019	BUY	$21.9 - $26.51 $200,428 - $242,619	9,152 Added 19.78%	55,429 $1.36 Million
Q4 2018 Feb 14, 2019	BUY	$20.59 - $26.43 $952,843 - $1.22 Million	46,277 New	46,277 $998,000

Others Institutions Holding UVSP

# of Institutions

176

Shares Held

20M

Call Options Held

Put Options Held

View Full List

About UNIVEST FINANCIAL Corp

Ticker UVSP
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 29,242,500
Market Cap $884M
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 ...

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