A detailed history of Monarch Partners Asset Management LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Monarch Partners Asset Management LLC holds 134,456 shares of UVSP stock, worth $4.15 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
134,456
Previous 134,129 0.24%
Holding current value
$4.15 Million
Previous $3.15 Million 11.56%
% of portfolio
1.07%
Previous 0.95%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 02, 2023

BUY
$23.85 - $28.75 $7,798 - $9,401
327 Added 0.24%
134,456 $3.51 Million
Q2 2022

Jul 20, 2022

SELL
$24.83 - $26.86 $221,235 - $239,322
-8,910 Reduced 6.23%
134,129 $3.41 Million
Q4 2021

Feb 03, 2022

BUY
$27.44 - $30.78 $804,705 - $902,654
29,326 Added 25.79%
143,039 $4.28 Million
Q3 2021

Nov 04, 2021

BUY
$24.86 - $28.25 $273,460 - $310,750
11,000 Added 10.71%
113,713 $3.12 Million
Q2 2021

Jul 30, 2021

BUY
$26.37 - $29.4 $892,703 - $995,278
33,853 Added 49.16%
102,713 $2.71 Million
Q1 2021

May 11, 2021

SELL
$20.49 - $29.45 $41,594 - $59,783
-2,030 Reduced 2.86%
68,860 $1.97 Million
Q4 2020

Feb 04, 2021

BUY
$14.4 - $20.58 $1.02 Million - $1.46 Million
70,890 New
70,890 $1.46 Million
Q1 2018

Apr 30, 2018

SELL
$26.8 - $28.9 $2.64 Million - $2.84 Million
-98,425 Closed
0 $0
Q4 2017

Feb 01, 2018

SELL
$27.85 - $32.2 $96,918 - $112,056
-3,480 Reduced 3.41%
98,425 $2.76 Million
Q3 2017

Nov 01, 2017

BUY
$27.8 - $32.2 $2.83 Million - $3.28 Million
101,905
101,905 $3.26 Million

Others Institutions Holding UVSP

About UNIVEST FINANCIAL Corp


  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $903M
  • 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 ...
More about UVSP
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