Univest Financial Corp Purchases in Q4 2024

Univest Financial Corp

  • $1.53 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
380K
+ 31.74%
$66.77 - $71.52 $25.4M - $27.2M
1.58M $109M
XLV
Select Sector Spdr Fund Health

ETFs
79.7K
+ 1318.11%
$136.28 - $154.74 $10.9M - $12.3M
85.7K $11.8M
AVGO
Broadcom Inc.

Technology
7.71K
+ 5.3%
$159.67 - $250.0 $1.23M - $1.93M
153K $35.5M
NVDA
Nvidia Corp

Technology
72.2K
+ 156.99%
$117.0 - $148.88 $8.44M - $10.7M
118K $15.9M
XLP
Consumer Staples Sector Spdr

ETFs
129K
+ 910.77%
N/A
143K $10.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
229K
+ 44.31%
$45.07 - $47.1 $10.3M - $10.8M
747K $33.8M
IEFA
Ishares Tr

ETFs
103K
+ 1243.35%
$70.06 - $77.43 $7.2M - $7.96M
111K $7.8M
GOOGL
Alphabet Inc.

Communication Services
515
+ 0.23%
$161.86 - $196.66 $83.4K - $101K
229K $43.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
67K
New
$71.75 - $75.11 $4.8M - $5.03M
67K $4.82M
FSTA
Fidelity Covington Tr Msci Con

ETFs
64.7K
New
$49.28 - $52.29 $3.19M - $3.38M
64.7K $3.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
50.9K
+ 85.1%
$49.79 - $51.14 $2.53M - $2.6M
111K $5.54M
XLK
Technology Sector Spdr

ETFs
9.74K
+ 112.32%
$220.26 - $241.44 $2.14M - $2.35M
18.4K $4.28M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
49.7K
+ 28.88%
$44.33 - $49.55 $2.2M - $2.46M
222K $9.97M
LHX
L3 Harris Technologies, Inc.

Industrials
13.8K
+ 48.68%
$208.94 - $264.22 $2.87M - $3.63M
42K $8.84M
SPTL
Spdr Portfolio Long Term Treas

ETFs
141K
+ 21.72%
$26.05 - $29.17 $3.66M - $4.1M
788K $20.6M
MSFT
Microsoft Corp

Technology
7.37K
+ 4.83%
$406.35 - $454.46 $3M - $3.35M
160K $67.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5.91K
+ 275.59%
$278.19 - $315.36 $1.64M - $1.86M
8.05K $2.32M
XLY
Select Sector Spdr Consumer Di

ETFs
6.3K
+ 110.56%
$194.8 - $239.43 $1.23M - $1.51M
12K $2.69M
IWS
Ishares Russell Midcap Value E

ETFs
11.9K
New
$128.08 - $140.32 $1.53M - $1.67M
11.9K $1.54M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
72.2K
+ 1158.18%
$22.63 - $47.53 $1.63M - $3.43M
78.5K $1.78M
VEA
Vanguard Ftse Developed Market

ETFs
31.7K
+ 247.1%
$47.57 - $52.44 $1.51M - $1.66M
44.5K $2.13M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
24.8K
+ 202.12%
$60.13 - $67.31 $1.49M - $1.67M
37.1K $2.25M
IWN
Ishares Russell2000 Val ETF

ETFs
8.63K
New
$162.69 - $181.35 $1.4M - $1.56M
8.63K $1.42M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
25.9K
+ 282.04%
$49.87 - $52.46 $1.29M - $1.36M
35K $1.75M
FTNT
Fortinet, Inc.

Technology
159
+ 0.22%
$76.49 - $99.21 $12.2K - $15.8K
73.3K $6.93M
ETN
Eaton Corp PLC

Industrials
3.33K
New
$326.96 - $377.52 $1.09M - $1.26M
3.33K $1.1M
NOW
Service Now, Inc.

Technology
82
+ 1.34%
$867.18 - $1148.42 $71.1K - $94.2K
6.21K $6.58M
EXLS
Exl Service Holdings, Inc.

Technology
14.3K
+ 19.51%
$38.1 - $47.02 $546K - $674K
87.8K $3.9M
IEMG
Ishares Inc

ETFs
19.3K
+ 149.65%
N/A
32.2K $1.73M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
14.4K
+ 14.58%
$89.9 - $100.66 $1.3M - $1.45M
113K $10.2M
SPYG
Spdr Portfolio

ETFs
7K
+ 12.2%
$81.74 - $91.38 $572K - $640K
64.4K $5.66M
MUB
Ishares National Muni Bond ETF

ETFs
10.1K
+ 10.53%
$105.78 - $108.7 $1.07M - $1.1M
106K $11.3M
BX
Blackstone Inc.

Financial Services
1.26K
+ 4.29%
$148.45 - $199.05 $187K - $250K
30.5K $5.26M
VEEV
Veeva Systems Inc

Healthcare
3.6K
+ 17.05%
$201.81 - $250.45 $726K - $900K
24.7K $5.19M
UVSP
Univest Financial Corp

Financial Services
380
+ 0.07%
$26.85 - $32.21 $10.2K - $12.2K
532K $15.7M
PH
Parker Hannifin Corp

Industrials
1.1K
+ 27.39%
$621.74 - $709.46 $681K - $777K
5.09K $3.24M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.8K
+ 46.91%
$34.13 - $37.35 $880K - $963K
80.7K $2.76M
EQIX
Equinix Inc

Real Estate
466
+ 10.56%
$865.69 - $985.0 $403K - $459K
4.88K $4.6M
VB
Vanguard Small Cap ETF

ETFs
2.73K
+ 149.18%
$233.76 - $261.58 $637K - $713K
4.56K $1.09M
TJX
Tjx Companies Inc

Consumer Cyclical
2.89K
+ 3.15%
$112.15 - $127.2 $324K - $367K
94.4K $11.4M
IT
Gartner Inc

Technology
1.51K
+ 29.85%
$481.22 - $551.8 $724K - $830K
6.55K $3.17M
GOOG
Alphabet Inc.

Communication Services
674
+ 3.33%
$163.08 - $198.16 $110K - $134K
20.9K $3.99M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
11.7K
New
$47.77 - $51.75 $559K - $605K
11.7K $564K
ISRG
Intuitive Surgical Inc

Healthcare
469
+ 5.24%
$471.27 - $550.62 $221K - $258K
9.42K $4.91M
HYG
Ishares Tr

ETFs
5.98K
+ 94.83%
$78.09 - $80.04 $467K - $479K
12.3K $966K
INTU
Intuit Inc

Technology
623
+ 27.49%
$602.01 - $706.25 $375K - $440K
2.89K $1.82M
VTV
Vanguard Value ETF

ETFs
3.42K
+ 10.52%
$168.32 - $181.87 $575K - $621K
35.9K $6.08M
MNST
Monster Beverage Corp

Consumer Defensive
6.52K
+ 10.38%
$49.24 - $56.38 $321K - $368K
69.3K $3.64M
BDX
Becton Dickinson & CO

Healthcare
1.44K
New
$220.02 - $243.75 $317K - $352K
1.44K $327K
Activity Summary
Buys All Purchases 127 New Holdings 16 Increased Positions 111 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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