Purchases and Sales Made in Q2 2023 in Universal Display Corp Pa (OLED)
This table provides information about the institutional ownership of Universal Display Corp Pa (OLED) during Q2 2023. The information is specifically focused on institutions that hold shares of UNIVERSAL DISPLAY CORP PA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
144New |
$18.5K - $22.2K
|
144
$22.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
140+ 40.0% |
$18K - $21.5K
|
490
$75.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
BUY
|
- |
140+ 4.44% |
$18K - $21.5K
|
3.29K
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
130+ 0.25% |
$16.7K - $20K
|
51.2K
$7.86M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
116+ 6.06% |
$14.9K - $17.9K
|
2.03K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
112+ 0.62% |
$14.4K - $17.2K
|
18.2K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
107+ 1.23% |
$13.7K - $16.5K
|
8.8K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 6.45% |
$12.8K - $15.4K
|
1.65K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
96+ 0.34% |
$12.3K - $14.8K
|
28.1K
$4.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
78+ 1.24% |
$10K - $12K
|
6.38K
$980K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
75New |
$9.63K - $11.5K
|
75
$11.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 26.07% |
$9.37K - $11.2K
|
353
$54.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
67+ 0.96% |
$8.6K - $10.3K
|
7.03K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
65+ 15.51% |
$8.35K - $10K
|
484
$74.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
61+ 1.98% |
$7.83K - $9.39K
|
3.14K
$483K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
54+ 11.51% |
$6.93K - $8.31K
|
523
$80.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
36+ 0.37% |
$4.62K - $5.54K
|
9.68K
$1.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29+ 1.02% |
$3.72K - $4.46K
|
2.86K
$440K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 200.0% |
$2.83K - $3.39K
|
33
$5.07K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 3.71% |
$2.83K - $3.39K
|
615
$94.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 3.71% |
$2.83K - $3.39K
|
615
$94.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
20+ 1.04% |
$2.57K - $3.08K
|
1.95K
$299K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
19New |
$2.44K - $2.92K
|
19
$2.92K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 10.73% |
$2.44K - $2.92K
|
196
$30.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
18New |
$2.31K - $2.77K
|
18
$2.77K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
18+ 0.79% |
$2.31K - $2.77K
|
2.31K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 24.59% |
$1.93K - $2.31K
|
76
$11.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14+ 0.47% |
$1.8K - $2.15K
|
2.99K
$459K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
12+ 0.23% |
$1.54K - $1.85K
|
5.26K
$809K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.32% |
$899 - $1.08K
|
2.19K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6+ 0.29% |
$771 - $924
|
2.1K
$323K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$771 - $924
|
6
$922
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 25.0% |
$642 - $770
|
25
$3.84K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5+ 0.25% |
$642 - $770
|
2K
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$514 - $616
|
4
$614
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
4New |
$514 - $616
|
4
$614
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4+ 0.07% |
$514 - $616
|
5.62K
$864K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3+ 0.15% |
$385 - $462
|
2.05K
$314K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.02% |
$128 - $154
|
4.55K
$699K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$128 - $154
|
6
$922
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.13% |
$128 - $154
|
748
$115K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$128 - $154
|
7
$1.08K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 2.67% |
$257 - $308
|
73
$11.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 20.0% |
$257 - $308
|
8
$1.23K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.5% |
$385 - $462
|
602
$92.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 18.18% |
$771 - $924
|
27
$4.15K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6- 0.35% |
$771 - $924
|
1.7K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-8- 0.77% |
$1.03K - $1.23K
|
1.03K
$158K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8- 0.55% |
$1.03K - $1.23K
|
1.44K
$222K
|