Latest Institutional Transactions on Univest Financial Corp (UVSP)
This table provides information on the latest institutional transactions involving Univest Financial Corp (UVSP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
32+ 14.48% |
$859 - $1.03K
|
253
$7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19- 8.92% |
$510 - $612
|
194
$5.37K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
33New |
$886 - $1.06K
|
33
$913
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.5K+ 64.37% |
$901K - $1.18M
|
104K
$2.86M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.8KNew |
$62.3K - $81.8K
|
2.8K
$77.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
31.8K+ 91.28% |
$706K - $928K
|
66.6K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.67K+ 16.25% |
$148K - $195K
|
47.7K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.92K- 95.37% |
$176K - $231K
|
384
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.14K+ 4.67% |
$136K - $179K
|
137K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.82KNew |
$174K - $228K
|
7.82K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-25.6K- 10.76% |
$570K - $748K
|
213K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$58.3K - $76.6K
|
2.62K
$72.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.89K- 4.35% |
$109K - $143K
|
108K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
189+ 0.39% |
$4.2K - $5.52K
|
49.1K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
10.4KNew |
$231K - $303K
|
10.4K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
410New |
$9.11K - $12K
|
410
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.5K+ 23.45% |
$1.17M - $1.53M
|
276K
$7.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-7.07K- 20.16% |
$157K - $206K
|
28K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-18.1K- 2.03% |
$402K - $527K
|
873K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.69K+ 2.21% |
$104K - $137K
|
217K
$6M
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
26.5K+ 58.75% |
$588K - $773K
|
71.5K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-16.5K- 21.77% |
$367K - $482K
|
59.3K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.6K+ 36.4% |
$1.86M - $2.44M
|
313K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-67- 0.89% |
$1.49K - $1.96K
|
7.45K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
127K+ 31.48% |
$2.83M - $3.71M
|
531K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.7K+ 31.17% |
$149K - $195K
|
28.2K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21K+ 75.78% |
$467K - $614K
|
48.8K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.21K+ 8.27% |
$26.9K - $35.3K
|
15.9K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
31New |
$689 - $905
|
31
$857
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
23.5KNew |
$521K - $685K
|
23.5K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-25.6K- 46.82% |
$569K - $748K
|
29.1K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-11.8K- 4.12% |
$261K - $343K
|
273K
$7.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-64.2K- 16.56% |
$1.43M - $1.88M
|
324K
$8.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.05K+ 33.09% |
$67.7K - $88.9K
|
12.3K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-58.1K- 12.83% |
$1.29M - $1.7M
|
395K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.12K- 3.88% |
$24.8K - $32.5K
|
27.6K
$765K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-10.1K- 24.39% |
$223K - $294K
|
31.2K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-376- 11.28% |
$8.35K - $11K
|
2.96K
$81.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
158K+ 203.92% |
$3.51M - $4.61M
|
235K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$240K - $315K
|
10.8K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.43KNew |
$165K - $217K
|
7.43K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.4K- 1.27% |
$187K - $245K
|
651K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 1.19% |
$600 - $788
|
2.3K
$63.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
7.59KNew |
$169K - $222K
|
7.59K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
282+ 805.71% |
$6.27K - $8.23K
|
317
$8.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.44K- 27.9% |
$165K - $217K
|
19.2K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
84.3K+ 5.36% |
$1.87M - $2.46M
|
1.66M
$45.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-81.8K- 6.76% |
$1.82M - $2.39M
|
1.13M
$31.2M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-74.9K- 80.92% |
$1.66M - $2.18M
|
17.6K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
568+ 3.94% |
$12.6K - $16.6K
|
15K
$415K
|
|