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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
901New |
$20K - $26.3K
|
901
$27.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-18K- 50.69% |
$400K - $525K
|
17.5K
$530K
|
|
|
Oct 31, 2024
Q3 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-1.37K- 0.34% |
$30.4K - $39.9K
|
404K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
20.8KNew |
$462K - $607K
|
20.8K
$630K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.6K- 27.88% |
$80K - $105K
|
9.31K
$282K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
162+ 26.3% |
$3.6K - $4.73K
|
778
$23.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
72+ 51.43% |
$1.6K - $2.1K
|
212
$6.42K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.51KNew |
$189K - $248K
|
8.51K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.41K+ 2713.46% |
$31.4K - $41.2K
|
1.46K
$44.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.25K- 18.84% |
$139K - $182K
|
26.9K
$815K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
80+ 2.74% |
$1.78K - $2.34K
|
3K
$90.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 200.0% |
$667 - $876
|
45
$1.36K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.03K+ 2.62% |
$22.9K - $30.1K
|
40.3K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.09K- 9.07% |
$24.1K - $31.7K
|
10.9K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.51K- 3.93% |
$33.6K - $44.1K
|
36.9K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
28New |
$622 - $817
|
28
$848
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15New |
$333 - $438
|
15
$454
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800New |
$17.8K - $23.4K
|
800
$24.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1K- 6.15% |
$22.2K - $29.2K
|
15.3K
$462K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.9K+ 34.59% |
$309K - $406K
|
54.1K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.47K+ 66.07% |
$54.8K - $72K
|
6.2K
$188K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
10.1KNew |
$187K - $232K
|
10.1K
$307K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
59+ 0.32% |
$1.09K - $1.35K
|
18.6K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.5KNew |
$414K - $515K
|
22.5K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.18K- 59.3% |
$21.7K - $27K
|
807
$24.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-20.7K- 58.76% |
$382K - $475K
|
14.5K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-150- 1.13% |
$2.77K - $3.44K
|
13.2K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.02K- 23.96% |
$74.1K - $92.2K
|
12.8K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.54K+ 10.24% |
$28.4K - $35.3K
|
16.6K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.23K+ 704.6% |
$22.6K - $28.1K
|
1.4K
$42.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-27.5K- 0.81% |
$506K - $630K
|
3.36M
$102M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.4K- 52.97% |
$228K - $283K
|
11K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-175- 1.96% |
$3.23K - $4.01K
|
8.73K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.94K+ 7.18% |
$35.7K - $44.4K
|
28.9K
$875K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
168New |
$3.1K - $3.85K
|
168
$5.09K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-68.8K- 28.61% |
$1.27M - $1.58M
|
172K
$5.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
191New |
$3.52K - $4.38K
|
191
$5.78K
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-48.5K- 35.77% |
$894K - $1.11M
|
87.1K
$2.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
719New |
$13.3K - $16.5K
|
719
$21.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.24KNew |
$22.8K - $28.3K
|
1.24K
$37.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
131New |
$2.42K - $3K
|
131
$3.97K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$18.4 - $22.9
|
1
$30.3
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54+ 0.45% |
$996 - $1.24K
|
12K
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
619New |
$11.4K - $14.2K
|
619
$18.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-236- 0.58% |
$4.35K - $5.41K
|
40.1K
$1.21M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20New |
$369 - $459
|
20
$606
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
15+ 0.14% |
$289 - $331
|
10.9K
$331K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
38New |
$732 - $838
|
38
$1.15K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
124New |
$2.39K - $2.74K
|
124
$3.75K
|
|