Latest Institutional Purchases of Univest Financial Corp (UVSP)
This list provides information on the latest institutional transactions involving Univest Financial Corp (UVSP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
97.5KNew |
$2.29M - $2.63M
|
97.5K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
12.8K+ 8.57% |
$300K - $344K
|
162K
$4.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.5KNew |
$294K - $338K
|
12.5K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.65KNew |
$38.7K - $44.5K
|
1.65K
$42.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
49New |
$1.15K - $1.32K
|
49
$1.27K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
24New |
$564 - $647
|
24
$624
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4New |
$93.9 - $108
|
4
$104
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
133KNew |
$3.31M - $3.58M
|
133K
$3.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
20.5KNew |
$508K - $550K
|
20.5K
$532K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
11.6KNew |
$288K - $311K
|
11.6K
$301K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
7KNew |
$174K - $188K
|
7K
$182K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
25New |
$621 - $672
|
25
$650
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
19.7KNew |
$527K - $618K
|
19.7K
$512K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
550New |
$15.1K - $16.9K
|
550
$14.3K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
51New |
$1.27K - $1.44K
|
51
$1.33K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
48.6KNew |
$1.28M - $1.43M
|
48.6K
$1.26M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
417New |
$11K - $12.3K
|
417
$10.8K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
546KNew |
$11.2M - $16.1M
|
546K
$14.2M
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.64K+ 8.25% |
$33.6K - $48.3K
|
21.5K
$560K
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
421New |
$8.63K - $12.4K
|
421
$11K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
BUY
|
- |
1.65K+ 12.66% |
$23.4K - $31.6K
|
14.6K
$381K
|
|
|
Aug 14, 2020
Q2 2020
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
63+ 0.13% |
$895 - $1.21K
|
50.4K
$1.31M
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
984New |
$23.9K - $27K
|
984
$25.6K
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Hendershot Investments Inc.
|
BUY
|
- |
7.68KNew |
$183K - $202K
|
7.68K
$200K
|
|
| Q2 2018 | |||||||
|
Jul 17, 2018
Q2 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1KNew |
$27.5K - $29.9K
|
1K
$26K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.13K+ 2869.72% |
$83.8K - $90.4K
|
3.24K
$84.2K
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
11+ 2.28% |
$306 - $354
|
494
$12.8K
|
|