Purchases and Sales Made in Q2 2024 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q2 2024. The information is specifically focused on institutions that hold shares of UNIVEST FINANCIAL Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
83.6K+ 20.98% |
$1.54M - $1.92M
|
482K
$13.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
45.1KNew |
$831K - $1.03M
|
45.1K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
41.3K+ 307.99% |
$762K - $947K
|
54.7K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
31.8K+ 4.89% |
$586K - $728K
|
681K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.8KNew |
$512K - $636K
|
27.8K
$768K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.6K+ 19.03% |
$418K - $519K
|
142K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.5KNew |
$414K - $515K
|
22.5K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22.2K+ 5.16% |
$410K - $510K
|
453K
$12.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
21.6K+ 5.62% |
$397K - $494K
|
405K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19K+ 20.37% |
$351K - $436K
|
112K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
15.4K+ 24.89% |
$285K - $354K
|
77.4K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.7K+ 70.14% |
$270K - $336K
|
35.5K
$983K
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
14.6KNew |
$270K - $336K
|
14.6K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12.4K+ 1.04% |
$229K - $284K
|
1.21M
$33.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
11.9K+ 40.77% |
$219K - $273K
|
41K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2K+ 4.78% |
$188K - $234K
|
224K
$6.19M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
10.1KNew |
$187K - $232K
|
10.1K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.61K+ 4.37% |
$177K - $220K
|
230K
$6.35M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.61K+ 4.37% |
$177K - $220K
|
230K
$6.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
9.21KNew |
$170K - $211K
|
9.21K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.3KNew |
$153K - $190K
|
8.3K
$230K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.23K+ 21.92% |
$133K - $166K
|
40.2K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
7.1K+ 5.15% |
$131K - $163K
|
145K
$4.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.48K+ 35.49% |
$119K - $148K
|
24.7K
$684K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.3K+ 7.62% |
$116K - $144K
|
89K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.07K+ 14.16% |
$112K - $139K
|
48.9K
$1.35M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.01K+ 2.59% |
$111K - $138K
|
238K
$6.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.01K+ 2.59% |
$111K - $138K
|
238K
$6.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.96K+ 37.88% |
$73.1K - $90.9K
|
14.4K
$399K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.91K+ 15.12% |
$53.7K - $66.8K
|
22.2K
$613K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.54K+ 212.74% |
$46.8K - $58.2K
|
3.73K
$103K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.41K+ 6.54% |
$44.5K - $55.3K
|
39.3K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.94K+ 7.18% |
$35.7K - $44.4K
|
28.9K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.86K+ 125.81% |
$34.2K - $42.6K
|
3.33K
$92.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.54K+ 10.24% |
$28.4K - $35.3K
|
16.6K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.49K+ 4.45% |
$27.5K - $34.2K
|
35.1K
$970K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.24KNew |
$22.8K - $28.3K
|
1.24K
$34.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.23K+ 704.6% |
$22.6K - $28.1K
|
1.4K
$38.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
719New |
$13.3K - $16.5K
|
719
$19.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
641+ 1.58% |
$11.8K - $14.7K
|
41.2K
$1.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
619New |
$11.4K - $14.2K
|
619
$17.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
590+ 0.04% |
$10.9K - $13.5K
|
1.57M
$43.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
503+ 1.06% |
$9.28K - $11.5K
|
47.8K
$1.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
431+ 3.45% |
$7.95K - $9.88K
|
12.9K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
385+ 1.29% |
$7.1K - $8.83K
|
30.3K
$837K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
315+ 25.67% |
$5.81K - $7.22K
|
1.54K
$42.7K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
277+ 2.54% |
$5.11K - $6.35K
|
11.2K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
262+ 2.4% |
$4.83K - $6.01K
|
11.2K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
241+ 5.83% |
$4.44K - $5.53K
|
4.38K
$121K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
191New |
$3.52K - $4.38K
|
191
$5.28K
|