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 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
168New |
$3.1K - $3.85K
|
168
$4.65K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
143+ 30.23% |
$2.64K - $3.28K
|
616
$17K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
131New |
$2.42K - $3K
|
131
$3.62K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
59+ 0.32% |
$1.09K - $1.35K
|
18.6K
$515K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54+ 0.45% |
$996 - $1.24K
|
12K
$333K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52New |
$959 - $1.19K
|
52
$1.44K
|
|
|
Aug 15, 2024
Q2 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
49+ 0.13% |
$904 - $1.12K
|
37.4K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
40+ 153.85% |
$738 - $917
|
66
$1.83K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
35New |
$645 - $803
|
35
$968
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 73.53% |
$461 - $573
|
59
$1.63K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20New |
$369 - $459
|
20
$553
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$277 - $344
|
15
$415
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
14+ 11.11% |
$258 - $321
|
140
$3.87K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
7+ 0.05% |
$129 - $161
|
12.9K
$357K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$18.4 - $22.9
|
33.2K
$917K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$18.4 - $22.9
|
1
$27.7
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-7- 0.02% |
$129 - $161
|
35.5K
$982K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-25- 0.45% |
$461 - $573
|
5.52K
$153K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 1.25% |
$682 - $848
|
2.92K
$80.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-87- 0.33% |
$1.6K - $1.99K
|
26.7K
$737K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-137- 1.13% |
$2.53K - $3.14K
|
12K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-150- 1.13% |
$2.77K - $3.44K
|
13.2K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-175- 1.96% |
$3.23K - $4.01K
|
8.73K
$241K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-236- 0.58% |
$4.35K - $5.41K
|
40.1K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-272- 2.07% |
$5.02K - $6.24K
|
12.9K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-688- 2.34% |
$12.7K - $15.8K
|
28.8K
$796K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-900- 0.14% |
$16.6K - $20.6K
|
659K
$18.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.09K- 12.68% |
$20.1K - $25K
|
7.52K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.18K- 59.3% |
$21.7K - $27K
|
807
$22.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.28K- 0.32% |
$23.6K - $29.4K
|
404K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-1.5K- 0.52% |
$27.7K - $34.4K
|
285K
$7.88M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.5K- 1.94% |
$27.7K - $34.4K
|
75.8K
$2.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-1.7K- 6.12% |
$31.3K - $39K
|
26.1K
$722K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-2.32K- 9.1% |
$42.7K - $53.1K
|
23.1K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.4K- 1.88% |
$44.3K - $55K
|
125K
$3.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.77K- 8.34% |
$51K - $63.4K
|
30.4K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-3.7K- 1.71% |
$68.2K - $84.8K
|
212K
$5.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.93K- 12.26% |
$72.4K - $90K
|
28.1K
$777K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.02K- 23.96% |
$74.1K - $92.2K
|
12.8K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.43K- 4.16% |
$81.7K - $102K
|
102K
$2.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.5K- 11.13% |
$83K - $103K
|
35.9K
$994K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.9K- 8.45% |
$90.3K - $112K
|
53K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.61K- 5.72% |
$103K - $129K
|
92.5K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-6.21K- 36.69% |
$114K - $142K
|
10.7K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Royce & Associates LP
|
SELL
|
- |
-6.57K- 2.37% |
$121K - $151K
|
271K
$7.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.29K- 2.13% |
$134K - $167K
|
335K
$9.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-8.9K- 53.82% |
$164K - $204K
|
7.64K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.4K- 52.97% |
$228K - $283K
|
11K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15.3K- 3.8% |
$282K - $351K
|
388K
$10.7M
|