A detailed history of Allworth Financial LP transactions in Univest Financial Corp stock. As of the latest transaction made, Allworth Financial LP holds 212 shares of UVSP stock, worth $5,863. This represents 0.0% of its overall portfolio holdings.

Number of Shares
212
Previous 140 51.43%
Holding current value
$5,863
Previous $3,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$22.22 - $29.19 $1,599 - $2,101
72 Added 51.43%
212 $5,000
Q2 2024

Jul 23, 2024

BUY
$18.44 - $22.93 $258 - $321
14 Added 11.11%
140 $3,000
Q1 2024

Apr 25, 2024

SELL
$19.25 - $22.06 $134 - $154
-7 Reduced 5.26%
126 $2,000
Q4 2023

Jan 24, 2024

BUY
$16.21 - $22.32 $891 - $1,227
55 Added 70.51%
133 $2,000
Q3 2023

Oct 31, 2023

BUY
$17.03 - $20.75 $374 - $456
22 Added 39.29%
78 $1,000
Q2 2023

Jul 18, 2023

BUY
$16.3 - $23.55 $912 - $1,318
56 New
56 $1,000
Q4 2022

Jan 13, 2023

BUY
$23.85 - $28.75 $2,862 - $3,450
120 Added 218.18%
175 $0
Q3 2022

Oct 18, 2022

BUY
$23.48 - $26.96 $1,103 - $1,267
47 Added 587.5%
55 $1,000
Q2 2022

Jul 13, 2022

SELL
$24.83 - $26.86 $30,814 - $33,333
-1,241 Reduced 99.36%
8 $0
Q1 2022

Apr 22, 2022

BUY
$26.76 - $31.41 $32,995 - $38,728
1,233 Added 7706.25%
1,249 $33,000
Q4 2021

Jan 21, 2022

BUY
$27.44 - $30.78 $439 - $492
16 New
16 $0

Others Institutions Holding UVSP

About UNIVEST FINANCIAL Corp


  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $809M
  • Description
  • Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...
More about UVSP
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