Ameriprise Financial Inc Univest Financial Corp Transaction History

Ameriprise Financial Inc

$381 Billion
Q3 2024

A detailed history of Ameriprise Financial Inc transactions in Univest Financial Corp stock. As of the latest transaction made, Ameriprise Financial Inc holds 137,485 shares of UVSP stock, worth $3.8 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

137,485

Previous 131,348 4.67%

Holding current value

$3.8 Million

Previous $3 Million 29.02%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$22.22 - $29.19 $136,364 - $179,139	6,137 Added 4.67%	137,485 $3.87 Million
Q2 2024 Aug 14, 2024	SELL	$18.44 - $22.93 $1.01 Million - $1.26 Million	-54,959 Reduced 29.5%	131,348 $3 Million
Q1 2024 May 15, 2024	BUY	$19.25 - $22.06 $153,153 - $175,509	7,956 Added 4.46%	186,307 $3.88 Million
Q4 2023 Feb 14, 2024	SELL	$16.21 - $22.32 $665,874 - $916,860	-41,078 Reduced 18.72%	178,351 $3.93 Million
Q3 2023 Nov 14, 2023	SELL	$17.03 - $20.75 $75,204 - $91,632	-4,416 Reduced 1.97%	219,429 $3.81 Million
Q2 2023 Aug 14, 2023	BUY	$16.3 - $23.55 $139,609 - $201,705	8,565 Added 3.98%	223,845 $4.05 Million
Q1 2023 May 15, 2023	BUY	$23.24 - $28.72 $1.79 Million - $2.21 Million	76,942 Added 55.62%	215,280 $5.11 Million
Q4 2022 Feb 14, 2023	BUY	$23.85 - $28.75 $25,638 - $30,906	1,075 Added 0.78%	138,338 $3.61 Million
Q3 2022 Nov 14, 2022	SELL	$23.48 - $26.96 $300,074 - $344,548	-12,780 Reduced 8.52%	137,263 $3.22 Million
Q2 2022 Aug 15, 2022	SELL	$24.83 - $26.86 $82,187 - $88,906	-3,310 Reduced 2.16%	150,043 $3.82 Million
Q1 2022 May 16, 2022	BUY	$26.76 - $31.41 $42,628 - $50,036	1,593 Added 1.05%	153,353 $4.1 Million
Q4 2021 Feb 14, 2022	BUY	$27.44 - $30.78 $2.99 Million - $3.35 Million	108,919 Added 254.24%	151,760 $4.54 Million
Q3 2021 Nov 15, 2021	BUY	$24.86 - $28.25 $95,362 - $108,367	3,836 Added 9.83%	42,841 $1.17 Million
Q2 2021 Aug 16, 2021	SELL	$26.37 - $29.4 $57,381 - $63,974	-2,176 Reduced 5.28%	39,005 $1.03 Million
Q1 2021 May 17, 2021	SELL	$20.49 - $29.45 $361,423 - $519,468	-17,639 Reduced 29.99%	41,181 $1.18 Million
Q4 2020 Feb 12, 2021	BUY	$14.4 - $20.58 $98,640 - $140,973	6,850 Added 13.18%	58,820 $1.21 Million
Q3 2020 Nov 16, 2020	BUY	$13.76 - $17.45 $12,040 - $15,268	875 Added 1.71%	51,970 $747,000
Q2 2020 Aug 14, 2020	SELL	$14.21 - $19.19 $172,395 - $232,813	-12,132 Reduced 19.19%	51,095 $824,000
Q1 2020 May 15, 2020	BUY	$13.87 - $26.96 $94,870 - $184,406	6,840 Added 12.13%	63,227 $1.03 Million
Q4 2019 Feb 14, 2020	BUY	$24.26 - $27.47 $12,615 - $14,284	520 Added 0.93%	56,387 $1.51 Million
Q2 2019 Aug 14, 2019	BUY	$23.88 - $26.26 $983,927 - $1.08 Million	41,203 Added 280.98%	55,867 $1.47 Million
Q1 2019 May 15, 2019	BUY	$21.9 - $26.51 $321,141 - $388,742	14,664 New	14,664 $358,000

Others Institutions Holding UVSP

# of Institutions

159

Shares Held

19.6M

Call Options Held

Put Options Held

View Full List

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 ...

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Ameriprise Financial Inc Univest Financial Corp Transaction History