Cambridge Investment Research Advisors, Inc. Univest Financial Corp Transaction History

Cambridge Investment Research Advisors, Inc.

$32.9 Billion
Q2 2025

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 03, 2022	SELL	$27.44 - $30.78 $293,278 - $328,976	-10,688 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$26.37 - $29.4 $8,491 - $9,466	-322 Reduced 2.92%	10,688 $281,000
Q1 2021 May 07, 2021	SELL	$20.49 - $29.45 $105,523 - $151,667	-5,150 Reduced 31.87%	11,010 $314,000
Q2 2020 Jul 27, 2020	SELL	$14.21 - $19.19 $109,729 - $148,185	-7,722 Reduced 32.33%	16,160 $260,000
Q1 2020 May 08, 2020	BUY	$13.87 - $26.96 $10,610 - $20,624	765 Added 3.31%	23,882 $389,000
Q4 2019 Feb 04, 2020	SELL	$24.26 - $27.47 $27,729 - $31,398	-1,143 Reduced 4.71%	23,117 $619,000
Q3 2019 Nov 06, 2019	SELL	$24.8 - $27.48 $7,440 - $8,244	-300 Reduced 1.22%	24,260 $618,000
Q2 2019 Aug 15, 2019	SELL	$23.88 - $26.26 $78,804 - $86,658	-3,300 Reduced 11.84%	24,560 $0
Q3 2018 Nov 02, 2018	BUY	$26.45 - $28.9 $204,246 - $223,165	7,722 Added 38.35%	27,860 $0
Q2 2018 Aug 10, 2018	SELL	$27.5 - $29.85 $27,500 - $29,850	-1,000 Reduced 4.73%	20,138 $0
Q2 2017 Aug 08, 2017	BUY	N/A	21,138	21,138 $633,000

Others Institutions Holding UVSP

# of Institutions

192

Shares Held

20.4M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

3.36M
Shares

$103 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

1.91M
Shares

$58.3 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

1.73M
Shares

$52.6 Million
0.0% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

1.48M
Shares

$45 Million
0.04% of portfolio
Richard Pzena Pzena Investment Management LLC

888K
Shares

$27.1 Million
0.09% of portfolio

View Full List

About UNIVEST FINANCIAL Corp

Ticker UVSP
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 29,242,500
Market Cap $892M
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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