A detailed history of Commonwealth Equity Services, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 10,881 shares of UVSP stock, worth $336,658. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,881
Previous 11,967 9.07%
Holding current value
$336,658
Previous $273,000 12.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

SELL
$22.22 - $29.19 $24,130 - $31,700
-1,086 Reduced 9.07%
10,881 $306,000
Q2 2024

Jul 31, 2024

SELL
$18.44 - $22.93 $2,526 - $3,141
-137 Reduced 1.13%
11,967 $273,000
Q1 2024

Apr 29, 2024

BUY
$19.25 - $22.06 $5,139 - $5,890
267 Added 2.26%
12,104 $252,000
Q4 2023

Feb 06, 2024

SELL
$16.21 - $22.32 $1,442 - $1,986
-89 Reduced 0.75%
11,837 $261,000
Q3 2023

Oct 23, 2023

BUY
$17.03 - $20.75 $17 - $20
1 Added 0.01%
11,926 $207,000
Q2 2023

Aug 10, 2023

BUY
$16.3 - $23.55 $16 - $23
1 Added 0.01%
11,925 $216,000
Q1 2023

May 11, 2023

BUY
$23.24 - $28.72 $23,635 - $29,208
1,017 Added 9.32%
11,924 $283,000
Q4 2022

Feb 07, 2023

BUY
$23.85 - $28.75 $3,863 - $4,657
162 Added 1.51%
10,907 $285,000
Q3 2022

Nov 14, 2022

BUY
$23.48 - $26.96 $23 - $26
1 Added 0.01%
10,745 $252,000
Q2 2022

Jul 19, 2022

BUY
$24.83 - $26.86 $24 - $26
1 Added 0.01%
10,744 $273,000
Q1 2022

May 04, 2022

BUY
$26.76 - $31.41 $26 - $31
1 Added 0.01%
10,743 $287,000
Q3 2021

Oct 29, 2021

BUY
$24.86 - $28.25 $24 - $28
1 Added 0.01%
10,742 $294,000
Q2 2021

Aug 11, 2021

BUY
$26.37 - $29.4 $26 - $29
1 Added 0.01%
10,741 $283,000
Q1 2021

May 04, 2021

BUY
$20.49 - $29.45 $220,062 - $316,293
10,740 New
10,740 $307,000

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 $905M
  • 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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