Compass Ion Advisors, LLC Univest Financial Corp Transaction History

Compass Ion Advisors, LLC

  • $781 Million
  • Q1 2025

A detailed history of Compass Ion Advisors, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 37,047 shares of UVSP stock, worth $1.1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
37,047
Previous 36,956 0.25%
Holding current value
$1.1 Million
Previous $1.09 Million 3.67%
% of portfolio
0.13%
Previous 0.14%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$27.52 - $31.63 $2,504 - $2,878
91 Added 0.25%
37,047 $1.05 Million
Q4 2024

Feb 10, 2025
BUY
$26.85 - $32.21 $2,470 - $2,963
92 Added 0.25%
36,956 $1.09 Million
Q3 2024

Oct 18, 2024
SELL
$22.22 - $29.19 $33,552 - $44,076
-1,510 Reduced 3.93%
36,864 $1.04 Million
Q1 2024

Apr 17, 2024
BUY
$19.25 - $22.06 $2,618 - $3,000
136 Added 0.36%
38,374 $798,000
Q4 2023

Jan 23, 2024
BUY
$16.21 - $22.32 $2,301 - $3,169
142 Added 0.37%
38,238 $842,000
Q3 2023

Nov 02, 2023
BUY
$17.03 - $20.75 $2,503 - $3,050
147 Added 0.39%
38,096 $662,000
Q2 2023

Aug 11, 2023
SELL
$16.3 - $23.55 $258,566 - $373,573
-15,863 Reduced 29.48%
37,949 $686,000
Q1 2023

Apr 17, 2023
BUY
$23.24 - $28.72 $41,646 - $51,466
1,792 Added 3.44%
53,812 $1.28 Million
Q4 2022

Jan 17, 2023
SELL
$23.85 - $28.75 $64,943 - $78,286
-2,723 Reduced 4.97%
52,020 $0
Q3 2022

Oct 18, 2022
BUY
$23.48 - $26.96 $68,420 - $78,561
2,914 Added 5.62%
54,743 $1.29 Million
Q2 2022

Aug 02, 2022
BUY
$24.83 - $26.86 $2,358 - $2,551
95 Added 0.18%
51,829 $1.32 Million
Q1 2022

Apr 20, 2022
BUY
$26.76 - $31.41 $2,167 - $2,544
81 Added 0.16%
51,734 $1.38 Million
Q4 2021

Feb 02, 2022
BUY
$27.44 - $30.78 $2,140 - $2,400
78 Added 0.15%
51,653 $1.55 Million
Q3 2021

Oct 28, 2021
BUY
$24.86 - $28.25 $223 - $254
9 Added 0.02%
51,575 $1.41 Million
Q2 2021

Jul 15, 2021
BUY
$26.37 - $29.4 $4,298 - $4,792
163 Added 0.32%
51,566 $1.36 Million
Q1 2021

Apr 19, 2021
BUY
$20.49 - $29.45 $1,823 - $2,621
89 Added 0.17%
51,403 $1.47 Million
Q3 2020

Nov 13, 2020
SELL
$13.76 - $17.45 $13,760 - $17,450
-1,000 Reduced 1.91%
51,314 $737,000
Q1 2020

Apr 09, 2020
SELL
$13.87 - $26.96 $37,615 - $73,115
-2,712 Reduced 4.93%
52,314 $854,000
Q4 2019

Jan 17, 2020
BUY
$24.26 - $27.47 $1.33 Million - $1.51 Million
55,026 New
55,026 $1.47 Million

Others Institutions Holding UVSP

# of Institutions
188
Shares Held
20.4M
Call Options Held
400
Put Options Held
0
View Full List

About UNIVEST FINANCIAL Corp

UVSP Quotes by TradingView
  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $869M
  • 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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