Concourse Financial Group Securities, Inc. Univest Financial Corp Transaction History

Concourse Financial Group Securities, Inc.

$1.67 Billion
Q4 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$26.85 - $32.21 $0 - $0	0 New	0 $0
Q3 2024 Oct 10, 2024	BUY	$22.22 - $29.19 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	BUY	$18.44 - $22.93 $0 - $0	0 New	0 $0
Q1 2024 Apr 30, 2024	BUY	$19.25 - $22.06 $0 - $0	0 New	0 $0
Q4 2023 Feb 07, 2024	BUY	$16.21 - $22.32 $0 - $0	0 New	0 $0
Q3 2023 Oct 30, 2023	BUY	$17.03 - $20.75 $0 - $0	0 New	0 $0
Q3 2023 Oct 25, 2023	BUY	$17.03 - $20.75 $0 - $0	0 New	0 $0
Q2 2023 Aug 10, 2023	BUY	$16.3 - $23.55 $0 - $0	0 New	0 $0
Q1 2023 May 15, 2023	BUY	$23.24 - $28.72 $0 - $0	0 New	0 $0
Q4 2022 Jan 30, 2023	BUY	$23.85 - $28.75 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$23.48 - $26.96 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$24.83 - $26.86 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	BUY	$26.76 - $31.41 $0 - $0	0 New	0 $0
Q4 2021 Feb 07, 2022	BUY	$27.44 - $30.78 $0 - $0	0 New	0 $0
Q3 2021 Nov 09, 2021	BUY	$24.86 - $28.25 $0 - $0	0 New	0 $0
Q2 2021 Aug 13, 2021	BUY	$26.37 - $29.4 $0 - $0	0 New	0 $0
Q1 2021 May 13, 2021	BUY	$20.49 - $29.45 $0 - $0	0 New	0 $0
Q4 2020 Feb 02, 2021	BUY	$14.4 - $20.58 $0 - $0	0 New	0 $0
Q3 2020 Nov 13, 2020	BUY	$13.76 - $17.45 $0 - $0	0 New	0 $0
Q2 2020 Aug 13, 2020	BUY	$14.21 - $19.19 $0 - $0	0 New	0 $0
Q1 2020 May 13, 2020	SELL	$13.87 - $26.96 $9,944 - $19,330	-717 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$26.45 - $28.9 $18,964 - $20,721	717 New	717 $19,000

Others Institutions Holding UVSP

# of Institutions

178

Shares Held

20.1M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

3.36M
Shares

$106 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

1.97M
Shares

$62 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

1.63M
Shares

$51.1 Million
0.0% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

1.2M
Shares

$37.8 Million
0.03% of portfolio
Richard Pzena Pzena Investment Management LLC

1.15M
Shares

$36.1 Million
0.12% 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 $919M
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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