Cwm, LLC Univest Financial Corp Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

A detailed history of Cwm, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Cwm, LLC holds 13,132 shares of UVSP stock, worth $389,757. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,132

Previous 9,804 33.95%

Holding current value

$389,757

Previous $295,000 33.56%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$28.12 - $32.7 $93,583 - $108,825	3,328 Added 33.95%	13,132 $394,000
Q2 2025 Jul 25, 2025	BUY	$25.3 - $31.35 $25,553 - $31,663	1,010 Added 11.49%	9,804 $295,000
Q1 2025 May 01, 2025	BUY	$27.52 - $31.63 $50,912 - $58,515	1,850 Added 26.64%	8,794 $249,000
Q4 2024 Feb 04, 2025	BUY	$26.85 - $32.21 $20,083 - $24,093	748 Added 12.07%	6,944 $205,000
Q3 2024 Oct 08, 2024	BUY	$22.22 - $29.19 $54,772 - $71,953	2,465 Added 66.07%	6,196 $174,000
Q2 2024 Jul 09, 2024	BUY	$18.44 - $22.93 $46,800 - $58,196	2,538 Added 212.74%	3,731 $85,000
Q1 2024 Apr 05, 2024	BUY	$19.25 - $22.06 $10,876 - $12,463	565 Added 89.97%	1,193 $25,000
Q4 2023 Feb 01, 2024	BUY	$16.21 - $22.32 $340 - $468	21 Added 3.46%	628 $14,000
Q3 2023 Oct 11, 2023	BUY	$17.03 - $20.75 $5,994 - $7,304	352 Added 138.04%	607 $11,000
Q2 2023 Aug 03, 2023	SELL	$16.3 - $23.55 $961 - $1,389	-59 Reduced 18.79%	255 $5,000
Q1 2023 Apr 28, 2023	SELL	$23.24 - $28.72 $1,952 - $2,412	-84 Reduced 21.11%	314 $7,000
Q4 2022 Feb 01, 2023	BUY	$23.85 - $28.75 $5,700 - $6,871	239 Added 150.31%	398 $10,000
Q3 2022 Oct 27, 2022	SELL	$23.48 - $26.96 $892 - $1,024	-38 Reduced 19.29%	159 $4,000
Q2 2022 Jul 28, 2022	SELL	$24.83 - $26.86 $29,373 - $31,775	-1,183 Reduced 85.72%	197 $5,000
Q1 2022 Apr 21, 2022	BUY	$26.76 - $31.41 $34,547 - $40,550	1,291 Added 1450.56%	1,380 $37,000
Q4 2021 Jan 31, 2022	BUY	$27.44 - $30.78 $1,454 - $1,631	53 Added 147.22%	89 $3,000
Q2 2020 Jul 22, 2020	SELL	$14.21 - $19.19 $1,037 - $1,400	-73 Reduced 66.97%	36 $1,000
Q4 2019 Jan 27, 2020	BUY	$24.26 - $27.47 $2,644 - $2,994	109 New	109 $3,000

Others Institutions Holding UVSP

# of Institutions

190

Shares Held

20.4M

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 $868M
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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