A detailed history of Everhart Financial Group, Inc. transactions in Univest Financial Corp stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 22,173 shares of UVSP stock, worth $595,345. This represents 0.13% of its overall portfolio holdings.

Number of Shares
22,173
Previous 19,260 15.12%
Holding current value
$595,345
Previous $400,000 26.5%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$18.44 - $22.93 $53,715 - $66,795
2,913 Added 15.12%
22,173 $506,000
Q1 2024

May 13, 2024

BUY
$19.25 - $22.06 $153,480 - $175,884
7,973 Added 70.64%
19,260 $400,000
Q4 2023

Jan 12, 2024

BUY
$16.21 - $22.32 $5,592 - $7,700
345 Added 3.15%
11,287 $248,000
Q3 2023

Oct 25, 2023

BUY
$17.03 - $20.75 $186,342 - $227,046
10,942 New
10,942 $190,000

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 $785M
  • 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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