A detailed history of Leeward Investments, LLC Ma transactions in Univest Financial Corp stock. As of the latest transaction made, Leeward Investments, LLC Ma holds 403,576 shares of UVSP stock, worth $12.7 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
403,576
Previous 404,942 0.34%
Holding current value
$12.7 Million
Previous $9.24 Million 22.85%
% of portfolio
0.54%
Previous 0.43%

Shares

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

Oct 31, 2024

SELL
$22.22 - $29.19 $30,352 - $39,873
-1,366 Reduced 0.34%
403,576 $11.4 Million
Q2 2024

Jul 19, 2024

BUY
$18.44 - $22.93 $397,382 - $494,141
21,550 Added 5.62%
404,942 $9.24 Million
Q1 2024

Apr 19, 2024

SELL
$19.25 - $22.06 $316,855 - $363,107
-16,460 Reduced 4.12%
383,392 $7.98 Million
Q4 2023

Feb 02, 2024

SELL
$16.21 - $22.32 $45,922 - $63,232
-2,833 Reduced 0.7%
399,852 $8.81 Million
Q3 2023

Oct 10, 2023

SELL
$17.03 - $20.75 $531,114 - $647,130
-31,187 Reduced 7.19%
402,685 $7 Million
Q2 2023

Jul 26, 2023

SELL
$16.3 - $23.55 $185,966 - $268,681
-11,409 Reduced 2.56%
433,872 $7.84 Million
Q1 2023

Apr 19, 2023

SELL
$23.24 - $28.72 $515,230 - $636,722
-22,170 Reduced 4.74%
445,281 $10.6 Million
Q4 2022

Feb 02, 2023

SELL
$23.85 - $28.75 $58,003 - $69,920
-2,432 Reduced 0.52%
467,451 $12.2 Million
Q3 2022

Oct 24, 2022

SELL
$23.48 - $26.96 $212,165 - $243,610
-9,036 Reduced 1.89%
469,883 $11 Million
Q2 2022

Jul 19, 2022

SELL
$24.83 - $26.86 $356,310 - $385,441
-14,350 Reduced 2.91%
478,919 $12.2 Million
Q1 2022

May 09, 2022

BUY
$26.76 - $31.41 $13.2 Million - $15.5 Million
493,269 New
493,269 $13.2 Million

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 $923M
  • 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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