A detailed history of Lindbrook Capital, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Lindbrook Capital, LLC holds 1,501 shares of UVSP stock, worth $44,699. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,501
Previous 1,542 2.66%
Holding current value
$44,699
Previous $35,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 01, 2024

SELL
$22.22 - $29.19 $911 - $1,196
-41 Reduced 2.66%
1,501 $42,000
Q2 2024

Jul 31, 2024

BUY
$18.44 - $22.93 $5,808 - $7,222
315 Added 25.67%
1,542 $35,000
Q4 2023

Jan 31, 2024

BUY
$16.21 - $22.32 $18,836 - $25,935
1,162 Added 1787.69%
1,227 $27,000
Q3 2023

Oct 25, 2023

SELL
$17.03 - $20.75 $5,466 - $6,660
-321 Reduced 83.16%
65 $1,000
Q2 2023

Jul 28, 2023

BUY
$16.3 - $23.55 $3,830 - $5,534
235 Added 155.63%
386 $6,000
Q1 2023

Apr 26, 2023

SELL
$23.24 - $28.72 $46 - $57
-2 Reduced 1.31%
151 $3,000
Q4 2022

Jan 24, 2023

BUY
$23.85 - $28.75 $2,551 - $3,076
107 Added 232.61%
153 $0
Q3 2022

Nov 10, 2022

SELL
$23.48 - $26.96 $7,466 - $8,573
-318 Reduced 87.36%
46 $1,000
Q2 2022

Aug 01, 2022

BUY
$24.83 - $26.86 $7,697 - $8,326
310 Added 574.07%
364 $9,000
Q1 2022

Apr 21, 2022

BUY
$26.76 - $31.41 $1,445 - $1,696
54 New
54 $1,000
Q3 2021

Nov 05, 2021

SELL
$24.86 - $28.25 $770 - $875
-31 Closed
0 $0
Q1 2021

Apr 28, 2021

BUY
$20.49 - $29.45 $635 - $912
31 New
31 $1,000

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 $871M
  • 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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