Lpl Financial LLC Univest Financial Corp Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Lpl Financial LLC holds 27,476 shares of UVSP stock, worth $844,887. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,476
Previous 15,582 76.33%
Holding current value
$844,887
Previous $468,000 76.07%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$28.12 - $32.7 $334,459 - $388,933
11,894 Added 76.33%
27,476 $824,000
Q2 2025

Aug 12, 2025
SELL
$25.3 - $31.35 $52,649 - $65,239
-2,081 Reduced 11.78%
15,582 $468,000
Q1 2025

May 07, 2025
SELL
$27.52 - $31.63 $285,107 - $327,686
-10,360 Reduced 36.97%
17,663 $500,000
Q4 2024

Feb 11, 2025
SELL
$26.85 - $32.21 $55,472 - $66,545
-2,066 Reduced 6.87%
28,023 $826,000
Q3 2024

Nov 08, 2024
SELL
$22.22 - $29.19 $6,910 - $9,078
-311 Reduced 1.02%
30,089 $846,000
Q2 2024

Aug 07, 2024
SELL
$18.44 - $22.93 $50,986 - $63,401
-2,765 Reduced 8.34%
30,400 $694,000
Q1 2024

May 10, 2024
BUY
$19.25 - $22.06 $2,290 - $2,625
119 Added 0.36%
33,165 $690,000
Q4 2023

Feb 14, 2024
BUY
$16.21 - $22.32 $16,193 - $22,297
999 Added 3.12%
33,046 $728,000
Q3 2023

Nov 13, 2023
BUY
$17.03 - $20.75 $7,305 - $8,901
429 Added 1.36%
32,047 $556,000
Q2 2023

Jul 31, 2023
BUY
$16.3 - $23.55 $1,189 - $1,719
73 Added 0.23%
31,618 $571,000
Q1 2023

May 10, 2023
SELL
$23.24 - $28.72 $26,377 - $32,597
-1,135 Reduced 3.47%
31,545 $748,000
Q4 2022

Feb 07, 2023
BUY
$23.85 - $28.75 $372,298 - $448,787
15,610 Added 91.45%
32,680 $853,000
Q3 2022

Nov 14, 2022
BUY
$23.48 - $26.96 $328 - $377
14 Added 0.08%
17,070 $401,000
Q2 2022

Aug 12, 2022
BUY
$24.83 - $26.86 $54,923 - $59,414
2,212 Added 14.9%
17,056 $434,000
Q4 2021

Feb 14, 2022
BUY
$27.44 - $30.78 $202,177 - $226,787
7,368 Added 98.56%
14,844 $444,000
Q3 2021

Nov 15, 2021
BUY
$24.86 - $28.25 $185,853 - $211,197
7,476 New
7,476 $205,000
Q1 2018

May 15, 2018
SELL
$26.8 - $28.9 $454,554 - $490,172
-16,961 Closed
0 $0
Q4 2017

Feb 14, 2018
SELL
$27.85 - $32.2 $55,700 - $64,400
-2,000 Reduced 10.55%
16,961 $476,000
Q3 2017

Nov 14, 2017
BUY
$27.8 - $32.2 $527,115 - $610,544
18,961
18,961 $607,000

Others Institutions Holding UVSP

# of Institutions
196
Shares Held
20.2M
Call Options Held
0
Put Options Held
0
View Full List

About UNIVEST FINANCIAL Corp

UVSP Quotes by TradingView
  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $899M
  • 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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