Morgan Stanley Univest Financial Corp Transaction History

Morgan Stanley

$1.39 Trillion
Q4 2024

A detailed history of Morgan Stanley transactions in Univest Financial Corp stock. As of the latest transaction made, Morgan Stanley holds 315,899 shares of UVSP stock, worth $9.77 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

315,899

Previous 313,371 0.81%

Holding current value

$9.77 Million

Previous $8.82 Million 5.72%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.85 - $32.21 $67,876 - $81,426	2,528 Added 0.81%	315,899 $9.32 Million
Q3 2024 Nov 14, 2024	BUY	$22.22 - $29.19 $1.86 Million - $2.44 Million	83,634 Added 36.4%	313,371 $8.82 Million
Q2 2024 Oct 17, 2024	BUY	$18.44 - $22.93 $177,189 - $220,334	9,609 Added 4.37%	229,737 $5.24 Million
Q2 2024 Aug 14, 2024	BUY	$18.44 - $22.93 $177,189 - $220,334	9,609 Added 4.37%	229,737 $5.24 Million
Q1 2024 Oct 17, 2024	SELL	$19.25 - $22.06 $184,973 - $211,974	-9,609 Reduced 4.18%	220,128 $4.58 Million
Q1 2024 Aug 16, 2024	SELL	$19.25 - $22.06 $1.05 Million - $1.21 Million	-54,753 Reduced 19.92%	220,128 $4.58 Million
Q1 2024 May 15, 2024	SELL	$19.25 - $22.06 $1.05 Million - $1.21 Million	-54,753 Reduced 19.92%	220,128 $4.58 Million
Q4 2023 Aug 16, 2024	BUY	$16.21 - $22.32 $731,784 - $1.01 Million	45,144 Added 19.65%	274,881 $6.06 Million
Q4 2023 Feb 13, 2024	BUY	$16.21 - $22.32 $1.28 Million - $1.77 Million	79,252 Added 40.51%	274,881 $6.06 Million
Q3 2023 Nov 15, 2023	SELL	$17.03 - $20.75 $388,965 - $473,930	-22,840 Reduced 10.45%	195,629 $3.4 Million
Q2 2023 Aug 14, 2023	SELL	$16.3 - $23.55 $777,347 - $1.12 Million	-47,690 Reduced 17.92%	218,469 $3.95 Million
Q1 2023 May 15, 2023	SELL	$23.24 - $28.72 $34,790 - $42,993	-1,497 Reduced 0.56%	266,159 $6.32 Million
Q4 2022 Feb 14, 2023	BUY	$23.85 - $28.75 $83,975 - $101,228	3,521 Added 1.33%	267,656 $6.99 Million
Q3 2022 Nov 14, 2022	SELL	$23.48 - $26.96 $726,048 - $833,657	-30,922 Reduced 10.48%	264,135 $6.2 Million
Q2 2022 Oct 27, 2022	BUY	$24.83 - $26.86 $6.06 Million - $6.56 Million	244,208 Added 480.26%	295,057 $7.51 Million
Q2 2022 Aug 15, 2022	BUY	$24.83 - $26.86 $6.06 Million - $6.56 Million	244,208 Added 480.26%	295,057 $7.51 Million
Q1 2022 Oct 27, 2022	SELL	$26.76 - $31.41 $6.54 Million - $7.67 Million	-244,208 Reduced 82.77%	50,849 $1.36 Million
Q1 2022 May 13, 2022	SELL	$26.76 - $31.41 $100,376 - $117,818	-3,751 Reduced 6.87%	50,849 $1.36 Million
Q4 2021 Feb 14, 2022	BUY	$27.44 - $30.78 $302,279 - $339,072	11,016 Added 25.28%	54,600 $1.63 Million
Q3 2021 Nov 15, 2021	BUY	$24.86 - $28.25 $1.08 Million - $1.23 Million	43,584 New	43,584 $1.19 Million

Others Institutions Holding UVSP

# of Institutions

176

Shares Held

20M

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 $904M
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Account