A detailed history of Nisa Investment Advisors, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Nisa Investment Advisors, LLC holds 990 shares of UVSP stock, worth $22,819. This represents 0.0% of its overall portfolio holdings.

Number of Shares
990
Previous 990 -0.0%
Holding current value
$22,819
Previous $21,000 4.76%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024

SELL
$16.21 - $22.32 $40,525 - $55,800
-2,500 Reduced 71.63%
990 $21,000
Q3 2023

Nov 02, 2023

SELL
$17.03 - $20.75 $391 - $477
-23 Reduced 0.65%
3,490 $60,000
Q2 2023

Aug 11, 2023

BUY
$16.3 - $23.55 $700 - $1,012
43 Added 1.24%
3,513 $63,000
Q1 2023

May 02, 2023

SELL
$23.24 - $28.72 $6,507 - $8,041
-280 Reduced 7.47%
3,470 $82,000
Q4 2020

Jan 25, 2021

BUY
$14.4 - $20.58 $14,400 - $20,580
1,000 Added 36.36%
3,750 $77,000
Q3 2020

Oct 20, 2020

BUY
$13.76 - $17.45 $37,840 - $47,987
2,750 New
2,750 $40,000
Q3 2019

Oct 17, 2019

SELL
$24.8 - $27.48 $13,888 - $15,388
-560 Closed
0 $0
Q2 2018

Jul 19, 2018

BUY
$27.5 - $29.85 $14,575 - $15,820
530 Added 1766.67%
560 $15,000
Q1 2018

Apr 10, 2018

SELL
$26.8 - $28.9 $35,376 - $38,148
-1,320 Reduced 97.78%
30 $1,000
Q3 2017

Oct 13, 2017

BUY
$27.8 - $32.2 $37,530 - $43,470
1,350
1,350 $43,000

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 $674M
  • 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

Track Nisa Investment Advisors, LLC Portfolio

Follow Nisa Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nisa Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nisa Investment Advisors, LLC with notifications on news.