Parallel Advisors, LLC Univest Financial Corp Transaction History

Parallel Advisors, LLC

  • $4.18 Billion
  • Q3 2024

A detailed history of Parallel Advisors, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Parallel Advisors, LLC holds 2,298 shares of UVSP stock, worth $63,562. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,298
Previous 2,271 1.19%
Holding current value
$63,562
Previous $51,000 25.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$22.22 - $29.19 $599 - $788
27 Added 1.19%
2,298 $64,000
Q4 2023

Feb 09, 2024
BUY
$16.21 - $22.32 $27,783 - $38,256
1,714 Added 307.72%
2,271 $50,000
Q3 2023

May 20, 2024
SELL
$17.03 - $20.75 $4,836 - $5,893
-284 Reduced 33.77%
557 $9,000
Q3 2023

Nov 13, 2023
SELL
$17.03 - $20.75 $4,836 - $5,893
-284 Reduced 33.77%
557 $9,000
Q2 2023

May 20, 2024
BUY
$16.3 - $23.55 $4,629 - $6,688
284 Added 50.99%
841 $15,000
Q2 2023

Aug 04, 2023
BUY
$16.3 - $23.55 $4,629 - $6,688
284 Added 50.99%
841 $15,000
Q1 2023

May 20, 2024
SELL
$23.24 - $28.72 $39,833 - $49,226
-1,714 Reduced 75.47%
557 $13,000
Q1 2023

Apr 25, 2023
BUY
$23.24 - $28.72 $511 - $631
22 Added 4.11%
557 $13,000
Q3 2022

Nov 10, 2022
SELL
$23.48 - $26.96 $1,948 - $2,237
-83 Reduced 13.43%
535 $13,000
Q2 2022

Aug 01, 2022
SELL
$24.83 - $26.86 $2,135 - $2,309
-86 Reduced 12.22%
618 $16,000
Q1 2022

Apr 28, 2022
SELL
$26.76 - $31.41 $1,204 - $1,413
-45 Reduced 6.01%
704 $19,000
Q4 2021

Jan 20, 2022
BUY
$27.44 - $30.78 $1,673 - $1,877
61 Added 8.87%
749 $22,000
Q3 2021

Nov 02, 2021
SELL
$24.86 - $28.25 $422 - $480
-17 Reduced 2.41%
688 $19,000
Q2 2021

Aug 06, 2021
BUY
$26.37 - $29.4 $3,322 - $3,704
126 Added 21.76%
705 $19,000
Q1 2021

Apr 23, 2021
BUY
$20.49 - $29.45 $2,356 - $3,386
115 Added 24.78%
579 $17,000
Q4 2020

Feb 02, 2021
BUY
$14.4 - $20.58 $748 - $1,070
52 Added 12.62%
464 $10,000
Q3 2020

Oct 27, 2020
SELL
$13.76 - $17.45 $3,673 - $4,659
-267 Reduced 39.32%
412 $6,000
Q2 2020

Jul 16, 2020
BUY
$14.21 - $19.19 $9,648 - $13,030
679 New
679 $10,000
Q1 2019

May 01, 2019
SELL
$21.9 - $26.51 $0 - $0
0 Closed
0 $0
Q4 2018

Feb 05, 2019
BUY
$20.59 - $26.43 $0 - $0
0 New
0 $0
Q3 2018

Nov 01, 2018
SELL
$26.45 - $28.9 $5,686 - $6,213
-215 Closed
0 $0
Q2 2018

Jul 30, 2018
BUY
$27.5 - $29.85 $5,912 - $6,417
215 New
215 $5,000

Others Institutions Holding UVSP

# of Institutions
159
Shares Held
19.6M
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 $809M
  • 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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