A detailed history of Rothschild Investment LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Rothschild Investment LLC holds 45 shares of UVSP stock, worth $1,419. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 15 200.0%
Holding current value
$1,419
Previous $342,000 270.18%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

BUY
$22.22 - $29.19 $666 - $875
30 Added 200.0%
45 $1.27 Million
Q2 2024

Jul 30, 2024

BUY
$18.44 - $22.93 $276 - $343
15 New
15 $342,000
Q1 2024

Jul 31, 2024

SELL
$19.25 - $22.06 $192 - $220
-10 Reduced 66.67%
5 $104,000

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 $923M
  • 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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