Shell Asset Management CO Univest Financial Corp Transaction History

Shell Asset Management CO

  • $2.27 Billion
  • Q3 2024

A detailed history of Shell Asset Management CO transactions in Univest Financial Corp stock. As of the latest transaction made, Shell Asset Management CO holds 6,835 shares of UVSP stock, worth $211,474. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,835
Previous 7,232 5.49%
Holding current value
$211,474
Previous $165,000 16.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024
SELL
$22.22 - $29.19 $8,821 - $11,588
-397 Reduced 5.49%
6,835 $192,000
Q1 2024

Jul 31, 2024
SELL
$19.25 - $22.06 $8,335 - $9,551
-433 Reduced 5.65%
7,232 $165,000
Q1 2024

May 14, 2024
SELL
$19.25 - $22.06 $5,159 - $5,912
-268 Reduced 3.38%
7,665 $160,000
Q4 2023

Feb 14, 2024
SELL
$16.21 - $22.32 $39,860 - $54,884
-2,459 Reduced 23.66%
7,933 $175,000
Q3 2023

Nov 08, 2023
SELL
$17.03 - $20.75 $2,775 - $3,382
-163 Reduced 1.54%
10,392 $181,000
Q2 2023

Jul 28, 2023
SELL
$16.3 - $23.55 $994 - $1,436
-61 Reduced 0.57%
10,555 $191,000
Q1 2023

May 15, 2023
SELL
$23.24 - $28.72 $859 - $1,062
-37 Reduced 0.35%
10,616 $252,000
Q4 2022

Feb 07, 2023
SELL
$23.85 - $28.75 $51,563 - $62,157
-2,162 Reduced 16.87%
10,653 $278,000
Q3 2022

Nov 14, 2022
SELL
$23.48 - $26.96 $78,822 - $90,504
-3,357 Reduced 20.76%
12,815 $301,000
Q2 2022

Aug 09, 2022
BUY
$24.83 - $26.86 $645 - $698
26 Added 0.16%
16,172 $411,000
Q1 2022

May 04, 2022
SELL
$26.76 - $31.41 $63,983 - $75,101
-2,391 Reduced 12.9%
16,146 $432,000
Q4 2021

Feb 09, 2022
BUY
$27.44 - $30.78 $13,116 - $14,712
478 Added 2.65%
18,537 $555,000
Q3 2021

Nov 04, 2021
SELL
$24.86 - $28.25 $19,390 - $22,035
-780 Reduced 4.14%
18,059 $495,000
Q2 2021

Aug 12, 2021
BUY
$26.37 - $29.4 $26,897 - $29,988
1,020 Added 5.72%
18,839 $497,000
Q1 2021

May 10, 2021
SELL
$20.49 - $29.45 $2,049 - $2,945
-100 Reduced 0.56%
17,819 $509,000
Q4 2020

Feb 16, 2021
BUY
$14.4 - $20.58 $85,824 - $122,656
5,960 Added 49.84%
17,919 $369,000
Q2 2020

Aug 10, 2020
SELL
$14.21 - $19.19 $2,145 - $2,897
-151 Reduced 1.25%
11,959 $193,000
Q1 2020

May 11, 2020
SELL
$13.87 - $26.96 $2,552 - $4,960
-184 Reduced 1.5%
12,110 $198,000
Q4 2019

Feb 13, 2020
SELL
$24.26 - $27.47 $6,962 - $7,883
-287 Reduced 2.28%
12,294 $329,000
Q3 2019

Nov 12, 2019
BUY
$24.8 - $27.48 $312,008 - $345,725
12,581 New
12,581 $321,000

Others Institutions Holding UVSP

# of Institutions
158
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 $905M
  • 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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