A detailed history of Smartleaf Asset Management LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 29,636 shares of UVSP stock, worth $935,015. This represents 0.1% of its overall portfolio holdings.

Number of Shares
29,636
Previous 30,251 2.03%
Holding current value
$935,015
Previous $672 Million 20.12%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 13, 2024

SELL
$22.22 - $29.19 $13,665 - $17,951
-615 Reduced 2.03%
29,636 $807 Million
Q2 2024

Aug 13, 2024

BUY
$18.44 - $22.93 $7,099 - $8,828
385 Added 1.29%
30,251 $672 Million
Q1 2024

Oct 07, 2024

SELL
$19.25 - $22.06 $7,161 - $8,206
-372 Reduced 1.23%
29,879 $617 Million
Q1 2024

May 02, 2024

BUY
$19.25 - $22.06 $54,785 - $62,782
2,846 Added 10.53%
29,866 $666 Million
Q4 2023

Feb 12, 2024

BUY
$16.21 - $22.32 $437,994 - $603,086
27,020 New
27,020 $603 Million

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
Track This Portfolio

Track Smartleaf Asset Management LLC Portfolio

Follow Smartleaf Asset Management 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 Smartleaf Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.