Univest Financial Corp Purchases in Q4 2024

Univest Financial Corp

  • $1.53 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
4.79K
New
$65.95 - $72.56 $316K - $348K
4.79K $316K
XLC
Select Sector Spdr Tr Communic

ETFs
2.57K
+ 24.51%
$89.66 - $102.16 $231K - $263K
13.1K $1.26M
BNDX
Vanguard Total International B

ETFs
7K
+ 15.6%
$48.91 - $50.61 $343K - $354K
51.9K $2.54M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.66K
+ 13.65%
$94.77 - $97.36 $347K - $357K
30.5K $2.91M
XLU
Utilities Sector Spdr

ETFs
3.83K
+ 101.38%
$74.89 - $82.93 $287K - $317K
7.6K $575K
VUG
Vanguard Growth ETF

ETFs
225
+ 3.37%
$378.79 - $428.11 $85.2K - $96.3K
6.91K $2.83M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.9K
+ 70.97%
$124.26 - $134.12 $236K - $255K
4.58K $589K
CEG
Constellation Energy Corp

Utilities
1.34K
+ 83.24%
$224.28 - $285.52 $301K - $383K
2.95K $663K
ADSK
Autodesk, Inc.

Technology
937
+ 7.95%
N/A
12.7K $3.13M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.62K
New
$22.4 - $68.28 $216K - $657K
9.62K $223K
ARCC
Ares Capital Corp

Financial Services
9.46K
New
$20.74 - $22.27 $196K - $211K
9.46K $207K
SNA
Snap On Inc

Industrials
49
+ 1.29%
$285.44 - $371.35 $14K - $18.2K
3.83K $1.3M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.09K
+ 115.9%
$55.1 - $61.74 $225K - $253K
7.62K $421K
KMI
Kinder Morgan, Inc.

Energy
735
+ 2.15%
$22.59 - $28.54 $16.6K - $21K
34.9K $956K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.94K
New
$95.27 - $107.82 $185K - $209K
1.94K $200K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.21K
+ 13.87%
$84.34 - $95.14 $186K - $210K
18.1K $1.58M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.42K
+ 12.5%
$86.65 - $94.9 $210K - $230K
21.8K $1.89M
SPMD
Spdr Portfolio

ETFs
3.22K
+ 19.75%
$54.13 - $59.56 $174K - $192K
19.5K $1.07M
MGK
Vanguard Mega Cap Growth ETF

ETFs
405
+ 46.71%
$316.94 - $357.88 $128K - $145K
1.27K $436K
XLF
Financial Sector Spdr

ETFs
1.95K
+ 10.02%
$44.89 - $51.34 $87.6K - $100K
21.4K $1.04M
CME
Cme Group Inc.

Financial Services
78
+ 0.76%
$221.17 - $246.02 $17.3K - $19.2K
10.3K $2.39M
ETR
Entergy Corp

Utilities
8.04K
+ 94.5%
$73.19 - $156.4 $589K - $1.26M
16.6K $1.25M
RMD
Resmed Inc

Healthcare
1.47K
+ 10.23%
$228.69 - $256.07 $336K - $376K
15.8K $3.62M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.37K
+ 10.07%
$148.29 - $166.93 $499K - $562K
36.8K $5.48M
XLI
Industrial Sector Spdr

ETFs
910
+ 25.28%
$131.76 - $143.99 $120K - $131K
4.51K $594K
MBB
Ishares Tr

ETFs
2.02K
+ 10.08%
$91.26 - $95.82 $184K - $193K
22K $2.02M
IVV
Ishares Core S&P 500 ETF

ETFs
46
+ 0.78%
$570.51 - $610.59 $26.2K - $28.1K
5.91K $3.48M
VOE
Vanguard Mid Cap Value Index F

ETFs
978
+ 8.05%
$160.89 - $176.18 $157K - $172K
13.1K $2.12M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.02%
$54.98 - $77.35 $55 - $77.4
6.09K $428K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.15K
+ 20.46%
$57.29 - $63.1 $123K - $136K
12.7K $727K
PWR
Quanta Services, Inc.

Industrials
64
+ 3.06%
$296.05 - $346.6 $18.9K - $22.2K
2.15K $680K
INGR
Ingredion Inc

Consumer Defensive
395
+ 4.27%
$132.76 - $154.86 $52.4K - $61.2K
9.65K $1.33M
IWP
Ishares Russell Mid Cap Growth

ETFs
60
+ 1.22%
$116.4 - $138.52 $6.98K - $8.31K
4.96K $628K
MS
Morgan Stanley

Financial Services
8
+ 0.32%
$104.42 - $134.99 $835 - $1.08K
2.47K $310K
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.02%
$70.82 - $81.87 $70.8 - $81.9
4.63K $355K
VO
Vanguard Mid Cap ETF

ETFs
80
+ 4.56%
$261.5 - $284.63 $20.9K - $22.8K
1.83K $484K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.12%
$241.48 - $274.89 $483 - $550
1.66K $420K
RPM
Rpm International Inc

Basic Materials
95
+ 5.5%
$120.09 - $140.26 $11.4K - $13.3K
1.82K $224K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.17K
+ 219.06%
$26.93 - $84.95 $193K - $609K
10.4K $285K
COP
Conocophillips

Energy
448
+ 7.18%
$95.12 - $114.72 $42.6K - $51.4K
6.69K $663K
WEC
Wec Energy Group, Inc.

Utilities
467
+ 2.38%
$92.94 - $101.82 $43.4K - $47.5K
20.1K $1.89M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.09%
N/A
3.52K $641K
CRH.L
Crh PLC

Basic Materials
557
+ 5.32%
N/A
11K $0
GE
General Electric CO

Industrials
315
+ 13.01%
$159.95 - $194.23 $50.4K - $61.2K
2.74K $456K
CVX
Chevron Corp

Energy
274
+ 1.67%
$141.15 - $162.53 $38.7K - $44.5K
16.7K $2.41M
Blackrock Inc
29.9K
New
N/A
29.9K $0
Te Connectivity PLC
26.3K
+ 52.97%
N/A
76.1K $0
Ge Vernova Inc
804
New
N/A
804 $0
Arista Networks Inc
61.6K
New
N/A
61.6K $0
Activity Summary
Buys All Purchases 127 New Holdings 16 Increased Positions 111 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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