Univest Financial Corp Purchases in Q3 2024

Univest Financial Corp

  • $1.51 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
2.31K
New
$315.94 - $371.96 $729K - $858K
2.31K $833K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
12.3K
New
$60.13 - $68.17 $738K - $837K
12.3K $830K
ROST
Ross Stores, Inc.

Consumer Cyclical
5.21K
New
$136.06 - $155.24 $709K - $808K
5.21K $783K
AVY
Avery Dennison Corp

Industrials
3.46K
New
$202.27 - $224.18 $700K - $776K
3.46K $764K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.3K
New
$36.02 - $41.68 $659K - $762K
18.3K $754K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.15K
+ 16.13%
$57.32 - $62.65 $467K - $511K
58.7K $3.66M
IEMG
Ishares Inc

ETFs
12.9K
New
$53.64 - $53.64 $692K - $692K
12.9K $692K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.2K
New
$283.28 - $314.39 $622K - $690K
2.2K $690K
DGRO
Ishares Core Dividend Growth E

ETFs
10.9K
New
$57.47 - $62.76 $628K - $686K
10.9K $684K
ORCL
Oracle Corp

Technology
4K
New
$125.9 - $170.35 $503K - $681K
4K $681K
COP
Conocophillips

Energy
6.24K
New
$102.3 - $116.61 $638K - $728K
6.24K $656K
IEFA
Ishares Tr

ETFs
8.27K
New
$70.09 - $78.74 $579K - $651K
8.27K $645K
KO
Coca Cola CO

Consumer Defensive
8.23K
+ 133.11%
$62.69 - $73.01 $516K - $601K
14.4K $1.04M
VIG
Vanguard Dividend Appreciation

ETFs
3.52K
New
$182.15 - $182.15 $641K - $641K
3.52K $640K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.14K
New
$256.4 - $289.78 $549K - $621K
2.14K $608K
IWP
Ishares Russell Mid Cap Growth

ETFs
4.9K
New
$103.87 - $117.59 $509K - $576K
4.9K $574K
BAC
Bank Of America Corp

Financial Services
14K
New
$36.65 - $44.13 $513K - $618K
14K $555K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.27K
New
$117.9 - $128.2 $503K - $547K
4.27K $547K
VGSH
Vanguard

ETFs
9.1K
New
$57.74 - $59.13 $525K - $538K
9.1K $536K
MO
Altria Group, Inc.

Consumer Defensive
9.88K
+ 185.37%
$45.95 - $54.71 $454K - $541K
15.2K $776K
RTX
Raytheon Technologies Corp

Industrials
4.37K
New
$99.55 - $123.34 $435K - $539K
4.37K $529K
KMI
Kinder Morgan, Inc.

Energy
22.7K
+ 198.64%
$19.72 - $22.22 $448K - $505K
34.2K $754K
ZBRA
Zebra Technologies Corp

Technology
1.38K
New
$306.21 - $371.02 $423K - $513K
1.38K $511K
HYG
Ishares Tr

ETFs
6.31K
New
$76.72 - $80.36 $484K - $507K
6.31K $506K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.31K
+ 162.76%
$332.02 - $382.76 $434K - $500K
2.11K $792K
XLI
Industrial Sector Spdr

ETFs
3.6K
New
$120.56 - $135.44 $434K - $487K
3.6K $487K
VDE
Vanguard Energy ETF

ETFs
3.92K
New
$117.44 - $131.06 $460K - $514K
3.92K $480K
GPC
Genuine Parts CO

Consumer Cyclical
3.43K
+ 223.55%
$131.04 - $147.11 $449K - $504K
4.96K $692K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2K
+ 53.53%
$156.14 - $187.2 $311K - $373K
5.72K $1.06M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.17K
New
$49.77 - $51.95 $456K - $476K
9.17K $475K
PPL
Ppl Corp

Utilities
12.4K
+ 110.77%
$27.36 - $33.08 $338K - $409K
23.5K $777K
VO
Vanguard Mid Cap ETF

ETFs
1.75K
New
$237.84 - $263.83 $417K - $462K
1.75K $462K
GE
General Electric CO

Industrials
2.42K
New
$156.66 - $189.66 $379K - $459K
2.42K $456K
PAYX
Paychex Inc

Industrials
3.3K
New
$116.17 - $135.19 $383K - $446K
3.3K $442K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.72K
New
$236.42 - $259.82 $406K - $446K
1.72K $442K
IBM
International Business Machines Corp

Technology
1.99K
New
$175.1 - $223.38 $348K - $444K
1.99K $439K
VB
Vanguard Small Cap ETF

ETFs
1.83K
New
$214.77 - $237.72 $393K - $435K
1.83K $433K
VGT
Vanguard Information Technolog

ETFs
724
New
$514.43 - $606.85 $372K - $439K
724 $424K
PSX
Phillips 66

Energy
3.2K
New
$125.0 - $147.17 $400K - $470K
3.2K $420K
CEG
Constellation Energy Corp

Utilities
1.61K
New
$167.08 - $262.86 $269K - $423K
1.61K $418K
ITW
Illinois Tool Works Inc

Industrials
1.59K
New
$233.14 - $263.97 $370K - $418K
1.59K $415K
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.89K
New
$37.37 - $41.82 $370K - $414K
9.89K $410K
GD
General Dynamics Corp

Industrials
1.35K
New
$279.51 - $308.09 $376K - $414K
1.35K $406K
CB
Chubb LTD

Financial Services
1.41K
New
$252.51 - $292.2 $355K - $411K
1.41K $405K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.65K
New
$218.05 - $243.47 $361K - $403K
1.65K $402K
DFAI
Dimensional ETF Tr

ETFs
12.6K
New
$28.69 - $32.06 $361K - $403K
12.6K $399K
TRV
Travelers Companies, Inc.

Financial Services
1.7K
New
$201.87 - $242.35 $342K - $411K
1.7K $396K
VEA
Vanguard Ftse Developed Market

ETFs
7.15K
+ 125.66%
$47.6 - $53.31 $340K - $381K
12.8K $677K
DFAX
Dimensional ETF Tr
14.5K
New
$24.29 - $27.25 $353K - $396K
14.5K $392K
Activity Summary
Buys All Purchases 267 New Holdings 151 Increased Positions 116 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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