Purchases and Sales Made in Q4 2023 in Universal Display Corp Pa (OLED)
This table provides information about the institutional ownership of Universal Display Corp Pa (OLED) during Q4 2023. The information is specifically focused on institutions that hold shares of UNIVERSAL DISPLAY CORP PA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4+ 0.19% |
$548 - $773
|
2.11K
$301K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$411 - $580
|
3
$428
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 22.22% |
$274 - $387
|
11
$1.57K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$274 - $387
|
2
$286
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 28.57% |
$274 - $387
|
9
$1.29K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$137 - $193
|
7
$1K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 12.5% |
$137 - $193
|
9
$1.29K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.7% |
$137 - $193
|
28
$4K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 3.03% |
$137 - $193
|
32
$4.57K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 11.11% |
$137 - $193
|
8
$1.14K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 7.41% |
$274 - $387
|
25
$3.57K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 7.41% |
$274 - $387
|
25
$3.57K
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.27% |
$548 - $773
|
1.51K
$215K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-6- 23.08% |
$822 - $1.16K
|
20
$2.86K
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-6- 0.08% |
$822 - $1.16K
|
7.83K
$1.12M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 2.94% |
$960 - $1.35K
|
231
$33K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-9- 7.96% |
$1.23K - $1.74K
|
104
$14.9K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 0.86% |
$1.64K - $2.32K
|
1.38K
$197K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12- 70.59% |
$1.64K - $2.32K
|
5
$714
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15- 1.06% |
$2.06K - $2.9K
|
1.4K
$199K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-20- 3.37% |
$2.74K - $3.87K
|
573
$81.8K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20- 22.47% |
$2.74K - $3.87K
|
69
$9.86K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-24- 0.8% |
$3.29K - $4.64K
|
2.96K
$423K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-26- 7.67% |
$3.56K - $5.03K
|
313
$44.7K
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-29- 1.19% |
$3.98K - $5.61K
|
2.41K
$344K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-30- 2.29% |
$4.11K - $5.8K
|
1.28K
$183K
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32- 1.13% |
$4.39K - $6.18K
|
2.81K
$401K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-36- 1.65% |
$4.93K - $6.96K
|
2.15K
$307K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-40- 6.08% |
$5.48K - $7.73K
|
618
$88.3K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41- 1.21% |
$5.62K - $7.92K
|
3.36K
$479K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41- 2.48% |
$5.62K - $7.92K
|
1.61K
$230K
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-55- 0.89% |
$7.54K - $10.6K
|
6.14K
$877K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-57- 2.83% |
$7.81K - $11K
|
1.96K
$280K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-62- 1.31% |
$8.5K - $12K
|
4.68K
$669K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-68- 0.43% |
$9.32K - $13.1K
|
15.6K
$2.23M
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-70- 0.31% |
$9.6K - $13.5K
|
22.2K
$3.18M
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-73- 0.05% |
$10K - $14.1K
|
133K
$19M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-90- 16.33% |
$12.3K - $17.4K
|
461
$65.8K
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-93- 2.83% |
$12.7K - $18K
|
3.19K
$456K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-100- 10.0% |
$13.7K - $19.3K
|
900
$129K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 57.14% |
$13.7K - $19.3K
|
75
$10.7K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.81% |
$13.7K - $19.3K
|
12.2K
$1.74M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-106- 7.68% |
$14.5K - $20.5K
|
1.28K
$182K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-106- 13.52% |
$14.5K - $20.5K
|
678
$96.8K
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-117- 20.03% |
$16K - $22.6K
|
467
$66.7K
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-123- 1.24% |
$16.9K - $23.8K
|
9.78K
$1.4M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-124- 6.08% |
$17K - $24K
|
1.92K
$274K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-131- 5.98% |
$18K - $25.3K
|
2.06K
$294K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-149- 1.53% |
$20.4K - $28.8K
|
9.62K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-170- 2.23% |
$23.3K - $32.9K
|
7.44K
$1.06M
|