Latest Institutional Transactions on Univest Financial Corp (UVSP)
This table provides information on the latest institutional transactions involving Univest Financial Corp (UVSP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.18K- 59.3% |
$21.7K - $27K
|
807
$24.8K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.5KNew |
$414K - $515K
|
22.5K
$690K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-150- 1.13% |
$2.77K - $3.44K
|
13.2K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-27.5K- 0.81% |
$506K - $630K
|
3.36M
$103M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.23K+ 704.6% |
$22.6K - $28.1K
|
1.4K
$43K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.94K+ 7.18% |
$35.7K - $44.4K
|
28.9K
$888K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.4K- 52.97% |
$228K - $283K
|
11K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
168New |
$3.1K - $3.85K
|
168
$5.16K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
719New |
$13.3K - $16.5K
|
719
$22.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.24KNew |
$22.8K - $28.3K
|
1.24K
$38K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
131New |
$2.42K - $3K
|
131
$4.02K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$18.4 - $22.9
|
1
$30.7
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
619New |
$11.4K - $14.2K
|
619
$19K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-236- 0.58% |
$4.35K - $5.41K
|
40.1K
$1.23M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20New |
$369 - $459
|
20
$614
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
124New |
$2.39K - $2.74K
|
124
$3.81K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-318- 17.11% |
$6.12K - $7.02K
|
1.54K
$47.3K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 45.83% |
$212 - $243
|
13
$399
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-123- 0.85% |
$2.37K - $2.71K
|
14.3K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$232K - $266K
|
12.1K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.72KNew |
$187K - $215K
|
9.72K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-519- 5.11% |
$9.99K - $11.4K
|
9.65K
$296K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.4K+ 23.21% |
$65.5K - $75.1K
|
18.1K
$555K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$154 - $176
|
8
$246
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.55K- 60.93% |
$29.9K - $34.3K
|
996
$30.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.3KNew |
$53.4K - $73.6K
|
3.3K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.38K+ 118.98% |
$70.9K - $97.7K
|
8.05K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.6KNew |
$253K - $348K
|
15.6K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-250- 2.09% |
$4.05K - $5.58K
|
11.7K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$1.22K - $1.67K
|
75
$2.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.38K- 4.78% |
$22.4K - $30.8K
|
27.5K
$844K
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
19.7K+ 4.69% |
$319K - $440K
|
440K
$13.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14New |
$227 - $312
|
14
$430
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
27New |
$438 - $603
|
27
$829
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-11.9K- 40.97% |
$192K - $264K
|
17.1K
$525K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
9.88KNew |
$160K - $221K
|
9.88K
$304K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.19K+ 27.12% |
$19.4K - $26.7K
|
5.6K
$172K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-46.8K- 82.97% |
$796K - $970K
|
9.6K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-252- 1.97% |
$4.29K - $5.23K
|
12.5K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
600+ 26.53% |
$10.2K - $12.5K
|
2.86K
$87.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.82K+ 1029.94% |
$31K - $37.8K
|
2K
$61.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-207- 1.98% |
$3.53K - $4.3K
|
10.2K
$314K
|
|
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
13.8KNew |
$235K - $286K
|
13.8K
$423K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68.7KNew |
$1.12M - $1.62M
|
68.7K
$2.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$130 - $188
|
8
$246
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31.7KNew |
$516K - $746K
|
31.7K
$973K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.2KNew |
$27.9K - $34.5K
|
1.2K
$36.9K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
15.7K+ 28.13% |
$366K - $452K
|
71.7K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 5.83% |
$30.4K - $37.6K
|
21.1K
$650K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.13K- 1.93% |
$26.2K - $32.3K
|
57.3K
$1.76M
|
|