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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 10.0% |
$37.2K - $46K
|
17.6K
$526K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-140- 68.29% |
$3.25K - $4.02K
|
65
$1.94K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-500- 66.67% |
$11.6K - $14.4K
|
250
$7.48K
|
|
|
May 02, 2023
Q1 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-13.6K- 78.16% |
$316K - $391K
|
3.8K
$114K
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-2.6K- 11.02% |
$60.4K - $74.7K
|
21K
$628K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
202KNew |
$4.81M - $5.8M
|
202K
$6.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-4.56K- 28.46% |
$109K - $131K
|
11.5K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
3.96K+ 42.71% |
$94.4K - $114K
|
13.2K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
73.5KNew |
$1.75M - $2.11M
|
73.5K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-32- 0.37% |
$763 - $920
|
8.64K
$258K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
327+ 0.24% |
$7.8K - $9.4K
|
134K
$4.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-554- 8.21% |
$13.2K - $15.9K
|
6.19K
$185K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-429- 9.69% |
$10.2K - $12.3K
|
4K
$120K
|
|
| Q3 2022 | |||||||
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-14.6KClosed |
$343K - $394K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.65KNew |
$38.7K - $44.5K
|
1.65K
$49.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
97.5KNew |
$2.29M - $2.63M
|
97.5K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
12.8K+ 8.57% |
$300K - $344K
|
162K
$4.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-118K- 90.59% |
$2.76M - $3.17M
|
12.2K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
49New |
$1.15K - $1.32K
|
49
$1.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-267Closed |
$6.27K - $7.2K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-17.3K- 64.48% |
$406K - $466K
|
9.53K
$285K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.5KNew |
$294K - $338K
|
12.5K
$375K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
24New |
$564 - $647
|
24
$718
|
|
|
Nov 09, 2022
Q3 2022
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-35K- 5.45% |
$822K - $944K
|
607K
$18.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4New |
$93.9 - $108
|
4
$120
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-425- 27.87% |
$10.6K - $11.4K
|
1.1K
$32.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-66Closed |
$1.64K - $1.77K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
20.5KNew |
$508K - $550K
|
20.5K
$612K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-17- 9.5% |
$422 - $457
|
162
$4.84K
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.67K- 12.74% |
$66.3K - $71.8K
|
18.3K
$547K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
11.6KNew |
$288K - $311K
|
11.6K
$346K
|
|
|
Aug 15, 2022
Q2 2022
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
133KNew |
$3.31M - $3.58M
|
133K
$3.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-281- 2.56% |
$6.98K - $7.55K
|
10.7K
$320K
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-8.66KClosed |
$215K - $233K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
25New |
$621 - $672
|
25
$748
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-28- 53.85% |
$695 - $752
|
24
$718
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.7KClosed |
$42.2K - $45.7K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
7KNew |
$174K - $188K
|
7K
$209K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-14.2KClosed |
$379K - $445K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-7.7KClosed |
$206K - $242K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-8KClosed |
$214K - $251K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.13KClosed |
$218K - $255K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-141KClosed |
$3.77M - $4.42M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
19.7KNew |
$527K - $618K
|
19.7K
$589K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-804Closed |
$22.1K - $24.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-102Closed |
$2.8K - $3.14K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.13KClosed |
$223K - $250K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7KClosed |
$293K - $329K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-11.8KClosed |
$324K - $364K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
550New |
$15.1K - $16.9K
|
550
$16.4K
|
|