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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
9.88KNew |
$160K - $221K
|
9.88K
$283K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 71.63% |
$40.5K - $55.8K
|
990
$28.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.19K+ 27.12% |
$19.4K - $26.7K
|
5.6K
$160K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-46.8K- 82.97% |
$796K - $970K
|
9.6K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-252- 1.97% |
$4.29K - $5.23K
|
12.5K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
600+ 26.53% |
$10.2K - $12.5K
|
2.86K
$82K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86- 5.79% |
$1.46K - $1.78K
|
1.4K
$40.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.82K+ 1029.94% |
$31K - $37.8K
|
2K
$57.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-207- 1.98% |
$3.53K - $4.3K
|
10.2K
$293K
|
|
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
13.8KNew |
$235K - $286K
|
13.8K
$395K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-200- 1.33% |
$3.41K - $4.15K
|
14.9K
$426K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.04K+ 4.16% |
$17K - $24.5K
|
26.1K
$747K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.2KNew |
$199K - $288K
|
12.2K
$350K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68.7KNew |
$1.12M - $1.62M
|
68.7K
$1.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$130 - $188
|
8
$229
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31.7KNew |
$516K - $746K
|
31.7K
$908K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.2KNew |
$27.9K - $34.5K
|
1.2K
$34.4K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
15.7K+ 28.13% |
$366K - $452K
|
71.7K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.13K- 1.93% |
$26.2K - $32.3K
|
57.3K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 5.83% |
$30.4K - $37.6K
|
21.1K
$606K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-140- 68.29% |
$3.25K - $4.02K
|
65
$1.86K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-500- 66.67% |
$11.6K - $14.4K
|
250
$7.16K
|
|
|
May 02, 2023
Q1 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-13.6K- 78.16% |
$316K - $391K
|
3.8K
$109K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
202KNew |
$4.81M - $5.8M
|
202K
$5.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-4.56K- 28.46% |
$109K - $131K
|
11.5K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
3.96K+ 42.71% |
$94.4K - $114K
|
13.2K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-32- 0.37% |
$763 - $920
|
8.64K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
73.5KNew |
$1.75M - $2.11M
|
73.5K
$2.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
327+ 0.24% |
$7.8K - $9.4K
|
134K
$3.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-429- 9.69% |
$10.2K - $12.3K
|
4K
$115K
|
|
| 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
$47.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
97.5KNew |
$2.29M - $2.63M
|
97.5K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
12.8K+ 8.57% |
$300K - $344K
|
162K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-118K- 90.59% |
$2.76M - $3.17M
|
12.2K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
49New |
$1.15K - $1.32K
|
49
$1.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-267Closed |
$6.27K - $7.2K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.5KNew |
$294K - $338K
|
12.5K
$359K
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-17.3K- 64.48% |
$406K - $466K
|
9.53K
$273K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
24New |
$564 - $647
|
24
$688
|
|
|
Nov 09, 2022
Q3 2022
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-35K- 5.45% |
$822K - $944K
|
607K
$17.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4New |
$93.9 - $108
|
4
$115
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-425- 27.87% |
$10.6K - $11.4K
|
1.1K
$31.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
133KNew |
$3.31M - $3.58M
|
133K
$3.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-281- 2.56% |
$6.98K - $7.55K
|
10.7K
$306K
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.67K- 12.74% |
$66.3K - $71.8K
|
18.3K
$524K
|
|
|
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
$586K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-17- 9.5% |
$422 - $457
|
162
$4.64K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
11.6KNew |
$288K - $311K
|
11.6K
$332K
|
|