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 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
$716
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-28- 53.85% |
$695 - $752
|
24
$688
|
|
|
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
$201K
|
|
| 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
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-141KClosed |
$3.77M - $4.42M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.13KClosed |
$218K - $255K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
19.7KNew |
$527K - $618K
|
19.7K
$564K
|
|
| Q4 2021 | |||||||
|
Feb 13, 2025
Q4 2021
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-75.7KClosed |
$2.08M - $2.33M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-102Closed |
$2.8K - $3.14K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-804Closed |
$22.1K - $24.7K
|
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
$15.8K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-10.6KClosed |
$264K - $300K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-67Closed |
$1.67K - $1.89K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-67KClosed |
$1.66M - $1.89M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
51New |
$1.27K - $1.44K
|
51
$1.46K
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-14.3KClosed |
$356K - $404K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
48.6KNew |
$1.28M - $1.43M
|
48.6K
$1.39M
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-60Closed |
$1.58K - $1.76K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-203Closed |
$5.35K - $5.97K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-11KClosed |
$290K - $323K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
417New |
$11K - $12.3K
|
417
$11.9K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-764Closed |
$15.7K - $22.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
546KNew |
$11.2M - $16.1M
|
546K
$15.6M
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.64K+ 8.25% |
$33.6K - $48.3K
|
21.5K
$617K
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
421New |
$8.63K - $12.4K
|
421
$12.1K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.36KClosed |
$27.8K - $40K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-198KClosed |
$2.86M - $4.08M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.41KClosed |
$49.1K - $70.2K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.1KClosed |
$15.8K - $22.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-18KClosed |
$248K - $315K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-12KClosed |
$165K - $210K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Impax Asset Management Group PLC
|
SELL
|
- |
-106KClosed |
$1.45M - $1.84M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.27KClosed |
$31.2K - $39.5K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-36.4KClosed |
$501K - $635K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-800Closed |
$11.4K - $15.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-78.1KClosed |
$1.11M - $1.5M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
63+ 0.13% |
$895 - $1.21K
|
50.4K
$1.44M
|
|
|
Aug 13, 2020
Q2 2020
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2KClosed |
$17.1K - $23.1K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-9.82KClosed |
$140K - $189K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
BUY
|
- |
1.65K+ 12.66% |
$23.4K - $31.6K
|
14.6K
$420K
|
|
|
Jul 23, 2020
Q2 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-10.5KClosed |
$149K - $201K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-20.4KClosed |
$290K - $392K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Western Standard LLC
Los Angeles, CA |
SELL
|
- |
-43.8KClosed |
$608K - $1.18M
|
0
$0
|
|