Latest Institutional Transactions on Univest Financial Corp (UVSP)

UVSP Quotes by TradingView

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
Nov 15, 2021 Q3 2021
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-15K
Closed
$373K - $424K
0 $0
Nov 15, 2021 Q3 2021
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-10.6K
Closed
$264K - $300K
0 $0
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-67
Closed
$1.67K - $1.89K
0 $0
Nov 12, 2021 Q3 2021
Banc Funds CO LLC

Chicago, IL
SELL
 -
-67K
Closed
$1.66M - $1.89M
0 $0
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
51
New
$1.27K - $1.44K
51 $1.52K
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-14.3K
Closed
$356K - $404K
0 $0
Q2 2021
Aug 17, 2021 Q2 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 PUT
48.6K
New
$1.28M - $1.43M
48.6K $1.45M
Aug 16, 2021 Q2 2021
Eaton Vance Management

Boston, MA
SELL
 -
-60
Closed
$1.58K - $1.76K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-203
Closed
$5.35K - $5.97K
0 $0
Aug 13, 2021 Q2 2021
Pro Share Advisors LLC

SELL
 -
-7.71K
Closed
$203K - $227K
0 $0
Aug 11, 2021 Q2 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-166
Closed
$4.38K - $4.88K
0 $0
Aug 05, 2021 Q2 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
417
New
$11K - $12.3K
417 $12.5K
Q1 2021
May 17, 2021 Q1 2021
Cbiz Investment Advisory Services, LLC

SELL
 -
-764
Closed
$15.7K - $22.5K
0 $0
May 14, 2021 Q1 2021
Fj Capital Management LLC

Mclean, VA
BUY
 CALL
546K
New
$11.2M - $16.1M
546K $16.3M
May 10, 2021 Q1 2021
Principal Financial Group Inc

Des Moines, IA
BUY
 -
1.64K
+ 8.25%
$33.6K - $48.3K
21.5K $644K
Apr 29, 2021 Q1 2021
Tci Wealth Advisors, Inc.

BUY
 -
421
New
$8.63K - $12.4K
421 $12.6K
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-1.36K
Closed
$27.8K - $40K
0 $0
Q4 2020
Feb 12, 2021 Q4 2020
Kennedy Capital Management, Inc.

St Louis, MO
SELL
 -
-198K
Closed
$2.86M - $4.08M
0 $0
Feb 11, 2021 Q4 2020
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-3.41K
Closed
$49.1K - $70.2K
0 $0
Feb 10, 2021 Q4 2020
Group One Trading, L.P.

Chicago, IL
SELL
 -
-1.1K
Closed
$15.8K - $22.6K
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Engineers Gate Manager LP

New York, NY
SELL
 -
-18K
Closed
$248K - $315K
0 $0
Nov 13, 2020 Q3 2020
Atom Investors LP

Austin, TX
SELL
 -
-12K
Closed
$165K - $210K
0 $0
Nov 12, 2020 Q3 2020
Impax Asset Management Group PLC

SELL
 -
-106K
Closed
$1.45M - $1.84M
0 $0
Nov 02, 2020 Q3 2020
Private Advisor Group, LLC

SELL
 -
-2.27K
Closed
$31.2K - $39.5K
0 $0
Oct 15, 2020 Q3 2020
Bowling Portfolio Management LLC

SELL
 -
-36.4K
Closed
$501K - $635K
0 $0
Q2 2020
Sep 08, 2021 Q2 2020
Retirement Group, LLC

SELL
 -
-800
Closed
$11.4K - $15.4K
0 $0
Aug 14, 2020 Q2 2020
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
63
+ 0.13%
$895 - $1.21K
50.4K $1.51M
Aug 14, 2020 Q2 2020
Wellington Management Group LLP

Boston, MA
SELL
 -
-78.1K
Closed
$1.11M - $1.5M
0 $0
Aug 13, 2020 Q2 2020
Federated Hermes, Inc.

Pittsburgh, PA
SELL
 -
-1.2K
Closed
$17.1K - $23.1K
0 $0
Aug 12, 2020 Q2 2020
Globeflex Capital L P

San Diego, CA
SELL
 -
-9.82K
Closed
$140K - $189K
0 $0
Aug 05, 2020 Q2 2020
First Hawaiian Bank

BUY
 -
1.65K
+ 12.66%
$23.4K - $31.6K
14.6K $438K
Jul 23, 2020 Q2 2020
Stone Ridge Asset Management LLC

SELL
 -
-10.5K
Closed
$149K - $201K
0 $0
Jul 06, 2020 Q2 2020
Municipal Employees' Retirement System Of Michigan

SELL
 -
-20.4K
Closed
$290K - $392K
0 $0
Q1 2020
May 15, 2020 Q1 2020
Western Standard LLC

Los Angeles, CA
SELL
 -
-43.8K
Closed
$608K - $1.18M
0 $0
May 15, 2020 Q1 2020
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-10.3K
Closed
$143K - $278K
0 $0
May 15, 2020 Q1 2020
Marshall Wace, LLP

London, X0
SELL
 -
-51.6K
Closed
$716K - $1.39M
0 $0
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-1.26K
Closed
$17.5K - $34.1K
0 $0
Apr 21, 2020 Q1 2020
Westbourne Investment Advisors, Inc.

SELL
 -
-9.62K
Closed
$133K - $259K
0 $0
Apr 09, 2020 Q1 2020
Fny Investment Advisers, LLC

SELL
 -
-273
Closed
$3.79K - $7.36K
0 $0
Q4 2019
Feb 18, 2020 Q4 2019
Abrdn PLC

SELL
 -
-474K
Closed
$11.5M - $13M
0 $0
Feb 14, 2020 Q4 2019
Quantamental Technologies LLC

White Plains, NY
SELL
 -
-1.08K
Closed
$26.3K - $29.8K
0 $0
Feb 14, 2020 Q4 2019
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
984
New
$23.9K - $27K
984 $29.4K
Feb 12, 2020 Q4 2019
Hillsdale Investment Management Inc.

Toronto, A6
SELL
 -
-34.1K
Closed
$827K - $937K
0 $0
Q3 2019
Nov 12, 2019 Q3 2019
Philadelphia Trust CO

Philadelphia, PA
SELL
 -
-85.4K
Closed
$2.12M - $2.35M
0 $0
Nov 12, 2019 Q3 2019
Next Capital Management LLC

SELL
 -
-232
Closed
$5.75K - $6.38K
0 $0
Oct 28, 2019 Q3 2019
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-8.55K
Closed
$212K - $235K
0 $0
Oct 17, 2019 Q3 2019
Capital Investment Advisory Services, LLC

SELL
 -
-187
Closed
$4.64K - $5.14K
0 $0
Q2 2019
Aug 13, 2019 Q2 2019
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-199
Closed
$4.75K - $5.23K
0 $0
Jul 31, 2019 Q2 2019
Hendershot Investments Inc.

BUY
 -
7.68K
New
$183K - $202K
7.68K $230K

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