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 15, 2020
Q1 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-51.6KClosed |
$716K - $1.39M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.3KClosed |
$143K - $278K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.26KClosed |
$17.5K - $34.1K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-9.62KClosed |
$133K - $259K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-273Closed |
$3.79K - $7.36K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Abrdn PLC
|
SELL
|
- |
-474KClosed |
$11.5M - $13M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.08KClosed |
$26.3K - $29.8K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
984New |
$23.9K - $27K
|
984
$28.2K
|
|
|
Feb 12, 2020
Q4 2019
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-34.1KClosed |
$827K - $937K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-232Closed |
$5.75K - $6.38K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-85.4KClosed |
$2.12M - $2.35M
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8.55KClosed |
$212K - $235K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-187Closed |
$4.64K - $5.14K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-199Closed |
$4.75K - $5.23K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Hendershot Investments Inc.
|
BUY
|
- |
7.68KNew |
$183K - $202K
|
7.68K
$220K
|
|
|
Jul 15, 2019
Q2 2019
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-210Closed |
$5.01K - $5.51K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Aug 16, 2019
Q1 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27Closed |
$591 - $716
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Td Asset Management Inc
|
SELL
|
- |
-31.4KClosed |
$688K - $833K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-250Closed |
$5.48K - $6.63K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-275Closed |
$6.02K - $7.29K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-120Closed |
$2.47K - $3.17K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-273KClosed |
$5.62M - $7.22M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10KClosed |
$206K - $264K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-291Closed |
$5.99K - $7.69K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-7.9KClosed |
$163K - $209K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35Closed |
$926 - $1.01K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.4KClosed |
$196K - $214K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-7Closed |
$185 - $202
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Hudock, Inc.
|
SELL
|
- |
-1.04KClosed |
$27.5K - $30.1K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Man Group PLC
London, X0 |
SELL
|
- |
-9.79KClosed |
$269K - $292K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-31Closed |
$853 - $925
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-64.3KClosed |
$1.77M - $1.92M
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-250Closed |
$6.88K - $7.46K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-167KClosed |
$4.6M - $4.99M
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-31Closed |
$853 - $925
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1KNew |
$27.5K - $29.9K
|
1K
$28.7K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.13K+ 2869.72% |
$83.8K - $90.4K
|
3.24K
$92.7K
|
|
|
Apr 27, 2018
Q1 2018
|
Cullinan Associates Inc
|
SELL
|
- |
-22KClosed |
$590K - $636K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-134Closed |
$3.59K - $3.87K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64KClosed |
$185K - $214K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-35.1KClosed |
$978K - $1.13M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Loomis Sayles & CO L P
|
SELL
|
- |
-23Closed |
$641 - $741
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.1KClosed |
$310K - $358K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-51.3KClosed |
$1.43M - $1.65M
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-39.7KClosed |
$1.11M - $1.28M
|
0
$0
|
|
|
Jan 29, 2018
Q4 2017
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-6.46KClosed |
$180K - $208K
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
Cutler Group LP
|
SELL
|
- |
-304Closed |
$8.47K - $9.79K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
11+ 2.28% |
$306 - $354
|
494
$14.2K
|
|
| Q2 2016 | |||||||
|
Jun 04, 2020
Q2 2016
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.2KClosed |
N/A
|
0
$0
|
|