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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-67KClosed |
$1.66M - $1.89M
|
0
$0
|
|
|
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
$1.49M
|
|
|
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
$12.8K
|
|
| 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
$16.8M
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.36KClosed |
$27.8K - $40K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
421New |
$8.63K - $12.4K
|
421
$12.9K
|
|
| 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 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
$450K
|
|
|
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
|
|
|
May 15, 2020
Q1 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.3KClosed |
$143K - $278K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-51.6KClosed |
$716K - $1.39M
|
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
$30.2K
|
|
|
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
$236K
|
|
|
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
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-273KClosed |
$5.62M - $7.22M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-120Closed |
$2.47K - $3.17K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10KClosed |
$206K - $264K
|
0
$0
|
|