Latest Institutional Purchases of Univest Financial Corp (UVSP)
This list provides information on the latest institutional transactions involving Univest Financial Corp (UVSP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
33New |
$886 - $1.06K
|
33
$913
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
32+ 14.48% |
$859 - $1.03K
|
253
$7K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
158K+ 203.92% |
$3.51M - $4.61M
|
235K
$6.51M
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
127K+ 31.48% |
$2.83M - $3.71M
|
531K
$14.7M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
84.3K+ 5.36% |
$1.87M - $2.46M
|
1.66M
$45.8M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.6K+ 36.4% |
$1.86M - $2.44M
|
313K
$8.67M
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
83.3K+ 57.45% |
$1.85M - $2.43M
|
228K
$6.32M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
79K+ 16.39% |
$1.76M - $2.31M
|
561K
$15.5M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.5K+ 23.45% |
$1.17M - $1.53M
|
276K
$7.65M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.5K+ 64.37% |
$901K - $1.18M
|
104K
$2.86M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
31.8K+ 91.28% |
$706K - $928K
|
66.6K
$1.84M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28.5K+ 20.11% |
$633K - $831K
|
170K
$4.71M
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
26.5K+ 58.75% |
$588K - $773K
|
71.5K
$1.98M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.2KNew |
$539K - $707K
|
24.2K
$670K
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
23.8K+ 3.49% |
$528K - $694K
|
704K
$19.5M
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
23.5KNew |
$521K - $685K
|
23.5K
$649K
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
21.3K+ 86.14% |
$473K - $622K
|
46K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21K+ 75.78% |
$467K - $614K
|
48.8K
$1.35M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
20.8KNew |
$462K - $607K
|
20.8K
$575K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
18.6KNew |
$414K - $544K
|
18.6K
$515K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
17.4KNew |
$386K - $508K
|
17.4K
$481K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.4K+ 12.3% |
$342K - $450K
|
141K
$3.89M
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$339K - $445K
|
15.2K
$422K
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
14.8KNew |
$330K - $433K
|
14.8K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
14.7K+ 63.71% |
$327K - $430K
|
37.9K
$1.05M
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
14.2K+ 0.72% |
$315K - $414K
|
1.97M
$54.6M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.9K+ 34.59% |
$309K - $406K
|
54.1K
$1.5M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$308K - $405K
|
13.9K
$383K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.8K+ 35.93% |
$284K - $373K
|
48.3K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$240K - $315K
|
10.8K
$298K
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
10.4KNew |
$231K - $303K
|
10.4K
$287K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.3KNew |
$228K - $300K
|
10.3K
$284K
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
10K+ 93.34% |
$222K - $292K
|
20.7K
$573K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.51KNew |
$189K - $248K
|
8.51K
$235K
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
8.43KNew |
$187K - $246K
|
8.43K
$233K
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
8.28KNew |
$184K - $242K
|
8.28K
$229K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.82KNew |
$174K - $228K
|
7.82K
$216K
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
7.59KNew |
$169K - $222K
|
7.59K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.43KNew |
$165K - $217K
|
7.43K
$206K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.7K+ 31.17% |
$149K - $195K
|
28.2K
$779K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.67K+ 16.25% |
$148K - $195K
|
47.7K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.14K+ 4.67% |
$136K - $179K
|
137K
$3.8M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.27K+ 40.92% |
$117K - $154K
|
18.2K
$502K
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.69K+ 2.21% |
$104K - $137K
|
217K
$6M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.69K+ 5.27% |
$104K - $137K
|
93.7K
$2.59M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.15K+ 18.7% |
$92.1K - $121K
|
26.3K
$728K
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.05K+ 33.09% |
$67.7K - $88.9K
|
12.3K
$339K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.8KNew |
$62.3K - $81.8K
|
2.8K
$77.5K
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$58.3K - $76.6K
|
2.62K
$72.6K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.47K+ 66.07% |
$54.8K - $72K
|
6.2K
$171K
|