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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.41K+ 2713.46% |
$31.4K - $41.2K
|
1.46K
$40.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.21K+ 8.27% |
$26.9K - $35.3K
|
15.9K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.03K+ 2.62% |
$22.9K - $30.1K
|
40.3K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
901New |
$20K - $26.3K
|
901
$24.9K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800New |
$17.8K - $23.4K
|
800
$22.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
568+ 3.94% |
$12.6K - $16.6K
|
15K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
410New |
$9.11K - $12K
|
410
$11.3K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
282+ 805.71% |
$6.27K - $8.23K
|
317
$8.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
233+ 4.22% |
$5.18K - $6.8K
|
5.75K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
189+ 0.39% |
$4.2K - $5.52K
|
49.1K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
162+ 26.3% |
$3.6K - $4.73K
|
778
$21.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
110+ 4.14% |
$2.44K - $3.21K
|
2.77K
$76.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
80+ 2.74% |
$1.78K - $2.34K
|
3K
$83.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
72+ 51.43% |
$1.6K - $2.1K
|
212
$5.86K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
31New |
$689 - $905
|
31
$857
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 200.0% |
$667 - $876
|
45
$1.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
29New |
$644 - $847
|
29
$802
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
28New |
$622 - $817
|
28
$774
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 1.19% |
$600 - $788
|
2.3K
$63.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27New |
$600 - $788
|
27
$747
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15New |
$333 - $438
|
15
$415
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.02% |
$66.7 - $87.6
|
12.9K
$358K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.5KNew |
$414K - $515K
|
22.5K
$622K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
10.1KNew |
$187K - $232K
|
10.1K
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.94K+ 7.18% |
$35.7K - $44.4K
|
28.9K
$800K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.54K+ 10.24% |
$28.4K - $35.3K
|
16.6K
$459K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.24KNew |
$22.8K - $28.3K
|
1.24K
$34.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.23K+ 704.6% |
$22.6K - $28.1K
|
1.4K
$38.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
719New |
$13.3K - $16.5K
|
719
$19.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
619New |
$11.4K - $14.2K
|
619
$17.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
191New |
$3.52K - $4.38K
|
191
$5.28K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
168New |
$3.1K - $3.85K
|
168
$4.65K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
131New |
$2.42K - $3K
|
131
$3.62K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
59+ 0.32% |
$1.09K - $1.35K
|
18.6K
$515K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54+ 0.45% |
$996 - $1.24K
|
12K
$333K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20New |
$369 - $459
|
20
$553
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$18.4 - $22.9
|
1
$27.7
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.4KNew |
$296K - $339K
|
15.4K
$425K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$232K - $266K
|
12.1K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.72KNew |
$187K - $215K
|
9.72K
$269K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.4K+ 23.21% |
$65.5K - $75.1K
|
18.1K
$500K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
124New |
$2.39K - $2.74K
|
124
$3.43K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$1.93K - $2.21K
|
100
$2.77K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
38New |
$732 - $838
|
38
$1.05K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
15+ 0.14% |
$289 - $331
|
10.9K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$154 - $176
|
8
$221
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
19.7K+ 4.69% |
$319K - $440K
|
440K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.6KNew |
$253K - $348K
|
15.6K
$431K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.2KNew |
$182K - $251K
|
11.2K
$311K
|
|