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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20New |
$550 - $633
|
20
$614
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15+ 75.0% |
$413 - $474
|
35
$1.08K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$413 - $474
|
15
$461
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.2KNew |
$541K - $649K
|
20.2K
$619K
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
17.3KNew |
$465K - $557K
|
17.3K
$531K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12KNew |
$322K - $386K
|
12K
$368K
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
8.15KNew |
$219K - $262K
|
8.15K
$250K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1K+ 4.76% |
$26.9K - $32.2K
|
22K
$676K
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
639+ 8.6% |
$17.2K - $20.6K
|
8.07K
$248K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
590New |
$15.8K - $19K
|
590
$18.1K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
500New |
$13.4K - $16.1K
|
500
$15.4K
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
241+ 2.32% |
$6.47K - $7.76K
|
10.6K
$326K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71New |
$1.91K - $2.29K
|
71
$2.18K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
33New |
$886 - $1.06K
|
33
$1.01K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
22+ 33.85% |
$591 - $709
|
87
$2.67K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$483 - $580
|
18
$553
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17New |
$456 - $548
|
17
$522
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$134 - $161
|
5
$154
|
|
Q3 2024 | |||||||
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
18.6KNew |
$414K - $544K
|
18.6K
$572K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$339K - $445K
|
15.2K
$468K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$308K - $405K
|
13.9K
$426K
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
8.28KNew |
$184K - $242K
|
8.28K
$254K
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.05K+ 33.09% |
$67.7K - $88.9K
|
12.3K
$376K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.8KNew |
$62.3K - $81.8K
|
2.8K
$86.1K
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$58.3K - $76.6K
|
2.62K
$80.6K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.41K+ 2713.46% |
$31.4K - $41.2K
|
1.46K
$44.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.03K+ 2.62% |
$22.9K - $30.1K
|
40.3K
$1.24M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
901New |
$20K - $26.3K
|
901
$27.7K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800New |
$17.8K - $23.4K
|
800
$24.6K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
162+ 26.3% |
$3.6K - $4.73K
|
778
$23.9K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
28New |
$622 - $817
|
28
$860
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27New |
$600 - $788
|
27
$829
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15New |
$333 - $438
|
15
$461
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.5KNew |
$414K - $515K
|
22.5K
$690K
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
10.1KNew |
$187K - $232K
|
10.1K
$311K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.94K+ 7.18% |
$35.7K - $44.4K
|
28.9K
$888K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.24KNew |
$22.8K - $28.3K
|
1.24K
$38K
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.23K+ 704.6% |
$22.6K - $28.1K
|
1.4K
$43K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
719New |
$13.3K - $16.5K
|
719
$22.1K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
619New |
$11.4K - $14.2K
|
619
$19K
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
168New |
$3.1K - $3.85K
|
168
$5.16K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
131New |
$2.42K - $3K
|
131
$4.02K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
59+ 0.32% |
$1.09K - $1.35K
|
18.6K
$572K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20New |
$369 - $459
|
20
$614
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$18.4 - $22.9
|
1
$30.7
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$232K - $266K
|
12.1K
$371K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.72KNew |
$187K - $215K
|
9.72K
$299K
|
|
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
$555K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
124New |
$2.39K - $2.74K
|
124
$3.81K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$154 - $176
|
8
$246
|