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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
9.88KNew |
$160K - $221K
|
9.88K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.38K+ 118.98% |
$70.9K - $97.7K
|
8.05K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.3KNew |
$53.4K - $73.6K
|
3.3K
$91.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.2K+ 246.15% |
$51.9K - $71.4K
|
4.5K
$124K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.19K+ 27.12% |
$19.4K - $26.7K
|
5.6K
$155K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$1.22K - $1.67K
|
75
$2.07K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
27New |
$438 - $603
|
27
$747
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14New |
$227 - $312
|
14
$387
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
13.8KNew |
$235K - $286K
|
13.8K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.49KNew |
$110K - $135K
|
6.49K
$179K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.82K+ 1029.94% |
$31K - $37.8K
|
2K
$55.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
600+ 26.53% |
$10.2K - $12.5K
|
2.86K
$79.2K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89New |
$1.52K - $1.85K
|
89
$2.46K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68.7KNew |
$1.12M - $1.62M
|
68.7K
$1.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31.7KNew |
$516K - $746K
|
31.7K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.2KNew |
$199K - $288K
|
12.2K
$338K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.04K+ 4.16% |
$17K - $24.5K
|
26.1K
$721K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$130 - $188
|
8
$221
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
15.7K+ 28.13% |
$366K - $452K
|
71.7K
$1.98M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 10.0% |
$37.2K - $46K
|
17.6K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.2KNew |
$27.9K - $34.5K
|
1.2K
$33.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
202KNew |
$4.81M - $5.8M
|
202K
$5.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
73.5KNew |
$1.75M - $2.11M
|
73.5K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
3.96K+ 42.71% |
$94.4K - $114K
|
13.2K
$366K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
327+ 0.24% |
$7.8K - $9.4K
|
134K
$3.72M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
97.5KNew |
$2.29M - $2.63M
|
97.5K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
12.8K+ 8.57% |
$300K - $344K
|
162K
$4.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12.5KNew |
$294K - $338K
|
12.5K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.65KNew |
$38.7K - $44.5K
|
1.65K
$45.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
49New |
$1.15K - $1.32K
|
49
$1.36K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
24New |
$564 - $647
|
24
$664
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4New |
$93.9 - $108
|
4
$111
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
133KNew |
$3.31M - $3.58M
|
133K
$3.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
20.5KNew |
$508K - $550K
|
20.5K
$566K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
11.6KNew |
$288K - $311K
|
11.6K
$320K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
7KNew |
$174K - $188K
|
7K
$194K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
25New |
$621 - $672
|
25
$692
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
19.7KNew |
$527K - $618K
|
19.7K
$544K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
550New |
$15.1K - $16.9K
|
550
$15.2K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
51New |
$1.27K - $1.44K
|
51
$1.41K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
48.6KNew |
$1.28M - $1.43M
|
48.6K
$1.34M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
417New |
$11K - $12.3K
|
417
$11.5K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
546KNew |
$11.2M - $16.1M
|
546K
$15.1M
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.64K+ 8.25% |
$33.6K - $48.3K
|
21.5K
$596K
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
421New |
$8.63K - $12.4K
|
421
$11.6K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
BUY
|
- |
1.65K+ 12.66% |
$23.4K - $31.6K
|
14.6K
$405K
|
|
|
Aug 14, 2020
Q2 2020
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
63+ 0.13% |
$895 - $1.21K
|
50.4K
$1.39M
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
984New |
$23.9K - $27K
|
984
$27.2K
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Hendershot Investments Inc.
|
BUY
|
- |
7.68KNew |
$183K - $202K
|
7.68K
$212K
|
|
| Q2 2018 | |||||||
|
Jul 17, 2018
Q2 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1KNew |
$27.5K - $29.9K
|
1K
$27.7K
|
|