Purchases and Sales Made in Q1 2022 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q1 2022. The information is specifically focused on institutions that hold shares of UNIVEST FINANCIAL Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
988+ 7.54% |
$26.4K - $31K
|
14.1K
$427K
|
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
854+ 0.89% |
$22.9K - $26.8K
|
96.4K
$2.92M
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
830New |
$22.2K - $26.1K
|
830
$25.1K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
644+ 1129.82% |
$17.2K - $20.2K
|
701
$21.2K
|
|
|
May 13, 2022
Q1 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
600+ 6.71% |
$16.1K - $18.8K
|
9.55K
$289K
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
500New |
$13.4K - $15.7K
|
500
$15.1K
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
400New |
$10.7K - $12.6K
|
400
$12.1K
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
395+ 17.46% |
$10.6K - $12.4K
|
2.66K
$80.5K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
383+ 14.65% |
$10.2K - $12K
|
3K
$90.8K
|
|
|
May 16, 2022
Q1 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
345+ 0.25% |
$9.23K - $10.8K
|
140K
$4.24M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
192+ 40.59% |
$5.14K - $6.03K
|
665
$20.1K
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
107+ 7.13% |
$2.86K - $3.36K
|
1.61K
$48.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
81+ 0.16% |
$2.17K - $2.54K
|
51.7K
$1.57M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
66New |
$1.77K - $2.07K
|
66
$2K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
54New |
$1.45K - $1.7K
|
54
$1.64K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
45+ 0.57% |
$1.2K - $1.41K
|
7.96K
$241K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
44+ 19.21% |
$1.18K - $1.38K
|
273
$8.27K
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
23+ 0.11% |
$615 - $722
|
20.7K
$628K
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21+ 0.26% |
$562 - $660
|
8.18K
$248K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
8+ 0.03% |
$214 - $251
|
27.1K
$819K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 0.71% |
$134 - $157
|
714
$21.6K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.01% |
$26.8 - $31.4
|
10.7K
$325K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1Closed |
$26.8 - $31.4
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 4.88% |
$214 - $251
|
156
$4.72K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37- 3.25% |
$990 - $1.16K
|
1.1K
$33.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 6.01% |
$1.2K - $1.41K
|
704
$21.3K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-77- 8.31% |
$2.06K - $2.42K
|
850
$25.7K
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-107- 0.17% |
$2.86K - $3.36K
|
61.2K
$1.85M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-147- 0.65% |
$3.93K - $4.62K
|
22.3K
$677K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-180- 30.61% |
$4.82K - $5.65K
|
408
$12.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-250- 27.78% |
$6.69K - $7.85K
|
650
$19.7K
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-266- 2.09% |
$7.12K - $8.36K
|
12.5K
$378K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-687- 31.18% |
$18.4K - $21.6K
|
1.52K
$45.9K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-726- 1.67% |
$19.4K - $22.8K
|
42.8K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-917Closed |
$24.5K - $28.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.01K- 6.58% |
$27.1K - $31.8K
|
14.4K
$435K
|
|
|
May 16, 2022
Q1 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.02K- 9.67% |
$27.3K - $32.1K
|
9.54K
$289K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.17K- 1.9% |
$31.2K - $36.7K
|
60.3K
$1.82M
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
SELL
|
- |
-1.4K- 4.65% |
$37.5K - $44K
|
28.7K
$869K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.71K- 5.27% |
$45.8K - $53.8K
|
30.8K
$933K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.79K- 4.9% |
$47.9K - $56.3K
|
34.8K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.86K- 10.58% |
$49.7K - $58.4K
|
15.7K
$476K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2K- 11.11% |
$53.5K - $62.8K
|
16K
$484K
|
|
|
May 05, 2022
Q1 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.19K- 6.28% |
$58.7K - $68.9K
|
32.7K
$992K
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.39K- 12.9% |
$64K - $75.1K
|
16.1K
$489K
|
|
|
May 16, 2022
Q1 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.39K- 8.31% |
$90.6K - $106K
|
37.4K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-3.4K- 10.58% |
$91K - $107K
|
28.7K
$870K
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.5K- 7.99% |
$93.7K - $110K
|
40.3K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-3.67K- 2.45% |
$98.2K - $115K
|
146K
$4.43M
|