Purchases and Sales Made in Q1 2023 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q1 2023. 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 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
277+ 2.03% |
$6.44K - $7.96K
|
13.9K
$421K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
242New |
$5.62K - $6.95K
|
242
$7.33K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
191+ 2.31% |
$4.44K - $5.49K
|
8.47K
$257K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
127+ 23.13% |
$2.95K - $3.65K
|
676
$20.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
100+ 0.25% |
$2.32K - $2.87K
|
40.7K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
100+ 0.17% |
$2.32K - $2.87K
|
59.3K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92+ 2.78% |
$2.14K - $2.64K
|
3.4K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 2.87% |
$1.53K - $1.9K
|
2.36K
$71.6K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52New |
$1.21K - $1.49K
|
52
$1.57K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
51+ 102.0% |
$1.19K - $1.46K
|
101
$3.06K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43+ 8.3% |
$999 - $1.23K
|
561
$17K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 1100.0% |
$511 - $632
|
24
$727
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 4.11% |
$511 - $632
|
557
$16.9K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$325 - $402
|
14
$424
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
12+ 0.09% |
$279 - $345
|
13.8K
$417K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8+ 0.03% |
$186 - $230
|
26.7K
$808K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 1.31% |
$46.5 - $57.4
|
151
$4.57K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25- 0.08% |
$581 - $718
|
33.2K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-34- 0.15% |
$790 - $976
|
22.3K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-37- 0.35% |
$860 - $1.06K
|
10.6K
$321K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-84- 21.11% |
$1.95K - $2.41K
|
314
$9.51K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-138- 17.36% |
$3.21K - $3.96K
|
657
$19.9K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-140- 68.29% |
$3.25K - $4.02K
|
65
$1.97K
|
|
|
May 12, 2023
Q1 2023
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-150- 0.6% |
$3.49K - $4.31K
|
24.7K
$749K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-188- 1.51% |
$4.37K - $5.4K
|
12.3K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-259- 14.72% |
$6.02K - $7.44K
|
1.5K
$45.5K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-276- 28.75% |
$6.41K - $7.93K
|
684
$20.7K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-280- 7.47% |
$6.51K - $8.04K
|
3.47K
$105K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-500- 66.67% |
$11.6K - $14.4K
|
250
$7.57K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-500- 3.05% |
$11.6K - $14.4K
|
15.9K
$482K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-604- 1.63% |
$14K - $17.3K
|
36.4K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-642- 1.51% |
$14.9K - $18.4K
|
41.9K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-696- 18.95% |
$16.2K - $20K
|
2.98K
$90.1K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-864- 3.21% |
$20.1K - $24.8K
|
26K
$788K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1K- 23.83% |
$23.2K - $28.7K
|
3.2K
$96.8K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.13K- 1.93% |
$26.2K - $32.3K
|
57.3K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.14K- 3.47% |
$26.4K - $32.6K
|
31.5K
$955K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.14K- 58.63% |
$26.4K - $32.7K
|
803
$24.3K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 5.83% |
$30.4K - $37.6K
|
21.1K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.5K- 0.56% |
$34.8K - $43K
|
266K
$8.06M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.54K- 11.2% |
$35.8K - $44.3K
|
12.2K
$370K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.71K- 75.47% |
$39.8K - $49.2K
|
557
$16.9K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-2.15K- 4.25% |
$49.9K - $61.7K
|
48.4K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.32K- 58.28% |
$53.8K - $66.5K
|
1.66K
$50.2K
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-2.6K- 11.02% |
$60.4K - $74.7K
|
21K
$636K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-2.68K- 77.25% |
$62.2K - $76.8K
|
788
$23.9K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-3.24K- 10.73% |
$75.3K - $93K
|
27K
$816K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.52K- 5.81% |
$81.8K - $101K
|
57.1K
$1.73M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-3.6K- 12.63% |
$83.7K - $103K
|
24.9K
$754K
|