Purchases and Sales Made in Q1 2024 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q1 2024. 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 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
130+ 37.9% |
$2.5K - $2.87K
|
473
$14.1K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
124New |
$2.39K - $2.74K
|
124
$3.71K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119+ 0.36% |
$2.29K - $2.63K
|
33.2K
$992K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
107+ 3.75% |
$2.06K - $2.36K
|
2.96K
$88.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
44+ 57.14% |
$847 - $971
|
121
$3.62K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
38New |
$732 - $838
|
38
$1.14K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
26New |
$501 - $574
|
26
$777
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
16+ 0.0% |
$308 - $353
|
1.2M
$35.8M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
15+ 0.14% |
$289 - $331
|
10.9K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
10+ 0.04% |
$193 - $221
|
27K
$807K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$154 - $176
|
8
$239
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.02% |
$38.5 - $44.1
|
13.3K
$399K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$19.3 - $22.1
|
33.2K
$992K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-7- 5.26% |
$135 - $154
|
126
$3.77K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 66.67% |
$193 - $221
|
5
$150
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 45.83% |
$212 - $243
|
13
$389
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-14- 0.11% |
$270 - $309
|
12.9K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-45- 0.13% |
$866 - $993
|
35.5K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-51- 60.0% |
$982 - $1.13K
|
34
$1.02K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-98- 1.74% |
$1.89K - $2.16K
|
5.54K
$166K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-123- 0.85% |
$2.37K - $2.71K
|
14.3K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-147- 3.43% |
$2.83K - $3.24K
|
4.13K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-156- 1.72% |
$3K - $3.44K
|
8.91K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-268- 3.38% |
$5.16K - $5.91K
|
7.67K
$229K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-310- 0.76% |
$5.97K - $6.84K
|
40.4K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-318- 17.11% |
$6.12K - $7.02K
|
1.54K
$46.1K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-372- 1.23% |
$7.16K - $8.21K
|
29.9K
$893K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-394- 0.97% |
$7.58K - $8.69K
|
40.3K
$1.21M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-433- 5.65% |
$8.34K - $9.55K
|
7.23K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-519- 5.11% |
$9.99K - $11.4K
|
9.65K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-946- 1.0% |
$18.2K - $20.9K
|
93.4K
$2.79M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-959- 0.41% |
$18.5K - $21.2K
|
232K
$6.94M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.01K- 5.66% |
$19.4K - $22.2K
|
16.8K
$502K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.04K- 97.2% |
$20.1K - $23K
|
30
$897
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.3K- 1.65% |
$25K - $28.7K
|
77.3K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.39K- 0.65% |
$26.8K - $30.7K
|
214K
$6.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.55K- 60.93% |
$29.9K - $34.3K
|
996
$29.8K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.58K- 5.08% |
$30.3K - $34.8K
|
29.5K
$881K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-1.8K- 6.08% |
$34.7K - $39.7K
|
27.8K
$831K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.8K- 91.2% |
$34.7K - $39.8K
|
174
$5.2K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.86K- 55.72% |
$35.7K - $41K
|
1.48K
$44.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.08K- 16.57% |
$40K - $45.8K
|
10.5K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 18.35% |
$47.3K - $54.2K
|
10.9K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.86K- 21.68% |
$74.4K - $85.2K
|
14K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.86K- 10.69% |
$93.5K - $107K
|
40.6K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.36K- 78.39% |
$103K - $118K
|
1.48K
$44.1K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7K- 23.07% |
$135K - $154K
|
23.3K
$698K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.92K- 16.89% |
$153K - $175K
|
39K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-8.59K- 37.76% |
$165K - $190K
|
14.2K
$424K
|