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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.75K- 8.45% |
$168K - $193K
|
94.8K
$2.87M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.09K- 33.25% |
$175K - $200K
|
18.2K
$553K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.61K- 4.18% |
$185K - $212K
|
220K
$6.67M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-9.69K- 20.6% |
$187K - $214K
|
37.4K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.9K- 1.62% |
$210K - $240K
|
660K
$20M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-16.5K- 4.12% |
$317K - $363K
|
383K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-17.2K- 23.23% |
$332K - $380K
|
56.9K
$1.72M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-21.8K- 7.19% |
$420K - $481K
|
282K
$8.52M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-23.5K- 6.42% |
$452K - $518K
|
343K
$10.4M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-29.7K- 6.82% |
$571K - $655K
|
405K
$12.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-39.1K- 22.1% |
$753K - $863K
|
138K
$4.18M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.8K- 19.92% |
$1.05M - $1.21M
|
220K
$6.67M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.8K- 19.92% |
$1.05M - $1.21M
|
220K
$6.67M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-107K- 3.05% |
$2.05M - $2.35M
|
3.39M
$103M
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-140K- 9.6% |
$2.7M - $3.09M
|
1.32M
$39.9M
|