Purchases and Sales Made in Q2 2022 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
41+ 26.28% |
$1.02K - $1.1K
|
197
$5.97K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
35New |
$869 - $940
|
35
$1.06K
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
34+ 0.43% |
$844 - $913
|
8K
$242K
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
26+ 0.16% |
$646 - $698
|
16.2K
$490K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
25New |
$621 - $672
|
25
$757
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
16+ 0.11% |
$397 - $430
|
14.1K
$427K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 0.84% |
$149 - $161
|
720
$21.8K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.01% |
$24.8 - $26.9
|
10.7K
$325K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-17- 9.5% |
$422 - $457
|
162
$4.91K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-28- 53.85% |
$695 - $752
|
24
$727
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-35- 0.4% |
$869 - $940
|
8.67K
$262K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-66Closed |
$1.64K - $1.77K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-66- 0.3% |
$1.64K - $1.77K
|
22.3K
$675K
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-72- 0.35% |
$1.79K - $1.93K
|
20.7K
$626K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-86- 12.22% |
$2.14K - $2.31K
|
618
$18.7K
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-103- 0.39% |
$2.56K - $2.77K
|
26.3K
$798K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-166Closed |
$4.12K - $4.46K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-180- 0.72% |
$4.47K - $4.83K
|
24.9K
$753K
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-219- 80.22% |
$5.44K - $5.88K
|
54
$1.64K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-266- 31.29% |
$6.6K - $7.14K
|
584
$17.7K
|
|
Aug 15, 2022
Q2 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-281- 2.56% |
$6.98K - $7.55K
|
10.7K
$324K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-425- 27.87% |
$10.6K - $11.4K
|
1.1K
$33.3K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-460- 30.34% |
$11.4K - $12.4K
|
1.06K
$32K
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-500Closed |
$12.4K - $13.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-531- 5.56% |
$13.2K - $14.3K
|
9.01K
$273K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-701Closed |
$17.4K - $18.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-706- 4.92% |
$17.5K - $19K
|
13.7K
$413K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-830Closed |
$20.6K - $22.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.06K- 27.18% |
$26.3K - $28.5K
|
2.84K
$86K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-1.18K- 85.72% |
$29.4K - $31.8K
|
197
$5.97K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 99.36% |
$30.8K - $33.3K
|
8
$242
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.29K- 2.25% |
$32K - $34.6K
|
56.1K
$1.7M
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
SELL
|
- |
-1.5K- 5.23% |
$37.2K - $40.3K
|
27.2K
$824K
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-1.55K- 2.53% |
$38.4K - $41.6K
|
59.6K
$1.81M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.63K- 88.51% |
$40.3K - $43.6K
|
211
$6.39K
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.7KClosed |
$42.2K - $45.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.9K- 6.61% |
$47.2K - $51K
|
26.8K
$812K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.99K- 12.64% |
$49.3K - $53.3K
|
13.7K
$415K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.45K- 8.6% |
$60.9K - $65.9K
|
26.1K
$789K
|
|
Aug 09, 2022
Q2 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.66KClosed |
$66K - $71.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.67K- 12.74% |
$66.3K - $71.8K
|
18.3K
$554K
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3.14K- 7.72% |
$77.9K - $84.2K
|
37.5K
$1.13M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.16K- 0.87% |
$78.5K - $84.9K
|
362K
$11M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.31K- 2.16% |
$82.2K - $88.9K
|
150K
$4.54M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.56K- 5.91% |
$88.4K - $95.7K
|
56.7K
$1.72M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.76K- 9.63% |
$93.4K - $101K
|
35.3K
$1.07M
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
SELL
|
- |
-4.04K- 0.76% |
$100K - $108K
|
527K
$16M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.11K- 1.94% |
$102K - $110K
|
208K
$6.3M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.3K- 21.82% |
$131K - $142K
|
19K
$575K
|