Purchases and Sales Made in Q2 2023 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.04K+ 4.16% |
$17K - $24.5K
|
26.1K
$721K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
944+ 3.63% |
$15.4K - $22.2K
|
27K
$746K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
932+ 141.86% |
$15.2K - $21.9K
|
1.59K
$44K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
873+ 1.79% |
$14.2K - $20.6K
|
49.7K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
788+ 6.41% |
$12.8K - $18.6K
|
13.1K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
761+ 112.57% |
$12.4K - $17.9K
|
1.44K
$39.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
537+ 3.34% |
$8.75K - $12.6K
|
16.6K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
305New |
$4.97K - $7.18K
|
305
$8.44K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
284+ 50.99% |
$4.63K - $6.69K
|
841
$23.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
284+ 50.99% |
$4.63K - $6.69K
|
841
$23.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
250+ 0.61% |
$4.08K - $5.89K
|
41K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
235+ 155.63% |
$3.83K - $5.53K
|
386
$10.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
218+ 0.45% |
$3.55K - $5.13K
|
48.5K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
177New |
$2.89K - $4.17K
|
177
$4.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73+ 0.23% |
$1.19K - $1.72K
|
31.6K
$875K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
56New |
$913 - $1.32K
|
56
$1.55K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
54+ 0.39% |
$880 - $1.27K
|
14K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
43+ 1.24% |
$701 - $1.01K
|
3.51K
$97.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26+ 3.24% |
$424 - $612
|
829
$22.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 3.03% |
$277 - $400
|
578
$16K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$130 - $188
|
8
$221
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.01% |
$16.3 - $23.6
|
11.9K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-11- 0.08% |
$179 - $259
|
13.3K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23- 9.5% |
$375 - $542
|
219
$6.06K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-23- 0.07% |
$375 - $542
|
33.2K
$917K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-54- 0.24% |
$880 - $1.27K
|
22.3K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 57.43% |
$945 - $1.37K
|
43
$1.19K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-59- 18.79% |
$962 - $1.39K
|
255
$7.05K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-61- 0.57% |
$994 - $1.44K
|
10.6K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-132- 4.43% |
$2.15K - $3.11K
|
2.85K
$78.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-215- 9.09% |
$3.5K - $5.06K
|
2.15K
$59.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-689- 21.56% |
$11.2K - $16.2K
|
2.51K
$69.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-850- 5.35% |
$13.9K - $20K
|
15.1K
$416K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.18K- 2.82% |
$19.3K - $27.8K
|
40.8K
$1.13M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.68K- 4.61% |
$27.4K - $39.6K
|
34.7K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.8K- 2.06% |
$29.3K - $42.4K
|
85.8K
$2.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.91K- 56.27% |
$31.2K - $45K
|
1.49K
$41.1K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.32K- 15.26% |
$37.8K - $54.7K
|
12.9K
$357K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.43K- 12.28% |
$39.6K - $57.3K
|
17.4K
$480K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.73K- 19.82% |
$44.5K - $64.3K
|
11K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.89K- 19.71% |
$47K - $67.9K
|
11.7K
$325K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-4.15K- 8.57% |
$67.6K - $97.7K
|
44.2K
$1.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.44K- 21.36% |
$72.3K - $104K
|
16.3K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.97K- 28.13% |
$81.1K - $117K
|
12.7K
$352K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.44K- 9.53% |
$88.7K - $128K
|
51.6K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-8.84K- 15.34% |
$144K - $208K
|
48.8K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-9.79K- 43.85% |
$160K - $231K
|
12.5K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.1K- 15.13% |
$165K - $238K
|
56.8K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.6K- 45.44% |
$173K - $250K
|
12.8K
$353K
|