Purchases and Sales Made in Q3 2022 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
100+ 15.38% |
$2.35K - $2.7K
|
750
$20.7K
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
69+ 0.33% |
$1.62K - $1.86K
|
20.7K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
49New |
$1.15K - $1.32K
|
49
$1.36K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
49New |
$1.15K - $1.32K
|
49
$1.36K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
47+ 587.5% |
$1.1K - $1.27K
|
55
$1.52K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
30+ 0.12% |
$704 - $809
|
24.9K
$688K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
24New |
$564 - $647
|
24
$664
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14+ 0.08% |
$329 - $377
|
17.1K
$472K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
10+ 0.04% |
$235 - $270
|
28.3K
$782K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4New |
$93.9 - $108
|
4
$111
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.01% |
$23.5 - $27
|
10.7K
$297K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-38- 19.29% |
$892 - $1.02K
|
159
$4.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-67- 7.99% |
$1.57K - $1.81K
|
772
$21.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-83- 13.43% |
$1.95K - $2.24K
|
535
$14.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-104- 17.81% |
$2.44K - $2.8K
|
480
$13.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-135- 68.53% |
$3.17K - $3.64K
|
62
$1.71K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-202- 19.13% |
$4.74K - $5.45K
|
854
$23.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-267Closed |
$6.27K - $7.2K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-318- 87.36% |
$7.47K - $8.57K
|
46
$1.27K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-327- 0.13% |
$7.68K - $8.82K
|
247K
$6.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-352- 8.92% |
$8.26K - $9.49K
|
3.6K
$99.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-360- 2.55% |
$8.45K - $9.71K
|
13.8K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-600- 1.49% |
$14.1K - $16.2K
|
39.6K
$1.1M
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-617- 1.64% |
$14.5K - $16.6K
|
37K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-626- 20.24% |
$14.7K - $16.9K
|
2.47K
$68.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-700- 2.72% |
$16.4K - $18.9K
|
25K
$692K
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-702- 2.66% |
$16.5K - $18.9K
|
25.6K
$709K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-766- 2.28% |
$18K - $20.7K
|
32.8K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.06K- 3.02% |
$25K - $28.7K
|
34.2K
$946K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.36K- 0.37% |
$31.8K - $36.5K
|
360K
$9.97M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.4K- 2.19% |
$32.9K - $37.7K
|
62.6K
$1.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
SELL
|
- |
-1.58K- 0.3% |
$37K - $42.5K
|
526K
$14.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.65K- 2.57% |
$38.6K - $44.4K
|
62.4K
$1.73M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.82K- 21.24% |
$42.7K - $49K
|
6.74K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.95K- 14.21% |
$45.8K - $52.6K
|
11.8K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.17K- 16.11% |
$51K - $58.5K
|
11.3K
$313K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.27K- 0.67% |
$53.3K - $61.2K
|
337K
$9.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.34K- 9.39% |
$78.4K - $90K
|
32.2K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.36K- 20.76% |
$78.8K - $90.5K
|
12.8K
$354K
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-4.88K- 8.17% |
$114K - $131K
|
54.8K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.78K- 10.75% |
$136K - $156K
|
48K
$1.33M
|
|
|
Nov 04, 2022
Q3 2022
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-6.22K- 12.74% |
$146K - $168K
|
42.6K
$1.18M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.13K- 3.51% |
$167K - $192K
|
196K
$5.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.13K- 3.51% |
$167K - $192K
|
196K
$5.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.35K- 4.32% |
$196K - $225K
|
185K
$5.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-9.04K- 1.89% |
$212K - $244K
|
470K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.8K- 8.52% |
$300K - $345K
|
137K
$3.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-12.9K- 35.34% |
$303K - $348K
|
23.6K
$653K
|
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-13.7K- 24.47% |
$322K - $370K
|
42.4K
$1.17M
|