Purchases and Sales Made in Q3 2023 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
429+ 1.36% |
$7.31K - $8.9K
|
32K
$958K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
373New |
$6.35K - $7.74K
|
373
$11.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
360+ 2.75% |
$6.13K - $7.47K
|
13.4K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
358+ 23.85% |
$6.1K - $7.43K
|
1.86K
$55.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
352+ 138.04% |
$5.99K - $7.3K
|
607
$18.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
336+ 0.65% |
$5.72K - $6.97K
|
52K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
250+ 1.56% |
$4.26K - $5.19K
|
16.3K
$486K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
147+ 0.39% |
$2.5K - $3.05K
|
38.1K
$1.14M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89New |
$1.52K - $1.85K
|
89
$2.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
83+ 14.36% |
$1.41K - $1.72K
|
661
$19.8K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52New |
$886 - $1.08K
|
52
$1.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
41+ 95.35% |
$698 - $851
|
84
$2.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38+ 1.77% |
$647 - $789
|
2.19K
$65.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
22+ 39.29% |
$375 - $457
|
78
$2.33K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
13+ 0.1% |
$221 - $270
|
12.9K
$386K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
10+ 0.04% |
$170 - $208
|
22.3K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.01% |
$34.1 - $41.5
|
13.4K
$399K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$17 - $20.8
|
33.2K
$992K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.01% |
$17 - $20.8
|
11.9K
$357K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-23- 0.65% |
$392 - $477
|
3.49K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86- 5.79% |
$1.46K - $1.78K
|
1.4K
$41.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-140- 0.3% |
$2.38K - $2.91K
|
47.1K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-163- 1.54% |
$2.78K - $3.38K
|
10.4K
$311K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-200- 1.33% |
$3.41K - $4.15K
|
14.9K
$444K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-207- 1.98% |
$3.53K - $4.3K
|
10.2K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-252- 1.97% |
$4.29K - $5.23K
|
12.5K
$374K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-284- 33.77% |
$4.84K - $5.89K
|
557
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-284- 33.77% |
$4.84K - $5.89K
|
557
$16.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-311- 0.64% |
$5.3K - $6.45K
|
48.1K
$1.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-321- 83.16% |
$5.47K - $6.66K
|
65
$1.94K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-539- 4.03% |
$9.18K - $11.2K
|
12.8K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-578- 1.95% |
$9.84K - $12K
|
29K
$869K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-677- 42.61% |
$11.5K - $14K
|
912
$27.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-678- 47.18% |
$11.5K - $14.1K
|
759
$22.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-964- 8.72% |
$16.4K - $20K
|
10.1K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.57K- 5.14% |
$26.7K - $32.5K
|
28.9K
$863K
|
|
|
Nov 09, 2023
Q3 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.64K- 0.11% |
$28K - $34.1K
|
1.54M
$45.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-1.67K- 0.32% |
$28.4K - $34.5K
|
518K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.8K- 58.06% |
$30.7K - $37.4K
|
1.3K
$38.9K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.33K- 6.7% |
$39.6K - $48.3K
|
32.4K
$969K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-2.34K- 5.29% |
$39.9K - $48.6K
|
41.9K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.36K- 13.61% |
$40.2K - $49K
|
15K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.53K- 15.47% |
$43K - $52.4K
|
13.8K
$413K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.18K- 8.23% |
$54.1K - $65.9K
|
35.5K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.48K- 24.42% |
$59.3K - $72.3K
|
10.8K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.73K- 17.34% |
$63.4K - $77.3K
|
17.8K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.42K- 1.97% |
$75.2K - $91.6K
|
219K
$6.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.14K- 1.91% |
$87.5K - $107K
|
264K
$7.9M
|