Purchases and Sales Made in Q4 2022 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
259+ 17.26% |
$6.18K - $7.45K
|
1.76K
$48.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
249+ 0.15% |
$5.94K - $7.16K
|
169K
$4.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
239+ 150.31% |
$5.7K - $6.87K
|
398
$11K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
201+ 0.47% |
$4.79K - $5.78K
|
42.6K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
162+ 1.51% |
$3.86K - $4.66K
|
10.9K
$302K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
152+ 9.45% |
$3.63K - $4.37K
|
1.76K
$48.7K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
152+ 9.45% |
$3.63K - $4.37K
|
1.76K
$48.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
120+ 218.18% |
$2.86K - $3.45K
|
175
$4.84K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
107+ 232.61% |
$2.55K - $3.08K
|
153
$4.23K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
106+ 12.41% |
$2.53K - $3.05K
|
960
$26.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93+ 2.89% |
$2.22K - $2.67K
|
3.31K
$91.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
88+ 0.39% |
$2.1K - $2.53K
|
22.4K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
69+ 14.37% |
$1.65K - $1.98K
|
549
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
30+ 0.08% |
$716 - $863
|
37K
$1.02M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24New |
$572 - $690
|
24
$664
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 2.98% |
$549 - $661
|
795
$22K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
12+ 0.09% |
$286 - $345
|
13.8K
$381K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 1.49% |
$71.6 - $86.3
|
205
$5.67K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-10- 0.04% |
$239 - $288
|
24.9K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 19.35% |
$286 - $345
|
50
$1.38K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-14- 0.07% |
$334 - $403
|
20.7K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-30- 0.13% |
$716 - $863
|
22.5K
$621K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-32- 0.37% |
$763 - $920
|
8.64K
$239K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-119- 1.77% |
$2.84K - $3.42K
|
6.62K
$183K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-133- 3.7% |
$3.17K - $3.82K
|
3.46K
$95.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-169- 6.85% |
$4.03K - $4.86K
|
2.3K
$63.6K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-214- 1.55% |
$5.1K - $6.15K
|
13.6K
$377K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-328- 40.39% |
$7.82K - $9.43K
|
484
$13.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-429- 9.69% |
$10.2K - $12.3K
|
4K
$111K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-554- 8.21% |
$13.2K - $15.9K
|
6.19K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-564- 1.99% |
$13.5K - $16.2K
|
27.8K
$768K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1.38K- 4.9% |
$33K - $39.8K
|
26.9K
$744K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.65K- 4.73% |
$39.3K - $47.4K
|
33.2K
$919K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.77K- 98.11% |
$42.1K - $50.8K
|
34
$940
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.16K- 16.87% |
$51.6K - $62.2K
|
10.7K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.26K- 7.79% |
$53.8K - $64.8K
|
26.7K
$738K
|
|
|
Feb 02, 2023
Q4 2022
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-2.43K- 0.52% |
$58K - $69.9K
|
467K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.44K- 3.96% |
$58.2K - $70.2K
|
59.2K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.61K- 44.37% |
$62.1K - $74.9K
|
3.27K
$90.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.72K- 4.97% |
$64.9K - $78.3K
|
52K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.77K- 0.77% |
$66K - $79.6K
|
358K
$9.89M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.83K- 1.44% |
$67.6K - $81.4K
|
193K
$5.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.83K- 1.44% |
$67.6K - $81.4K
|
193K
$5.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-3.9K- 13.54% |
$93K - $112K
|
24.9K
$689K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.2K- 6.71% |
$100K - $121K
|
58.4K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-4.24K- 7.74% |
$101K - $122K
|
50.5K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-4.56K- 28.46% |
$109K - $131K
|
11.5K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-5.78K- 29.59% |
$138K - $166K
|
13.8K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-6.21K- 19.27% |
$148K - $178K
|
26K
$719K
|