Purchases and Sales Made in Q4 2023 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
321KNew |
$5.21M - $7.18M
|
321K
$8.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
208KNew |
$3.37M - $4.64M
|
208K
$5.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
117K+ 3.46% |
$1.89M - $2.61M
|
3.49M
$96.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
98K+ 8.91% |
$1.59M - $2.19M
|
1.2M
$33.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.3K+ 40.51% |
$1.28M - $1.77M
|
275K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
56.8K+ 3.8% |
$921K - $1.27M
|
1.55M
$42.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
47.6K+ 14.45% |
$772K - $1.06M
|
377K
$10.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.1K+ 19.65% |
$732K - $1.01M
|
275K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.6K+ 66.25% |
$609K - $839K
|
94.4K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
36K+ 4.23% |
$584K - $804K
|
888K
$24.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
28.6K+ 4.62% |
$464K - $639K
|
648K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
28.3K+ 58.55% |
$460K - $633K
|
76.8K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27KNew |
$438K - $603K
|
27K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
22.8KNew |
$369K - $508K
|
22.8K
$629K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
22.4K+ 203.64% |
$363K - $500K
|
33.4K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
21.3K+ 11.31% |
$346K - $476K
|
210K
$5.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
21.1K+ 81.87% |
$342K - $471K
|
46.9K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
19.7K+ 4.69% |
$319K - $440K
|
440K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.5K+ 144.48% |
$300K - $414K
|
31.4K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18KNew |
$291K - $401K
|
18K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$289K - $398K
|
17.8K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.6KNew |
$253K - $348K
|
15.6K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.6K+ 20.16% |
$252K - $347K
|
92.8K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
15.1K+ 157.07% |
$245K - $337K
|
24.7K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$239K - $329K
|
14.7K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
14.4KNew |
$233K - $321K
|
14.4K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
13.3K+ 59.44% |
$215K - $296K
|
35.5K
$983K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
13K+ 5.83% |
$210K - $290K
|
236K
$6.52M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.2KNew |
$182K - $251K
|
11.2K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.2KNew |
$165K - $227K
|
10.2K
$281K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
9.88KNew |
$160K - $221K
|
9.88K
$273K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
9.57K+ 14.81% |
$155K - $214K
|
74.2K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
7.71K+ 43.41% |
$125K - $172K
|
25.5K
$704K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.21K+ 8.09% |
$117K - $161K
|
96.4K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.11K+ 497.69% |
$115K - $159K
|
8.54K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
5.91K+ 14.1% |
$95.8K - $132K
|
47.8K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.6K+ 1.88% |
$90.8K - $125K
|
303K
$8.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.38K+ 118.98% |
$70.9K - $97.7K
|
8.05K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.32K+ 10.5% |
$70K - $96.3K
|
45.4K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.29K+ 1.18% |
$69.5K - $95.7K
|
366K
$10.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.26K+ 16.05% |
$69K - $95K
|
30.8K
$851K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.11K+ 82.92% |
$66.6K - $91.7K
|
9.06K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.3KNew |
$53.4K - $73.6K
|
3.3K
$91.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.2K+ 246.15% |
$51.9K - $71.4K
|
4.5K
$124K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.01K+ 5.78% |
$48.7K - $67.1K
|
55K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.78K+ 0.93% |
$45.1K - $62.1K
|
303K
$8.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
2.45K+ 11.59% |
$39.7K - $54.6K
|
23.6K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.09K+ 95.75% |
$33.9K - $46.7K
|
4.28K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.98KNew |
$32.1K - $44.1K
|
1.98K
$54.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 212.83% |
$31.5K - $43.3K
|
2.85K
$78.9K
|