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 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.91K+ 38.93% |
$31K - $42.7K
|
6.83K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.76K+ 16.37% |
$28.6K - $39.4K
|
12.5K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.75K+ 17.09% |
$28.4K - $39.1K
|
12K
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.71K+ 307.72% |
$27.8K - $38.3K
|
2.27K
$62.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.19K+ 27.12% |
$19.4K - $26.7K
|
5.6K
$155K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.16K+ 1787.69% |
$18.8K - $25.9K
|
1.23K
$33.9K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.15KNew |
$18.6K - $25.6K
|
1.15K
$31.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
999+ 3.12% |
$16.2K - $22.3K
|
33K
$914K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
411+ 62.18% |
$6.66K - $9.17K
|
1.07K
$29.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
345+ 3.15% |
$5.59K - $7.7K
|
11.3K
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
142+ 0.37% |
$2.3K - $3.17K
|
38.2K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
77New |
$1.25K - $1.72K
|
77
$2.13K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$1.22K - $1.67K
|
75
$2.07K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
55+ 70.51% |
$892 - $1.23K
|
133
$3.68K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
27New |
$438 - $603
|
27
$747
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
21+ 3.46% |
$340 - $469
|
628
$17.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14New |
$227 - $312
|
14
$387
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
10+ 0.08% |
$162 - $223
|
12.9K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$32.4 - $44.6
|
2
$55.3
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$16.2 - $22.3
|
33.2K
$917K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.19% |
$16.2 - $22.3
|
85
$2.35K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-24- 0.18% |
$389 - $536
|
13.3K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-56- 0.42% |
$908 - $1.25K
|
13.4K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-58- 0.4% |
$940 - $1.29K
|
14.4K
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-89- 0.75% |
$1.44K - $1.99K
|
11.8K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-151- 2.61% |
$2.45K - $3.37K
|
5.64K
$156K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-163- 74.43% |
$2.64K - $3.64K
|
56
$1.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-250- 2.09% |
$4.05K - $5.58K
|
11.7K
$324K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-250- 0.61% |
$4.05K - $5.58K
|
40.7K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-296- 10.4% |
$4.8K - $6.61K
|
2.55K
$70.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-299- 80.16% |
$4.85K - $6.67K
|
74
$2.05K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-337- 2.25% |
$5.46K - $7.52K
|
14.7K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-416- 54.81% |
$6.74K - $9.29K
|
343
$9.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-941- 0.44% |
$15.3K - $21K
|
215K
$5.95M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.37K- 4.24% |
$22.3K - $30.6K
|
31K
$858K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.38K- 4.78% |
$22.4K - $30.8K
|
27.5K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-1.52K- 12.34% |
$24.7K - $34K
|
10.8K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.68K- 5.24% |
$27.2K - $37.4K
|
30.3K
$839K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.95K- 16.0% |
$31.6K - $43.5K
|
10.2K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.15K- 4.47% |
$34.9K - $48.1K
|
46K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-2.39K- 4.52% |
$38.7K - $53.3K
|
50.4K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.46K- 23.66% |
$39.9K - $54.9K
|
7.93K
$219K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 71.63% |
$40.5K - $55.8K
|
990
$27.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-2.83K- 0.7% |
$45.9K - $63.2K
|
400K
$11.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.96K- 2.19% |
$64.1K - $88.3K
|
177K
$4.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-4.6K- 13.45% |
$74.6K - $103K
|
29.6K
$819K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.05K- 2.12% |
$81.8K - $113K
|
233K
$6.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-6.7K- 10.34% |
$109K - $150K
|
58.1K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.12K- 22.91% |
$132K - $181K
|
27.3K
$756K
|