Univest Financial Ownership 2024 | Who Owns Univest Financial Now?
Institutional Ownership
56.69%
Insider Ownership
1.80%
Retail Ownership
41.51%
Institutional Holders
99.00
Univest Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 11.42% | 0.00% | 3,359,688 | -27,454 | -0.81% | 76,701,672 | Jun 30, 2024 |
| FMR LLC | 8.95% | 0.00% | 2,631,525 | -23,099 | -0.87% | 60,077,715 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.66% | 0.01% | 1,958,549 | -18,788 | -0.95% | 44,712,669 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.34% | 0.00% | 1,571,803 | 590 | 0.04% | 35,884,263 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 4.31% | 0.10% | 1,268,250 | -50,641 | -3.84% | 28,954,148 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.11% | 0.03% | 1,210,351 | 12,401 | 1.04% | 27,632,313 | Jun 30, 2024 |
| STATE STREET CORP | 3.03% | 0.00% | 891,441 | -19,764 | -2.17% | 20,351,598,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.31% | 0.00% | 680,675 | 31,761 | 4.89% | 15,542,590 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.24% | 0.03% | 659,289 | -900 | -0.14% | 15,051,568 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.64% | 0.01% | 482,089 | 83,599 | 20.98% | 11,006,092 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.54% | 0.04% | 453,040 | 22,240 | 5.16% | 10,342,903 | Jun 30, 2024 |
| LEEWARD INVESTMENTS, LLC - MA | 1.38% | 0.42% | 404,942 | 21,550 | 5.62% | 9,244,826 | Jun 30, 2024 |
| UNIVEST FINANCIAL CORP | 1.37% | 2.56% | 404,209 | -1,282 | -0.32% | 9,228,096 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.32% | 0.01% | 388,080 | -15,311 | -3.80% | 8,859,873 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.14% | 0.00% | 335,434 | -7,290 | -2.13% | 7,657,959,000 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 0.97% | 2.26% | 284,939 | -1,500 | -0.52% | 6,505,157 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.92% | 0.06% | 270,724 | -6,568 | -2.37% | 6,180,629 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.87% | 0.00% | 256,775 | -24,749 | -8.79% | 5,862,173 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.81% | 0.00% | 238,144 | 6,005 | 2.59% | 5,436,834 | Jun 30, 2024 |
| MORGAN STANLEY | 0.78% | 0.00% | 229,737 | 9,609 | 4.37% | 5,244,924 | Jun 30, 2024 |
Univest Financial's largest institutional shareholder is BLACKROCK INC., holding 11.42% of the company's total share outstanding, currently valued at $76.70M. The top 10 institutional shareholders own together 50.02% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UNIVEST FINANCIAL CORP | 1.37% | 2.56% | 404,209 | -1,282 | -0.32% | 9,228,096 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 0.97% | 2.26% | 284,939 | -1,500 | -0.52% | 6,505,157 | Jun 30, 2024 |
| IVC WEALTH ADVISORS LLC | 0.14% | 0.51% | 40,107 | -236 | -0.58% | 915,643 | Jun 30, 2024 |
| LEEWARD INVESTMENTS, LLC - MA | 1.38% | 0.42% | 404,942 | 21,550 | 5.62% | 9,244,826 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 0.13% | 0.21% | 37,412 | 49 | 0.13% | 854,116 | Jun 30, 2024 |
| EVERHART FINANCIAL GROUP, INC. | 0.08% | 0.13% | 22,173 | 2,913 | 15.12% | 506,210 | Jun 30, 2024 |
| COMPASS ION ADVISORS, LLC | 0.13% | 0.11% | 38,374 | - | - | 798,937 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.72% | 0.11% | 212,180 | -3,700 | -1.71% | 4,844,069 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.10% | 0.11% | 30,251 | 385 | 1.29% | 671,583 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 4.31% | 0.10% | 1,268,250 | -50,641 | -3.84% | 28,954,148 | Jun 30, 2024 |
| BERNARDO WEALTH PLANNING LLC | 0.04% | 0.08% | 12,924 | 431 | 3.45% | 295,055 | Jun 30, 2024 |
| WEALTHTRUST AXIOM LLC | 0.03% | 0.08% | 10,227 | - | - | 233,482 | Jun 30, 2024 |
| INSIGHT ADVISORS, LLC/ PA | 0.06% | 0.07% | 16,250 | - | - | 370,988 | Jun 30, 2024 |
| GIRARD PARTNERS LTD. | 0.10% | 0.06% | 28,913 | 1,936 | 7.18% | 660,087 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.92% | 0.06% | 270,724 | -6,568 | -2.37% | 6,180,629 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.06% | 0.05% | 17,600 | - | - | 401,808 | Jun 30, 2024 |
| LOGAN CAPITAL MANAGEMENT INC | 0.17% | 0.05% | 50,427 | - | - | 1,151,248 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.05% | 1,400 | 1,226 | 704.60% | 31,962 | Jun 30, 2024 |
| BLB&B ADVISORS, LLC | 0.11% | 0.04% | 33,165 | 1 | 0.00% | 757,157 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.03% | 0.04% | 9,206 | 9,206 | 100.00% | 210,173 | Jun 30, 2024 |
The largest Univest Financial shareholder by % of total assets is UNIVEST FINANCIAL CORP. The company owns 404.21K shares of Univest Financial (UVSP), representing 2.56% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 1.64% | 0.01% | 482,089 | 83,599 | 20.98% | 11,006,092 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.15% | 0.02% | 45,057 | 45,057 | 100.00% | 1,028,652 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.19% | 0.00% | 54,707 | 41,298 | 307.99% | 1,248,961 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.31% | 0.00% | 680,675 | 31,761 | 4.89% | 15,542,590 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.48% | 0.00% | 141,638 | 22,644 | 19.03% | 3,233,439,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.08% | 0.00% | 22,475 | 22,475 | 100.00% | 513,104 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.54% | 0.04% | 453,040 | 22,240 | 5.16% | 10,342,903 | Jun 30, 2024 |
| LEEWARD INVESTMENTS, LLC - MA | 1.38% | 0.42% | 404,942 | 21,550 | 5.62% | 9,244,826 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.38% | 0.00% | 112,435 | 19,026 | 20.37% | 2,566,892 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 15,564 | 15,564 | 100.00% | 355,326 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.26% | 0.00% | 77,418 | 15,430 | 24.89% | 1,767,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.12% | 0.00% | 35,541 | 14,652 | 70.14% | 811,401 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 14,643 | 14,643 | 100.00% | 334,300 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.11% | 0.03% | 1,210,351 | 12,401 | 1.04% | 27,632,313 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.14% | 0.00% | 41,033 | 11,885 | 40.77% | 936,784 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.76% | 0.00% | 223,941 | 10,208 | 4.78% | 5,112,573 | Jun 30, 2024 |
| MORGAN STANLEY | 0.78% | 0.00% | 229,737 | 9,609 | 4.37% | 5,244,924 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.03% | 0.04% | 9,206 | 9,206 | 100.00% | 210,173 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 0.00% | 8,301 | 8,301 | 100.00% | 189,512 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.49% | 0.01% | 145,009 | 7,099 | 5.15% | 3,310,555 | Jun 30, 2024 |
As of Jun 30 2024, Univest Financial's largest institutional buyer is AMERICAN CENTURY COMPANIES INC. The company purchased 83.60K stocks of UVSP, valued at $11.01M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NUVEEN ASSET MANAGEMENT, LLC | 0.58% | 0.00% | 171,622 | -68,794 | -28.61% | 3,918,131 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.45% | 0.00% | 131,348 | -54,959 | -29.50% | 2,998,676 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 4.31% | 0.10% | 1,268,250 | -50,641 | -3.84% | 28,954,148 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.30% | 0.01% | 87,072 | -48,492 | -35.77% | 1,987,854 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.21% | 0.00% | 62,986 | -31,799 | -33.55% | 1,437,971 | Jun 30, 2024 |
| BLACKROCK INC. | 11.42% | 0.00% | 3,359,688 | -27,454 | -0.81% | 76,701,672 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.87% | 0.00% | 256,775 | -24,749 | -8.79% | 5,862,173 | Jun 30, 2024 |
| FMR LLC | 8.95% | 0.00% | 2,631,525 | -23,099 | -0.87% | 60,077,715 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -22,336 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.12% | 0.00% | 34,820 | -22,119 | -38.85% | 795,000 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.05% | 0.00% | 14,541 | -20,717 | -58.76% | 331,962 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.10% | 0.00% | 30,000 | -19,800 | -39.76% | 684,900 | Jun 30, 2024 |
| STATE STREET CORP | 3.03% | 0.00% | 891,441 | -19,764 | -2.17% | 20,351,598,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.66% | 0.01% | 1,958,549 | -18,788 | -0.95% | 44,712,669 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -18,064 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.07% | 0.00% | 21,481 | -17,495 | -44.89% | 490,411 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -15,376 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.32% | 0.01% | 388,080 | -15,311 | -3.80% | 8,859,873 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -14,302 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -14,164 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Univest Financial's biggest institutional seller is NUVEEN ASSET MANAGEMENT, LLC. The company sold -68.79K shares of UVSP, valued at $3.92M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MARTINGALE ASSET MANAGEMENT L P | 0.15% | 0.02% | 45,057 | 45,057 | 100.00% | 1,028,652 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 15,564 | 15,564 | 100.00% | 355,326 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 14,643 | 14,643 | 100.00% | 334,300 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 1,236 | 1,236 | 100.00% | 28,217 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 719 | 719 | 100.00% | 16,415 | Jun 30, 2024 |
| FIFTH THIRD BANCORP | 0.00% | 0.00% | 619 | 619 | 100.00% | 14,132 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.00% | - | 191 | 191 | 100.00% | 4,360 | Jun 30, 2024 |
| C M BIDWELL & ASSOCIATES LTD | 0.00% | 0.00% | 168 | 168 | 100.00% | 3,835 | Jun 30, 2024 |
| FINTRUST CAPITAL ADVISORS, LLC | 0.00% | 0.00% | 131 | 131 | 100.00% | 2,991 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | - | 66 | 66 | 100.00% | 1,000 | Jun 30, 2024 |
| J.SAFRA ASSET MANAGEMENT CORP | 0.00% | 0.00% | 35 | 35 | 100.00% | 799 | Jun 30, 2024 |
| LYNX INVESTMENT ADVISORY | 0.00% | 0.00% | 20 | 20 | 100.00% | 457,000 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 23 | Jun 30, 2024 |
Univest Financial's largest new institutional shareholder by number of shares is MARTINGALE ASSET MANAGEMENT L P, purchased 45.06K shares, valued at $1.03M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -22,336 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -18,064 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -15,376 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -14,302 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -14,164 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -12,532 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -12,076 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -9,724 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -9,645 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,541 | -100.00% | - | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
| IFP ADVISORS, INC | - | - | - | -38 | -100.00% | - | Jun 30, 2024 |
| PARKSIDE FINANCIAL BANK & TRUST | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
Univest Financial's largest sold out institutional shareholder by shares sold is STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM, sold -22.34K shares, valued at -, as of undefined.
Univest Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ROYCE CAPITAL FUND | 0.50% | 188,068 | 45,579 | 31.99% | Mar 31, 2024 |
| PROSPECTOR FUNDS, INC. | 0.41% | 122,250 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.26% | 109,875 | - | - | Jan 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.14% | 10,252 | - | - | Sep 30, 2022 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.08% | 103,480 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.06% | 11,556 | - | - | Mar 28, 2024 |
| BRIDGEWAY FUNDS INC | 0.06% | 133,179 | - | - | Mar 28, 2024 |
| Vericimetry Funds | 0.05% | 4,290 | -1,250 | -22.56% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 22,527 | - | - | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.03% | 17,600 | - | - | Dec 29, 2023 |
| PUTNAM INVESTMENT FUNDS | 0.02% | 113,800 | - | - | Jan 31, 2024 |
| SSGA FUNDS | 0.01% | 6,122 | - | - | Feb 29, 2024 |
| ROYCE FUND | 0.01% | 89,224 | 30,242 | 51.27% | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.01% | 1,072,073 | 8,758 | 0.82% | Jan 31, 2024 |
| abrdn Funds | 0.01% | 147,196 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 98,110 | 1,752 | 1.82% | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 114,950 | 35,600 | 44.86% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 51,687 | -2,065 | -3.84% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 61,900 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,133 | -386 | -8.54% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 14,751 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.01% | 57,749 | - | - | Mar 28, 2024 |
| IndexIQ ETF Trust | 0.01% | 13,709 | -954 | -6.51% | Jan 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.01% | 105,545 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,012 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 264,100 | 22,200 | 9.18% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 154,809 | -22 | -0.01% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 370,627 | 77,524 | 26.45% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,277,570 | -403,364 | -24.00% | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 54,000 | - | - | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.00% | 15,294 | - | - | Aug 31, 2023 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.00% | 51,084 | 12,351 | 31.89% | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 6,272 | - | - | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 21,537 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 2,693 | -742 | -21.60% | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 8,525 | - | - | Mar 31, 2020 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,399,196 | 117,796 | 9.19% | Jan 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 2,593 | - | - | Mar 31, 2024 |
| SEI Catholic Values Trust | 0.00% | 3,376 | - | - | Feb 29, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 46,820 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 269,413 | 7,523 | 2.87% | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 75,294 | -6,133 | -7.53% | Feb 29, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 23,300 | 600 | 2.64% | Jan 31, 2024 |
| ALPS ETF Trust | 0.00% | 13,871 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,862 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 467,407 | 20,591 | 4.61% | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 28,300 | 2,650 | 10.33% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 85,171 | - | - | Feb 29, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 17,290 | 4,772 | 38.12% | Mar 28, 2024 |
| TIMOTHY PLAN | 0.00% | 3,614 | - | - | Mar 31, 2024 |
| ADVISORS SERIES TRUST | 0.00% | 33,930 | -4,061 | -10.69% | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 15,148 | -5,981 | -28.31% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 10,172 | -5,122 | -33.49% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 16,627 | -1,356 | -7.54% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 43,325 | 42 | 0.10% | Jan 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 623,091 | 71,879 | 13.04% | Feb 29, 2024 |
| Nushares ETF Trust | 0.00% | 3,539 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 68,735 | -16,735 | -19.58% | Mar 28, 2024 |
| Managed Portfolio Series | 0.00% | 10,252 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 237 | - | - | Apr 30, 2021 |
| STONE RIDGE TRUST | 0.00% | 10,490 | - | - | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 1,820 | - | - | Dec 31, 2023 |
| PFM Multi-Manager Series Trust | 0.00% | 300 | - | - | Dec 31, 2023 |
| FINANCIAL INVESTORS TRUST | 0.00% | 28,927 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 10,936 | -2,457 | -18.35% | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 35,107 | 2,895 | 8.99% | Mar 28, 2024 |
| Global X Funds | 0.00% | 12,532 | - | - | Jan 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 9,061 | 4,236 | 87.79% | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 1,170 | - | - | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,293 | -165 | -11.32% | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 23,782 | 3,799 | 19.01% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 152,712 | 5,106 | 3.46% | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 2,450 | 700 | 40.00% | Mar 28, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 29,950 | - | - | Jan 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 8,815 | -973 | -9.94% | Nov 30, 2021 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 3,363 | - | - | Mar 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 19,133 | -1,970 | -9.34% | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 25,982 | -10,999 | -29.74% | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 45,232 | -1,936 | -4.10% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 10,740 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 175,753 | 22,580 | 14.74% | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 2,256 | - | - | Jan 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 21,804 | 3,718 | 20.56% | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 1,350 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,710 | -10,160 | -85.59% | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 1,808 | 1,808 | - | Mar 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 364 | -182 | -33.33% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 27,394 | 1,130 | 4.30% | Feb 29, 2024 |
| GPS Funds I | 0.00% | 643 | - | - | Mar 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 1,157 | - | - | Feb 29, 2024 |
| Victory Portfolios II | 0.00% | 6,009 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 18,400 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 29,009 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 350 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 2,452 | - | - | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 29,956 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 1,205,403 | -123,263 | -9.28% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 788 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 6,548 | -252 | -3.71% | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 127,143 | 13,086 | 11.47% | Feb 29, 2024 |
Univest Financial's largest mutual fund holder by % of total assets is "ROYCE CAPITAL FUND", owning 188.07K shares, compromising 0.50% of its total assets.
Univest Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 99 | -28.26% |
| 31 Mar, 24 | 138 | -2.82% |
| 31 Dec, 23 | 142 | 5.97% |
| 30 Sep, 23 | 134 | -2.19% |
| 30 Jun, 23 | 137 | -2.84% |
| 31 Mar, 23 | 141 | 3.68% |
| 31 Dec, 22 | 136 | -2.16% |
| 30 Sep, 22 | 139 | 2.96% |
| 30 Jun, 22 | 135 | -7.53% |
| 31 Mar, 22 | 146 | 5.04% |
| 31 Dec, 21 | 139 | 2.96% |
| 30 Sep, 21 | 135 | - |
| 30 Jun, 21 | 135 | 0.75% |
| 31 Mar, 21 | 134 | 8.06% |
| 31 Dec, 20 | 124 | 1.64% |
| 30 Sep, 20 | 122 | -8.27% |
| 30 Jun, 20 | 133 | 3.10% |
| 31 Mar, 20 | 129 | -14.57% |
| 31 Dec, 19 | 151 | 8.63% |
| 30 Sep, 19 | 139 | 0.72% |
| 30 Jun, 19 | 138 | 6.15% |
| 31 Mar, 19 | 130 | 14.04% |
| 31 Dec, 18 | 114 | -3.39% |
| 30 Sep, 18 | 118 | 5.36% |
| 30 Jun, 18 | 112 | -1.75% |
| 31 Mar, 18 | 114 | -2.56% |
| 31 Dec, 17 | 117 | 4.46% |
| 30 Sep, 17 | 112 | -1.75% |
| 30 Jun, 17 | 114 | -8.80% |
| 31 Mar, 17 | 125 | -4.58% |
| 31 Dec, 16 | 131 | 9.17% |
| 30 Sep, 16 | 120 | 10.09% |
| 30 Jun, 16 | 109 | 4.81% |
| 31 Mar, 16 | 104 | 4.00% |
| 31 Dec, 15 | 100 | 6.38% |
| 30 Sep, 15 | 94 | 3.30% |
| 30 Jun, 15 | 91 | 2.25% |
| 31 Mar, 15 | 89 | 1.14% |
| 31 Dec, 14 | 88 | 2.33% |
| 30 Sep, 14 | 86 | 2.38% |
| 30 Jun, 14 | 84 | 5.00% |
| 31 Mar, 14 | 80 | -1.23% |
| 31 Dec, 13 | 81 | 6.58% |
| 30 Sep, 13 | 76 | 1.33% |
| 30 Jun, 13 | 75 | 188.46% |
| 31 Mar, 13 | 26 | -13.33% |
| 31 Dec, 12 | 30 | 7.14% |
| 30 Sep, 12 | 28 | -9.68% |
| 30 Jun, 12 | 31 | 24.00% |
| 31 Mar, 12 | 25 | -10.71% |
| 31 Dec, 11 | 28 | 12.00% |
| 30 Sep, 11 | 25 | - |
| 30 Jun, 11 | 25 | - |
| 31 Mar, 11 | 25 | 4.17% |
| 31 Dec, 10 | 24 | 33.33% |
| 30 Sep, 10 | 18 | -21.74% |
| 30 Jun, 10 | 23 | 53.33% |
| 31 Mar, 10 | 15 | -11.76% |
| 31 Dec, 09 | 17 | -15.00% |
| 30 Sep, 09 | 20 | 11.11% |
| 30 Jun, 09 | 18 | 50.00% |
| 31 Mar, 09 | 12 | -14.29% |
| 31 Dec, 08 | 14 | -17.65% |
| 30 Sep, 08 | 17 | 30.77% |
| 30 Jun, 08 | 13 | 18.18% |
| 31 Mar, 08 | 11 | -21.43% |
| 31 Dec, 07 | 14 | 16.67% |
| 30 Sep, 07 | 12 | - |
| 30 Jun, 07 | 12 | 20.00% |
| 31 Mar, 07 | 10 | -16.67% |
| 31 Dec, 06 | 12 | 9.09% |
| 30 Sep, 06 | 11 | 10.00% |
| 30 Jun, 06 | 10 | - |
| 31 Mar, 06 | 10 | 11.11% |
| 31 Dec, 05 | 9 | 50.00% |
| 30 Sep, 05 | 6 | -33.33% |
| 30 Jun, 05 | 9 | 80.00% |
| 31 Mar, 05 | 5 | -28.57% |
| 31 Dec, 04 | 7 | 16.67% |
| 30 Sep, 04 | 6 | - |
| 30 Jun, 04 | 6 | -14.29% |
| 31 Mar, 04 | 7 | 250.00% |
| 31 Dec, 03 | 2 | - |
| 30 Sep, 03 | 2 | - |
| 31 Mar, 03 | 3 | - |
| 30 Sep, 02 | 2 | - |
| 30 Jun, 01 | 1 | - |
| 31 Mar, 01 | 1 | - |
| 30 Sep, 00 | 1 | - |
As of 30 Jun 24, 99 institutions are holding Univest Financial's shares, representing a decrease of -28.26% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 16,675,689 | -23.85% |
| 31 Mar, 24 | 21,898,333 | -0.89% |
| 31 Dec, 23 | 22,094,779 | 2.00% |
| 30 Sep, 23 | 21,660,962 | 0.27% |
| 30 Jun, 23 | 21,602,833 | -0.73% |
| 31 Mar, 23 | 21,761,249 | 1.30% |
| 31 Dec, 22 | 21,481,684 | 1.68% |
| 30 Sep, 22 | 21,125,821 | -0.79% |
| 30 Jun, 22 | 21,294,918 | -0.75% |
| 31 Mar, 22 | 21,455,486 | 0.75% |
| 31 Dec, 21 | 21,295,350 | 1.56% |
| 30 Sep, 21 | 20,967,615 | 1.06% |
| 30 Jun, 21 | 20,747,881 | -0.58% |
| 31 Mar, 21 | 20,868,580 | 2.08% |
| 31 Dec, 20 | 20,444,257 | 2.10% |
| 30 Sep, 20 | 20,023,192 | -2.14% |
| 30 Jun, 20 | 20,461,246 | 2.21% |
| 31 Mar, 20 | 20,019,004 | -0.64% |
| 31 Dec, 19 | 20,147,394 | 1.76% |
| 30 Sep, 19 | 19,798,579 | -0.14% |
| 30 Jun, 19 | 19,825,784 | -0.25% |
| 31 Mar, 19 | 19,874,859 | 2.13% |
| 31 Dec, 18 | 19,459,530 | -0.56% |
| 30 Sep, 18 | 19,568,462 | -0.02% |
| 30 Jun, 18 | 19,572,658 | -1.80% |
| 31 Mar, 18 | 19,930,925 | 1.05% |
| 31 Dec, 17 | 19,724,324 | 17.04% |
| 30 Sep, 17 | 16,852,409 | 2.45% |
| 30 Jun, 17 | 16,449,148 | 3.47% |
| 31 Mar, 17 | 15,897,646 | 3.39% |
| 31 Dec, 16 | 15,376,874 | 7.54% |
| 30 Sep, 16 | 14,299,028 | 40.57% |
| 30 Jun, 16 | 10,172,237 | 9.18% |
| 31 Mar, 16 | 9,317,214 | 7.25% |
| 31 Dec, 15 | 8,687,479 | 9.07% |
| 30 Sep, 15 | 7,965,149 | 8.10% |
| 30 Jun, 15 | 7,368,241 | -1.16% |
| 31 Mar, 15 | 7,454,558 | 1.98% |
| 31 Dec, 14 | 7,309,901 | 3.51% |
| 30 Sep, 14 | 7,061,998 | -0.37% |
| 30 Jun, 14 | 7,088,132 | 0.53% |
| 31 Mar, 14 | 7,050,811 | 0.14% |
| 31 Dec, 13 | 7,040,691 | 5.93% |
| 30 Sep, 13 | 6,646,558 | 1.49% |
| 30 Jun, 13 | 6,549,120 | 115.56% |
| 31 Mar, 13 | 3,038,152 | 2.92% |
| 31 Dec, 12 | 2,951,922 | -1.64% |
| 30 Sep, 12 | 3,001,032 | -15.86% |
| 30 Jun, 12 | 3,566,753 | 10.56% |
| 31 Mar, 12 | 3,226,017 | -10.80% |
| 31 Dec, 11 | 3,616,612 | 1.77% |
| 30 Sep, 11 | 3,553,670 | -10.35% |
| 30 Jun, 11 | 3,963,952 | 2.41% |
| 31 Mar, 11 | 3,870,544 | -3.66% |
| 31 Dec, 10 | 4,017,449 | 41.58% |
| 30 Sep, 10 | 2,837,648 | -21.08% |
| 30 Jun, 10 | 3,595,545 | 13.65% |
| 31 Mar, 10 | 3,163,830 | 3.35% |
| 31 Dec, 09 | 3,061,383 | 18.31% |
| 30 Sep, 09 | 2,587,674 | 29.24% |
| 30 Jun, 09 | 2,002,205 | 9.13% |
| 31 Mar, 09 | 1,834,712 | -19.74% |
| 31 Dec, 08 | 2,285,989 | 12.38% |
| 30 Sep, 08 | 2,034,119 | 22.53% |
| 30 Jun, 08 | 1,660,088 | 14.44% |
| 31 Mar, 08 | 1,450,571 | -15.90% |
| 31 Dec, 07 | 1,724,728 | 16.76% |
| 30 Sep, 07 | 1,477,185 | -14.46% |
| 30 Jun, 07 | 1,726,872 | 11.32% |
| 31 Mar, 07 | 1,551,215 | -2.53% |
| 31 Dec, 06 | 1,591,531 | -3.61% |
| 30 Sep, 06 | 1,651,201 | 17.02% |
| 30 Jun, 06 | 1,411,011 | 15.30% |
| 31 Mar, 06 | 1,223,826 | 184.55% |
| 31 Dec, 05 | 430,086 | 203.25% |
| 30 Sep, 05 | 141,827 | -8.67% |
| 30 Jun, 05 | 155,298 | -0.47% |
| 31 Mar, 05 | 156,032 | -11.60% |
| 31 Dec, 04 | 176,502 | 13.34% |
| 30 Sep, 04 | 155,724 | 162.82% |
| 30 Jun, 04 | 59,251 | -39.68% |
| 31 Mar, 04 | 98,225 | 103.79% |
| 31 Dec, 03 | 48,200 | 3.66% |
| 30 Sep, 03 | 46,500 | - |
| 31 Mar, 03 | 64,375 | - |
| 30 Sep, 02 | 45,900 | - |
| 30 Jun, 01 | 27,300 | - |
| 31 Mar, 01 | 27,300 | - |
| 30 Sep, 00 | 27,300 | - |
Univest Financial (UVSP) has 16.68M shares outstanding as of 30 Jun 24, down -23.85% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 56.69% | 1.02% |
| 31 Mar, 24 | 74.45% | 1.33% |
| 31 Dec, 23 | 74.90% | 1.39% |
| 30 Sep, 23 | 73.48% | 1.36% |
| 30 Jun, 23 | 73.38% | 1.33% |
| 31 Mar, 23 | 74.24% | 1.39% |
| 31 Dec, 22 | 73.08% | 1.40% |
| 30 Sep, 22 | 72.12% | 1.38% |
| 30 Jun, 22 | 72.21% | 1.37% |
| 31 Mar, 22 | 72.63% | 1.38% |
| 31 Dec, 21 | 72.45% | 1.43% |
| 30 Sep, 21 | 71.27% | 1.43% |
| 30 Jun, 21 | 70.59% | 1.39% |
| 31 Mar, 21 | 71.15% | 1.46% |
| 31 Dec, 20 | 69.84% | 1.48% |
| 30 Sep, 20 | 68.60% | 1.39% |
| 30 Jun, 20 | 70.20% | 1.50% |
| 31 Mar, 20 | 68.52% | 1.44% |
| 31 Dec, 19 | 69.01% | 1.50% |
| 30 Sep, 19 | 67.78% | 1.47% |
| 30 Jun, 19 | 67.94% | 1.46% |
| 31 Mar, 19 | 68.19% | 1.53% |
| 31 Dec, 18 | 66.69% | 1.51% |
| 30 Sep, 18 | 66.55% | 1.50% |
| 30 Jun, 18 | 66.56% | 1.44% |
| 31 Mar, 18 | 67.90% | 1.26% |
| 31 Dec, 17 | 73.43% | 1.84% |
| 30 Sep, 17 | 63.20% | 1.66% |
| 30 Jun, 17 | 61.70% | 1.69% |
| 31 Mar, 17 | 60.34% | 1.36% |
| 31 Dec, 16 | 66.57% | 2.26% |
| 30 Sep, 16 | 54.26% | 1.98% |
| 30 Jun, 16 | 52.34% | 2.30% |
| 31 Mar, 16 | 47.68% | 2.41% |
| 31 Dec, 15 | 44.49% | 2.62% |
| 30 Sep, 15 | 41.19% | 2.89% |
| 30 Jun, 15 | 37.78% | 2.66% |
| 31 Mar, 15 | 37.69% | 1.82% |
| 31 Dec, 14 | 45.53% | 2.35% |
| 30 Sep, 14 | 43.98% | 2.31% |
| 30 Jun, 14 | 43.64% | 2.32% |
| 31 Mar, 14 | 43.37% | 2.41% |
| 31 Dec, 13 | 42.40% | 2.66% |
| 30 Sep, 13 | 39.90% | 2.59% |
| 30 Jun, 13 | 39.23% | 11.98% |
| 31 Mar, 13 | 18.10% | 5.83% |
| 31 Dec, 12 | 17.61% | 5.49% |
| 30 Sep, 12 | 17.91% | 3.96% |
| 30 Jun, 12 | 21.27% | 5.73% |
| 31 Mar, 12 | 19.26% | 4.13% |
| 31 Dec, 11 | 21.59% | 4.81% |
| 30 Sep, 11 | 21.19% | 3.79% |
| 30 Jun, 11 | 23.63% | 4.41% |
| 31 Mar, 11 | 23.16% | 3.95% |
| 31 Dec, 10 | 24.20% | 8.30% |
| 30 Sep, 10 | 17.07% | 3.63% |
| 30 Jun, 10 | 21.67% | 5.92% |
| 31 Mar, 10 | 19.13% | 4.20% |
| 31 Dec, 09 | 21.34% | 7.05% |
| 30 Sep, 09 | 17.40% | 7.36% |
| 30 Jun, 09 | 15.37% | 7.69% |
| 31 Mar, 09 | 14.14% | 4.48% |
| 31 Dec, 08 | 17.76% | 7.11% |
| 30 Sep, 08 | 15.80% | 9.47% |
| 30 Jun, 08 | 12.91% | 10.25% |
| 31 Mar, 08 | 11.22% | 6.26% |
| 31 Dec, 07 | 13.39% | 10.15% |
| 30 Sep, 07 | 11.49% | 6.43% |
| 30 Jun, 07 | 13.36% | 9.40% |
| 31 Mar, 07 | 11.92% | 7.89% |
| 31 Dec, 06 | 12.29% | 7.71% |
| 30 Sep, 06 | 12.63% | 10.39% |
| 30 Jun, 06 | 11.03% | 12.34% |
| 31 Mar, 06 | 9.45% | 83.52% |
| 31 Dec, 05 | 3.36% | 277.84% |
| 30 Sep, 05 | 1.10% | 77.62% |
| 30 Jun, 05 | 1.19% | 80.43% |
| 31 Mar, 05 | 1.22% | 64.20% |
| 31 Dec, 04 | 1.38% | 93.04% |
| 30 Sep, 04 | 1.22% | 576.36% |
| 30 Jun, 04 | 0.46% | 77.69% |
| 31 Mar, 04 | 0.77% | 540.13% |
| 31 Dec, 03 | 0.38% | 289.37% |
| 30 Sep, 03 | 0.36% | - |
| 31 Mar, 03 | 0.50% | - |
| 30 Sep, 02 | 0.36% | - |
| 30 Jun, 01 | 0.20% | 493.40% |
| 31 Mar, 01 | 0.20% | - |
| 30 Sep, 00 | 0.20% | - |
As of 30 Jun 24, Univest Financial is held by 56.69% institutional shareholders, representing a 1.02% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 45 | -27.42% |
| 31 Mar, 24 | 62 | -12.68% |
| 31 Dec, 23 | 71 | - |
| 30 Sep, 23 | 71 | 2.90% |
| 30 Jun, 23 | 69 | 9.52% |
| 31 Mar, 23 | 63 | -1.56% |
| 31 Dec, 22 | 64 | 10.34% |
| 30 Sep, 22 | 58 | 11.54% |
| 30 Jun, 22 | 52 | -25.71% |
| 31 Mar, 22 | 70 | 9.38% |
| 31 Dec, 21 | 64 | 12.28% |
| 30 Sep, 21 | 57 | -8.06% |
| 30 Jun, 21 | 62 | 5.08% |
| 31 Mar, 21 | 59 | 20.41% |
| 31 Dec, 20 | 49 | 16.67% |
| 30 Sep, 20 | 42 | -33.33% |
| 30 Jun, 20 | 63 | 14.55% |
| 31 Mar, 20 | 55 | -30.38% |
| 31 Dec, 19 | 79 | 9.72% |
| 30 Sep, 19 | 72 | 18.03% |
| 30 Jun, 19 | 61 | -7.58% |
| 31 Mar, 19 | 66 | 20.00% |
| 31 Dec, 18 | 55 | 3.77% |
| 30 Sep, 18 | 53 | -3.64% |
| 30 Jun, 18 | 55 | - |
| 31 Mar, 18 | 55 | -16.67% |
| 31 Dec, 17 | 66 | 57.14% |
| 30 Sep, 17 | 42 | -8.70% |
| 30 Jun, 17 | 46 | -2.13% |
| 31 Mar, 17 | 47 | -21.67% |
| 31 Dec, 16 | 60 | -31.03% |
| 30 Sep, 16 | 87 | 61.11% |
| 30 Jun, 16 | 54 | -3.57% |
| 31 Mar, 16 | 56 | 12.00% |
| 31 Dec, 15 | 50 | 16.28% |
| 30 Sep, 15 | 43 | -12.24% |
| 30 Jun, 15 | 49 | 2.08% |
| 31 Mar, 15 | 48 | 4.35% |
| 31 Dec, 14 | 46 | 21.05% |
| 30 Sep, 14 | 38 | 22.58% |
| 30 Jun, 14 | 31 | -13.89% |
| 31 Mar, 14 | 36 | -21.74% |
| 31 Dec, 13 | 46 | 31.43% |
| 30 Sep, 13 | 35 | -42.62% |
| 30 Jun, 13 | 61 | 335.71% |
| 31 Mar, 13 | 14 | 7.69% |
| 31 Dec, 12 | 13 | 8.33% |
| 30 Sep, 12 | 12 | -20.00% |
| 30 Jun, 12 | 15 | 36.36% |
| 31 Mar, 12 | 11 | -35.29% |
| 31 Dec, 11 | 17 | 30.77% |
| 30 Sep, 11 | 13 | - |
| 30 Jun, 11 | 13 | 44.44% |
| 31 Mar, 11 | 9 | -10.00% |
| 31 Dec, 10 | 10 | 42.86% |
| 30 Sep, 10 | 7 | -53.33% |
| 30 Jun, 10 | 15 | 87.50% |
| 31 Mar, 10 | 8 | - |
| 31 Dec, 09 | 8 | -38.46% |
| 30 Sep, 09 | 13 | - |
| 30 Jun, 09 | 13 | 44.44% |
| 31 Mar, 09 | 9 | -10.00% |
| 31 Dec, 08 | 10 | -9.09% |
| 30 Sep, 08 | 11 | 83.33% |
| 30 Jun, 08 | 6 | 20.00% |
| 31 Mar, 08 | 5 | - |
| 31 Dec, 07 | 5 | -28.57% |
| 30 Sep, 07 | 7 | - |
| 30 Jun, 07 | 7 | 133.33% |
| 31 Mar, 07 | 3 | -25.00% |
| 31 Dec, 06 | 4 | -33.33% |
| 30 Sep, 06 | 6 | -25.00% |
| 30 Jun, 06 | 8 | 100.00% |
| 31 Mar, 06 | 4 | - |
| 31 Dec, 05 | 4 | - |
| 30 Sep, 05 | - | -100.00% |
| 30 Jun, 05 | 8 | 166.67% |
| 31 Mar, 05 | 3 | -40.00% |
| 31 Dec, 04 | 5 | - |
| 30 Sep, 04 | 5 | - |
| 30 Jun, 04 | 5 | - |
| 31 Mar, 04 | 5 | 400.00% |
| 31 Dec, 03 | 1 | -50.00% |
| 30 Sep, 03 | 2 | - |
| 31 Mar, 03 | 3 | - |
| 30 Sep, 02 | 2 | - |
| 30 Jun, 01 | - | -100.00% |
| 31 Mar, 01 | 1 | - |
| 30 Sep, 00 | 1 | - |
45 institutional shareholders have increased their position in UVSP stock as of 30 Jun 24 compared to 62 in the previous quarter (a -27.42% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 33 | -25.00% |
| 31 Mar, 24 | 44 | -2.22% |
| 31 Dec, 23 | 45 | 9.76% |
| 30 Sep, 23 | 41 | -2.38% |
| 30 Jun, 23 | 42 | -19.23% |
| 31 Mar, 23 | 52 | 23.81% |
| 31 Dec, 22 | 42 | -16.00% |
| 30 Sep, 22 | 50 | -7.41% |
| 30 Jun, 22 | 54 | 20.00% |
| 31 Mar, 22 | 45 | -2.17% |
| 31 Dec, 21 | 46 | - |
| 30 Sep, 21 | 46 | 6.98% |
| 30 Jun, 21 | 43 | -17.31% |
| 31 Mar, 21 | 52 | 18.18% |
| 31 Dec, 20 | 44 | -12.00% |
| 30 Sep, 20 | 50 | 16.28% |
| 30 Jun, 20 | 43 | -8.51% |
| 31 Mar, 20 | 47 | 6.82% |
| 31 Dec, 19 | 44 | 25.71% |
| 30 Sep, 19 | 35 | -18.60% |
| 30 Jun, 19 | 43 | 26.47% |
| 31 Mar, 19 | 34 | 9.68% |
| 31 Dec, 18 | 31 | -3.13% |
| 30 Sep, 18 | 32 | -5.88% |
| 30 Jun, 18 | 34 | 9.68% |
| 31 Mar, 18 | 31 | -3.13% |
| 31 Dec, 17 | 32 | -20.00% |
| 30 Sep, 17 | 40 | - |
| 30 Jun, 17 | 40 | -9.09% |
| 31 Mar, 17 | 44 | 22.22% |
| 31 Dec, 16 | 36 | 111.76% |
| 30 Sep, 16 | 17 | -32.00% |
| 30 Jun, 16 | 25 | - |
| 31 Mar, 16 | 25 | -3.85% |
| 31 Dec, 15 | 26 | -7.14% |
| 30 Sep, 15 | 28 | 27.27% |
| 30 Jun, 15 | 22 | 15.79% |
| 31 Mar, 15 | 19 | -17.39% |
| 31 Dec, 14 | 23 | -23.33% |
| 30 Sep, 14 | 30 | -16.67% |
| 30 Jun, 14 | 36 | 33.33% |
| 31 Mar, 14 | 27 | 22.73% |
| 31 Dec, 13 | 22 | -8.33% |
| 30 Sep, 13 | 24 | 200.00% |
| 30 Jun, 13 | 8 | 33.33% |
| 31 Mar, 13 | 6 | -45.45% |
| 31 Dec, 12 | 11 | 57.14% |
| 30 Sep, 12 | 7 | - |
| 30 Jun, 12 | 7 | 16.67% |
| 31 Mar, 12 | 6 | 50.00% |
| 31 Dec, 11 | 4 | -20.00% |
| 30 Sep, 11 | 5 | -16.67% |
| 30 Jun, 11 | 6 | -14.29% |
| 31 Mar, 11 | 7 | - |
| 31 Dec, 10 | 7 | 40.00% |
| 30 Sep, 10 | 5 | - |
| 30 Jun, 10 | 5 | 25.00% |
| 31 Mar, 10 | 4 | - |
| 31 Dec, 09 | 4 | 33.33% |
| 30 Sep, 09 | 3 | 200.00% |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | - | -100.00% |
| 31 Dec, 08 | 2 | -50.00% |
| 30 Sep, 08 | 4 | 33.33% |
| 30 Jun, 08 | 3 | - |
| 31 Mar, 08 | 3 | -25.00% |
| 31 Dec, 07 | 4 | 300.00% |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 1 | -66.67% |
| 31 Dec, 06 | 3 | - |
| 30 Sep, 06 | 3 | - |
| 30 Jun, 06 | - | -100.00% |
| 31 Mar, 06 | 2 | 100.00% |
| 31 Dec, 05 | 1 | -50.00% |
| 30 Sep, 05 | 2 | 100.00% |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | - | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 1 | - |
| 31 Dec, 03 | - | - |
| 30 Sep, 03 | - | - |
| 31 Mar, 03 | - | - |
| 30 Sep, 02 | - | - |
| 30 Jun, 01 | - | - |
| 31 Mar, 01 | - | - |
| 30 Sep, 00 | - | - |
33 institutional shareholders have reduced their position in UVSP stock as of 30 Jun 24 compared to 44 in the previous quarter (a -25.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 99 | -28.26% | 16,675,689 | -23.85% | 56.69% | 1.02% | 45 | -27.42% | 33 | -25.00% |
| 31 Mar, 24 | 138 | -2.82% | 21,898,333 | -0.89% | 74.45% | 1.33% | 62 | -12.68% | 44 | -2.22% |
| 31 Dec, 23 | 142 | 5.97% | 22,094,779 | 2.00% | 74.90% | 1.39% | 71 | - | 45 | 9.76% |
| 30 Sep, 23 | 134 | -2.19% | 21,660,962 | 0.27% | 73.48% | 1.36% | 71 | 2.90% | 41 | -2.38% |
| 30 Jun, 23 | 137 | -2.84% | 21,602,833 | -0.73% | 73.38% | 1.33% | 69 | 9.52% | 42 | -19.23% |
| 31 Mar, 23 | 141 | 3.68% | 21,761,249 | 1.30% | 74.24% | 1.39% | 63 | -1.56% | 52 | 23.81% |
| 31 Dec, 22 | 136 | -2.16% | 21,481,684 | 1.68% | 73.08% | 1.40% | 64 | 10.34% | 42 | -16.00% |
| 30 Sep, 22 | 139 | 2.96% | 21,125,821 | -0.79% | 72.12% | 1.38% | 58 | 11.54% | 50 | -7.41% |
| 30 Jun, 22 | 135 | -7.53% | 21,294,918 | -0.75% | 72.21% | 1.37% | 52 | -25.71% | 54 | 20.00% |
| 31 Mar, 22 | 146 | 5.04% | 21,455,486 | 0.75% | 72.63% | 1.38% | 70 | 9.38% | 45 | -2.17% |
| 31 Dec, 21 | 139 | 2.96% | 21,295,350 | 1.56% | 72.45% | 1.43% | 64 | 12.28% | 46 | - |
| 30 Sep, 21 | 135 | - | 20,967,615 | 1.06% | 71.27% | 1.43% | 57 | -8.06% | 46 | 6.98% |
| 30 Jun, 21 | 135 | 0.75% | 20,747,881 | -0.58% | 70.59% | 1.39% | 62 | 5.08% | 43 | -17.31% |
| 31 Mar, 21 | 134 | 8.06% | 20,868,580 | 2.08% | 71.15% | 1.46% | 59 | 20.41% | 52 | 18.18% |
| 31 Dec, 20 | 124 | 1.64% | 20,444,257 | 2.10% | 69.84% | 1.48% | 49 | 16.67% | 44 | -12.00% |
| 30 Sep, 20 | 122 | -8.27% | 20,023,192 | -2.14% | 68.60% | 1.39% | 42 | -33.33% | 50 | 16.28% |
| 30 Jun, 20 | 133 | 3.10% | 20,461,246 | 2.21% | 70.20% | 1.50% | 63 | 14.55% | 43 | -8.51% |
| 31 Mar, 20 | 129 | -14.57% | 20,019,004 | -0.64% | 68.52% | 1.44% | 55 | -30.38% | 47 | 6.82% |
| 31 Dec, 19 | 151 | 8.63% | 20,147,394 | 1.76% | 69.01% | 1.50% | 79 | 9.72% | 44 | 25.71% |
| 30 Sep, 19 | 139 | 0.72% | 19,798,579 | -0.14% | 67.78% | 1.47% | 72 | 18.03% | 35 | -18.60% |
| 30 Jun, 19 | 138 | 6.15% | 19,825,784 | -0.25% | 67.94% | 1.46% | 61 | -7.58% | 43 | 26.47% |
| 31 Mar, 19 | 130 | 14.04% | 19,874,859 | 2.13% | 68.19% | 1.53% | 66 | 20.00% | 34 | 9.68% |
| 31 Dec, 18 | 114 | -3.39% | 19,459,530 | -0.56% | 66.69% | 1.51% | 55 | 3.77% | 31 | -3.13% |
| 30 Sep, 18 | 118 | 5.36% | 19,568,462 | -0.02% | 66.55% | 1.50% | 53 | -3.64% | 32 | -5.88% |
| 30 Jun, 18 | 112 | -1.75% | 19,572,658 | -1.80% | 66.56% | 1.44% | 55 | - | 34 | 9.68% |
| 31 Mar, 18 | 114 | -2.56% | 19,930,925 | 1.05% | 67.90% | 1.26% | 55 | -16.67% | 31 | -3.13% |
| 31 Dec, 17 | 117 | 4.46% | 19,724,324 | 17.04% | 73.43% | 1.84% | 66 | 57.14% | 32 | -20.00% |
| 30 Sep, 17 | 112 | -1.75% | 16,852,409 | 2.45% | 63.20% | 1.66% | 42 | -8.70% | 40 | - |
| 30 Jun, 17 | 114 | -8.80% | 16,449,148 | 3.47% | 61.70% | 1.69% | 46 | -2.13% | 40 | -9.09% |
| 31 Mar, 17 | 125 | -4.58% | 15,897,646 | 3.39% | 60.34% | 1.36% | 47 | -21.67% | 44 | 22.22% |
| 31 Dec, 16 | 131 | 9.17% | 15,376,874 | 7.54% | 66.57% | 2.26% | 60 | -31.03% | 36 | 111.76% |
| 30 Sep, 16 | 120 | 10.09% | 14,299,028 | 40.57% | 54.26% | 1.98% | 87 | 61.11% | 17 | -32.00% |
| 30 Jun, 16 | 109 | 4.81% | 10,172,237 | 9.18% | 52.34% | 2.30% | 54 | -3.57% | 25 | - |
| 31 Mar, 16 | 104 | 4.00% | 9,317,214 | 7.25% | 47.68% | 2.41% | 56 | 12.00% | 25 | -3.85% |
| 31 Dec, 15 | 100 | 6.38% | 8,687,479 | 9.07% | 44.49% | 2.62% | 50 | 16.28% | 26 | -7.14% |
| 30 Sep, 15 | 94 | 3.30% | 7,965,149 | 8.10% | 41.19% | 2.89% | 43 | -12.24% | 28 | 27.27% |
| 30 Jun, 15 | 91 | 2.25% | 7,368,241 | -1.16% | 37.78% | 2.66% | 49 | 2.08% | 22 | 15.79% |
| 31 Mar, 15 | 89 | 1.14% | 7,454,558 | 1.98% | 37.69% | 1.82% | 48 | 4.35% | 19 | -17.39% |
| 31 Dec, 14 | 88 | 2.33% | 7,309,901 | 3.51% | 45.53% | 2.35% | 46 | 21.05% | 23 | -23.33% |
| 30 Sep, 14 | 86 | 2.38% | 7,061,998 | -0.37% | 43.98% | 2.31% | 38 | 22.58% | 30 | -16.67% |
| 30 Jun, 14 | 84 | 5.00% | 7,088,132 | 0.53% | 43.64% | 2.32% | 31 | -13.89% | 36 | 33.33% |
| 31 Mar, 14 | 80 | -1.23% | 7,050,811 | 0.14% | 43.37% | 2.41% | 36 | -21.74% | 27 | 22.73% |
| 31 Dec, 13 | 81 | 6.58% | 7,040,691 | 5.93% | 42.40% | 2.66% | 46 | 31.43% | 22 | -8.33% |
| 30 Sep, 13 | 76 | 1.33% | 6,646,558 | 1.49% | 39.90% | 2.59% | 35 | -42.62% | 24 | 200.00% |
| 30 Jun, 13 | 75 | 188.46% | 6,549,120 | 115.56% | 39.23% | 11.98% | 61 | 335.71% | 8 | 33.33% |
| 31 Mar, 13 | 26 | -13.33% | 3,038,152 | 2.92% | 18.10% | 5.83% | 14 | 7.69% | 6 | -45.45% |
| 31 Dec, 12 | 30 | 7.14% | 2,951,922 | -1.64% | 17.61% | 5.49% | 13 | 8.33% | 11 | 57.14% |
| 30 Sep, 12 | 28 | -9.68% | 3,001,032 | -15.86% | 17.91% | 3.96% | 12 | -20.00% | 7 | - |
| 30 Jun, 12 | 31 | 24.00% | 3,566,753 | 10.56% | 21.27% | 5.73% | 15 | 36.36% | 7 | 16.67% |
| 31 Mar, 12 | 25 | -10.71% | 3,226,017 | -10.80% | 19.26% | 4.13% | 11 | -35.29% | 6 | 50.00% |
| 31 Dec, 11 | 28 | 12.00% | 3,616,612 | 1.77% | 21.59% | 4.81% | 17 | 30.77% | 4 | -20.00% |
| 30 Sep, 11 | 25 | - | 3,553,670 | -10.35% | 21.19% | 3.79% | 13 | - | 5 | -16.67% |
| 30 Jun, 11 | 25 | - | 3,963,952 | 2.41% | 23.63% | 4.41% | 13 | 44.44% | 6 | -14.29% |
| 31 Mar, 11 | 25 | 4.17% | 3,870,544 | -3.66% | 23.16% | 3.95% | 9 | -10.00% | 7 | - |
| 31 Dec, 10 | 24 | 33.33% | 4,017,449 | 41.58% | 24.20% | 8.30% | 10 | 42.86% | 7 | 40.00% |
| 30 Sep, 10 | 18 | -21.74% | 2,837,648 | -21.08% | 17.07% | 3.63% | 7 | -53.33% | 5 | - |
| 30 Jun, 10 | 23 | 53.33% | 3,595,545 | 13.65% | 21.67% | 5.92% | 15 | 87.50% | 5 | 25.00% |
| 31 Mar, 10 | 15 | -11.76% | 3,163,830 | 3.35% | 19.13% | 4.20% | 8 | - | 4 | - |
| 31 Dec, 09 | 17 | -15.00% | 3,061,383 | 18.31% | 21.34% | 7.05% | 8 | -38.46% | 4 | 33.33% |
| 30 Sep, 09 | 20 | 11.11% | 2,587,674 | 29.24% | 17.40% | 7.36% | 13 | - | 3 | 200.00% |
| 30 Jun, 09 | 18 | 50.00% | 2,002,205 | 9.13% | 15.37% | 7.69% | 13 | 44.44% | 1 | - |
| 31 Mar, 09 | 12 | -14.29% | 1,834,712 | -19.74% | 14.14% | 4.48% | 9 | -10.00% | - | -100.00% |
| 31 Dec, 08 | 14 | -17.65% | 2,285,989 | 12.38% | 17.76% | 7.11% | 10 | -9.09% | 2 | -50.00% |
| 30 Sep, 08 | 17 | 30.77% | 2,034,119 | 22.53% | 15.80% | 9.47% | 11 | 83.33% | 4 | 33.33% |
| 30 Jun, 08 | 13 | 18.18% | 1,660,088 | 14.44% | 12.91% | 10.25% | 6 | 20.00% | 3 | - |
| 31 Mar, 08 | 11 | -21.43% | 1,450,571 | -15.90% | 11.22% | 6.26% | 5 | - | 3 | -25.00% |
| 31 Dec, 07 | 14 | 16.67% | 1,724,728 | 16.76% | 13.39% | 10.15% | 5 | -28.57% | 4 | 300.00% |
| 30 Sep, 07 | 12 | - | 1,477,185 | -14.46% | 11.49% | 6.43% | 7 | - | 1 | - |
| 30 Jun, 07 | 12 | 20.00% | 1,726,872 | 11.32% | 13.36% | 9.40% | 7 | 133.33% | - | -100.00% |
| 31 Mar, 07 | 10 | -16.67% | 1,551,215 | -2.53% | 11.92% | 7.89% | 3 | -25.00% | 1 | -66.67% |
| 31 Dec, 06 | 12 | 9.09% | 1,591,531 | -3.61% | 12.29% | 7.71% | 4 | -33.33% | 3 | - |
| 30 Sep, 06 | 11 | 10.00% | 1,651,201 | 17.02% | 12.63% | 10.39% | 6 | -25.00% | 3 | - |
| 30 Jun, 06 | 10 | - | 1,411,011 | 15.30% | 11.03% | 12.34% | 8 | 100.00% | - | -100.00% |
| 31 Mar, 06 | 10 | 11.11% | 1,223,826 | 184.55% | 9.45% | 83.52% | 4 | - | 2 | 100.00% |
| 31 Dec, 05 | 9 | 50.00% | 430,086 | 203.25% | 3.36% | 277.84% | 4 | - | 1 | -50.00% |
| 30 Sep, 05 | 6 | -33.33% | 141,827 | -8.67% | 1.10% | 77.62% | - | -100.00% | 2 | 100.00% |
| 30 Jun, 05 | 9 | 80.00% | 155,298 | -0.47% | 1.19% | 80.43% | 8 | 166.67% | 1 | - |
| 31 Mar, 05 | 5 | -28.57% | 156,032 | -11.60% | 1.22% | 64.20% | 3 | -40.00% | - | - |
| 31 Dec, 04 | 7 | 16.67% | 176,502 | 13.34% | 1.38% | 93.04% | 5 | - | - | - |
| 30 Sep, 04 | 6 | - | 155,724 | 162.82% | 1.22% | 576.36% | 5 | - | - | - |
| 30 Jun, 04 | 6 | -14.29% | 59,251 | -39.68% | 0.46% | 77.69% | 5 | - | - | -100.00% |
| 31 Mar, 04 | 7 | 250.00% | 98,225 | 103.79% | 0.77% | 540.13% | 5 | 400.00% | 1 | - |
| 31 Dec, 03 | 2 | - | 48,200 | 3.66% | 0.38% | 289.37% | 1 | -50.00% | - | - |
| 30 Sep, 03 | 2 | - | 46,500 | - | 0.36% | - | 2 | - | - | - |
| 31 Mar, 03 | 3 | - | 64,375 | - | 0.50% | - | 3 | - | - | - |
| 30 Sep, 02 | 2 | - | 45,900 | - | 0.36% | - | 2 | - | - | - |
| 30 Jun, 01 | 1 | - | 27,300 | - | 0.20% | 493.40% | - | -100.00% | - | - |
| 31 Mar, 01 | 1 | - | 27,300 | - | 0.20% | - | 1 | - | - | - |
| 30 Sep, 00 | 1 | - | 27,300 | - | 0.20% | - | 1 | - | - | - |
Univest Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Univest Financial's stock was made by Keim Michael S on May 16 2024, selling 859 shares at $22.77 per share (valued at $19.56K). The last insider buy of UVSP was made by Paquin Natalye on Jul 26 2024, buying 580 shares at $28.93 per share (worth $16.78K).
Univest Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | - | - |
| Q2 2024 | 5 | 7 | 71.43% |
| Q1 2024 | 58 | 38 | 152.63% |
| Q4 2023 | 4 | 21 | 19.05% |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 2 | - | - |
| Q1 2023 | 62 | 38 | 163.16% |
| Q4 2022 | 3 | 23 | 13.04% |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 2 | - | - |
| Q1 2022 | 54 | 43 | 125.58% |
| Q4 2021 | 2 | 17 | 11.76% |
| Q3 2021 | 1 | 2 | 50.00% |
| Q2 2021 | 2 | 9 | 22.22% |
| Q1 2021 | 45 | 42 | 107.14% |
| Q4 2020 | 7 | 18 | 38.89% |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 10 | - | - |
| Q1 2020 | 37 | 21 | 176.19% |
| Q4 2019 | 1 | 14 | 7.14% |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Univest Financial's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | - | - |
| Q2 2024 | 1 | 3 | 33.33% |
| Q1 2024 | 1 | 2 | 50.00% |
| Q4 2023 | 4 | 1 | 400.00% |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 2 | - | - |
| Q1 2023 | 1 | 1 | 100.00% |
| Q4 2022 | 2 | 5 | 40.00% |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | 4 | - | - |
| Q4 2021 | 1 | 2 | 50.00% |
| Q3 2021 | 1 | 2 | 50.00% |
| Q2 2021 | 1 | 8 | 12.50% |
| Q1 2021 | 3 | 2 | 150.00% |
| Q4 2020 | 4 | 2 | 200.00% |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 10 | - | - |
| Q1 2020 | 5 | - | - |
| Q4 2019 | 1 | - | - |
As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Univest Financial's stocks.
Univest Financial Peer Ownership
| Ticker | Company |
|---|---|
| HBCP | Home Bancorp, Inc. |
| CBAN | Colony Bankcorp, Inc. |
| GSBC | Great Southern Bancorp, Inc. |
| LSBK | Lake Shore Bancorp, Inc. |
| STBA | S&T Bancorp, Inc. |
| PWOD | Penns Woods Bancorp, Inc. |
| WSBF | Waterstone Financial, Inc. |
| LBC | Luther Burbank Corporation |
| HFWA | Heritage Financial Corporation |
| IROQ | IF Bancorp, Inc. |
| OPOF | Old Point Financial Corporation |
| SMBC | Southern Missouri Bancorp, Inc. |
| MPB | Mid Penn Bancorp, Inc. |
| TCFC | The Community Financial Corporation |
| SRCE | 1st Source Corporation |
| RBCAA | Republic Bancorp, Inc. |
| FNWB | First Northwest Bancorp |
| HTBI | HomeTrust Bancshares, Inc. |
UVSP Ownership FAQ
Who Owns Univest Financial?
Univest Financial is owned by institutional shareholders (56.69%), insiders (1.80%), and public (41.51%). The largest institutional shareholder of Univest Financial is BLACKROCK INC. (11.42% of total shares) and the top mutual fund owner is ROYCE CAPITAL FUND (0.50% of total shares).
Who are the major institutional shareholders of Univest Financial?
Univest Financial's major institutional shareholders are BLACKROCK INC., FMR LLC, DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, and PZENA INVESTMENT MANAGEMENT LLC. The top five shareholders own together 36.68% of the company's share outstanding.
How many Univest Financial shareholders are there?
As of Jun 2024, there are 99 institutional shareholders of Univest Financial.
What percentage of Univest Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 3.36M shares of Univest Financial, representing 11.42% of the company's total shares outstanding, valued at $76.7M (as of Jun 2024).
What percentage of Univest Financial is owned by FMR LLC?
As of Jun 2024, FMR LLC holds 2.63M shares of Univest Financial (UVSP), compromising 8.95% of the company, valued at $60.08M.
What percentage of Univest Financial is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Univest Financial. The company owns 1.96M of the company's shares outstanding (worth $44.71M).