Latest Institutional Transactions on Univest Financial Corp (UVSP)
This table provides information on the latest institutional transactions involving Univest Financial Corp (UVSP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
481+ 0.19% |
$13.5K - $15.7K
|
257K
$7.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
2.69K+ 0.3% |
$75.7K - $88.1K
|
891K
$27.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16.7K+ 0.97% |
$469K - $546K
|
1.74M
$53.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11- 13.75% |
$309 - $360
|
69
$2.12K
|
|
|
Nov 06, 2025
Q3 2025
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-7.65K- 2.2% |
$215K - $250K
|
339K
$10.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-699- 1.56% |
$19.7K - $22.9K
|
44K
$1.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
232+ 0.63% |
$6.52K - $7.59K
|
37.3K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13K- 41.64% |
$365K - $424K
|
18.2K
$559K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.39K+ 2.94% |
$152K - $176K
|
189K
$5.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
12.4K+ 118.2% |
$348K - $404K
|
22.8K
$702K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-8.68K- 50.06% |
$244K - $284K
|
8.66K
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
94+ 87.04% |
$2.64K - $3.07K
|
202
$6.21K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
70+ 0.83% |
$1.97K - $2.29K
|
8.52K
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
33.4KNew |
$940K - $1.09M
|
33.4K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.5K- 5.91% |
$42.2K - $49.1K
|
23.9K
$735K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
2.32K+ 0.46% |
$65.3K - $76K
|
505K
$15.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
800+ 3.81% |
$22.5K - $26.2K
|
21.8K
$670K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.08K+ 6.15% |
$30.4K - $35.3K
|
18.6K
$573K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-147- 0.56% |
$4.13K - $4.81K
|
26.1K
$801K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
17+ 3.47% |
$478 - $556
|
507
$15.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
99+ 0.27% |
$2.78K - $3.24K
|
37.2K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-250- 3.48% |
$7.03K - $8.18K
|
6.93K
$213K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-7.94K- 24.9% |
$223K - $260K
|
24K
$737K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-16- 64.0% |
$450 - $523
|
9
$277
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
202New |
$5.68K - $6.61K
|
202
$6.21K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.16KNew |
$32.5K - $37.8K
|
1.16K
$35.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.48K+ 16.84% |
$98K - $114K
|
24.2K
$743K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42- 0.39% |
$1.18K - $1.37K
|
10.6K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.21KNew |
$231K - $268K
|
8.21K
$252K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.28% |
$225 - $262
|
2.9K
$89.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.6K- 13.45% |
$73.1K - $85K
|
16.7K
$514K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6- 2.76% |
$169 - $196
|
211
$6.49K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.33K+ 33.95% |
$93.6K - $109K
|
13.1K
$404K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 38.46% |
$141 - $164
|
18
$554
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
259+ 0.97% |
$7.28K - $8.47K
|
27.1K
$833K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
30.3KNew |
$851K - $989K
|
30.3K
$930K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.47K- 42.32% |
$62.6K - $77.5K
|
3.37K
$104K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-138- 29.68% |
$3.49K - $4.33K
|
327
$10.1K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.12K+ 25.47% |
$53.6K - $66.5K
|
10.4K
$321K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
178+ 6.68% |
$4.5K - $5.58K
|
2.84K
$87.4K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.39K- 40.95% |
$85.8K - $106K
|
4.89K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
12.3KNew |
$311K - $385K
|
12.3K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
98+ 1.07% |
$2.48K - $3.07K
|
9.29K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.25K+ 35.5% |
$234K - $290K
|
35.3K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.04K- 2.38% |
$26.3K - $32.6K
|
42.7K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-19- 0.04% |
$481 - $596
|
42.8K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16+ 22.86% |
$405 - $502
|
86
$2.64K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$25.3 - $31.4
|
1
$30.8
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
19.6KNew |
$496K - $614K
|
19.6K
$603K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-386- 4.43% |
$9.77K - $12.1K
|
8.33K
$256K
|
|