Latest Institutional Purchases of Univest Financial Corp (UVSP)

UVSP Quotes by TradingView

This list provides information on the latest institutional transactions involving Univest Financial Corp (UVSP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 27, 2025 Q2 2025
Squarepoint Ops LLC

New York, NY
BUY
 -
2.12K
+ 25.47%
$53.6K - $66.5K
10.4K $321K
Aug 07, 2025 Q2 2025
Meeder Asset Management Inc

BUY
 -
1.09K
New
$27.6K - $34.2K
1.09K $33.5K
Aug 05, 2025 Q2 2025
Bnp Paribas Asset Management Holding S.A.

BUY
 -
256
New
$6.48K - $8.03K
256 $7.87K
Aug 18, 2025 Q2 2025
Geneos Wealth Management Inc.

BUY
 -
178
+ 6.68%
$4.5K - $5.58K
2.84K $87.4K
Aug 14, 2025 Q2 2025
Voya Investment Management LLC

Atlanta, GA
BUY
 -
98
+ 1.07%
$2.48K - $3.07K
9.29K $286K
Jul 16, 2025 Q2 2025
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
87
New
$2.2K - $2.73K
87 $2.68K
Aug 08, 2025 Q2 2025
Larson Financial Group LLC

BUY
 -
45
New
$1.14K - $1.41K
45 $1.38K
Aug 05, 2025 Q2 2025
First Horizon Advisors, Inc.

BUY
 -
35
+ 20.96%
$886 - $1.1K
202 $6.21K
Jul 11, 2025 Q2 2025
Uma Financial Services, Inc.

BUY
 -
24
New
$607 - $752
24 $738
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
 -
1
New
$25.3 - $31.4
1 $30.8
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 05, 2025 Q1 2025
Hussman Strategic Advisors, Inc.

Ellicott City, MD
BUY
 -
42K
New
$1.16M - $1.33M
42K $1.29M
May 08, 2025 Q1 2025
Armis Advisers, LLC

Atlanta, GA
BUY
 -
18.6K
New
$513K - $589K
18.6K $573K
May 14, 2025 Q1 2025
Exodus Point Capital Management, LP

New York, NY
BUY
 -
15.5K
+ 78.72%
$425K - $489K
35.1K $1.08M
May 15, 2025 Q1 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
8.07K
New
$222K - $255K
8.07K $248K
May 15, 2025 Q1 2025
Verition Fund Management LLC

Greenwich, CT
BUY
 -
8.01K
New
$221K - $253K
8.01K $246K
May 14, 2025 Q1 2025
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
5.53K
+ 36.38%
$152K - $175K
20.7K $637K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
628
New
$17.3K - $19.9K
628 $19.3K
May 15, 2025 Q1 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 CALL
400
New
$11K - $12.7K
400 $12.3K
Apr 28, 2025 Q1 2025
Private Trust CO Na

BUY
 -
62
New
$1.71K - $1.96K
62 $1.91K
May 08, 2025 Q1 2025
Parkside Financial Bank & Trust

BUY
 -
20
New
$550 - $633
20 $615
Apr 17, 2025 Q1 2025
Stephens Consulting, LLC

Flint, MI
BUY
 -
15
New
$413 - $474
15 $461
Q4 2024
Feb 11, 2025 Q4 2024
Klp Kapitalforvaltning As

Oslo, Q8
BUY
 -
17.3K
New
$465K - $557K
17.3K $532K
Feb 14, 2025 Q4 2024
Cary Street Partners Financial LLC

Richmond, VA
BUY
 -
12K
New
$322K - $386K
12K $369K
Feb 13, 2025 Q4 2024
Pro Share Advisors LLC

BUY
 -
8.15K
New
$219K - $262K
8.15K $251K
Feb 14, 2025 Q4 2024
Centiva Capital, LP

New York, NY
BUY
 -
639
+ 8.6%
$17.2K - $20.6K
8.07K $248K
Jan 22, 2025 Q4 2024
R Squared LTD

Central, K3
BUY
 -
590
New
$15.8K - $19K
590 $18.1K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
500
New
$13.4K - $16.1K
500 $15.4K
Feb 14, 2025 Q4 2024
Cambria Investment Management, L.P.

BUY
 -
241
+ 2.32%
$6.47K - $7.76K
10.6K $326K
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

BUY
 -
71
New
$1.91K - $2.29K
71 $2.18K
Feb 11, 2025 Q4 2024
Simplex Trading, LLC

BUY
 -
22
+ 33.85%
$591 - $709
87 $2.68K
Feb 12, 2025 Q4 2024
Huntington National Bank

Columbus, OH
BUY
 -
18
New
$483 - $580
18 $554
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
17
New
$456 - $548
17 $523
Feb 05, 2025 Q4 2024
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
5
New
$134 - $161
5 $154
Q3 2024
Nov 05, 2024 Q3 2024
Bison Wealth, LLC

BUY
 -
18.6K
New
$414K - $544K
18.6K $573K
Nov 12, 2024 Q3 2024
Acadian Asset Management LLC

Boston, MA
BUY
 -
15.2K
New
$339K - $445K
15.2K $469K
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
13.9K
New
$308K - $405K
13.9K $426K
Nov 08, 2024 Q3 2024
State Board Of Administration Of Florida Retirement System

BUY
 -
8.28K
New
$184K - $242K
8.28K $255K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
2.8K
New
$62.3K - $81.8K
2.8K $86.2K
Nov 14, 2024 Q3 2024
Battery Global Advisors, LLC

Boston, MA
BUY
 -
2.62K
New
$58.3K - $76.6K
2.62K $80.7K
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.41K
+ 2713.46%
$31.4K - $41.2K
1.46K $45K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.03K
+ 2.62%
$22.9K - $30.1K
40.3K $1.24M
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
901
New
$20K - $26.3K
901 $27.7K
Oct 16, 2024 Q3 2024
N Verses Capital, LLC

Wellington, FL
BUY
 -
800
New
$17.8K - $23.4K
800 $24.6K
Oct 17, 2024 Q3 2024
Riverview Trust CO

BUY
 -
28
New
$622 - $817
28 $861
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
15
New
$333 - $438
15 $461
Q2 2024
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
22.5K
New
$414K - $515K
22.5K $691K
Aug 23, 2024 Q2 2024
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
10.1K
New
$187K - $232K
10.1K $312K

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