Latest Institutional Sells of Univest Financial Corp (UVSP)
This list provides information on the latest institutional transactions involving Univest Financial Corp (UVSP) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-386- 4.43% |
$9.77K - $12.1K
|
8.33K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-379- 2.47% |
$9.59K - $11.9K
|
15K
$460K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-250- 50.0% |
$6.33K - $7.84K
|
250
$7.69K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-184- 67.9% |
$4.66K - $5.77K
|
87
$2.68K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-138- 29.68% |
$3.49K - $4.33K
|
327
$10.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-19- 0.04% |
$481 - $596
|
42.8K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 6.73% |
$354 - $439
|
194
$5.97K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 0.57% |
$329 - $408
|
2.26K
$69.4K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-13.1K- 62.14% |
$361K - $415K
|
8K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-5.56K- 14.03% |
$153K - $176K
|
34K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-328- 2.57% |
$9.03K - $10.4K
|
12.4K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-313- 1.78% |
$8.61K - $9.9K
|
17.2K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-257- 40.35% |
$7.07K - $8.13K
|
380
$11.7K
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-192- 0.87% |
$5.28K - $6.07K
|
21.9K
$674K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-23- 1.51% |
$633 - $727
|
1.5K
$46.2K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 75.0% |
$248 - $285
|
3
$92.3
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35.2K- 20.52% |
$946K - $1.13M
|
136K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-6.1K- 29.05% |
$164K - $196K
|
14.9K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.81K- 31.47% |
$48.6K - $58.3K
|
3.94K
$121K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-18K- 50.69% |
$400K - $525K
|
17.5K
$538K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-27.5K- 0.81% |
$506K - $630K
|
3.36M
$103M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.4K- 52.97% |
$228K - $283K
|
11K
$337K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-236- 0.58% |
$4.35K - $5.41K
|
40.1K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-150- 1.13% |
$2.77K - $3.44K
|
13.2K
$405K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.55K- 60.93% |
$29.9K - $34.3K
|
996
$30.6K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-318- 17.11% |
$6.12K - $7.02K
|
1.54K
$47.4K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-123- 0.85% |
$2.37K - $2.71K
|
14.3K
$440K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-11.9K- 40.97% |
$192K - $264K
|
17.1K
$525K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.38K- 4.78% |
$22.4K - $30.8K
|
27.5K
$845K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-250- 2.09% |
$4.05K - $5.58K
|
11.7K
$361K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-46.8K- 82.97% |
$796K - $970K
|
9.6K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-252- 1.97% |
$4.29K - $5.23K
|
12.5K
$385K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-207- 1.98% |
$3.53K - $4.3K
|
10.2K
$314K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-13.6K- 78.16% |
$316K - $391K
|
3.8K
$117K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 5.83% |
$30.4K - $37.6K
|
21.1K
$650K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.13K- 1.93% |
$26.2K - $32.3K
|
57.3K
$1.76M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-500- 66.67% |
$11.6K - $14.4K
|
250
$7.69K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-140- 68.29% |
$3.25K - $4.02K
|
65
$2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-4.56K- 28.46% |
$109K - $131K
|
11.5K
$353K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-429- 9.69% |
$10.2K - $12.3K
|
4K
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-32- 0.37% |
$763 - $920
|
8.64K
$266K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-118K- 90.59% |
$2.76M - $3.17M
|
12.2K
$376K
|
|
|
Nov 09, 2022
Q3 2022
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-35K- 5.45% |
$822K - $944K
|
607K
$18.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-17.3K- 64.48% |
$406K - $466K
|
9.53K
$293K
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-14.6KClosed |
$343K - $394K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-267Closed |
$6.27K - $7.2K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-8.66KClosed |
$215K - $233K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.67K- 12.74% |
$66.3K - $71.8K
|
18.3K
$563K
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.7KClosed |
$42.2K - $45.7K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-425- 27.87% |
$10.6K - $11.4K
|
1.1K
$33.8K
|
|