Institutional Ownership Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP). We have compiled data on the 176 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $550 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
6,066
shares
|
$168,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,682
shares
|
$157,959
0.0% of portfolio
|
Q4 2024
Added 92.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,796
shares
|
$133,328
0.0% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
3,940
shares
|
$109,532
0.0% of portfolio
|
Q4 2024
Reduced 31.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,079
shares
|
$85,596
0.0% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,862
shares
|
$79,563
0.0% of portfolio
|
Q3 2023
Added 26.53%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,802
shares
|
$77,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,623
shares
|
$72,919
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,298
shares
|
$63,884
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,527
shares
|
$42,450
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,003
shares
|
$27,883
0.0% of portfolio
|
Q4 2024
Added 161.2%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$27,800
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
996
shares
|
$27,688
0.0% of portfolio
|
Q1 2024
Reduced 60.93%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
990
shares
|
$27,522
0.0% of portfolio
|
Q4 2023
Reduced 71.63%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
778
shares
|
$21,628
0.0% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
719
shares
|
$19,988
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
637
shares
|
$17,708
0.0% of portfolio
|
Q4 2024
Reduced 76.97%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
619
shares
|
$17,208
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
590
shares
|
$16,402
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
550
shares
|
$15,290
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
500
shares
|
$13,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
500
shares
|
$13,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
441
shares
|
$12,259
0.0% of portfolio
|
Q4 2024
Added 39.12%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
413
shares
|
$11,481
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
253
shares
|
$7,033
0.0% of portfolio
|
Q4 2024
Added 14.48%
|