Purchases and Sales Made in Q4 2025 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q4 2025. The information is specifically focused on institutions that hold shares of UNIVEST FINANCIAL Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
13.7KNew |
$387K - $424K
|
13.7K
$421K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.17K+ 2.99% |
$33K - $36.1K
|
40.2K
$1.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
966+ 6.06% |
$27.3K - $29.9K
|
16.9K
$520K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
484New |
$13.7K - $15K
|
484
$14.9K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8+ 1.14% |
$226 - $248
|
707
$21.7K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 3.64% |
$56.6 - $61.9
|
57
$1.75K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-252- 0.93% |
$7.13K - $7.8K
|
26.8K
$825K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-268- 89.04% |
$7.58K - $8.29K
|
33
$1.01K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-914- 4.07% |
$25.9K - $28.3K
|
21.6K
$663K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-17.7K- 44.08% |
$500K - $547K
|
22.4K
$690K
|
|