Cary Street Partners Investment Advisory LLC Univest Financial Corp Transaction History
Cary Street Partners Investment Advisory LLC
- $173 Billion
- Q1 2025
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 70 shares of UVSP stock, worth $2,101. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 54
29.63%
Holding current value
$2,101
Previous $1.59 Million
24.53%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding UVSP
# of Institutions
186Shares Held
20MCall Options Held
400Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$101 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.91MShares$57.3 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.73MShares$51.8 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.28MShares$38.5 Million0.04% of portfolio
-
Richard Pzena Pzena Investment Management LLC888KShares$26.7 Million0.09% of portfolio
About UNIVEST FINANCIAL Corp
- Ticker UVSP
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 29,242,500
- Market Cap $878M
- Description
- Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...