Charles Schwab Investment Management Inc Univest Financial Corp Transaction History
Charles Schwab Investment Management Inc
- $515 Billion
- Q3 2024
A detailed history of Charles Schwab Investment Management Inc transactions in Univest Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 245,883 shares of UVSP stock, worth $7.29 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
245,883
Previous 256,775
4.24%
Holding current value
$7.29 Million
Previous $5.86 Million
18.03%
% of portfolio
0.0%
Previous 0.0%
Shares
29 transactions
Others Institutions Holding UVSP
# of Institutions
159Shares Held
19.6MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$99.6 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.97MShares$58.5 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.66MShares$49.1 Million0.0% of portfolio
-
Richard Pzena Pzena Investment Management LLC1.19MShares$35.3 Million0.11% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.13MShares$33.5 Million0.03% of portfolio
About UNIVEST FINANCIAL Corp
- Ticker UVSP
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 29,242,500
- Market Cap $867M
- 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 ...