Compass Ion Advisors, LLC Univest Financial Corp Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
A detailed history of Compass Ion Advisors, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 37,144 shares of UVSP stock, worth $1.13 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
37,144
Previous 37,047
0.26%
Holding current value
$1.13 Million
Previous $1.05 Million
6.19%
% of portfolio
0.13%
Previous 0.13%
Shares
20 transactions
Others Institutions Holding UVSP
# of Institutions
193Shares Held
20.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$103 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.91MShares$58.3 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.73MShares$52.6 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.48MShares$45 Million0.04% of portfolio
-
Richard Pzena Pzena Investment Management LLC888KShares$27.1 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 $892M
- 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 ...