Compass Ion Advisors, LLC Univest Financial Corp Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 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 37,243 shares of UVSP stock, worth $1.15 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
37,243
Previous 37,144
0.27%
Holding current value
$1.15 Million
Previous $1.12 Million
0.27%
% of portfolio
0.12%
Previous 0.13%
Shares
21 transactions
Others Institutions Holding UVSP
# of Institutions
196Shares Held
20.2MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$103 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.9MShares$58.3 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.74MShares$53.6 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.33MShares$40.8 Million0.04% of portfolio
-
Richard Pzena Pzena Investment Management LLC891KShares$27.4 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 $899M
- 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 ...