Univest Financial Corp UVSP
We take great care to ensure that the data presented and summarized in this overview for UNIVEST FINANCIAL Corp is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding UVSP
View all-
Black Rock Inc. New York, NY3.36MShares$100 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.97MShares$58.7 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.66MShares$49.3 Million0.0% of portfolio
-
Richard Pzena Pzena Investment Management LLC1.19MShares$35.4 Million0.11% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.13MShares$33.6 Million0.03% of portfolio
-
State Street Corp Boston, MA873KShares$26 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA704KShares$21 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny651KShares$19.4 Million0.03% of portfolio
-
American Century Companies Inc Kansas City, MO561KShares$16.7 Million0.01% of portfolio
-
Univest Financial Corp531KShares$15.8 Million0.99% of portfolio
Latest Institutional Activity in UVSP
Top Purchases
Top Sells
About UVSP
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 and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations. The Wealth Management segment offers investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships. The Insurance segment provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.
Insider Transactions at UVSP
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Nov 01
2024
|
Natalye Paquin Director |
BUY
Open market or private purchase
|
Direct |
565
+2.37%
|
$15,820
$28.1 P/Share
|
Sep 18
2024
|
Michael S Keim Senior EVP & COO |
SELL
Open market or private sale
|
Direct |
3,633
-6.13%
|
$101,724
$28.76 P/Share
|
Sep 18
2024
|
Michael S Keim Senior EVP & COO |
BUY
Exercise of conversion of derivative security
|
Direct |
3,633
+5.77%
|
$69,027
$19.68 P/Share
|
Sep 18
2024
|
Jeffrey M Schweitzer Chairman, President & CEO |
SELL
Open market or private sale
|
Direct |
4,541
-4.79%
|
$127,148
$28.75 P/Share
|
Sep 18
2024
|
Jeffrey M Schweitzer Chairman, President & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
4,541
+4.57%
|
$86,279
$19.68 P/Share
|
Sep 17
2024
|
Michael S Keim Senior EVP & COO |
SELL
Open market or private sale
|
Direct |
1,902
-3.3%
|
$53,256
$28.43 P/Share
|
Sep 17
2024
|
Michael S Keim Senior EVP & COO |
BUY
Exercise of conversion of derivative security
|
Direct |
1,902
+3.2%
|
$36,138
$19.68 P/Share
|
Sep 17
2024
|
Jeffrey M Schweitzer Chairman, President & CEO |
SELL
Open market or private sale
|
Direct |
3,961
-4.21%
|
$110,908
$28.42 P/Share
|
Sep 17
2024
|
Jeffrey M Schweitzer Chairman, President & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
3,961
+4.04%
|
$75,259
$19.68 P/Share
|
Sep 05
2024
|
Jeffrey M Schweitzer Chairman, President & CEO |
SELL
Open market or private sale
|
Direct |
200
-0.22%
|
$5,600
$28.26 P/Share
|
Sep 05
2024
|
Jeffrey M Schweitzer Chairman, President & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
200
+0.22%
|
$3,800
$19.68 P/Share
|
Sep 04
2024
|
Michael S Keim Senior EVP & COO |
SELL
Open market or private sale
|
Direct |
400
-0.71%
|
$11,200
$28.5 P/Share
|
Sep 04
2024
|
Michael S Keim Senior EVP & COO |
BUY
Exercise of conversion of derivative security
|
Direct |
400
+0.71%
|
$7,600
$19.68 P/Share
|
Sep 04
2024
|
Jeffrey M Schweitzer Chairman, President & CEO |
SELL
Open market or private sale
|
Direct |
400
-0.44%
|
$11,200
$28.5 P/Share
|
Sep 04
2024
|
Jeffrey M Schweitzer Chairman, President & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
400
+0.44%
|
$7,600
$19.68 P/Share
|
Sep 03
2024
|
Michael S Keim Senior EVP & COO |
SELL
Open market or private sale
|
Direct |
800
-0.71%
|
$22,400
$28.53 P/Share
|
Sep 03
2024
|
Michael S Keim Senior EVP & COO |
BUY
Exercise of conversion of derivative security
|
Direct |
800
+1.4%
|
$15,200
$19.68 P/Share
|
Sep 03
2024
|
Jeffrey M Schweitzer Chairman, President & CEO |
SELL
Open market or private sale
|
Direct |
1,200
-0.66%
|
$33,600
$28.53 P/Share
|
Sep 03
2024
|
Jeffrey M Schweitzer Chairman, President & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
1,200
+1.3%
|
$22,800
$19.68 P/Share
|
Aug 30
2024
|
Michael S Keim Senior EVP & COO |
SELL
Open market or private sale
|
Direct |
400
-0.71%
|
$11,200
$28.54 P/Share
|
Last 12 Months Summary
Exercise of conversion of derivative security | 81.7K shares |
---|---|
Open market or private purchase | 2.73K shares |
Other acquisition or disposition | 4.51K shares |
Payment of exercise price or tax liability | 12.5K shares |
---|---|
Open market or private sale | 33K shares |