Latest Institutional Transactions on Univest Financial Corp (UVSP)
This table provides information on the latest institutional transactions involving Univest Financial Corp (UVSP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.01K+ 11.49% |
$25.6K - $31.7K
|
9.8K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 3.85% |
$25.3 - $31.4
|
25
$740
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 815.38% |
$2.68K - $3.32K
|
119
$3.52K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.25K- 19.16% |
$31.7K - $39.2K
|
5.28K
$156K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.7KNew |
$270K - $334K
|
10.7K
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-379- 2.47% |
$9.59K - $11.9K
|
15K
$443K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7K+ 94.81% |
$177K - $219K
|
14.4K
$426K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 3.39% |
$2.58K - $3.2K
|
2.91K
$86.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
87New |
$2.2K - $2.73K
|
87
$2.58K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
259+ 62.26% |
$6.55K - $8.12K
|
675
$20K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24New |
$607 - $752
|
24
$711
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
97+ 0.26% |
$2.45K - $3.04K
|
37.1K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
40+ 0.15% |
$1.01K - $1.25K
|
26.8K
$795K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.29K+ 43.95% |
$108K - $134K
|
14K
$416K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
86+ 65.65% |
$2.18K - $2.7K
|
217
$6.43K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 6.73% |
$354 - $439
|
194
$5.74K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 0.57% |
$329 - $408
|
2.26K
$66.9K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.67KNew |
$73.3K - $84.3K
|
2.67K
$78.9K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.83K+ 62.74% |
$271K - $311K
|
25.5K
$755K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.9K+ 6.6% |
$79.9K - $91.8K
|
46.8K
$1.39M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.09K+ 4.15% |
$112K - $129K
|
103K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-16.7K- 22.79% |
$459K - $527K
|
56.5K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15+ 75.0% |
$413 - $474
|
35
$1.04K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.2K- 28.56% |
$2.48M - $2.85M
|
226K
$6.68M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-431- 0.33% |
$11.9K - $13.6K
|
132K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.32KNew |
$229K - $263K
|
8.32K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
19.4K+ 82.59% |
$533K - $612K
|
42.8K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.09K+ 2.06% |
$112K - $129K
|
203K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
10.7KNew |
$294K - $338K
|
10.7K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
176+ 2.25% |
$4.84K - $5.57K
|
8K
$237K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-108K- 11.3% |
$2.98M - $3.43M
|
851K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
898+ 89.53% |
$24.7K - $28.4K
|
1.9K
$56.3K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
154+ 106.21% |
$4.24K - $4.87K
|
299
$8.85K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
77.8K+ 6.46% |
$2.14M - $2.46M
|
1.28M
$38M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
161+ 2.83% |
$4.43K - $5.09K
|
5.84K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.21KNew |
$33.2K - $38.1K
|
1.21K
$35.7K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-854- 8.5% |
$23.5K - $27K
|
9.19K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.01KNew |
$221K - $253K
|
8.01K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-5.56K- 14.03% |
$153K - $176K
|
34K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.73K- 6.12% |
$103K - $118K
|
57.2K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
400New |
$11K - $12.7K
|
400
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.07KNew |
$222K - $255K
|
8.07K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.8K- 0.58% |
$49.6K - $57K
|
307K
$9.1M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-328- 2.57% |
$9.03K - $10.4K
|
12.4K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
703+ 4.27% |
$19.3K - $22.2K
|
17.2K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.48K- 30.74% |
$95.6K - $110K
|
7.83K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
37K+ 119.21% |
$1.02M - $1.17M
|
68.1K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6.1K+ 14.92% |
$168K - $193K
|
47K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-82.3K- 21.07% |
$2.27M - $2.6M
|
308K
$9.13M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.6K+ 2.48% |
$429K - $493K
|
644K
$19.1M
|
|