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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
988+ 5.58% |
$25K - $31K
|
18.7K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.41KNew |
$35.6K - $44.1K
|
1.41K
$43.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
29.9K+ 9.69% |
$756K - $937K
|
338K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$25.3 - $31.4
|
1
$30.7
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16+ 22.86% |
$405 - $502
|
86
$2.64K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-19.8K- 6.0% |
$501K - $620K
|
310K
$9.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.8K- 2.91% |
$475K - $589K
|
625K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
19.6KNew |
$496K - $614K
|
19.6K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.4K- 19.37% |
$388K - $481K
|
63.9K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.25K- 16.38% |
$107K - $133K
|
21.7K
$666K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.94KNew |
$226K - $280K
|
8.94K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.12K+ 4.43% |
$53.7K - $66.5K
|
50K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.77K+ 6.66% |
$146K - $181K
|
92.4K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.08K- 11.78% |
$52.6K - $65.2K
|
15.6K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-245- 0.55% |
$6.2K - $7.68K
|
44.7K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.9K+ 0.86% |
$149K - $185K
|
689K
$21.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-41K- 2.1% |
$1.04M - $1.28M
|
1.91M
$58.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-105- 0.93% |
$2.66K - $3.29K
|
11.2K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.9K+ 164.92% |
$325K - $403K
|
20.7K
$634K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.29K+ 8.09% |
$58K - $71.8K
|
30.6K
$940K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
40.6K+ 34.03% |
$1.03M - $1.27M
|
160K
$4.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-386- 4.43% |
$9.77K - $12.1K
|
8.33K
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
4.82K+ 37.82% |
$122K - $151K
|
17.6K
$540K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-7.14K- 20.47% |
$181K - $224K
|
27.7K
$852K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 45.45% |
$633 - $784
|
80
$2.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
273+ 0.35% |
$6.91K - $8.56K
|
78.4K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
191+ 63.88% |
$4.83K - $5.99K
|
490
$15.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.16K+ 3.08% |
$79.9K - $99K
|
106K
$3.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
30K+ 1.77% |
$760K - $941K
|
1.73M
$53M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-138- 2.35% |
$3.49K - $4.33K
|
5.73K
$176K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
36.7K+ 4.97% |
$928K - $1.15M
|
774K
$23.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
892+ 14.7% |
$22.6K - $28K
|
6.96K
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
45New |
$1.14K - $1.41K
|
45
$1.38K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
20.2KNew |
$510K - $633K
|
20.2K
$620K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.9K+ 24.38% |
$353K - $437K
|
71.1K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.05K- 23.7% |
$153K - $190K
|
19.5K
$598K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-5.87K- 21.89% |
$148K - $184K
|
20.9K
$643K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.34K+ 29.9% |
$186K - $230K
|
31.9K
$980K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.23K+ 11.35% |
$81.7K - $101K
|
31.7K
$973K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.01K+ 94.01% |
$177K - $220K
|
14.5K
$445K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
1.09KNew |
$27.6K - $34.2K
|
1.09K
$33.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
74+ 40.44% |
$1.87K - $2.32K
|
257
$7.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-192- 1.76% |
$4.86K - $6.02K
|
10.7K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
276+ 1.7% |
$6.98K - $8.65K
|
16.6K
$509K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
846+ 8.8% |
$21.4K - $26.5K
|
10.5K
$321K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
66New |
$1.67K - $2.07K
|
66
$2.03K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 18.18% |
$50.6 - $62.7
|
13
$399
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.03K- 17.26% |
$102K - $126K
|
19.3K
$593K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
7KNew |
$177K - $219K
|
7K
$215K
|