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 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
35+ 20.96% |
$886 - $1.1K
|
202
$6.21K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
256New |
$6.48K - $8.03K
|
256
$7.86K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-17.6K- 3.38% |
$445K - $551K
|
503K
$15.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$25.3 - $31.4
|
25.4K
$781K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.68K- 24.89% |
$220K - $272K
|
26.2K
$805K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.83K- 3.62% |
$46.2K - $57.3K
|
48.6K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-184- 67.9% |
$4.66K - $5.77K
|
87
$2.67K
|
|
|
Jul 31, 2025
Q2 2025
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-13.1K- 3.65% |
$332K - $412K
|
347K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
10.1K+ 140.63% |
$256K - $318K
|
17.3K
$533K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 0.91% |
$228 - $282
|
999
$30.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11.8K- 50.0% |
$297K - $368K
|
11.8K
$361K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-250- 50.0% |
$6.33K - $7.84K
|
250
$7.68K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.02K+ 5.17% |
$228K - $283K
|
184K
$5.64M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-138- 29.68% |
$3.49K - $4.33K
|
327
$10K
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-255K- 22.3% |
$6.45M - $7.99M
|
888K
$27.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.01K+ 11.49% |
$25.6K - $31.7K
|
9.8K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 815.38% |
$2.68K - $3.32K
|
119
$3.66K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 3.85% |
$25.3 - $31.4
|
25
$768
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.25K- 19.16% |
$31.7K - $39.2K
|
5.28K
$162K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.7KNew |
$270K - $334K
|
10.7K
$328K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-379- 2.47% |
$9.59K - $11.9K
|
15K
$460K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7K+ 94.81% |
$177K - $219K
|
14.4K
$442K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 3.39% |
$2.58K - $3.2K
|
2.91K
$89.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
87New |
$2.2K - $2.73K
|
87
$2.67K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
259+ 62.26% |
$6.55K - $8.12K
|
675
$20.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24New |
$607 - $752
|
24
$737
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
97+ 0.26% |
$2.45K - $3.04K
|
37.1K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
40+ 0.15% |
$1.01K - $1.25K
|
26.8K
$824K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.29K+ 43.95% |
$108K - $134K
|
14K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
86+ 65.65% |
$2.18K - $2.7K
|
217
$6.67K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 6.73% |
$354 - $439
|
194
$5.96K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 0.57% |
$329 - $408
|
2.26K
$69.4K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.56K- 1.07% |
$70.5K - $81K
|
236K
$7.24M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.1KNew |
$857K - $985K
|
31.1K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.01KNew |
$221K - $253K
|
8.01K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15+ 75.0% |
$413 - $474
|
35
$1.08K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-328- 2.57% |
$9.03K - $10.4K
|
12.4K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.07KNew |
$222K - $255K
|
8.07K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
400New |
$11K - $12.7K
|
400
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-5.56K- 14.03% |
$153K - $176K
|
34K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
15.5K+ 78.72% |
$425K - $489K
|
35.1K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5.53K+ 36.38% |
$152K - $175K
|
20.7K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-313- 1.78% |
$8.61K - $9.9K
|
17.2K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-33- 0.5% |
$908 - $1.04K
|
6.62K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.98K+ 81.3% |
$220K - $252K
|
17.8K
$547K
|
|
|
May 13, 2025
Q1 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
14.5K+ 6.01% |
$400K - $460K
|
257K
$7.88M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.69K+ 3.09% |
$74.1K - $85.1K
|
89.8K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
628New |
$17.3K - $19.9K
|
628
$19.3K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 75.0% |
$248 - $285
|
3
$92.2
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 8.19% |
$314K - $361K
|
151K
$4.62M
|
|