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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-800- 1.4% |
$22K - $25.3K
|
56.3K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
18.6KNew |
$513K - $589K
|
18.6K
$572K
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-192- 0.87% |
$5.28K - $6.07K
|
21.9K
$673K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20New |
$550 - $633
|
20
$614
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-51.1K- 28.02% |
$1.41M - $1.62M
|
131K
$4.03M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-23- 1.51% |
$633 - $727
|
1.5K
$46.2K
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
42KNew |
$1.16M - $1.33M
|
42K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-13.1K- 62.14% |
$361K - $415K
|
8K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
62New |
$1.71K - $1.96K
|
62
$1.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-257- 40.35% |
$7.07K - $8.13K
|
380
$11.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$413 - $474
|
15
$461
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.4K+ 107.68% |
$287K - $330K
|
20.1K
$618K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-15.3K- 13.27% |
$422K - $485K
|
100K
$3.08M
|
|
| Q4 2024 | |||||||
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1K+ 4.76% |
$26.9K - $32.2K
|
22K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12KNew |
$322K - $386K
|
12K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
639+ 8.6% |
$17.2K - $20.6K
|
8.07K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
241+ 2.32% |
$6.47K - $7.76K
|
10.6K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.2KNew |
$541K - $649K
|
20.2K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35.2K- 20.52% |
$946K - $1.13M
|
136K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-6.1K- 29.05% |
$164K - $196K
|
14.9K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.81K- 31.47% |
$48.6K - $58.3K
|
3.94K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
8.15KNew |
$219K - $262K
|
8.15K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$483 - $580
|
18
$553
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71New |
$1.91K - $2.29K
|
71
$2.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
22+ 33.85% |
$591 - $709
|
87
$2.67K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
17.3KNew |
$465K - $557K
|
17.3K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17New |
$456 - $548
|
17
$522
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$134 - $161
|
5
$154
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
500New |
$13.4K - $16.1K
|
500
$15.4K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
590New |
$15.8K - $19K
|
590
$18.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
33New |
$886 - $1.06K
|
33
$1.01K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.8KNew |
$62.3K - $81.8K
|
2.8K
$86.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.05K+ 33.09% |
$67.7K - $88.9K
|
12.3K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$58.3K - $76.6K
|
2.62K
$80.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$339K - $445K
|
15.2K
$468K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$308K - $405K
|
13.9K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
8.28KNew |
$184K - $242K
|
8.28K
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
18.6KNew |
$414K - $544K
|
18.6K
$572K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27New |
$600 - $788
|
27
$829
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
901New |
$20K - $26.3K
|
901
$27.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-18K- 50.69% |
$400K - $525K
|
17.5K
$538K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.6K- 27.88% |
$80K - $105K
|
9.31K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
162+ 26.3% |
$3.6K - $4.73K
|
778
$23.9K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.41K+ 2713.46% |
$31.4K - $41.2K
|
1.46K
$44.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.03K+ 2.62% |
$22.9K - $30.1K
|
40.3K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
28New |
$622 - $817
|
28
$860
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15New |
$333 - $438
|
15
$461
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800New |
$17.8K - $23.4K
|
800
$24.6K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
10.1KNew |
$187K - $232K
|
10.1K
$311K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
59+ 0.32% |
$1.09K - $1.35K
|
18.6K
$572K
|
|