Latest Institutional Purchases of Univest Financial Corp (UVSP)
This list provides information on the latest institutional transactions involving Univest Financial Corp (UVSP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
988+ 5.58% |
$25K - $31K
|
18.7K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
910+ 4.71% |
$23K - $28.5K
|
20.2K
$621K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
899+ 2.26% |
$22.7K - $28.2K
|
40.6K
$1.25M
|
|
|
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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
846+ 8.8% |
$21.4K - $26.5K
|
10.5K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
593New |
$15K - $18.6K
|
593
$18.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
378+ 640.68% |
$9.56K - $11.9K
|
437
$13.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
276+ 1.7% |
$6.98K - $8.65K
|
16.6K
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
273+ 0.35% |
$6.91K - $8.56K
|
78.4K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
259+ 62.26% |
$6.55K - $8.12K
|
675
$20.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
256New |
$6.48K - $8.03K
|
256
$7.86K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
191+ 63.88% |
$4.83K - $5.99K
|
490
$15.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
178+ 6.68% |
$4.5K - $5.58K
|
2.84K
$87.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
152+ 1.83% |
$3.85K - $4.77K
|
8.45K
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 815.38% |
$2.68K - $3.32K
|
119
$3.66K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
98+ 1.07% |
$2.48K - $3.07K
|
9.29K
$285K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
97+ 0.26% |
$2.45K - $3.04K
|
37.1K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
87New |
$2.2K - $2.73K
|
87
$2.67K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
86+ 65.65% |
$2.18K - $2.7K
|
217
$6.67K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
74+ 40.44% |
$1.87K - $2.32K
|
257
$7.9K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
66New |
$1.67K - $2.07K
|
66
$2.03K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
45New |
$1.14K - $1.41K
|
45
$1.38K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
40+ 0.15% |
$1.01K - $1.25K
|
26.8K
$824K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
35+ 20.96% |
$886 - $1.1K
|
202
$6.21K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 45.45% |
$633 - $784
|
80
$2.46K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24New |
$607 - $752
|
24
$737
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
23New |
$582 - $721
|
23
$707
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 22.73% |
$506 - $627
|
108
$3.32K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16+ 22.86% |
$405 - $502
|
86
$2.64K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 0.91% |
$228 - $282
|
999
$30.7K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 18.18% |
$50.6 - $62.7
|
13
$399
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$25.3 - $31.4
|
1
$30.7
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$25.3 - $31.4
|
25.4K
$781K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
42KNew |
$1.16M - $1.33M
|
42K
$1.29M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.1KNew |
$857K - $985K
|
31.1K
$956K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
18.6KNew |
$513K - $589K
|
18.6K
$572K
|
|
|
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 13, 2025
Q1 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
14.5K+ 6.01% |
$400K - $460K
|
257K
$7.88M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 8.19% |
$314K - $361K
|
151K
$4.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.4K+ 107.68% |
$287K - $330K
|
20.1K
$618K
|
|
|
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
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.01KNew |
$221K - $253K
|
8.01K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.98K+ 81.3% |
$220K - $252K
|
17.8K
$547K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5.53K+ 36.38% |
$152K - $175K
|
20.7K
$636K
|
|
|
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 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
400New |
$11K - $12.7K
|
400
$12.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
62New |
$1.71K - $1.96K
|
62
$1.9K
|
|