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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
903+ 10.21% |
$24.9K - $28.6K
|
9.75K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
898+ 89.53% |
$24.7K - $28.4K
|
1.9K
$60.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
810+ 2.93% |
$22.3K - $25.6K
|
28.4K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
703+ 4.27% |
$19.3K - $22.2K
|
17.2K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
628New |
$17.3K - $19.9K
|
628
$20.1K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
606+ 3.24% |
$16.7K - $19.2K
|
19.3K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
500+ 3.37% |
$13.8K - $15.8K
|
15.4K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
400New |
$11K - $12.7K
|
400
$12.8K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
210+ 0.27% |
$5.78K - $6.64K
|
78.1K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
184+ 211.49% |
$5.06K - $5.82K
|
271
$8.67K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
176+ 2.25% |
$4.84K - $5.57K
|
8K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
161+ 2.83% |
$4.43K - $5.09K
|
5.84K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
154+ 106.21% |
$4.24K - $4.87K
|
299
$9.57K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
91+ 0.25% |
$2.5K - $2.88K
|
37K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
88New |
$2.42K - $2.78K
|
88
$2.82K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
62New |
$1.71K - $1.96K
|
62
$1.98K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
34+ 0.19% |
$936 - $1.08K
|
17.7K
$567K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
24+ 5.44% |
$660 - $759
|
465
$14.9K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20New |
$550 - $633
|
20
$640
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 57.14% |
$550 - $633
|
55
$1.76K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16+ 29.63% |
$440 - $506
|
70
$2.24K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15+ 75.0% |
$413 - $474
|
35
$1.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$413 - $474
|
15
$480
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$303 - $348
|
11
$352
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 20.41% |
$275 - $316
|
59
$1.89K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.03% |
$82.6 - $94.9
|
11.9K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.2KNew |
$541K - $649K
|
20.2K
$645K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
17.3KNew |
$465K - $557K
|
17.3K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12KNew |
$322K - $386K
|
12K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
8.28KNew |
$222K - $267K
|
8.28K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
8.15KNew |
$219K - $262K
|
8.15K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
6.07KNew |
$163K - $195K
|
6.07K
$194K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.57K+ 9.92% |
$69.1K - $82.9K
|
28.5K
$912K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.82K+ 4.04% |
$48.7K - $58.5K
|
46.8K
$1.5M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1K+ 4.76% |
$26.9K - $32.2K
|
22K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
639+ 8.6% |
$17.2K - $20.6K
|
8.07K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
590New |
$15.8K - $19K
|
590
$18.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$13.4K - $16.1K
|
500
$16K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
500New |
$13.4K - $16.1K
|
500
$16K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
241+ 2.32% |
$6.47K - $7.76K
|
10.6K
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
78+ 87.64% |
$2.09K - $2.51K
|
167
$5.35K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71New |
$1.91K - $2.29K
|
71
$2.27K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
33New |
$886 - $1.06K
|
33
$1.06K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
22+ 33.85% |
$591 - $709
|
87
$2.78K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18New |
$483 - $580
|
18
$576
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17New |
$456 - $548
|
17
$544
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13New |
$349 - $419
|
13
$416
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5+ 0.07% |
$134 - $161
|
7.6K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5New |
$134 - $161
|
5
$160
|
|