Institutional Ownership Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP). We have compiled data on the 176 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $555 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
238
shares
|
$6,549
0.0% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
194
shares
|
$5,338
0.0% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
181
shares
|
$4,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
168
shares
|
$4,623
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
167
shares
|
$4,595
0.0% of portfolio
|
Q4 2024
Added 87.64%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
124
shares
|
$3,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
87
shares
|
$2,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
87
shares
|
$2,394
0.0% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
71
shares
|
$1,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
54
shares
|
$1,486
0.0% of portfolio
|
Q4 2024
Reduced 99.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
49
shares
|
$1,348
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
35
shares
|
$963
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
33
shares
|
$908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
29
shares
|
$798
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
27
shares
|
$743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25
shares
|
$688
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
20
shares
|
$550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
18
shares
|
$495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
17
shares
|
$467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
14
shares
|
$385
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
13
shares
|
$357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
13
shares
|
$357
0.0% of portfolio
|
Q1 2024
Reduced 45.83%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
12
shares
|
$330
0.0% of portfolio
|
Q4 2024
Reduced 58.62%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
5
shares
|
$137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2024
New holding
|