Purchases and Sales Made in Q1 2025 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q1 2025. The information is specifically focused on institutions that hold shares of UNIVEST FINANCIAL Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.08K+ 22.44% |
$29.6K - $34K
|
5.87K
$171K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
903+ 10.21% |
$24.9K - $28.6K
|
9.75K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
898+ 89.53% |
$24.7K - $28.4K
|
1.9K
$55.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
810+ 2.93% |
$22.3K - $25.6K
|
28.4K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
703+ 4.27% |
$19.3K - $22.2K
|
17.2K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
628New |
$17.3K - $19.9K
|
628
$18.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
606+ 3.24% |
$16.7K - $19.2K
|
19.3K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
500+ 3.37% |
$13.8K - $15.8K
|
15.4K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
210+ 0.27% |
$5.78K - $6.64K
|
78.1K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
184+ 211.49% |
$5.06K - $5.82K
|
271
$7.9K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
176+ 2.25% |
$4.84K - $5.57K
|
8K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
161+ 2.83% |
$4.43K - $5.09K
|
5.84K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
154+ 106.21% |
$4.24K - $4.87K
|
299
$8.72K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
91+ 0.25% |
$2.5K - $2.88K
|
37K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
88New |
$2.42K - $2.78K
|
88
$2.57K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
62New |
$1.71K - $1.96K
|
62
$1.81K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
34+ 0.19% |
$936 - $1.08K
|
17.7K
$516K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27+ 14.92% |
$743 - $854
|
208
$6.06K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
24+ 5.44% |
$660 - $759
|
465
$13.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20New |
$550 - $633
|
20
$583
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 57.14% |
$550 - $633
|
55
$1.6K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16+ 29.63% |
$440 - $506
|
70
$2.04K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15+ 75.0% |
$413 - $474
|
35
$1.02K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$413 - $474
|
15
$437
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$303 - $348
|
11
$321
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 20.41% |
$275 - $316
|
59
$1.72K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.03% |
$82.6 - $94.9
|
11.9K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3- 10.34% |
$82.6 - $94.9
|
26
$758
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 75.0% |
$248 - $285
|
3
$87.4
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.16% |
$385 - $443
|
8.72K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-23- 1.51% |
$633 - $727
|
1.5K
$43.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 1.17% |
$743 - $854
|
2.27K
$66.2K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-33- 0.5% |
$908 - $1.04K
|
6.62K
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-55- 23.11% |
$1.51K - $1.74K
|
183
$5.33K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-64- 0.2% |
$1.76K - $2.02K
|
32.4K
$944K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-69- 2.24% |
$1.9K - $2.18K
|
3.01K
$87.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-122- 48.22% |
$3.36K - $3.86K
|
131
$3.82K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-159- 1.88% |
$4.38K - $5.03K
|
8.3K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-192- 0.87% |
$5.28K - $6.07K
|
21.9K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-209- 0.73% |
$5.75K - $6.61K
|
28.3K
$826K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-219- 0.46% |
$6.03K - $6.93K
|
47.9K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-257- 40.35% |
$7.07K - $8.13K
|
380
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-283- 4.15% |
$7.79K - $8.95K
|
6.53K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-313- 1.78% |
$8.61K - $9.9K
|
17.2K
$503K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-328- 2.57% |
$9.03K - $10.4K
|
12.4K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-413Closed |
$11.4K - $13.1K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-431- 0.33% |
$11.9K - $13.6K
|
132K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-441- 0.21% |
$12.1K - $13.9K
|
211K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-800- 1.4% |
$22K - $25.3K
|
56.3K
$1.64M
|