Purchases and Sales Made in Q2 2025 in Univest Financial Corp (UVSP)
This table provides information about the institutional ownership of Univest Financial Corp (UVSP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.7KNew |
$270K - $334K
|
10.7K
$314K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.02K+ 5.17% |
$228K - $283K
|
184K
$5.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7K+ 94.81% |
$177K - $219K
|
14.4K
$424K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.29K+ 43.95% |
$108K - $134K
|
14K
$414K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.01K+ 11.49% |
$25.6K - $31.7K
|
9.8K
$289K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
259+ 62.26% |
$6.55K - $8.12K
|
675
$19.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 815.38% |
$2.68K - $3.32K
|
119
$3.51K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
97+ 0.26% |
$2.45K - $3.04K
|
37.1K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
87New |
$2.2K - $2.73K
|
87
$2.56K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
86+ 65.65% |
$2.18K - $2.7K
|
217
$6.39K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
40+ 0.15% |
$1.01K - $1.25K
|
26.8K
$791K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24New |
$607 - $752
|
24
$707
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 3.85% |
$25.3 - $31.4
|
25
$737
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 0.57% |
$329 - $408
|
2.26K
$66.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 6.73% |
$354 - $439
|
194
$5.72K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 3.39% |
$2.58K - $3.2K
|
2.91K
$85.7K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-138- 29.68% |
$3.49K - $4.33K
|
327
$9.64K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-250- 50.0% |
$6.33K - $7.84K
|
250
$7.37K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-379- 2.47% |
$9.59K - $11.9K
|
15K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.25K- 19.16% |
$31.7K - $39.2K
|
5.28K
$156K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11.8K- 50.0% |
$297K - $368K
|
11.8K
$346K
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-255K- 22.3% |
$6.45M - $7.99M
|
888K
$26.2M
|