UVSP Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.10%

Insider Buying (Last 12 Months): $65,812.00

Insider Selling (Last 12 Months): $636,398.12

Univest Financial Insider Trading History Chart

Univest Financial Share Price & Price History

^$28.67

▲ +0.22 (0.77%)

As of 10/30/2024 01:03 PM ET

Days: 30 | 90 | 365

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Univest Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/18/2024	Jeffrey M Schweitzer	CEO	Sell	4,541	$28.75	$130,553.75	90,187
9/18/2024	Michael S. Keim	COO	Sell	3,633	$28.76	$104,485.08	55,679
9/5/2024	Jeffrey M Schweitzer	CEO	Sell	200	$28.26	$5,652.00	90,187
9/3/2024	Jeffrey M Schweitzer	CEO	Sell	1,200	$28.50	$34,200.00	90,187
9/3/2024	Michael S. Keim	COO	Sell	800	$28.51	$22,808.00	55,679
8/30/2024	Jeffrey M Schweitzer	CEO	Sell	547	$28.53	$15,605.91	90,187
8/30/2024	Michael S. Keim	COO	Sell	400	$28.54	$11,416.00	55,679
8/26/2024	Jeffrey M Schweitzer	CEO	Sell	2,773	$28.56	$79,196.88	90,187
8/26/2024	Michael S. Keim	COO	Sell	295	$28.59	$8,434.05	55,679
7/26/2024	Natalye Paquin	Director	Buy	580	$28.93	$16,779.40	22,651
5/9/2024	Jeffrey M Schweitzer	CEO	Sell	9,000	$22.55	$202,950.00	90,187
5/7/2024	Natalye Paquin	Director	Buy	860	$22.29	$19,169.40	21,997
3/8/2024	Brian J Richardson	CFO	Sell	1	$20.24	$20.24	12,385
2/1/2024	Natalye Paquin	Director	Buy	725	$20.96	$15,196.00	19,892
1/30/2024	Jeffrey M Schweitzer	CEO	Sell	955	$22.05	$21,057.75	77,652
11/28/2023	Jeffrey M Schweitzer	CEO	Sell	1	$18.46	$18.46	77,652
11/1/2023	Natalye Paquin	Director	Buy	890	$16.48	$14,667.20	19,090
7/31/2023	Natalye Paquin	Director	Buy	760	$19.45	$14,782.00	18,127
5/9/2023	Martin P Connor	Director	Buy	5,000	$17.25	$86,250.00	5,020
4/28/2023	Natalye Paquin	Director	Buy	837	$20.26	$16,957.62	17,289
2/3/2023	Todd S Benning	Director	Sell	27,500	$28.00	$770,000.00	11,909
1/27/2023	Natalye Paquin	Director	Buy	535	$26.65	$14,257.75	14,956
12/12/2022	Robert C Wonderling	Director	Buy	4,000	$26.70	$106,800.00	12,993
12/9/2022	Thomas M Petro	Director	Sell	5,000	$26.71	$133,550.00	64,518
11/21/2022	William S Aichele	Director	Sell	3,453	$28.00	$96,684.00	144,337
11/9/2022	Roger H Ballou	Director	Sell	4,608	$27.61	$127,226.88	9,766
8/2/2022	Natalye Paquin	Director	Buy	575	$24.65	$14,173.75	13,826
4/29/2022	Natalye Paquin	Director	Buy	620	$25.39	$15,741.80	13,210
1/31/2022	Natalye Paquin	Director	Buy	475	$29.66	$14,088.50
11/1/2021	Natalye Paquin	Director	Buy	445	$29.12	$12,958.40

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SEC Filings (Institutional Ownership Changes) for Univest Financial (NASDAQ:UVSP)

75.07% of Univest Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Univest Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/24/2024	Wealth Enhancement Advisory Services LLC	8,508	$0.24M	0.0%	N/A	0.029%
10/23/2024	Assenagon Asset Management S.A.	228,321	$6.43M	0.0%	+57.5%	0.783%
10/22/2024	International Assets Investment Management LLC	1,463	$41K	0.0%	+2,713.5%	0.005%
10/22/2024	BLB&B Advisors LLC	26,916	$0.76M	0.0%	-18.8%	0.092%
10/19/2024	Compass Ion Advisors LLC	36,864	$1.04M	0.1%	-3.9%	0.126%
10/11/2024	Creative Planning	54,132	$1.52M	0.0%	+34.6%	0.186%
10/11/2024	Wedge Capital Management L L P NC	23,963	$0.67M	0.0%	-14.7%	0.082%
10/8/2024	CWM LLC	6,196	$0.17M	0.0%	+66.1%	0.021%
10/3/2024	SG Americas Securities LLC	10,262	$0.29M	0.0%	N/A	0.035%
9/16/2024	Cubist Systematic Strategies LLC	14,541	$0.33M	0.0%	-58.8%	0.050%
8/26/2024	Ariadne Wealth Management LP	10,137	$0.23M	0.1%	N/A	0.035%
8/16/2024	Creative Planning	40,220	$0.92M	0.0%	+21.9%	0.137%
8/15/2024	The Manufacturers Life Insurance Company	1,210,351	$27.63M	0.0%	+1.0%	4.149%
8/15/2024	Endeavour Capital Advisors Inc.	284,939	$6.51M	2.3%	-0.5%	0.977%
8/15/2024	AQR Capital Management LLC	388,080	$8.86M	0.0%	-3.8%	1.330%
8/14/2024	Cubist Systematic Strategies LLC	14,541	$0.33M	0.0%	-58.8%	0.050%
8/13/2024	Thrivent Financial for Lutherans	53,021	$1.21M	0.0%	-8.5%	0.182%
8/13/2024	Sei Investments Co.	141,638	$3.23M	0.0%	+19.0%	0.486%
8/9/2024	Renaissance Technologies LLC	659,289	$15.05M	0.0%	-0.1%	2.260%
8/9/2024	Dimensional Fund Advisors LP	1,958,549	$44.71M	0.0%	-1.0%	6.714%
8/8/2024	American Century Companies Inc.	482,089	$11.01M	0.0%	+21.0%	1.647%
8/8/2024	State of New Jersey Common Pension Fund D	87,072	$1.99M	0.0%	-35.8%	0.297%
8/6/2024	Quest Partners LLC	7,636	$0.17M	0.0%	-53.8%	0.026%
8/6/2024	Los Angeles Capital Management LLC	35,945	$0.82M	0.0%	-11.1%	0.123%
8/6/2024	UNIVEST FINANCIAL Corp	404,209	$9.23M	2.6%	-0.3%	1.386%
8/5/2024	Victory Capital Management Inc.	30,000	$0.69M	0.0%	-39.8%	0.103%
8/2/2024	Pzena Investment Management LLC	1,268,250	$28.95M	0.1%	-3.8%	4.348%
8/1/2024	Rhumbline Advisers	47,766	$1.09M	0.0%	+1.1%	0.163%
7/29/2024	Innealta Capital LLC	1,236	$28K	0.0%	N/A	0.004%
7/26/2024	Bank of New York Mellon Corp	174,115	$3.98M	0.0%	+4.0%	0.595%
7/24/2024	Everhart Financial Group Inc.	22,173	$0.51M	0.1%	+15.1%	0.076%
7/19/2024	Leeward Investments LLC MA	404,942	$9.25M	0.4%	+5.6%	1.383%
7/18/2024	Assenagon Asset Management S.A.	145,009	$3.31M	0.0%	+5.1%	0.495%
7/17/2024	Wedge Capital Management L L P NC	28,092	$0.64M	0.0%	-12.3%	0.096%
7/10/2024	CWM LLC	3,731	$85K	0.0%	+212.7%	0.013%
5/17/2024	Comerica Bank	8,609	$0.18M	0.0%	+11,533.8%	0.029%
5/16/2024	California State Teachers Retirement System	29,452	$0.61M	0.0%	-5.1%	0.101%
5/15/2024	Price T Rowe Associates Inc. MD	40,578	$0.85M	0.0%	-10.7%	0.139%
5/10/2024	Vanguard Group Inc.	1,571,213	$32.71M	0.0%	+1.2%	5.368%
5/9/2024	Pacific Ridge Capital Partners LLC	37,363	$0.78M	0.2%	-20.6%	0.128%
5/9/2024	State Board of Administration of Florida Retirement System	22,336	$0.47M	0.0%	N/A	0.076%
5/7/2024	Sei Investments Co.	118,994	$2.48M	0.0%	+28.3%	0.407%
5/7/2024	Bernardo Wealth Planning LLC	12,493	$0.26M	0.1%	N/A	0.043%
5/7/2024	Empowered Funds LLC	82,701	$1.72M	0.0%	+8.0%	0.283%
5/3/2024	Pzena Investment Management LLC	1,318,891	$27.46M	0.1%	-9.6%	4.506%
5/1/2024	BNP Paribas Financial Markets	19,713	$0.41M	0.0%	+10.7%	0.067%
4/24/2024	Assenagon Asset Management S.A.	137,910	$2.87M	0.0%	-22.1%	0.467%
4/19/2024	Leeward Investments LLC MA	383,392	$7.98M	0.4%	-4.1%	1.298%
3/22/2024	PNC Financial Services Group Inc.	4,281	$94K	0.0%	+95.7%	0.014%
2/13/2024	The Manufacturers Life Insurance Company	1,197,934	$26.39M	0.0%	+8.9%	4.059%
2/12/2024	Parallel Advisors LLC	2,271	$50K	0.0%	+307.7%	0.008%
2/9/2024	Pzena Investment Management LLC	1,458,921	$32.14M	0.1%	-5.0%	4.944%
2/8/2024	Quadrant Capital Group LLC	9,062	$0.20M	0.0%	+82.9%	0.031%
2/7/2024	Boston Partners	439,664	$9.59M	0.0%	+4.7%	1.490%
2/7/2024	Dimensional Fund Advisors LP	1,957,085	$43.12M	0.0%	-1.0%	6.632%
2/7/2024	BNP Paribas Financial Markets	17,804	$0.39M	0.0%	-23.9%	0.060%
2/7/2024	Teacher Retirement System of Texas	27,335	$0.60M	0.0%	-22.9%	0.093%
2/6/2024	Charles Schwab Investment Management Inc.	303,331	$6.68M	0.0%	+0.9%	1.028%
2/6/2024	UNIVEST FINANCIAL Corp	435,164	$9.59M	2.8%	-16.1%	1.475%
2/6/2024	Swiss National Bank	58,078	$1.28M	0.0%	-10.3%	0.197%
2/5/2024	Victory Capital Management Inc.	47,800	$1.05M	0.0%	+14.1%	0.162%
2/5/2024	Cary Street Partners Investment Advisory LLC	10,238	$0.23M	0.1%	-16.0%	0.035%
2/2/2024	Leeward Investments LLC MA	399,852	$8.81M	0.4%	-0.7%	1.355%
2/2/2024	Stanley Laman Group Ltd.	9,884	$0.22M	0.0%	N/A	0.033%
2/2/2024	State of New Jersey Common Pension Fund D	135,564	$2.99M	0.0%	-14.3%	0.459%
2/2/2024	Bailard Inc.	33,400	$0.74M	0.0%	+203.6%	0.113%
2/1/2024	Wedge Capital Management L L P NC	23,568	$0.52M	0.0%	+11.6%	0.080%
2/1/2024	Signaturefd LLC	2,853	$63K	0.0%	+212.8%	0.010%
2/1/2024	Lindbrook Capital LLC	1,227	$27K	0.0%	+1,787.7%	0.004%
1/30/2024	Strs Ohio	29,600	$0.65M	0.0%	-13.5%	0.100%
1/25/2024	Allspring Global Investments Holdings LLC	5,597	$0.12M	0.0%	+27.1%	0.019%
1/24/2024	International Assets Investment Management LLC	1,146	$25K	0.0%	+2,103.8%	0.004%
1/17/2024	Assenagon Asset Management S.A.	177,039	$3.90M	0.0%	-2.2%	0.600%
1/16/2024	Raymond James & Associates	30,774	$0.68M	0.0%	+16.0%	0.104%
12/18/2023	Vanguard Group Inc.	1,495,117	$25.99M	0.0%	-4.1%	5.066%
12/6/2023	Citigroup Inc.	9,619	$0.17M	0.0%	-54.9%	0.033%
11/30/2023	American Century Companies Inc.	265,738	$4.62M	0.0%	+14.9%	0.901%
11/15/2023	The Manufacturers Life Insurance Company	1,099,925	$19.12M	0.0%	-23.0%	3.727%
11/15/2023	Endeavour Capital Advisors Inc.	48,418	$0.84M	0.3%	+134.2%	0.164%
11/15/2023	AQR Capital Management LLC	329,731	$5.73M	0.0%	+186.3%	1.117%
11/13/2023	Cary Street Partners Investment Advisory LLC	12,188	$0.21M	0.0%	+15.7%	0.041%
11/13/2023	Aigen Investment Management LP	11,974	$0.21M	0.0%	N/A	0.041%
11/13/2023	FMR LLC	2,556,151	$44.43M	0.0%	+5.4%	8.662%
11/13/2023	Rafferty Asset Management LLC	17,752	$0.31M	0.0%	-17.3%	0.060%
11/9/2023	Pzena Investment Management LLC	1,536,123	$26.70M	0.1%	-0.1%	5.205%
11/8/2023	State of New Jersey Common Pension Fund D	158,221	$2.75M	0.0%	+44.8%	0.536%
11/8/2023	Charles Schwab Investment Management Inc.	300,547	$5.22M	0.0%	+37.6%	1.018%
11/8/2023	Swiss National Bank	64,778	$1.13M	0.0%	+2.7%	0.220%
11/8/2023	New York Life Investment Management LLC	14,998	$0.26M	0.0%	-13.6%	0.051%
11/8/2023	UNIVEST FINANCIAL Corp	518,498	$9.01M	3.0%	-0.3%	1.757%
11/8/2023	Boston Partners	419,957	$7.25M	0.0%	-3.8%	1.423%
11/7/2023	Quantbot Technologies LP	2,000	$35K	0.0%	+1,029.9%	0.007%
11/7/2023	Barclays PLC	64,598	$1.12M	0.0%	+3.2%	0.219%
11/6/2023	Assenagon Asset Management S.A.	180,994	$3.15M	0.0%	+78.3%	0.614%
11/6/2023	Victory Capital Management Inc.	41,893	$0.73M	0.0%	-5.3%	0.142%
10/31/2023	Teacher Retirement System of Texas	35,457	$0.62M	0.0%	-8.2%	0.120%
10/30/2023	Watershed Asset Management L.L.C.	13,782	$0.24M	0.3%	N/A	0.047%
10/30/2023	Bernardo Wealth Planning LLC	10,085	$0.18M	0.1%	-8.7%	0.034%
10/27/2023	Allspring Global Investments Holdings LLC	4,403	$77K	0.0%	-97.1%	0.015%
10/26/2023	Strs Ohio	34,200	$0.59M	0.0%	+20.0%	0.116%

Data available starting January 2016

Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in the United States. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment offers a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations. Its Wealth Management segment provides investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships. The Insurance segment offers commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. The company was founded in 1876 and is headquartered in Souderton, Pennsylvania.

Today's Range

Now: $28.67

$28.29

$29.07

50 Day Range

MA: $27.76

$26.64

$29.19

52 Week Range

Now: $28.67

$16.31

$29.49

Volume

20,753 shs

Average Volume

102,035 shs

Market Capitalization

$839.23 million

P/E Ratio

11.51

Dividend Yield

2.97%

Beta

0.85

Who are the company insiders with the largest holdings of Univest Financial?: Univest Financial's top insider shareholders include:
William S Aichele (Director)
Jeffrey M Schweitzer (CEO)
Thomas M Petro (Director)
Michael S Keim (COO)
Natalye Paquin (Director)
Robert C Wonderling (Director)
Brian J Richardson (CFO)
Todd S Benning (Director)
Roger H Ballou (Director)
Martin P Connor (Director)
Learn More about top insider investors at Univest Financial.
Who are the major institutional investors of Univest Financial?: Univest Financial's top institutional investors include:
Assenagon Asset Management S.A. — 0.78%
Creative Planning — 0.19%
Compass Ion Advisors LLC — 0.13%
BLB&B Advisors LLC — 0.09%
Wedge Capital Management L L P NC — 0.08%
SG Americas Securities LLC — 0.04%
Learn More about top institutional investors of Univest Financial stock.
Which institutional investors are selling Univest Financial stock?: In the previous quarter, UVSP stock was sold by these institutional investors:
BLB&B Advisors LLC
Wedge Capital Management L L P NC
Compass Ion Advisors LLC
Within the previous year, company insiders that have sold Univest Financial company stock include:
William S Aichele (Director)
Jeffrey M Schweitzer (CEO)
Thomas M Petro (Director)
Learn More investors selling Univest Financial stock.
Which institutional investors are buying Univest Financial stock?: During the previous quarter, UVSP stock was bought by institutional investors including:
Assenagon Asset Management S.A.
Creative Planning
SG Americas Securities LLC
Wealth Enhancement Advisory Services LLC
CWM LLC
International Assets Investment Management LLC
Within the last year, these company insiders have bought Univest Financial stock:
William S Aichele (Director)
Jeffrey M Schweitzer (CEO)
Thomas M Petro (Director)
Learn More investors buying Univest Financial stock.