UVSP Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 1.70%

Insider Buying (Last 12 Months): $106,270.22

Insider Selling (Last 12 Months): $615,301.67

Univest Financial Insider Trading History Chart

Univest Financial Share Price & Price History

^$27.24

▲ +0.36 (1.34%)

As of 04/17/2025 05:00 PM ET

Days: 30 | 90 | 365

Univest Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/19/2025	Anne Vazquez	Director	Buy	1,250	$28.63	$35,787.50	6,250
2/3/2025	Natalye Paquin	Director	Buy	618	$30.19	$18,657.42	25,244
11/1/2024	Natalye Paquin	Director	Buy	565	$28.10	$15,876.50	23,281
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

See Full Table

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
4/17/2025	Janney Montgomery Scott LLC	7,383	$0.21M	0.0%	-70.1%	0.025%
4/16/2025	Wealth Enhancement Advisory Services LLC	9,751	$0.28M	0.0%	+10.2%	0.034%
4/16/2025	Everhart Financial Group Inc.	28,449	$0.81M	0.1%	+2.9%	0.098%
4/15/2025	Assenagon Asset Management S.A.	100,197	$2.84M	0.0%	-13.3%	0.345%
4/15/2025	SG Americas Securities LLC	20,108	$0.57M	0.0%	+107.7%	0.069%
4/14/2025	Wedge Capital Management L L P NC	26,797	$0.76M	0.0%	+15.3%	0.092%
4/11/2025	Insight Advisors LLC PA	23,500	$0.67M	0.1%	+100.0%	0.081%
4/8/2025	Rhumbline Advisers	44,953	$1.28M	0.0%	-3.9%	0.155%
4/7/2025	GAMMA Investing LLC	11,798	$0.34M	0.0%	+5,981.4%	0.041%
3/18/2025	California State Teachers Retirement System	27,224	$0.80M	0.0%	-1.5%	0.094%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	43,946	$1.30M	0.0%	-7.9%	0.151%
2/17/2025	Two Sigma Investments LP	31,072	$0.92M	0.0%	-36.7%	0.107%
2/17/2025	Two Sigma Advisers LP	40,880	$1.21M	0.0%	-31.0%	0.141%
2/17/2025	Rafferty Asset Management LLC	20,901	$0.62M	0.0%	+8.7%	0.072%
2/17/2025	ProShare Advisors LLC	8,148	$0.24M	0.0%	N/A	0.028%
2/17/2025	Nuveen Asset Management LLC	136,397	$4.03M	0.0%	-20.5%	0.470%
2/17/2025	Millennium Management LLC	19,297	$0.57M	0.0%	-33.7%	0.066%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	16,468	$0.49M	0.0%	+3.9%	0.057%
2/17/2025	Deutsche Bank AG	28,505	$0.84M	0.0%	+57.0%	0.098%
2/17/2025	Bridgeway Capital Management LLC	198,567	$5.86M	0.1%	-8.4%	0.684%
2/17/2025	Cary Street Partners Financial LLC	11,988	$0.35M	0.0%	N/A	0.041%
2/17/2025	Bank of America Corp DE	132,333	$3.91M	0.0%	+23.1%	0.456%
2/17/2025	BNP Paribas Financial Markets	23,840	$0.70M	0.0%	+94.1%	0.082%
2/17/2025	Ameriprise Financial Inc.	398,475	$11.76M	0.0%	+189.8%	1.372%
2/14/2025	Comerica Bank	6,648	$0.20M	0.0%	-10.8%	0.023%
2/14/2025	AQR Capital Management LLC	309,248	$9.13M	0.0%	-4.5%	1.065%
2/14/2025	Northern Trust Corp	339,290	$10.01M	0.0%	+2.8%	1.168%
2/14/2025	The Manufacturers Life Insurance Company	1,204,530	$35.55M	0.0%	+6.7%	4.147%
2/14/2025	Tudor Investment Corp ET AL	39,593	$1.17M	0.0%	+68.8%	0.136%
2/14/2025	Two Sigma Securities LLC	11,304	$0.33M	0.0%	N/A	0.039%
2/14/2025	Voya Investment Management LLC	10,043	$0.30M	0.0%	-8.0%	0.035%
2/14/2025	Price T Rowe Associates Inc. MD	32,910	$0.97M	0.0%	+5.6%	0.113%
2/14/2025	State of Tennessee Department of Treasury	8,284	$0.24M	0.0%	N/A	0.029%
2/14/2025	Tower Research Capital LLC TRC	1,003	$30K	0.0%	+161.2%	0.003%
2/14/2025	MetLife Investment Management LLC	17,559	$0.52M	0.0%	+5.8%	0.060%
2/14/2025	Dimensional Fund Advisors LP	1,973,468	$58.24M	0.0%	+0.0%	6.796%
2/13/2025	CANADA LIFE ASSURANCE Co	3,940	$0.12M	0.0%	-31.5%	0.014%
2/13/2025	Zacks Investment Management	9,793	$0.29M	0.0%	N/A	0.034%
2/13/2025	Keeley Teton Advisors LLC	15,192	$0.45M	0.1%	-13.7%	0.052%
2/13/2025	Barclays PLC	73,185	$2.16M	0.0%	+9.9%	0.252%
2/13/2025	Sterling Capital Management LLC	18,216	$0.54M	0.0%	+4.7%	0.063%
2/13/2025	LSV Asset Management	14,900	$0.44M	0.0%	-29.0%	0.051%
2/13/2025	Raymond James Financial Inc.	77,891	$2.30M	0.0%	N/A	0.268%
2/13/2025	Martingale Asset Management L P	77,877	$2.30M	0.1%	+8.9%	0.268%
2/13/2025	Renaissance Technologies LLC	628,689	$18.55M	0.0%	-3.4%	2.165%
2/13/2025	Legal & General Group Plc	28,530	$0.84M	0.0%	+1.9%	0.098%
2/13/2025	Invesco Ltd.	85,901	$2.54M	0.0%	+4.0%	0.296%
2/13/2025	Wells Fargo & Company MN	18,698	$0.55M	0.0%	+24.7%	0.064%
2/12/2025	ExodusPoint Capital Management LP	19,633	$0.58M	0.0%	N/A	0.068%
2/12/2025	Endeavour Capital Advisors Inc.	242,084	$7.14M	2.3%	-11.4%	0.834%
2/12/2025	Trexquant Investment LP	9,816	$0.29M	0.0%	N/A	0.034%
2/12/2025	Geode Capital Management LLC	702,572	$20.74M	0.0%	-0.3%	2.419%
2/12/2025	Arrowstreet Capital Limited Partnership	239,059	$7.06M	0.0%	+1.6%	0.823%
2/12/2025	Pacific Ridge Capital Partners LLC	22,096	$0.65M	0.1%	-20.8%	0.076%
2/12/2025	JPMorgan Chase & Co.	139,102	$4.11M	0.0%	+34.4%	0.479%
2/12/2025	UNIVEST FINANCIAL Corp	531,828	$15.69M	1.0%	+0.1%	1.831%
2/11/2025	Prudential Financial Inc.	173,024	$5.11M	0.0%	+23.0%	0.596%
2/11/2025	Corebridge Financial Inc.	14,384	$0.42M	0.0%	-7.0%	0.050%
2/11/2025	Vanguard Group Inc.	1,625,773	$47.98M	0.0%	-1.8%	5.598%
2/11/2025	LPL Financial LLC	28,023	$0.83M	0.0%	-6.9%	0.096%
2/11/2025	KLP Kapitalforvaltning AS	17,300	$0.51M	0.0%	N/A	0.060%
2/11/2025	American Century Companies Inc.	632,354	$18.66M	0.0%	+12.7%	2.178%
2/11/2025	Teacher Retirement System of Texas	56,148	$1.66M	0.0%	+22.0%	0.193%
2/10/2025	Thrivent Financial for Lutherans	32,462	$0.96M	0.0%	-29.1%	0.112%
2/10/2025	Royce & Associates LP	182,451	$5.38M	0.1%	-25.1%	0.628%
2/10/2025	Connor Clark & Lunn Investment Management Ltd.	24,722	$0.73M	0.0%	+66.7%	0.085%
2/7/2025	Pzena Investment Management LLC	1,149,117	$33.91M	0.1%	-3.4%	3.957%
2/7/2025	AlphaQuest LLC	14,571	$0.43M	0.1%	+93.1%	0.050%
2/7/2025	PNC Financial Services Group Inc.	4,796	$0.14M	0.0%	+14.8%	0.017%
2/6/2025	Raymond James Financial Inc.	77,891	$2.30M	0.0%	N/A	0.268%
2/6/2025	Victory Capital Management Inc.	28,200	$0.83M	0.0%	+2.5%	0.097%
2/6/2025	Charles Schwab Investment Management Inc.	245,387	$7.24M	0.0%	-0.2%	0.845%
2/5/2025	Bailard Inc.	21,132	$0.62M	0.0%	+1.6%	0.073%
2/4/2025	Los Angeles Capital Management LLC	26,645	$0.79M	0.0%	-17.1%	0.092%
2/4/2025	Bank of New York Mellon Corp	152,028	$4.49M	0.0%	+0.5%	0.524%
2/4/2025	Leeward Investments LLC MA	375,663	$11.09M	0.6%	-6.9%	1.294%
1/30/2025	Everhart Financial Group Inc.	27,639	$0.82M	0.2%	+5.0%	0.095%
1/30/2025	Rhumbline Advisers	46,768	$1.38M	0.0%	+2.9%	0.161%
1/28/2025	Empowered Funds LLC	98,430	$2.91M	0.0%	+5.1%	0.339%
1/28/2025	BLB&B Advisors LLC	23,917	$0.71M	0.0%	-11.1%	0.082%
1/27/2025	Insight Advisors LLC PA	11,750	$0.35M	0.1%	-23.0%	0.040%
1/17/2025	Janney Montgomery Scott LLC	24,724	$0.73M	0.0%	+2.0%	0.085%
1/17/2025	SG Americas Securities LLC	9,682	$0.29M	0.0%	-5.7%	0.033%
1/16/2025	Bernardo Wealth Planning LLC	11,930	$0.33M	0.1%	-7.7%	0.041%
1/15/2025	Wedge Capital Management L L P NC	23,239	$0.69M	0.0%	-3.0%	0.080%
1/14/2025	Assenagon Asset Management S.A.	115,529	$3.41M	0.0%	-49.4%	0.398%
12/26/2024	JPMorgan Chase & Co.	103,531	$2.91M	0.0%	+64.4%	0.356%
11/27/2024	Franklin Resources Inc.	48,312	$1.35M	0.0%	+35.9%	0.166%
11/25/2024	Wilmington Savings Fund Society FSB	2,802	$79K	0.0%	N/A	0.010%
11/16/2024	Geode Capital Management LLC	704,445	$19.83M	0.0%	+3.5%	2.426%
11/15/2024	Barclays PLC	66,603	$1.88M	0.0%	+91.3%	0.229%
11/15/2024	Jane Street Group LLC	48,782	$1.37M	0.0%	+75.8%	0.168%
11/15/2024	State Street Corp	873,371	$24.58M	0.0%	-2.0%	3.007%
11/15/2024	Hotchkis & Wiley Capital Management LLC	394,900	$11.11M	0.0%	-12.8%	1.360%
11/15/2024	Centiva Capital LP	7,431	$0.21M	0.0%	N/A	0.026%
11/14/2024	Martingale Asset Management L P	71,530	$2.01M	0.0%	+58.8%	0.246%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	47,700	$1.34M	0.0%	+16.2%	0.164%
11/13/2024	BNP Paribas Financial Markets	12,285	$0.35M	0.0%	-39.8%	0.042%
11/13/2024	FMR LLC	2,622,475	$73.80M	0.0%	-0.3%	9.031%
11/13/2024	The Manufacturers Life Insurance Company	1,128,566	$31.76M	0.0%	-6.8%	3.886%

Data available starting January 2016

See Full Table

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: $27.24

$26.65

$27.48

50 Day Range

MA: $28.62

$25.30

$31.41

52 Week Range

Now: $27.24

$18.49

$32.75

Volume

156,754 shs

Average Volume

106,060 shs

Market Capitalization

$790.01 million

P/E Ratio

10.52

Dividend Yield

3.15%

Beta

0.72

Who are the company insiders with the largest holdings of Univest Financial?: Univest Financial's top insider shareholders include:
Jeffrey M Schweitzer (CEO)
Michael S Keim (COO)
Natalye Paquin (Director)
Brian J Richardson (CFO)
Anne Vazquez (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. — 0.35%
Rhumbline Advisers — 0.15%
Everhart Financial Group Inc. — 0.10%
Wedge Capital Management L L P NC — 0.09%
Insight Advisors LLC PA — 0.08%
SG Americas Securities LLC — 0.07%
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:
Janney Montgomery Scott LLC
Assenagon Asset Management S.A.
Rhumbline Advisers
Within the previous year, company insiders that have sold Univest Financial company stock include:
Jeffrey M Schweitzer (CEO)
Michael S Keim (COO)
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:
Insight Advisors LLC PA
GAMMA Investing LLC
SG Americas Securities LLC
Wedge Capital Management L L P NC
Wealth Enhancement Advisory Services LLC
Everhart Financial Group Inc.
Within the last year, these company insiders have bought Univest Financial stock:
Jeffrey M Schweitzer (CEO)
Michael S Keim (COO)
Natalye Paquin (Director)
Learn More investors buying Univest Financial stock.