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UVSP Insider Trading

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

This chart shows the insider buying and selling history at Univest Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Univest Financial Share Price & Price History

Current Price: $29.19
Price Change: ▲ Price Increase of +0.82 (2.89%)
As of 09/19/2024 06:27 PM ET

This chart shows the closing price history over time for UVSP up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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Univest Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/18/2024Jeffrey M SchweitzerCEOSell4,541$28.75$130,553.7590,187View SEC Filing Icon  
9/18/2024Michael S. KeimCOOSell3,633$28.76$104,485.0855,679View SEC Filing Icon  
9/5/2024Jeffrey M SchweitzerCEOSell200$28.26$5,652.0090,187View SEC Filing Icon  
9/3/2024Jeffrey M SchweitzerCEOSell1,200$28.50$34,200.0090,187View SEC Filing Icon  
9/3/2024Michael S. KeimCOOSell800$28.51$22,808.0055,679View SEC Filing Icon  
8/30/2024Jeffrey M SchweitzerCEOSell547$28.53$15,605.9190,187View SEC Filing Icon  
8/30/2024Michael S. KeimCOOSell400$28.54$11,416.0055,679View SEC Filing Icon  
8/26/2024Jeffrey M SchweitzerCEOSell2,773$28.56$79,196.8890,187View SEC Filing Icon  
8/26/2024Michael S. KeimCOOSell295$28.59$8,434.0555,679View SEC Filing Icon  
7/26/2024Natalye PaquinDirectorBuy580$28.93$16,779.4022,651View SEC Filing Icon  
5/9/2024Jeffrey M SchweitzerCEOSell9,000$22.55$202,950.0090,187View SEC Filing Icon  
5/7/2024Natalye PaquinDirectorBuy860$22.29$19,169.4021,997View SEC Filing Icon  
3/8/2024Brian J RichardsonCFOSell1$20.24$20.2412,385View SEC Filing Icon  
2/1/2024Natalye PaquinDirectorBuy725$20.96$15,196.0019,892View SEC Filing Icon  
1/30/2024Jeffrey M SchweitzerCEOSell955$22.05$21,057.7577,652View SEC Filing Icon  
11/28/2023Jeffrey M SchweitzerCEOSell1$18.46$18.4677,652View SEC Filing Icon  
11/1/2023Natalye PaquinDirectorBuy890$16.48$14,667.2019,090View SEC Filing Icon  
7/31/2023Natalye PaquinDirectorBuy760$19.45$14,782.0018,127View SEC Filing Icon  
5/9/2023Martin P ConnorDirectorBuy5,000$17.25$86,250.005,020View SEC Filing Icon  
4/28/2023Natalye PaquinDirectorBuy837$20.26$16,957.6217,289View SEC Filing Icon  
2/3/2023Todd S BenningDirectorSell27,500$28.00$770,000.0011,909View SEC Filing Icon  
1/27/2023Natalye PaquinDirectorBuy535$26.65$14,257.7514,956View SEC Filing Icon  
12/12/2022Robert C WonderlingDirectorBuy4,000$26.70$106,800.0012,993View SEC Filing Icon  
12/9/2022Thomas M PetroDirectorSell5,000$26.71$133,550.0064,518View SEC Filing Icon  
11/21/2022William S AicheleDirectorSell3,453$28.00$96,684.00144,337View SEC Filing Icon  
11/9/2022Roger H BallouDirectorSell4,608$27.61$127,226.889,766View SEC Filing Icon  
8/2/2022Natalye PaquinDirectorBuy575$24.65$14,173.7513,826View SEC Filing Icon  
4/29/2022Natalye PaquinDirectorBuy620$25.39$15,741.8013,210View SEC Filing Icon  
1/31/2022Natalye PaquinDirectorBuy475$29.66$14,088.50View SEC Filing Icon  
11/1/2021Natalye PaquinDirectorBuy445$29.12$12,958.40View SEC Filing Icon  
See Full Table
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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

This chart shows the instiutional buying and selling at UVSP by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Univest Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/16/2024Cubist Systematic Strategies LLC14,541$0.33M0.0%-58.8%0.050%Search for SEC Filing on Google Icon
8/26/2024Ariadne Wealth Management LP10,137$0.23M0.1%N/A0.035%Search for SEC Filing on Google Icon
8/16/2024Creative Planning40,220$0.92M0.0%+21.9%0.137%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company 1,210,351$27.63M0.0%+1.0%4.149%Search for SEC Filing on Google Icon
8/15/2024Endeavour Capital Advisors Inc.284,939$6.51M2.3%-0.5%0.977%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC388,080$8.86M0.0%-3.8%1.330%Search for SEC Filing on Google Icon
8/14/2024Cubist Systematic Strategies LLC14,541$0.33M0.0%-58.8%0.050%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans53,021$1.21M0.0%-8.5%0.182%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.141,638$3.23M0.0%+19.0%0.486%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC659,289$15.05M0.0%-0.1%2.260%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP1,958,549$44.71M0.0%-1.0%6.714%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.482,089$11.01M0.0%+21.0%1.647%Search for SEC Filing on Google Icon
8/8/2024State of New Jersey Common Pension Fund D87,072$1.99M0.0%-35.8%0.297%Search for SEC Filing on Google Icon
8/6/2024Quest Partners LLC7,636$0.17M0.0%-53.8%0.026%Search for SEC Filing on Google Icon
8/6/2024Los Angeles Capital Management LLC35,945$0.82M0.0%-11.1%0.123%Search for SEC Filing on Google Icon
8/6/2024UNIVEST FINANCIAL Corp404,209$9.23M2.6%-0.3%1.386%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.30,000$0.69M0.0%-39.8%0.103%Search for SEC Filing on Google Icon
8/2/2024Pzena Investment Management LLC1,268,250$28.95M0.1%-3.8%4.348%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers47,766$1.09M0.0%+1.1%0.163%Search for SEC Filing on Google Icon
7/29/2024Innealta Capital LLC1,236$28K0.0%N/A0.004%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp174,115$3.98M0.0%+4.0%0.595%Search for SEC Filing on Google Icon
7/24/2024Everhart Financial Group Inc.22,173$0.51M0.1%+15.1%0.076%Search for SEC Filing on Google Icon
7/19/2024Leeward Investments LLC MA404,942$9.25M0.4%+5.6%1.383%Search for SEC Filing on Google Icon
7/18/2024Assenagon Asset Management S.A.145,009$3.31M0.0%+5.1%0.495%Search for SEC Filing on Google Icon
7/17/2024Wedge Capital Management L L P NC28,092$0.64M0.0%-12.3%0.096%Search for SEC Filing on Google Icon
7/10/2024CWM LLC3,731$85K0.0%+212.7%0.013%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank8,609$0.18M0.0%+11,533.8%0.029%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System29,452$0.61M0.0%-5.1%0.101%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD40,578$0.85M0.0%-10.7%0.139%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.1,571,213$32.71M0.0%+1.2%5.368%Search for SEC Filing on Google Icon
5/9/2024Pacific Ridge Capital Partners LLC37,363$0.78M0.2%-20.6%0.128%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System22,336$0.47M0.0%N/A0.076%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.118,994$2.48M0.0%+28.3%0.407%Search for SEC Filing on Google Icon
5/7/2024Bernardo Wealth Planning LLC12,493$0.26M0.1%N/A0.043%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC82,701$1.72M0.0%+8.0%0.283%Search for SEC Filing on Google Icon
5/3/2024Pzena Investment Management LLC1,318,891$27.46M0.1%-9.6%4.506%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets19,713$0.41M0.0%+10.7%0.067%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.137,910$2.87M0.0%-22.1%0.467%Search for SEC Filing on Google Icon
4/19/2024Leeward Investments LLC MA383,392$7.98M0.4%-4.1%1.298%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.4,281$94K0.0%+95.7%0.014%Search for SEC Filing on Google Icon
2/13/2024The Manufacturers Life Insurance Company1,197,934$26.39M0.0%+8.9%4.059%Search for SEC Filing on Google Icon
2/12/2024Parallel Advisors LLC2,271$50K0.0%+307.7%0.008%Search for SEC Filing on Google Icon
2/9/2024Pzena Investment Management LLC1,458,921$32.14M0.1%-5.0%4.944%Search for SEC Filing on Google Icon
2/8/2024Quadrant Capital Group LLC9,062$0.20M0.0%+82.9%0.031%Search for SEC Filing on Google Icon
2/7/2024Boston Partners439,664$9.59M0.0%+4.7%1.490%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP1,957,085$43.12M0.0%-1.0%6.632%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets17,804$0.39M0.0%-23.9%0.060%Search for SEC Filing on Google Icon
2/7/2024Teacher Retirement System of Texas27,335$0.60M0.0%-22.9%0.093%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.303,331$6.68M0.0%+0.9%1.028%Search for SEC Filing on Google Icon
2/6/2024UNIVEST FINANCIAL Corp435,164$9.59M2.8%-16.1%1.475%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank58,078$1.28M0.0%-10.3%0.197%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.47,800$1.05M0.0%+14.1%0.162%Search for SEC Filing on Google Icon
2/5/2024Cary Street Partners Investment Advisory LLC10,238$0.23M0.1%-16.0%0.035%Search for SEC Filing on Google Icon
2/2/2024Leeward Investments LLC MA399,852$8.81M0.4%-0.7%1.355%Search for SEC Filing on Google Icon
2/2/2024Stanley Laman Group Ltd.9,884$0.22M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/2/2024State of New Jersey Common Pension Fund D135,564$2.99M0.0%-14.3%0.459%Search for SEC Filing on Google Icon
2/2/2024Bailard Inc.33,400$0.74M0.0%+203.6%0.113%Search for SEC Filing on Google Icon
2/1/2024Wedge Capital Management L L P NC23,568$0.52M0.0%+11.6%0.080%Search for SEC Filing on Google Icon
2/1/2024Signaturefd LLC2,853$63K0.0%+212.8%0.010%Search for SEC Filing on Google Icon
2/1/2024Lindbrook Capital LLC1,227$27K0.0%+1,787.7%0.004%Search for SEC Filing on Google Icon
1/30/2024Strs Ohio29,600$0.65M0.0%-13.5%0.100%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC5,597$0.12M0.0%+27.1%0.019%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC1,146$25K0.0%+2,103.8%0.004%Search for SEC Filing on Google Icon
1/17/2024Assenagon Asset Management S.A.177,039$3.90M0.0%-2.2%0.600%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates30,774$0.68M0.0%+16.0%0.104%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.1,495,117$25.99M0.0%-4.1%5.066%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.9,619$0.17M0.0%-54.9%0.033%Search for SEC Filing on Google Icon
11/30/2023American Century Companies Inc.265,738$4.62M0.0%+14.9%0.901%Search for SEC Filing on Google Icon
11/15/2023The Manufacturers Life Insurance Company1,099,925$19.12M0.0%-23.0%3.727%Search for SEC Filing on Google Icon
11/15/2023Endeavour Capital Advisors Inc.48,418$0.84M0.3%+134.2%0.164%Search for SEC Filing on Google Icon
11/15/2023AQR Capital Management LLC329,731$5.73M0.0%+186.3%1.117%Search for SEC Filing on Google Icon
11/13/2023Cary Street Partners Investment Advisory LLC12,188$0.21M0.0%+15.7%0.041%Search for SEC Filing on Google Icon
11/13/2023Aigen Investment Management LP11,974$0.21M0.0%N/A0.041%Search for SEC Filing on Google Icon
11/13/2023FMR LLC2,556,151$44.43M0.0%+5.4%8.662%Search for SEC Filing on Google Icon
11/13/2023Rafferty Asset Management LLC17,752$0.31M0.0%-17.3%0.060%Search for SEC Filing on Google Icon
11/9/2023Pzena Investment Management LLC1,536,123$26.70M0.1%-0.1%5.205%Search for SEC Filing on Google Icon
11/8/2023State of New Jersey Common Pension Fund D158,221$2.75M0.0%+44.8%0.536%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.300,547$5.22M0.0%+37.6%1.018%Search for SEC Filing on Google Icon
11/8/2023Swiss National Bank64,778$1.13M0.0%+2.7%0.220%Search for SEC Filing on Google Icon
11/8/2023New York Life Investment Management LLC14,998$0.26M0.0%-13.6%0.051%Search for SEC Filing on Google Icon
11/8/2023UNIVEST FINANCIAL Corp518,498$9.01M3.0%-0.3%1.757%Search for SEC Filing on Google Icon
11/8/2023Boston Partners419,957$7.25M0.0%-3.8%1.423%Search for SEC Filing on Google Icon
11/7/2023Quantbot Technologies LP2,000$35K0.0%+1,029.9%0.007%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC64,598$1.12M0.0%+3.2%0.219%Search for SEC Filing on Google Icon
11/6/2023Assenagon Asset Management S.A.180,994$3.15M0.0%+78.3%0.614%Search for SEC Filing on Google Icon
11/6/2023Victory Capital Management Inc.41,893$0.73M0.0%-5.3%0.142%Search for SEC Filing on Google Icon
10/31/2023Teacher Retirement System of Texas35,457$0.62M0.0%-8.2%0.120%Search for SEC Filing on Google Icon
10/30/2023Watershed Asset Management L.L.C.13,782$0.24M0.3%N/A0.047%Search for SEC Filing on Google Icon
10/30/2023Bernardo Wealth Planning LLC10,085$0.18M0.1%-8.7%0.034%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC4,403$77K0.0%-97.1%0.015%Search for SEC Filing on Google Icon
10/26/2023Strs Ohio34,200$0.59M0.0%+20.0%0.116%Search for SEC Filing on Google Icon
10/25/2023Everhart Financial Group Inc.10,942$0.19M0.1%N/A0.037%Search for SEC Filing on Google Icon
10/24/2023Bailard Inc.11,000$0.19M0.0%N/A0.037%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates26,519$0.46M0.0%+7.9%0.090%Search for SEC Filing on Google Icon
10/13/2023Wedge Capital Management L L P NC21,120$0.37M0.0%-60.7%0.072%Search for SEC Filing on Google Icon
10/11/2023Leeward Investments LLC MA402,685$7M0.4%-7.2%1.366%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC62,588$1.13M0.0%+7.1%0.212%Search for SEC Filing on Google Icon
8/14/2023Apexium Financial LP15,052$0.27M0.0%-5.3%0.051%Search for SEC Filing on Google Icon
8/11/2023Hotchkis & Wiley Capital Management LLC285,700$5.17M0.0%+46.3%0.969%Search for SEC Filing on Google Icon
8/11/2023The Manufacturers Life Insurance Company1,429,128$25.84M0.0%+4.2%4.849%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Univest Financial logo
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.
Read More on Univest Financial

Today's Range

Now: $29.19
Low: $28.45
High: $29.26

50 Day Range

MA: $27.08
Low: $24.12
High: $29.18

52 Week Range

Now: $29.19
Low: $16.10
High: $29.49

Volume

94,590 shs

Average Volume

103,375 shs

Market Capitalization

$851.47 million

P/E Ratio

12.21

Dividend Yield

3.01%

Beta

0.85

Who are the company insiders with the largest holdings of Univest Financial?

Univest Financial's top insider shareholders include:
  1. William S Aichele (Director)
  2. Jeffrey M Schweitzer (CEO)
  3. Thomas M Petro (Director)
  4. Michael S Keim (COO)
  5. Natalye Paquin (Director)
  6. Robert C Wonderling (Director)
  7. Brian J Richardson (CFO)
  8. Todd S Benning (Director)
  9. Roger H Ballou (Director)
  10. 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:
  1. Dimensional Fund Advisors LP — 6.71%
  2. Pzena Investment Management LLC — 4.35%
  3. The Manufacturers Life Insurance Company — 4.15%
  4. Renaissance Technologies LLC — 2.26%
  5. American Century Companies Inc. — 1.65%
  6. Leeward Investments LLC MA — 1.38%
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:
  1. Pzena Investment Management LLC
  2. State of New Jersey Common Pension Fund D
  3. Cubist Systematic Strategies LLC
  4. Cubist Systematic Strategies LLC
  5. Victory Capital Management Inc.
  6. Dimensional Fund Advisors LP
  7. AQR Capital Management LLC
  8. Quest Partners LLC
Within the previous year, company insiders that have sold Univest Financial company stock include:
  1. William S Aichele (Director)
  2. Jeffrey M Schweitzer (CEO)
  3. 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:
  1. American Century Companies Inc.
  2. Sei Investments Co.
  3. Leeward Investments LLC MA
  4. The Manufacturers Life Insurance Company
  5. Ariadne Wealth Management LP
  6. Creative Planning
  7. Assenagon Asset Management S.A.
  8. Bank of New York Mellon Corp
Within the last year, these company insiders have bought Univest Financial stock:
  1. William S Aichele (Director)
  2. Jeffrey M Schweitzer (CEO)
  3. Thomas M Petro (Director)
Learn More investors buying Univest Financial stock.
Trump’s weapon lurks in abandoned America
From Porter & Company   |   Ad
Unemployment is sky-high, wages are at record lows. Addiction has overwhelmed these once thriving coal towns. Hopelessness abounds. And looking in, the future here looks bleak for these forgotten souls. But in a strange twist of fate, something miraculous is taking place…
Go here now to watch my new documentary