UVSP Insider Trading

Insider Ownership Percentage: 2.10%
Insider Buying (Last 12 Months): $147,852.82
Insider Selling (Last 12 Months): $21,096.45

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: $20.81
Price Change: Price Increase of +0.17 (0.82%)
As of 03/28/2024 01:37 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

Univest Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
9/7/2021Michael S. KeimEVPSell1$27.16$27.16View SEC Filing Icon  
8/5/2021Natalye PaquinDirectorBuy435$27.14$11,805.90View SEC Filing Icon  
5/27/2021K. Leon MoyerDirectorSell2,500$28.76$71,900.00View SEC Filing Icon  
5/14/2021K. Leon MoyerDirectorSell5,000$29.07$145,350.00View SEC Filing Icon  
5/5/2021K. Leon MoyerDirectorSell0$29.05$0.00View SEC Filing Icon  
5/3/2021Natalye PaquinDirectorBuy515$28.36$14,605.40View SEC Filing Icon  
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

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
3/22/2024PNC Financial Services Group Inc.4,281$94K0.0%+95.7%0.014%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.1,551,906$34.19M0.0%+3.8%5.256%Search for SEC Filing on Google Icon
2/16/2024Price T Rowe Associates Inc. MD45,437$1M0.0%+10.5%0.154%Search for SEC Filing on Google Icon
2/16/2024GSA Capital Partners LLP11,228$0.25M0.0%N/A0.038%Search for SEC Filing on Google Icon
2/15/2024Barclays PLC74,168$1.63M0.0%+14.8%0.251%Search for SEC Filing on Google Icon
2/15/2024Vanguard Group Inc.1,551,906$34.19M0.0%+3.8%5.259%Search for SEC Filing on Google Icon
2/15/2024Nuveen Asset Management LLC235,541$5.19M0.0%+5.8%0.798%Search for SEC Filing on Google Icon
2/15/2024Occudo Quantitative Strategies LP10,818$0.24M0.0%-12.3%0.037%Search for SEC Filing on Google Icon
2/15/2024Price T Rowe Associates Inc. MD45,437$1M0.0%+10.5%0.154%Search for SEC Filing on Google Icon
2/15/2024Bridgeway Capital Management LLC209,755$4.62M0.1%+11.3%0.711%Search for SEC Filing on Google Icon
2/14/2024Royal Bank of Canada6,831$0.15M0.0%+38.9%0.023%Search for SEC Filing on Google Icon
2/14/2024Creative Planning31,364$0.69M0.0%+144.5%0.106%Search for SEC Filing on Google Icon
2/14/2024Cubist Systematic Strategies LLC17,137$0.38M0.0%-50.0%0.058%Search for SEC Filing on Google Icon
2/14/2024Hotchkis & Wiley Capital Management LLC303,200$6.68M0.0%+1.9%1.027%Search for SEC Filing on Google Icon
2/14/2024Sei Investments Co.92,760$2.04M0.0%+20.2%0.314%Search for SEC Filing on Google Icon
2/14/2024Shell Asset Management Co.7,933$0.18M0.0%-23.7%0.027%Search for SEC Filing on Google Icon
2/13/2024Northern Trust Corp366,218$8.07M0.0%+1.2%1.241%Search for SEC Filing on Google Icon
2/13/2024Public Employees Retirement Association of Colorado9,600$0.21M0.0%-83.0%0.033%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC 8,541$0.19M0.0%+497.7%0.029%Search for SEC Filing on Google Icon
2/13/2024First Trust Advisors LP96,358$2.12M0.0%+8.1%0.327%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.215,125$4.74M0.0%-0.4%0.728%Search for SEC Filing on Google Icon
2/13/2024Rafferty Asset Management LLC25,459$0.56M0.0%+43.4%0.086%Search for SEC Filing on Google Icon
2/13/2024The Manufacturers Life Insurance Company 1,197,934$26.39M0.0%+8.9%4.059%Search for SEC Filing on Google Icon
2/13/2024Campbell & CO Investment Adviser LLC14,376$0.32M0.0%N/A0.049%Search for SEC Filing on Google Icon
2/13/2024California State Teachers Retirement System31,028$0.68M0.0%-4.2%0.105%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
2/9/2024UBS Group AG46,899$1.03M0.0%+81.9%0.159%Search for SEC Filing on Google Icon
2/9/2024PNC Financial Services Group Inc.4,281$94K0.0%+95.7%0.015%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
1/25/2024International Assets Investment Management LLC1,146$25K0.0%+2,103.8%0.004%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
11/16/2023Creative Planning12,829$0.22M0.0%-4.0%0.043%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
11/15/2023Sei Investments Co.77,200$1.34M0.0%+55.2%0.262%Search for SEC Filing on Google Icon
11/15/2023Legal & General Group Plc33,581$0.58M0.0%+74.0%0.114%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
11/15/2023Ameriprise Financial Inc.219,429$3.81M0.0%-2.0%0.744%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
11/14/2023California State Teachers Retirement System32,401$0.56M0.0%-6.7%0.110%Search for SEC Filing on Google Icon
11/14/2023Tower Research Capital LLC TRC 1,429$25K0.0%+72.4%0.005%Search for SEC Filing on Google Icon
11/14/2023Qube Research & Technologies Ltd6,486$0.11M0.0%N/A0.022%Search for SEC Filing on Google Icon
11/14/2023Trexquant Investment LP11,651$0.20M0.0%N/A0.039%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
11/13/2023Northern Trust Corp361,931$6.29M0.0%+1.0%1.226%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
11/9/2023Citigroup Inc.9,619$0.17M0.0%-54.9%0.033%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG25,787$0.45M0.0%+55.1%0.087%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
8/21/2023California State Teachers Retirement System34,728$0.63M0.0%-4.6%0.118%Search for SEC Filing on Google Icon
8/21/2023Osaic Holdings Inc.1,486$27K0.0%-56.3%0.005%Search for SEC Filing on Google Icon
8/16/2023Nuveen Asset Management LLC199,539$3.61M0.0%+5.6%0.677%Search for SEC Filing on Google Icon
8/15/2023Alliancebernstein L.P.26,056$0.47M0.0%+4.2%0.088%Search for SEC Filing on Google Icon
8/15/2023Wells Fargo & Company MN14,261$0.26M0.0%+60.5%0.048%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: $20.81
Low: $20.50
High: $20.88

50 Day Range

MA: $20.22
Low: $19.25
High: $22.06

52 Week Range

Now: $20.81
Low: $16.10
High: $24.46

Volume

15,669 shs

Average Volume

110,889 shs

Market Capitalization

$614.52 million

P/E Ratio

8.63

Dividend Yield

4.26%

Beta

0.88

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. Natalye Paquin (Director)
  5. Robert C Wonderling (Director)
  6. Brian J Richardson (CFO)
  7. Todd S Benning (Director)
  8. Roger H Ballou (Director)
  9. 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 — 6.63%
  2. Vanguard Group Inc. — 5.26%
  3. Vanguard Group Inc. — 5.26%
  4. Pzena Investment Management LLC — 4.94%
  5. The Manufacturers Life Insurance Company — 4.06%
  6. Boston Partners — 1.49%
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. UNIVEST FINANCIAL Corp
  2. Pzena Investment Management LLC
  3. Public Employees Retirement Association of Colorado
  4. State of New Jersey Common Pension Fund D
  5. Dimensional Fund Advisors LP
  6. Cubist Systematic Strategies LLC
  7. Teacher Retirement System of Texas
  8. Swiss National Bank
Within the previous year, company insiders that have sold Univest Financial company stock include:
  1. William S Aichele (Director)
  2. Jeffrey M Schweitzer (CEO)
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. The Manufacturers Life Insurance Company
  2. Vanguard Group Inc.
  3. Vanguard Group Inc.
  4. Bailard Inc.
  5. Bridgeway Capital Management LLC
  6. UBS Group AG
  7. Boston Partners
  8. Creative Planning
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.