UVSP Insider Trading

Insider Ownership Percentage: 2.09%
Insider Buying (Last 12 Months): $70,482.72
Insider Selling (Last 12 Months): $615,321.91

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: $30.78
Price Change: Price Decrease of -0.145 (-0.47%)
As of 02/19/2025 11:09 AM 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
2/3/2025Natalye PaquinDirectorBuy618$30.19$18,657.4225,244View SEC Filing Icon  
11/1/2024Natalye PaquinDirectorBuy565$28.10$15,876.5023,281View SEC Filing Icon  
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  
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
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC43,946$1.30M0.0%-7.9%0.151%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP31,072$0.92M0.0%-36.7%0.107%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Advisers LP40,880$1.21M0.0%-31.0%0.141%Search for SEC Filing on Google Icon
2/17/2025Rafferty Asset Management LLC20,901$0.62M0.0%+8.7%0.072%Search for SEC Filing on Google Icon
2/17/2025ProShare Advisors LLC8,148$0.24M0.0%N/A0.028%Search for SEC Filing on Google Icon
2/17/2025Nuveen Asset Management LLC136,397$4.03M0.0%-20.5%0.470%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC19,297$0.57M0.0%-33.7%0.066%Search for SEC Filing on Google Icon
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,468$0.49M0.0%+3.9%0.057%Search for SEC Filing on Google Icon
2/17/2025Deutsche Bank AG28,505$0.84M0.0%+57.0%0.098%Search for SEC Filing on Google Icon
2/17/2025Bridgeway Capital Management LLC198,567$5.86M0.1%-8.4%0.684%Search for SEC Filing on Google Icon
2/17/2025Cary Street Partners Financial LLC11,988$0.35M0.0%N/A0.041%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE132,333$3.91M0.0%+23.1%0.456%Search for SEC Filing on Google Icon
2/17/2025BNP Paribas Financial Markets23,840$0.70M0.0%+94.1%0.082%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.398,475$11.76M0.0%+189.8%1.372%Search for SEC Filing on Google Icon
2/14/2025Comerica Bank6,648$0.20M0.0%-10.8%0.023%Search for SEC Filing on Google Icon
2/14/2025AQR Capital Management LLC309,248$9.13M0.0%-4.5%1.065%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp339,290$10.01M0.0%+2.8%1.168%Search for SEC Filing on Google Icon
2/14/2025The Manufacturers Life Insurance Company 1,204,530$35.55M0.0%+6.7%4.147%Search for SEC Filing on Google Icon
2/14/2025Tudor Investment Corp ET AL39,593$1.17M0.0%+68.8%0.136%Search for SEC Filing on Google Icon
2/14/2025Two Sigma Securities LLC11,304$0.33M0.0%N/A0.039%Search for SEC Filing on Google Icon
2/14/2025Voya Investment Management LLC10,043$0.30M0.0%-8.0%0.035%Search for SEC Filing on Google Icon
2/14/2025Price T Rowe Associates Inc. MD32,910$0.97M0.0%+5.6%0.113%Search for SEC Filing on Google Icon
2/14/2025State of Tennessee Department of Treasury8,284$0.24M0.0%N/A0.029%Search for SEC Filing on Google Icon
2/14/2025Tower Research Capital LLC TRC 1,003$30K0.0%+161.2%0.003%Search for SEC Filing on Google Icon
2/14/2025MetLife Investment Management LLC17,559$0.52M0.0%+5.8%0.060%Search for SEC Filing on Google Icon
2/14/2025Dimensional Fund Advisors LP1,973,468$58.24M0.0%+0.0%6.796%Search for SEC Filing on Google Icon
2/13/2025CANADA LIFE ASSURANCE Co3,940$0.12M0.0%-31.5%0.014%Search for SEC Filing on Google Icon
2/13/2025Zacks Investment Management9,793$0.29M0.0%N/A0.034%Search for SEC Filing on Google Icon
2/13/2025Keeley Teton Advisors LLC15,192$0.45M0.1%-13.7%0.052%Search for SEC Filing on Google Icon
2/13/2025Barclays PLC73,185$2.16M0.0%+9.9%0.252%Search for SEC Filing on Google Icon
2/13/2025Sterling Capital Management LLC18,216$0.54M0.0%+4.7%0.063%Search for SEC Filing on Google Icon
2/13/2025LSV Asset Management14,900$0.44M0.0%-29.0%0.051%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.77,891$2.30M0.0%N/A0.268%Search for SEC Filing on Google Icon
2/13/2025Martingale Asset Management L P77,877$2.30M0.1%+8.9%0.268%Search for SEC Filing on Google Icon
2/13/2025Renaissance Technologies LLC628,689$18.55M0.0%-3.4%2.165%Search for SEC Filing on Google Icon
2/13/2025Legal & General Group Plc28,530$0.84M0.0%+1.9%0.098%Search for SEC Filing on Google Icon
2/13/2025Invesco Ltd.85,901$2.54M0.0%+4.0%0.296%Search for SEC Filing on Google Icon
2/13/2025Wells Fargo & Company MN18,698$0.55M0.0%+24.7%0.064%Search for SEC Filing on Google Icon
2/12/2025ExodusPoint Capital Management LP19,633$0.58M0.0%N/A0.068%Search for SEC Filing on Google Icon
2/12/2025Endeavour Capital Advisors Inc.242,084$7.14M2.3%-11.4%0.834%Search for SEC Filing on Google Icon
2/12/2025Trexquant Investment LP9,816$0.29M0.0%N/A0.034%Search for SEC Filing on Google Icon
2/12/2025Geode Capital Management LLC702,572$20.74M0.0%-0.3%2.419%Search for SEC Filing on Google Icon
2/12/2025Arrowstreet Capital Limited Partnership239,059$7.06M0.0%+1.6%0.823%Search for SEC Filing on Google Icon
2/12/2025Pacific Ridge Capital Partners LLC22,096$0.65M0.1%-20.8%0.076%Search for SEC Filing on Google Icon
2/12/2025JPMorgan Chase & Co.139,102$4.11M0.0%+34.4%0.479%Search for SEC Filing on Google Icon
2/12/2025UNIVEST FINANCIAL Corp531,828$15.69M1.0%+0.1%1.831%Search for SEC Filing on Google Icon
2/11/2025Prudential Financial Inc.173,024$5.11M0.0%+23.0%0.596%Search for SEC Filing on Google Icon
2/11/2025Corebridge Financial Inc.14,384$0.42M0.0%-7.0%0.050%Search for SEC Filing on Google Icon
2/11/2025Vanguard Group Inc.1,625,773$47.98M0.0%-1.8%5.598%Search for SEC Filing on Google Icon
2/11/2025LPL Financial LLC28,023$0.83M0.0%-6.9%0.096%Search for SEC Filing on Google Icon
2/11/2025KLP Kapitalforvaltning AS17,300$0.51M0.0%N/A0.060%Search for SEC Filing on Google Icon
2/11/2025American Century Companies Inc.632,354$18.66M0.0%+12.7%2.178%Search for SEC Filing on Google Icon
2/11/2025Teacher Retirement System of Texas56,148$1.66M0.0%+22.0%0.193%Search for SEC Filing on Google Icon
2/10/2025Thrivent Financial for Lutherans32,462$0.96M0.0%-29.1%0.112%Search for SEC Filing on Google Icon
2/10/2025Royce & Associates LP182,451$5.38M0.1%-25.1%0.628%Search for SEC Filing on Google Icon
2/10/2025Connor Clark & Lunn Investment Management Ltd.24,722$0.73M0.0%+66.7%0.085%Search for SEC Filing on Google Icon
2/7/2025Pzena Investment Management LLC1,149,117$33.91M0.1%-3.4%3.957%Search for SEC Filing on Google Icon
2/7/2025AlphaQuest LLC14,571$0.43M0.1%+93.1%0.050%Search for SEC Filing on Google Icon
2/7/2025PNC Financial Services Group Inc.4,796$0.14M0.0%+14.8%0.017%Search for SEC Filing on Google Icon
2/6/2025Raymond James Financial Inc.77,891$2.30M0.0%N/A0.268%Search for SEC Filing on Google Icon
2/6/2025Victory Capital Management Inc.28,200$0.83M0.0%+2.5%0.097%Search for SEC Filing on Google Icon
2/6/2025Charles Schwab Investment Management Inc.245,387$7.24M0.0%-0.2%0.845%Search for SEC Filing on Google Icon
2/5/2025Bailard Inc.21,132$0.62M0.0%+1.6%0.073%Search for SEC Filing on Google Icon
2/4/2025Los Angeles Capital Management LLC26,645$0.79M0.0%-17.1%0.092%Search for SEC Filing on Google Icon
2/4/2025Bank of New York Mellon Corp152,028$4.49M0.0%+0.5%0.524%Search for SEC Filing on Google Icon
2/4/2025Leeward Investments LLC MA375,663$11.09M0.6%-6.9%1.294%Search for SEC Filing on Google Icon
1/30/2025Everhart Financial Group Inc.27,639$0.82M0.2%+5.0%0.095%Search for SEC Filing on Google Icon
1/30/2025Rhumbline Advisers46,768$1.38M0.0%+2.9%0.161%Search for SEC Filing on Google Icon
1/28/2025Empowered Funds LLC98,430$2.91M0.0%+5.1%0.339%Search for SEC Filing on Google Icon
1/28/2025BLB&B Advisors LLC23,917$0.71M0.0%-11.1%0.082%Search for SEC Filing on Google Icon
1/27/2025Insight Advisors LLC PA11,750$0.35M0.1%-23.0%0.040%Search for SEC Filing on Google Icon
1/17/2025Janney Montgomery Scott LLC24,724$0.73M0.0%+2.0%0.085%Search for SEC Filing on Google Icon
1/17/2025SG Americas Securities LLC9,682$0.29M0.0%-5.7%0.033%Search for SEC Filing on Google Icon
1/16/2025Bernardo Wealth Planning LLC11,930$0.33M0.1%-7.7%0.041%Search for SEC Filing on Google Icon
1/15/2025Wedge Capital Management L L P NC23,239$0.69M0.0%-3.0%0.080%Search for SEC Filing on Google Icon
1/14/2025Assenagon Asset Management S.A.115,529$3.41M0.0%-49.4%0.398%Search for SEC Filing on Google Icon
12/26/2024JPMorgan Chase & Co.103,531$2.91M0.0%+64.4%0.356%Search for SEC Filing on Google Icon
11/27/2024Franklin Resources Inc.48,312$1.35M0.0%+35.9%0.166%Search for SEC Filing on Google Icon
11/25/2024Wilmington Savings Fund Society FSB2,802$79K0.0%N/A0.010%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC704,445$19.83M0.0%+3.5%2.426%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC66,603$1.88M0.0%+91.3%0.229%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC48,782$1.37M0.0%+75.8%0.168%Search for SEC Filing on Google Icon
11/15/2024State Street Corp873,371$24.58M0.0%-2.0%3.007%Search for SEC Filing on Google Icon
11/15/2024Hotchkis & Wiley Capital Management LLC394,900$11.11M0.0%-12.8%1.360%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP7,431$0.21M0.0%N/A0.026%Search for SEC Filing on Google Icon
11/14/2024Martingale Asset Management L P71,530$2.01M0.0%+58.8%0.246%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,700$1.34M0.0%+16.2%0.164%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets12,285$0.35M0.0%-39.8%0.042%Search for SEC Filing on Google Icon
11/13/2024FMR LLC2,622,475$73.80M0.0%-0.3%9.031%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company1,128,566$31.76M0.0%-6.8%3.886%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.245,883$6.92M0.0%-4.2%0.847%Search for SEC Filing on Google Icon
11/8/2024Pzena Investment Management LLC1,189,748$33.48M0.1%-6.2%4.097%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.14,832$0.42M0.0%N/A0.051%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans45,786$1.29M0.0%-13.6%0.158%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC93,691$2.64M0.0%+5.3%0.323%Search for SEC Filing on Google Icon
11/6/2024Royce & Associates LP243,466$6.85M0.1%-10.1%0.838%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.27,500$0.77M0.0%-8.3%0.095%Search for SEC Filing on Google Icon
11/4/2024Los Angeles Capital Management LLC32,145$0.91M0.0%-10.6%0.111%Search for SEC Filing on Google Icon
11/1/2024Capital Performance Advisors LLP901$25K0.0%N/A0.003%Search for SEC Filing on Google Icon
10/31/2024Leeward Investments LLC MA403,576$11.36M0.5%-0.3%1.379%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: $30.78
Low: $30.36
High: $31.69

50 Day Range

MA: $30.14
Low: $27.66
High: $32.03

52 Week Range

Now: $30.78
Low: $18.41
High: $32.75

Volume

3,299 shs

Average Volume

93,782 shs

Market Capitalization

$893.71 million

P/E Ratio

11.88

Dividend Yield

2.67%

Beta

0.89

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

Univest Financial's top insider shareholders include:
  1. Jeffrey M Schweitzer (CEO)
  2. Michael S Keim (COO)
  3. Natalye Paquin (Director)
  4. Brian J Richardson (CFO)
  5. 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 — 6.80%
  2. Vanguard Group Inc. — 5.60%
  3. The Manufacturers Life Insurance Company — 4.15%
  4. Pzena Investment Management LLC — 3.96%
  5. Geode Capital Management LLC — 2.42%
  6. American Century Companies Inc. — 2.18%
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. Assenagon Asset Management S.A.
  2. Royce & Associates LP
  3. Pzena Investment Management LLC
  4. Nuveen Asset Management LLC
  5. Endeavour Capital Advisors Inc.
  6. Vanguard Group Inc.
  7. Leeward Investments LLC MA
  8. Renaissance Technologies LLC
Within the previous year, company insiders that have sold Univest Financial company stock include:
  1. Jeffrey M Schweitzer (CEO)
  2. Michael S Keim (COO)
  3. Natalye Paquin (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. Ameriprise Financial Inc.
  2. Raymond James Financial Inc.
  3. Raymond James Financial Inc.
  4. The Manufacturers Life Insurance Company
  5. American Century Companies Inc.
  6. JPMorgan Chase & Co.
  7. Prudential Financial Inc.
  8. Bank of America Corp DE
Within the last year, these company insiders have bought Univest Financial stock:
  1. Jeffrey M Schweitzer (CEO)
  2. Michael S Keim (COO)
Learn More investors buying Univest Financial stock.