UVSP Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 2.22%

Insider Buying (Last 12 Months): $56,962.45

Insider Selling (Last 12 Months): $0.00

Univest Financial Insider Trading History Chart

Univest Financial Share Price & Price History

^$23.88

▲ +0.12 (0.51%)

As of 09/28/2022 12:38 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
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
9/7/2021	Michael S. Keim	EVP	Sell	1	$27.16	$27.16
8/5/2021	Natalye Paquin	Director	Buy	435	$27.14	$11,805.90
5/27/2021	K. Leon Moyer	Director	Sell	2,500	$28.76	$71,900.00
5/14/2021	K. Leon Moyer	Director	Sell	5,000	$29.07	$145,350.00
5/5/2021	K. Leon Moyer	Director	Sell	0	$29.05	$0.00
5/3/2021	Natalye Paquin	Director	Buy	515	$28.36	$14,605.40
3/11/2021	K. Leon Moyer	Director	Sell	1,000	$28.76	$28,760.00
2/25/2021	Joseph P Beebe	Director	Buy	2,500	$26.51	$66,275.00	6,500
2/22/2021	Joseph P Beebe	Director	Buy	4,000	$24.78	$99,120.00	4,000
2/1/2021	Natalye Paquin	Director	Buy	510	$22.79	$11,622.90
11/10/2020	Jeffrey M. Schweitzer	CEO	Sell	1,567	$18.50	$28,989.50
11/9/2020	William S. Aichele	Director	Sell	9,000	$18.36	$165,240.00
11/2/2020	Natalye Paquin	Director	Buy	785	$16.01	$12,567.85
8/3/2020	Natalye Paquin	Director	Buy	900	$15.24	$13,716.00
5/12/2020	Suzanne Keenan	Director	Buy	4,800	$15.41	$73,968.00	6,100
5/5/2020	Glenn E. Moyer	Director	Buy	1,000	$16.00	$16,000.00
4/27/2020	Natalye Paquin	Director	Buy	2,970	$15.45	$45,886.50
2/27/2020	Glenn E Moyer	Director	Buy	1,000	$23.55	$23,550.00
12/13/2019	Natalye Paquin	Director	Buy	650	$26.96	$17,524.00

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

72.93% 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
8/24/2022	Prelude Capital Management LLC	18,303	$0.47M	0.0%	-12.7%	0.062%
8/22/2022	Legal & General Group Plc	13,472	$0.34M	0.0%	+4.0%	0.046%
8/18/2022	Goldman Sachs Group Inc.	203,292	$5.17M	0.0%	-6.8%	0.687%
8/16/2022	Captrust Financial Advisors	1,525	$39K	0.0%	+38.3%	0.005%
8/16/2022	Prudential Financial Inc.	63,999	$1.63M	0.0%	+107.8%	0.216%
8/15/2022	AQR Capital Management LLC	76,999	$1.96M	0.0%	+15.9%	0.260%
8/15/2022	State Street Corp	782,616	$19.91M	0.0%	-7.3%	2.645%
8/15/2022	Cubist Systematic Strategies LLC	17,926	$0.46M	0.0%	-44.3%	0.061%
8/15/2022	Millennium Management LLC	24,984	$0.64M	0.0%	-60.7%	0.084%
8/15/2022	Sei Investments Co.	35,270	$0.95M	0.0%	-9.6%	0.119%
8/15/2022	Maltese Capital Management LLC	133,244	$3.39M	0.7%	N/A	0.450%
8/13/2022	Quadrant Capital Group LLC	1,056	$27K	0.0%	-30.3%	0.004%
8/13/2022	Renaissance Technologies LLC	806,589	$20.52M	0.0%	-5.4%	2.726%
8/13/2022	American International Group Inc.	13,655	$0.35M	0.0%	-4.9%	0.046%
8/12/2022	Northern Trust Corp	361,819	$9.21M	0.0%	-0.9%	1.223%
8/12/2022	LPL Financial LLC	17,056	$0.43M	0.0%	+14.9%	0.058%
8/12/2022	Credit Suisse AG	26,061	$0.66M	0.0%	-8.6%	0.088%
8/12/2022	FMR LLC	1,962,497	$49.93M	0.0%	-2.5%	6.632%
8/12/2022	Grantham Mayo Van Otterloo & Co. LLC	26,829	$0.68M	0.0%	-6.6%	0.091%
8/12/2022	BNP Paribas Arbitrage SA	12,433	$0.32M	0.0%	-25.5%	0.042%
8/12/2022	Rhumbline Advisers	43,628	$1.11M	0.0%	+8.3%	0.147%
8/11/2022	UBS Group AG	4,915	$0.13M	0.0%	-54.3%	0.017%
8/11/2022	Martingale Asset Management L P	52,656	$1.34M	0.0%	+152.7%	0.178%
8/11/2022	JPMorgan Chase & Co.	18,973	$0.48M	0.0%	-21.8%	0.064%
8/5/2022	UNIVEST FINANCIAL Corp	527,319	$13.42M	4.4%	-0.8%	1.782%
8/5/2022	Pzena Investment Management LLC	1,711,041	$43.53M	0.2%	-1.2%	5.782%
8/5/2022	Los Angeles Capital Management LLC	56,107	$1.43M	0.0%	-2.2%	0.190%
8/4/2022	State of New Jersey Common Pension Fund D	110,993	$2.82M	0.0%	+24.9%	0.375%
8/1/2022	Victory Capital Management Inc.	59,646	$1.52M	0.0%	-2.5%	0.202%
7/29/2022	SG Americas Securities LLC	8,560	$0.22M	0.0%	N/A	0.029%
7/29/2022	Russell Investments Group Ltd.	46,085	$1.17M	0.0%	+40.7%	0.156%
7/27/2022	Assenagon Asset Management S.A.	64,070	$1.63M	0.0%	-33.5%	0.217%
7/26/2022	Girard Partners LTD.	28,261	$0.72M	0.1%	+4.5%	0.096%
7/25/2022	Allspring Global Investments Holdings LLC	339,378	$8.63M	0.0%	+1.5%	1.147%
7/25/2022	Strs Ohio	27,200	$0.69M	0.0%	-5.2%	0.092%
7/20/2022	Trust Co. of Vermont	7,004	$0.18M	0.0%	N/A	0.024%
7/20/2022	Monarch Partners Asset Management LLC	134,129	$3.41M	1.0%	-6.2%	0.453%
7/19/2022	Leeward Investments LLC MA	478,919	$12.18M	0.6%	-2.9%	1.619%
7/11/2022	IVC Wealth Advisors LLC	37,476	$0.95M	0.7%	-7.7%	0.127%
6/30/2022	Amalgamated Bank	3,483	$93K	0.0%	N/A	0.012%
6/7/2022	Bank of America Corp DE	102,551	$2.74M	0.0%	-43.8%	0.347%
6/2/2022	Insight Advisors LLC PA	16,000	$0.43M	0.1%	-11.1%	0.054%
5/23/2022	Neuberger Berman Group LLC	242,293	$6.48M	0.0%	-5.3%	0.819%
5/20/2022	The Manufacturers Life Insurance Company	1,335,306	$35.73M	0.0%	+2.5%	4.513%
5/18/2022	BNP Paribas Arbitrage SA	16,695	$0.45M	0.0%	-9.7%	0.056%
5/18/2022	Keeley Teton Advisors LLC	7,700	$0.21M	0.0%	N/A	0.026%
5/17/2022	Zebra Capital Management LLC	10,973	$0.29M	0.7%	+39.9%	0.037%
5/17/2022	Royal Bank of Canada	1,836	$49K	0.0%	-99.7%	0.006%
5/17/2022	Dynamic Technology Lab Private Ltd	8,660	$0.23M	0.0%	N/A	0.029%
5/17/2022	Endeavour Capital Advisors Inc.	558,429	$14.94M	2.4%	+1.8%	1.887%
5/16/2022	California State Teachers Retirement System	37,380	$1M	0.0%	-8.3%	0.126%
5/16/2022	Goldman Sachs Group Inc.	218,107	$5.84M	0.0%	+10.4%	0.737%
5/16/2022	State Street Corp	844,155	$22.59M	0.0%	+5.9%	2.853%
5/16/2022	Prelude Capital Management LLC	20,975	$0.56M	0.0%	+25.6%	0.071%
5/16/2022	Invesco Ltd.	42,783	$1.15M	0.0%	-1.7%	0.145%
5/16/2022	UBS Group AG	10,764	$0.29M	0.0%	-40.2%	0.036%
5/13/2022	Renaissance Technologies LLC	852,769	$22.82M	0.0%	+1.1%	2.882%
5/13/2022	Northern Trust Corp	364,979	$9.77M	0.0%	-2.5%	1.233%
5/13/2022	Charles Schwab Investment Management Inc.	212,294	$5.68M	0.0%	+2.4%	0.717%
5/13/2022	First Trust Advisors LP	60,270	$1.61M	0.0%	-1.9%	0.204%
5/13/2022	Prudential Financial Inc.	30,799	$0.83M	0.0%	-5.3%	0.104%
5/13/2022	American International Group Inc.	14,361	$0.38M	0.0%	-6.6%	0.049%
5/13/2022	Vanguard Group Inc.	1,517,814	$40.62M	0.0%	+2.1%	5.129%
5/13/2022	Insight Advisors LLC PA	16,000	$0.43M	0.1%	-11.1%	0.054%
5/13/2022	Sei Investments Co.	39,030	$1.10M	0.0%	+34.4%	0.132%
5/13/2022	Dimensional Fund Advisors LP	2,047,076	$54.78M	0.0%	+1.1%	6.918%
5/12/2022	LSV Asset Management	34,600	$0.93M	0.0%	-16.4%	0.117%
5/12/2022	BlackRock Inc.	2,863,315	$76.62M	0.0%	-3.0%	9.676%
5/12/2022	Rhumbline Advisers	40,290	$1.08M	0.0%	-8.0%	0.136%
5/12/2022	Metropolitan Life Insurance Co NY	1,608	$43K	0.0%	-79.1%	0.005%
5/12/2022	MetLife Investment Management LLC	15,049	$0.40M	0.0%	+59.6%	0.051%
5/12/2022	FJ Capital Management LLC	605,648	$16.21M	1.4%	+13.2%	2.047%
5/12/2022	Martingale Asset Management L P	20,834	$0.56M	0.0%	+59.8%	0.070%
5/12/2022	Citigroup Inc.	3,212	$85K	0.0%	-67.1%	0.011%
5/11/2022	American Century Companies Inc.	50,352	$1.35M	0.0%	+25.5%	0.170%
5/11/2022	Bank of New York Mellon Corp	203,722	$5.45M	0.0%	+3.1%	0.688%
5/11/2022	Raymond James & Associates	13,792	$0.37M	0.0%	N/A	0.047%
5/11/2022	JPMorgan Chase & Co.	24,269	$0.65M	0.0%	-39.3%	0.082%
5/9/2022	Swiss National Bank	69,678	$1.87M	0.0%	+7.9%	0.235%
5/9/2022	Lindenwold Advisors	19,685	$0.53M	0.3%	N/A	0.067%
5/9/2022	Leeward Investments LLC MA	493,269	$13.20M	0.5%	N/A	1.667%
5/9/2022	Qube Research & Technologies Ltd	12,973	$0.35M	0.0%	N/A	0.044%
5/6/2022	Los Angeles Capital Management LLC	57,397	$1.54M	0.0%	-12.2%	0.194%
5/6/2022	Bernardo Wealth Planning LLC	14,100	$0.38M	0.2%	+7.5%	0.048%
5/6/2022	Pzena Investment Management LLC	1,731,120	$46.33M	0.2%	+0.6%	5.862%
5/6/2022	Quadrant Capital Group LLC	1,516	$41K	0.0%	-31.2%	0.005%
5/5/2022	Russell Investments Group Ltd.	32,746	$0.87M	0.0%	-6.3%	0.111%
5/5/2022	UNIVEST FINANCIAL Corp	531,354	$14.22M	4.0%	-2.0%	1.800%
5/4/2022	Advisor Group Holdings Inc.	3,900	$0.10M	0.0%	+333.3%	0.013%
5/4/2022	Shell Asset Management Co.	16,146	$0.43M	0.0%	-12.9%	0.055%
5/3/2022	State of New Jersey Common Pension Fund D	88,843	$2.38M	0.0%	-24.4%	0.301%
4/25/2022	Assenagon Asset Management S.A.	96,355	$2.58M	0.0%	+0.9%	0.326%
4/22/2022	Allworth Financial LP	1,249	$33K	0.0%	+7,706.3%	0.004%
4/22/2022	River Oaks Capital LLC	48,820	$1.31M	1.3%	-10.7%	0.165%
4/21/2022	Strs Ohio	28,700	$0.77M	0.0%	-4.7%	0.097%
4/21/2022	CWM LLC	1,380	$37K	0.0%	+1,450.6%	0.005%
4/20/2022	BLB&B Advisors LLC	34,758	$0.93M	0.1%	-4.9%	0.118%
2/23/2022	Barclays PLC	81,709	$2.44M	0.0%	+52.5%	0.277%
2/14/2022	Barclays PLC	81,709	$2.44M	0.0%	+52.5%	0.277%
2/11/2022	Renaissance Technologies LLC	843,727	$25.24M	0.0%	-1.9%	2.865%

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 Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides 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. The Wealth Management segment offers 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 provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.

Today's Range

Now: $23.88

$23.61

$23.92

50 Day Range

MA: $25.25

$23.76

$26.96

52 Week Range

Now: $23.88

$23.69

$31.93

Volume

662 shs

Average Volume

70,628 shs

Market Capitalization

$706.61 million

P/E Ratio

9.83

Dividend Yield

3.50%

Beta

0.87

Who are the company insiders with the largest holdings of Univest Financial?: Univest Financial's top insider shareholders include:
Natalye Paquin (Director)
Joseph P Beebe (Director)
Jeffrey M Schweitzer (CEO)
K Leon Moyer (Director)
Michael S Keim (EVP)
William S Aichele (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:
FMR LLC — 6.63%
Pzena Investment Management LLC — 5.78%
Renaissance Technologies LLC — 2.73%
State Street Corp — 2.64%
UNIVEST FINANCIAL Corp — 1.78%
Leeward Investments LLC MA — 1.62%
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:
State Street Corp
FMR LLC
Renaissance Technologies LLC
Millennium Management LLC
Assenagon Asset Management S.A.
Pzena Investment Management LLC
Goldman Sachs Group Inc.
Leeward Investments LLC MA
Which institutional investors are buying Univest Financial stock?: Within the previous quarter, UVSP stock was bought by institutional investors including:
Maltese Capital Management LLC
Prudential Financial Inc.
Martingale Asset Management L P
State of New Jersey Common Pension Fund D
Russell Investments Group Ltd.
AQR Capital Management LLC
SG Americas Securities LLC
Trust Co. of Vermont
During the previous year, these company insiders have bought Univest Financial stock:
Natalye Paquin (Director)
Joseph P Beebe (Director)
Learn More investors buying Univest Financial stock.