UVSP Insider Trading

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

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: $23.88
Price Change: Price Increase of +0.12 (0.51%)
As of 09/28/2022 12:38 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
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  
3/11/2021K. Leon MoyerDirectorSell1,000$28.76$28,760.00View SEC Filing Icon  
2/25/2021Joseph P BeebeDirectorBuy2,500$26.51$66,275.006,500View SEC Filing Icon  
2/22/2021Joseph P BeebeDirectorBuy4,000$24.78$99,120.004,000View SEC Filing Icon  
2/1/2021Natalye PaquinDirectorBuy510$22.79$11,622.90View SEC Filing Icon  
11/10/2020Jeffrey M. SchweitzerCEOSell1,567$18.50$28,989.50View SEC Filing Icon  
11/9/2020William S. AicheleDirectorSell9,000$18.36$165,240.00View SEC Filing Icon  
11/2/2020Natalye PaquinDirectorBuy785$16.01$12,567.85View SEC Filing Icon  
8/3/2020Natalye PaquinDirectorBuy900$15.24$13,716.00View SEC Filing Icon  
5/12/2020Suzanne KeenanDirectorBuy4,800$15.41$73,968.006,100View SEC Filing Icon  
5/5/2020Glenn E. MoyerDirectorBuy1,000$16.00$16,000.00View SEC Filing Icon  
4/27/2020Natalye PaquinDirectorBuy2,970$15.45$45,886.50View SEC Filing Icon  
2/27/2020Glenn E MoyerDirectorBuy1,000$23.55$23,550.00
12/13/2019Natalye PaquinDirectorBuy650$26.96$17,524.00View SEC Filing Icon  
See Full Table

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

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
8/24/2022Prelude Capital Management LLC18,303$0.47M0.0%-12.7%0.062%Search for SEC Filing on Google Icon
8/22/2022Legal & General Group Plc13,472$0.34M0.0%+4.0%0.046%Search for SEC Filing on Google Icon
8/18/2022Goldman Sachs Group Inc.203,292$5.17M0.0%-6.8%0.687%Search for SEC Filing on Google Icon
8/16/2022Captrust Financial Advisors1,525$39K0.0%+38.3%0.005%Search for SEC Filing on Google Icon
8/16/2022Prudential Financial Inc.63,999$1.63M0.0%+107.8%0.216%Search for SEC Filing on Google Icon
8/15/2022AQR Capital Management LLC76,999$1.96M0.0%+15.9%0.260%Search for SEC Filing on Google Icon
8/15/2022State Street Corp782,616$19.91M0.0%-7.3%2.645%Search for SEC Filing on Google Icon
8/15/2022Cubist Systematic Strategies LLC17,926$0.46M0.0%-44.3%0.061%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC24,984$0.64M0.0%-60.7%0.084%Search for SEC Filing on Google Icon
8/15/2022Sei Investments Co.35,270$0.95M0.0%-9.6%0.119%Search for SEC Filing on Google Icon
8/15/2022Maltese Capital Management LLC133,244$3.39M0.7%N/A0.450%Search for SEC Filing on Google Icon
8/13/2022Quadrant Capital Group LLC1,056$27K0.0%-30.3%0.004%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC806,589$20.52M0.0%-5.4%2.726%Search for SEC Filing on Google Icon
8/13/2022American International Group Inc.13,655$0.35M0.0%-4.9%0.046%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp361,819$9.21M0.0%-0.9%1.223%Search for SEC Filing on Google Icon
8/12/2022LPL Financial LLC17,056$0.43M0.0%+14.9%0.058%Search for SEC Filing on Google Icon
8/12/2022Credit Suisse AG26,061$0.66M0.0%-8.6%0.088%Search for SEC Filing on Google Icon
8/12/2022FMR LLC1,962,497$49.93M0.0%-2.5%6.632%Search for SEC Filing on Google Icon
8/12/2022Grantham Mayo Van Otterloo & Co. LLC26,829$0.68M0.0%-6.6%0.091%Search for SEC Filing on Google Icon
8/12/2022BNP Paribas Arbitrage SA12,433$0.32M0.0%-25.5%0.042%Search for SEC Filing on Google Icon
8/12/2022Rhumbline Advisers43,628$1.11M0.0%+8.3%0.147%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG4,915$0.13M0.0%-54.3%0.017%Search for SEC Filing on Google Icon
8/11/2022Martingale Asset Management L P52,656$1.34M0.0%+152.7%0.178%Search for SEC Filing on Google Icon
8/11/2022JPMorgan Chase & Co.18,973$0.48M0.0%-21.8%0.064%Search for SEC Filing on Google Icon
8/5/2022UNIVEST FINANCIAL Corp527,319$13.42M4.4%-0.8%1.782%Search for SEC Filing on Google Icon
8/5/2022Pzena Investment Management LLC1,711,041$43.53M0.2%-1.2%5.782%Search for SEC Filing on Google Icon
8/5/2022Los Angeles Capital Management LLC56,107$1.43M0.0%-2.2%0.190%Search for SEC Filing on Google Icon
8/4/2022State of New Jersey Common Pension Fund D110,993$2.82M0.0%+24.9%0.375%Search for SEC Filing on Google Icon
8/1/2022Victory Capital Management Inc.59,646$1.52M0.0%-2.5%0.202%Search for SEC Filing on Google Icon
7/29/2022SG Americas Securities LLC8,560$0.22M0.0%N/A0.029%Search for SEC Filing on Google Icon
7/29/2022Russell Investments Group Ltd.46,085$1.17M0.0%+40.7%0.156%Search for SEC Filing on Google Icon
7/27/2022Assenagon Asset Management S.A.64,070$1.63M0.0%-33.5%0.217%Search for SEC Filing on Google Icon
7/26/2022Girard Partners LTD.28,261$0.72M0.1%+4.5%0.096%Search for SEC Filing on Google Icon
7/25/2022Allspring Global Investments Holdings LLC339,378$8.63M0.0%+1.5%1.147%Search for SEC Filing on Google Icon
7/25/2022Strs Ohio27,200$0.69M0.0%-5.2%0.092%Search for SEC Filing on Google Icon
7/20/2022Trust Co. of Vermont7,004$0.18M0.0%N/A0.024%Search for SEC Filing on Google Icon
7/20/2022Monarch Partners Asset Management LLC134,129$3.41M1.0%-6.2%0.453%Search for SEC Filing on Google Icon
7/19/2022Leeward Investments LLC MA478,919$12.18M0.6%-2.9%1.619%Search for SEC Filing on Google Icon
7/11/2022IVC Wealth Advisors LLC37,476$0.95M0.7%-7.7%0.127%Search for SEC Filing on Google Icon
6/30/2022Amalgamated Bank3,483$93K0.0%N/A0.012%Search for SEC Filing on Google Icon
6/7/2022Bank of America Corp DE102,551$2.74M0.0%-43.8%0.347%Search for SEC Filing on Google Icon
6/2/2022Insight Advisors LLC PA16,000$0.43M0.1%-11.1%0.054%Search for SEC Filing on Google Icon
5/23/2022Neuberger Berman Group LLC242,293$6.48M0.0%-5.3%0.819%Search for SEC Filing on Google Icon
5/20/2022The Manufacturers Life Insurance Company 1,335,306$35.73M0.0%+2.5%4.513%Search for SEC Filing on Google Icon
5/18/2022BNP Paribas Arbitrage SA16,695$0.45M0.0%-9.7%0.056%Search for SEC Filing on Google Icon
5/18/2022Keeley Teton Advisors LLC7,700$0.21M0.0%N/A0.026%Search for SEC Filing on Google Icon
5/17/2022Zebra Capital Management LLC10,973$0.29M0.7%+39.9%0.037%Search for SEC Filing on Google Icon
5/17/2022Royal Bank of Canada1,836$49K0.0%-99.7%0.006%Search for SEC Filing on Google Icon
5/17/2022Dynamic Technology Lab Private Ltd8,660$0.23M0.0%N/A0.029%Search for SEC Filing on Google Icon
5/17/2022Endeavour Capital Advisors Inc.558,429$14.94M2.4%+1.8%1.887%Search for SEC Filing on Google Icon
5/16/2022California State Teachers Retirement System37,380$1M0.0%-8.3%0.126%Search for SEC Filing on Google Icon
5/16/2022Goldman Sachs Group Inc.218,107$5.84M0.0%+10.4%0.737%Search for SEC Filing on Google Icon
5/16/2022State Street Corp844,155$22.59M0.0%+5.9%2.853%Search for SEC Filing on Google Icon
5/16/2022Prelude Capital Management LLC20,975$0.56M0.0%+25.6%0.071%Search for SEC Filing on Google Icon
5/16/2022Invesco Ltd.42,783$1.15M0.0%-1.7%0.145%Search for SEC Filing on Google Icon
5/16/2022UBS Group AG10,764$0.29M0.0%-40.2%0.036%Search for SEC Filing on Google Icon
5/13/2022Renaissance Technologies LLC852,769$22.82M0.0%+1.1%2.882%Search for SEC Filing on Google Icon
5/13/2022Northern Trust Corp364,979$9.77M0.0%-2.5%1.233%Search for SEC Filing on Google Icon
5/13/2022Charles Schwab Investment Management Inc.212,294$5.68M0.0%+2.4%0.717%Search for SEC Filing on Google Icon
5/13/2022First Trust Advisors LP60,270$1.61M0.0%-1.9%0.204%Search for SEC Filing on Google Icon
5/13/2022Prudential Financial Inc.30,799$0.83M0.0%-5.3%0.104%Search for SEC Filing on Google Icon
5/13/2022American International Group Inc.14,361$0.38M0.0%-6.6%0.049%Search for SEC Filing on Google Icon
5/13/2022Vanguard Group Inc.1,517,814$40.62M0.0%+2.1%5.129%Search for SEC Filing on Google Icon
5/13/2022Insight Advisors LLC PA16,000$0.43M0.1%-11.1%0.054%Search for SEC Filing on Google Icon
5/13/2022Sei Investments Co.39,030$1.10M0.0%+34.4%0.132%Search for SEC Filing on Google Icon
5/13/2022Dimensional Fund Advisors LP2,047,076$54.78M0.0%+1.1%6.918%Search for SEC Filing on Google Icon
5/12/2022LSV Asset Management34,600$0.93M0.0%-16.4%0.117%Search for SEC Filing on Google Icon
5/12/2022BlackRock Inc.2,863,315$76.62M0.0%-3.0%9.676%Search for SEC Filing on Google Icon
5/12/2022Rhumbline Advisers40,290$1.08M0.0%-8.0%0.136%Search for SEC Filing on Google Icon
5/12/2022Metropolitan Life Insurance Co NY1,608$43K0.0%-79.1%0.005%Search for SEC Filing on Google Icon
5/12/2022MetLife Investment Management LLC15,049$0.40M0.0%+59.6%0.051%Search for SEC Filing on Google Icon
5/12/2022FJ Capital Management LLC605,648$16.21M1.4%+13.2%2.047%Search for SEC Filing on Google Icon
5/12/2022Martingale Asset Management L P20,834$0.56M0.0%+59.8%0.070%Search for SEC Filing on Google Icon
5/12/2022Citigroup Inc.3,212$85K0.0%-67.1%0.011%Search for SEC Filing on Google Icon
5/11/2022American Century Companies Inc.50,352$1.35M0.0%+25.5%0.170%Search for SEC Filing on Google Icon
5/11/2022Bank of New York Mellon Corp203,722$5.45M0.0%+3.1%0.688%Search for SEC Filing on Google Icon
5/11/2022Raymond James & Associates13,792$0.37M0.0%N/A0.047%Search for SEC Filing on Google Icon
5/11/2022JPMorgan Chase & Co.24,269$0.65M0.0%-39.3%0.082%Search for SEC Filing on Google Icon
5/9/2022Swiss National Bank69,678$1.87M0.0%+7.9%0.235%Search for SEC Filing on Google Icon
5/9/2022Lindenwold Advisors19,685$0.53M0.3%N/A0.067%Search for SEC Filing on Google Icon
5/9/2022Leeward Investments LLC MA493,269$13.20M0.5%N/A1.667%Search for SEC Filing on Google Icon
5/9/2022Qube Research & Technologies Ltd12,973$0.35M0.0%N/A0.044%Search for SEC Filing on Google Icon
5/6/2022Los Angeles Capital Management LLC57,397$1.54M0.0%-12.2%0.194%Search for SEC Filing on Google Icon
5/6/2022Bernardo Wealth Planning LLC14,100$0.38M0.2%+7.5%0.048%Search for SEC Filing on Google Icon
5/6/2022Pzena Investment Management LLC1,731,120$46.33M0.2%+0.6%5.862%Search for SEC Filing on Google Icon
5/6/2022Quadrant Capital Group LLC1,516$41K0.0%-31.2%0.005%Search for SEC Filing on Google Icon
5/5/2022Russell Investments Group Ltd.32,746$0.87M0.0%-6.3%0.111%Search for SEC Filing on Google Icon
5/5/2022UNIVEST FINANCIAL Corp531,354$14.22M4.0%-2.0%1.800%Search for SEC Filing on Google Icon
5/4/2022Advisor Group Holdings Inc.3,900$0.10M0.0%+333.3%0.013%Search for SEC Filing on Google Icon
5/4/2022Shell Asset Management Co.16,146$0.43M0.0%-12.9%0.055%Search for SEC Filing on Google Icon
5/3/2022State of New Jersey Common Pension Fund D88,843$2.38M0.0%-24.4%0.301%Search for SEC Filing on Google Icon
4/25/2022Assenagon Asset Management S.A.96,355$2.58M0.0%+0.9%0.326%Search for SEC Filing on Google Icon
4/22/2022Allworth Financial LP1,249$33K0.0%+7,706.3%0.004%Search for SEC Filing on Google Icon
4/22/2022River Oaks Capital LLC48,820$1.31M1.3%-10.7%0.165%Search for SEC Filing on Google Icon
4/21/2022Strs Ohio28,700$0.77M0.0%-4.7%0.097%Search for SEC Filing on Google Icon
4/21/2022CWM LLC1,380$37K0.0%+1,450.6%0.005%Search for SEC Filing on Google Icon
4/20/2022BLB&B Advisors LLC34,758$0.93M0.1%-4.9%0.118%Search for SEC Filing on Google Icon
2/23/2022Barclays PLC81,709$2.44M0.0%+52.5%0.277%Search for SEC Filing on Google Icon
2/14/2022Barclays PLC81,709$2.44M0.0%+52.5%0.277%Search for SEC Filing on Google Icon
2/11/2022Renaissance Technologies LLC843,727$25.24M0.0%-1.9%2.865%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 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.
Read More on Univest Financial

Today's Range

Now: $23.88
Low: $23.61
High: $23.92

50 Day Range

MA: $25.25
Low: $23.76
High: $26.96

52 Week Range

Now: $23.88
Low: $23.69
High: $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:
  1. Natalye Paquin (Director)
  2. Joseph P Beebe (Director)
  3. Jeffrey M Schweitzer (CEO)
  4. K Leon Moyer (Director)
  5. Michael S Keim (EVP)
  6. 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:
  1. FMR LLC — 6.63%
  2. Pzena Investment Management LLC — 5.78%
  3. Renaissance Technologies LLC — 2.73%
  4. State Street Corp — 2.64%
  5. UNIVEST FINANCIAL Corp — 1.78%
  6. 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:
  1. State Street Corp
  2. FMR LLC
  3. Renaissance Technologies LLC
  4. Millennium Management LLC
  5. Assenagon Asset Management S.A.
  6. Pzena Investment Management LLC
  7. Goldman Sachs Group Inc.
  8. Leeward Investments LLC MA

Which institutional investors are buying Univest Financial stock?

Within the previous quarter, UVSP stock was bought by institutional investors including:
  1. Maltese Capital Management LLC
  2. Prudential Financial Inc.
  3. Martingale Asset Management L P
  4. State of New Jersey Common Pension Fund D
  5. Russell Investments Group Ltd.
  6. AQR Capital Management LLC
  7. SG Americas Securities LLC
  8. Trust Co. of Vermont
During the previous year, these company insiders have bought Univest Financial stock:
  1. Natalye Paquin (Director)
  2. Joseph P Beebe (Director)
Learn More investors buying Univest Financial stock.