Creative Planning - UNIVEST CORP PA ownership

UNIVEST CORP PA's ticker is UVSP and the CUSIP is 915271100. A total of 139 filers reported holding UNIVEST CORP PA in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of UNIVEST CORP PA
ValueSharesWeighting
Q2 2024$918,222
+33.7%
40,220
+21.9%
0.00%0.0%
Q1 2024$686,810
-0.6%
32,988
+5.2%
0.00%0.0%
Q4 2023$690,949
+209.9%
31,364
+144.5%
0.00%
Q3 2023$222,968
-7.7%
12,829
-4.0%
0.00%
Q2 2023$241,693
-45.9%
13,368
-16.2%
0.00%
-100.0%
Q4 2017$447,000
-12.4%
15,9530.0%0.00%0.0%
Q3 2017$510,000
+6.7%
15,9530.0%0.00%0.0%
Q2 2017$478,000
+15.7%
15,9530.0%0.00%0.0%
Q1 2017$413,000
-16.2%
15,9530.0%0.00%
-33.3%
Q4 2016$493,000
+32.2%
15,9530.0%0.00%
+50.0%
Q3 2016$373,000
+1676.2%
15,953
+1495.3%
0.00%
Q4 2015$21,000
+10.5%
1,0000.0%0.00%
Q3 2015$19,000
-5.0%
1,0000.0%0.00%
Q1 2015$20,0001,0000.00%
Other shareholders
UNIVEST CORP PA shareholders Q2 2023
NameSharesValueWeighting ↓
ENDEAVOUR CAPITAL ADVISORS INC 901,736$14,716,0005.12%
UNIVEST FINANCIAL Corp 596,842$9,741,0003.87%
Compass Ion Advisors, LLC 52,314$854,0000.77%
FJ Capital Management LLC 114,000$1,866,0000.33%
BANC FUNDS CO LLC 136,526$2,228,0000.26%
Bernardo Wealth Planning LLC 20,694$337,0000.23%
Pacific Ridge Capital Partners, LLC 30,390$496,0000.19%
PZENA INVESTMENT MANAGEMENT LLC 1,470,802$24,003,0000.18%
Bowling Portfolio Management LLC 42,711$697,0000.17%
ALGERT GLOBAL LLC 23,660$386,0000.16%
View complete list of UNIVEST CORP PA shareholders