Compass Ion Advisors, LLC - UNIVEST CORP PA ownership

UNIVEST CORP PA's ticker is UVSP and the CUSIP is 915271100. A total of 135 filers reported holding UNIVEST CORP PA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Compass Ion Advisors, LLC ownership history of UNIVEST CORP PA
ValueSharesWeighting
Q3 2023$662,114
-3.5%
38,096
+0.4%
0.11%
-34.5%
Q2 2023$686,118
-46.3%
37,949
-29.5%
0.17%
-46.1%
Q1 2023$1,277,505
-6.0%
53,812
+3.4%
0.32%
-7.4%
Q4 2022$1,359,275
+5.8%
52,020
-5.0%
0.35%
-2.0%
Q3 2022$1,285,000
-2.6%
54,743
+5.6%
0.36%
-6.8%
Q2 2022$1,319,000
-4.7%
51,829
+0.2%
0.38%
-10.7%
Q1 2022$1,384,000
-10.4%
51,734
+0.2%
0.43%
-13.9%
Q4 2021$1,545,000
+9.3%
51,653
+0.2%
0.50%
-2.2%
Q3 2021$1,413,000
+3.9%
51,575
+0.0%
0.51%
-3.8%
Q2 2021$1,360,000
-7.5%
51,566
+0.3%
0.53%
-12.7%
Q1 2021$1,470,000
+39.2%
51,403
+0.2%
0.60%
+48.3%
Q4 2020$1,056,000
+43.3%
51,3140.0%0.41%
-12.8%
Q3 2020$737,000
-12.7%
51,314
-1.9%
0.47%
-37.8%
Q2 2020$844,000
-1.2%
52,3140.0%0.75%
-2.2%
Q1 2020$854,000
-42.1%
52,314
-4.9%
0.77%
+1.2%
Q4 2019$1,474,00055,0260.76%
Other shareholders
UNIVEST CORP PA shareholders Q3 2021
NameSharesValueWeighting ↓
UNIVEST FINANCIAL Corp 518,498$9,011,4983.01%
IVC Wealth Advisors LLC 40,987$712,3540.48%
Leeward Investments, LLC - MA 402,685$6,998,6650.36%
ENDEAVOUR CAPITAL ADVISORS INC 48,418$841,5050.34%
Watershed Asset Management, L.L.C. 13,782$239,5310.28%
Pacific Ridge Capital Partners, LLC 47,055$817,8160.19%
PZENA INVESTMENT MANAGEMENT LLC 1,536,123$26,697,8180.12%
Compass Ion Advisors, LLC 38,096$662,1140.11%
Everhart Financial Group, Inc. 10,942$190,1720.08%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 188,435$3,275,0000.08%
View complete list of UNIVEST CORP PA shareholders