UNIVEST CORP PA's ticker is UVSP and the CUSIP is 915271100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,888 | -3.9% | 17,600 | 0.0% | 0.04% | +4.9% |
| Q2 2023 | $318,208 | -23.8% | 17,600 | 0.0% | 0.04% | -21.2% |
| Q1 2023 | $417,824 | -0.1% | 17,600 | +10.0% | 0.05% | 0.0% |
| Q4 2022 | $418,080 | +48.3% | 16,000 | +33.3% | 0.05% | +33.3% |
| Q3 2022 | $282,000 | +36.9% | 12,000 | +55.8% | 0.04% | +77.3% |
| Q1 2022 | $206,000 | – | 7,700 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNIVEST FINANCIAL Corp | 520,163 | $9,404,551 | 2.84% |
| IVC Wealth Advisors LLC | 40,987 | $741,045 | 0.47% |
| Leeward Investments, LLC - MA | 433,872 | $7,844,406 | 0.37% |
| Pacific Ridge Capital Partners, LLC | 47,195 | $853,286 | 0.19% |
| Compass Ion Advisors, LLC | 37,949 | $686,118 | 0.17% |
| ENDEAVOUR CAPITAL ADVISORS INC | 20,678 | $373,858 | 0.16% |
| PZENA INVESTMENT MANAGEMENT LLC | 1,537,767 | $27,802,827 | 0.12% |
| Elequin Capital, LP | 10,045 | $181,614 | 0.09% |
| Bernardo Wealth Planning LLC | 11,049 | $199,777 | 0.08% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 164,858 | $2,980,633 | 0.07% |