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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNIVEST FINANCIAL Corp | 518,498 | $9,011,498 | 3.01% |
| IVC Wealth Advisors LLC | 40,987 | $712,354 | 0.48% |
| Leeward Investments, LLC - MA | 402,685 | $6,998,665 | 0.36% |
| ENDEAVOUR CAPITAL ADVISORS INC | 48,418 | $841,505 | 0.34% |
| Watershed Asset Management, L.L.C. | 13,782 | $239,531 | 0.28% |
| Pacific Ridge Capital Partners, LLC | 47,055 | $817,816 | 0.19% |
| PZENA INVESTMENT MANAGEMENT LLC | 1,536,123 | $26,697,818 | 0.12% |
| Compass Ion Advisors, LLC | 38,096 | $662,114 | 0.11% |
| Everhart Financial Group, Inc. | 10,942 | $190,172 | 0.08% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 188,435 | $3,275,000 | 0.08% |