Bernardo Wealth Planning LLC - UNIVEST CORP PA ownership

UNIVEST CORP PA's ticker is UVSP and the CUSIP is 915271100. A total of 142 filers reported holding UNIVEST CORP PA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of UNIVEST CORP PA
ValueSharesWeighting
Q3 2023$175,278
-12.3%
10,085
-8.7%
0.07%
-13.8%
Q2 2023$199,777
-38.9%
11,049
-19.8%
0.08%
-42.9%
Q1 2023$327,155
-9.1%
13,780
+0.1%
0.14%
-16.7%
Q4 2022$359,769
-0.3%
13,768
+0.1%
0.17%
-17.6%
Q3 2022$361,000
+0.6%
13,756
-2.6%
0.20%
-0.5%
Q2 2022$359,000
-4.8%
14,116
+0.1%
0.20%
+9.6%
Q1 2022$377,000
-3.8%
14,100
+7.5%
0.19%
-2.1%
Q4 2021$392,000
+32.9%
13,112
+21.4%
0.19%
+11.7%
Q3 2021$295,000
+5.4%
10,799
+1.6%
0.17%
+1.8%
Q2 2021$280,000
-7.6%
10,632
+0.0%
0.17%
-13.0%
Q1 2021$303,000
+4.5%
10,631
-47.4%
0.19%
+48.5%
Q3 2020$290,000
-18.1%
20,210
-8.0%
0.13%
-31.6%
Q2 2020$354,000
+5.0%
21,964
+6.1%
0.19%
-18.8%
Q1 2020$337,000
-39.2%
20,694
+0.0%
0.23%
-30.4%
Q4 2019$554,000
+5.1%
20,692
+0.0%
0.34%
-12.0%
Q3 2019$527,000
-2.9%
20,690
+0.0%
0.38%
-10.1%
Q2 2019$543,00020,6880.42%
Other shareholders
UNIVEST CORP PA shareholders Q4 2021
NameSharesValueWeighting ↓
UNIVEST FINANCIAL Corp 525,743$12,344,0004.04%
ENDEAVOUR CAPITAL ADVISORS INC 538,617$12,647,0002.92%
FJ Capital Management LLC 607,000$14,252,0001.70%
JACOBS ASSET MANAGEMENT, LLC 97,518$2,290,0001.17%
River Oaks Capital LLC 42,600$1,000,0001.09%
Monarch Partners Asset Management LLC 134,129$3,149,0000.95%
IVC Wealth Advisors LLC 37,651$884,0000.71%
Leeward Investments, LLC - MA 469,883$11,033,0000.53%
Compass Ion Advisors, LLC 54,743$1,285,0000.36%
Bernardo Wealth Planning LLC 13,756$361,0000.20%
View complete list of UNIVEST CORP PA shareholders