UNIVEST CORP PA's ticker is UVSP and the CUSIP is 915271100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,368 | -6.5% | 12,514 | -2.0% | 0.00% | – |
| Q2 2023 | $232,469 | -57.7% | 12,766 | -45.4% | 0.00% | -100.0% |
| Q1 2023 | $550,110 | +148.9% | 23,399 | +186.1% | 0.00% | – |
| Q1 2022 | $221,000 | -9.8% | 8,178 | +0.3% | 0.00% | – |
| Q4 2021 | $245,000 | -35.7% | 8,157 | -38.4% | 0.00% | – |
| Q1 2021 | $381,000 | -43.5% | 13,252 | -59.6% | 0.00% | -100.0% |
| Q4 2020 | $674,000 | +44.9% | 32,804 | +2.4% | 0.00% | 0.0% |
| Q3 2020 | $465,000 | -4.7% | 32,024 | +5.9% | 0.00% | 0.0% |
| Q2 2020 | $488,000 | +197.6% | 30,234 | +200.4% | 0.00% | – |
| Q1 2020 | $164,000 | – | 10,064 | – | 0.00% | – |
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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% |