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Get Institutions for : 
Univest Corp Of Pennsylvania (UVSP)  
$21.40 0.26 (1.23%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 140    1
Total shares held : 
22,098,342  
% of shares held : 
75.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
450,237  
% of shares held change : 
  1.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$21.99  
Last Quarter's Ending Price : 
$20.82  
Last Quarter's Average Price
$20.32  
Change from last quarter's     
avg. price to the last closing  : 
1.08 (5.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 314,266
 1.42%
 
Increased Positions :
55
 955,322
 4.32%
 
Unchanged Positions :
30
 449,504
 2.03%
 
Decreased Positions :
45
-638,087
-2.89%
 
Closed Positions :
11
-181,264
-0.82%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FMR LLC 1289 - 2024-03-31 2,654,624 $55,269,000 10,215
   DIMENSIONAL FUND ADVISORS INC 1597 - 2024-03-31 1,977,337 $41,168,000 20,252
   VANGUARD GROUP INC 2354 - 2024-03-31 1,571,213 $32,713,000 19,307
   MANUFACTURERES LIFE INSURANCE CO 562 - 2024-03-31 1,197,950 $24,941,000 16
   STATE STREET CORP 2166 - 2024-03-31 911,205 $18,971,000 23,251
   GEODE CAPITAL MANAGEMENT LLC 2138 - 2024-03-31 648,914 $13,513,000 789
   HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 265 - 2024-03-31 430,800 $8,969,000 127,600
   AQR CAPITAL MANAGEMENT LLC 774 - 2024-03-31 403,391 $8,399,000 26,014
   AMERICAN CENTURY COMPANIES INC 1277 - 2024-03-31 398,490 $8,297,000 77,007
   ENDEAVOUR CAPITAL ADVISORS INC 16 - 2024-03-31 286,439 $5,964,000 209,673
   ROYCE & ASSOCIATES LLC 462 - 2024-03-31 277,292 $5,773,000 69,451
   NUVEEN ASSET MANAGEMENT, LLC 1958 - 2024-03-31 240,416 $5,005,000 4,875
   BRIDGEWAY CAPITAL MANAGEMENT INC 336 - 2024-03-31 215,880 $4,495,000 6,125
   AMERIPRISE FINANCIAL INC 2447 - 2024-03-31 186,307 $3,879,000 7,956
   MONARCH PARTNERS ASSET MANAGEMENT LLC 30 - 2022-12-31 134,456 $3,513,000 327
   PRUDENTIAL FINANCIAL INC 1273 - 2024-03-31 127,624 $2,657,000 3,300
   SEI INVESTMENTS CO 1529 - 2024-03-31 118,994 $2,478,000 26,234
   INVESCO LTD 2532 - 2024-03-31 106,447 $2,216,000 51,463
   FIRST TRUST ADVISORS LP 1734 - 2024-03-31 98,110 $2,043,000 1,752
   J P MORGAN CHASE & CO 2992 - 2024-03-31 94,785 $1,973,000 34,734
   Empowered Funds LLC 665 - 2024-03-31 82,701 $1,722,000 6,125
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1259 - 2024-03-31 61,988 $1,291,000 11,596
   THRIVENT FINANCIAL FOR LUTHERANS 1714 - 2024-03-31 57,916 $1,205,000 4,527
   VICTORY CAPITAL MANAGEMENT INC 1694 - 2024-03-31 49,800 $1,037,000 2,000
   RHUMBLINE ADVISERS 2253 - 2024-03-31 47,263 $984,000 1,269
   TWO SIGMA INVESTMENTS LLC 1915 - 2024-03-31 42,860 $892,000 2,677
   Compass Ion Advisors LLC 102 - 2024-03-31 38,374 $799,000 136
   RAYMOND JAMES & ASSOCIATES 2745 - 2024-03-31 36,862 $767,000 6,088
   Cubist Systematic Strategies LLC 1258 - 2024-03-31 35,258 $734,000 18,121
   LPL FINANCIAL CORP 3437 - 2024-03-31 33,165 $690,000 119
   CREATIVE PLANNING 1613 - 2024-03-31 32,988 $687,000 1,624
   WEDGE CAPITAL MANAGEMENT L L P/NC 443 - 2024-03-31 32,017 $667,000 8,449
   Smartleaf Asset Management LLC 143 - 2024-03-31 29,866 $666,000 2,846
   GIRARD PARTNERS LTD. 180 - 2024-03-31 26,977 $562,000 10
   RAFFERTY ASSET MANAGEMENT LLC 943 - 2024-03-31 26,746 $557,000 1,287
   CITIGROUP INC 2701 - 2024-03-31 25,448 $530,000 720
   BNP PARIBAS ARBITRAGE SA 2198 - 2024-03-31 19,713 $410,000 1,909
   Everhart Financial Group Inc. 177 - 2024-03-31 19,260 $401,000 7,973
   BB&T CORP 2111 - 2024-03-31 18,576 $387,000 18,576
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 871 - 2024-03-31 18,064 $376,000 3,403
   CAMPBELL & CO INVESTMENT ADVISER LLC 844 - 2024-03-31 16,922 $352,000 2,546
   Trexquant Investment LP 1271 - 2024-03-31 15,376 $320,000 15,376
   MILLENNIUM MANAGEMENT LLC 3404 - 2024-03-31 13,409 $279,000 13,409
   JANUS HENDERSON GROUP PLC 2260 - 2024-03-31 13,329 $277,000 2
   DEUTSCHE BANK AG 2567 - 2024-03-31 13,152 $274,000 441
   Bernardo Wealth Planning LLC 85 - 2024-03-31 12,493 $260,000 12,493
   COMMONWEALTH EQUITY SERVICES LLC. 3395 - 2024-03-31 12,104 $252,000 267
   COMERICA BANK 2339 - 2024-03-31 8,609 $179,000 8,535
   SIGNATUREFD, LLC 1428 - 2024-03-31 2,960 $62,000 107
   CWM LLC 2738 - 2024-03-31 1,193 $25,000 565
   US BANCORP 3291 - 2024-03-31 473 $10,000 130
   GAMMA Investing LLC 2525 - 2024-03-31 121 $3,000 44
   Farther Finance Advisors LLC 3735 - 2024-03-31 13 $0 11

  53 Records found
  1    
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