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Get Institutions for : 
Univest Corp Of Pennsylvania (UVSP)  
$22.80 0.07 (0.31%) as of 4:30 Thu 5/16


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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
$17.22  
Last Quarter's Ending Price : 
$22.03  
Last Quarter's Average Price
$18.73  
Change from last quarter's     
avg. price to the last closing  : 
4.07 (21.73%)  




 
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: 
3-31-2022 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 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 1224 - 2023-12-31 2,644,409 $58,256,000 88,258
   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 520 - 2023-12-31 1,197,934 $26,390,000 98,009
   STATE STREET CORP 2174 - 2023-12-31 887,954 $19,562,000 36,023
   GEODE CAPITAL MANAGEMENT LLC 2117 - 2023-12-31 648,125 $14,280,000 28,626
   Boston Partners 388 - 2023-12-31 439,664 $9,589,000 19,707
   AQR CAPITAL MANAGEMENT LLC 764 - 2023-12-31 377,377 $8,314,000 47,646
   NORTHERN TRUST CORP 2205 - 2023-12-31 366,218 $8,068,000 4,287
   AMERICAN CENTURY COMPANIES INC 1279 - 2023-12-31 321,483 $7,082,000 55,745
   HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 335 - 2023-12-31 303,200 $6,679,000 5,600
   MORGAN STANLEY 3696 - 2023-12-31 274,881 $6,056,000 79,252
   NUVEEN ASSET MANAGEMENT, LLC 1944 - 2023-12-31 235,541 $5,189,000 12,975
   BRIDGEWAY CAPITAL MANAGEMENT INC 325 - 2023-12-31 209,755 $4,621,000 21,320
   MONARCH PARTNERS ASSET MANAGEMENT LLC 30 - 2022-12-31 134,456 $3,513,000 327
   SEI INVESTMENTS CO 1529 - 2024-03-31 118,994 $2,478,000 26,234
   FIRST TRUST ADVISORS LP 1685 - 2023-12-31 96,358 $2,123,000 7,213
   BANK OF AMERICA CORP /DE/ 3490 - 2023-12-31 94,355 $2,079,000 17,527
   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
   ENDEAVOUR CAPITAL ADVISORS INC 30 - 2023-12-31 76,766 $1,691,000 28,348
   BARCLAYS PLC 2226 - 2023-12-31 74,168 $1,633,000 9,570
   INVESCO LTD 2715 - 2023-12-31 54,984 $1,211,000 3,005
   VICTORY CAPITAL MANAGEMENT INC 1694 - 2024-03-31 49,800 $1,037,000 2,000
   UBS Group AG 3383 - 2023-12-31 46,899 $1,033,000 21,112
   PRICE T ROWE ASSOCIATES INC /MD/ 1861 - 2023-12-31 45,437 $1,001,000 4,316
   RHUMBLINE ADVISERS 2253 - 2024-03-31 47,263 $984,000 1,269
   Compass Ion Advisors LLC 102 - 2024-03-31 38,374 $799,000 136
   KEYBANK NATIONAL ASSOCIATION/OH 589 - 2023-12-31 35,541 $783,000 13,250
   RAYMOND JAMES & ASSOCIATES 2745 - 2024-03-31 36,862 $767,000 6,088
   CREATIVE PLANNING 1470 - 2023-12-31 31,364 $691,000 18,535
   LPL FINANCIAL CORP 3437 - 2024-03-31 33,165 $690,000 119
   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
   RAFFERTY ASSET MANAGEMENT LLC 963 - 2023-12-31 25,459 $561,000 7,707
   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
   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
   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
   Everhart Financial Group Inc. 209 - 2023-12-31 11,287 $249,000 345
   QUADRANT CAPITAL GROUP LLC 598 - 2023-12-31 9,062 $200,000 4,108
   TOWER RESEARCH CAPITAL LLC 2159 - 2023-12-31 8,541 $188,000 7,112
   ELEQUIN CAPITAL LP 127 - 2023-12-31 8,054 $177,000 4,376
   ROYAL BANK OF CANADA 4668 - 2023-12-31 6,831 $151,000 1,914
   Aquatic Capital Management LLC 1006 - 2023-12-31 4,500 $99,000 3,200
   Point72 Middle East FZE 708 - 2023-12-31 3,297 $73,000 3,297
   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

  52 Records found
  1    
  Page 1 of 1
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