Univest Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:UVSP Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
08 Mar 24	SellUS$13	Brian Richardson	Individual	0.65	US$20.24
01 Feb 24	BuyUS$15,193	Natalye Paquin	Individual	725	US$20.96
28 Nov 23	SellUS$13	Jeffrey Schweitzer	Individual	0.7	US$18.46
01 Nov 23	BuyUS$14,667	Natalye Paquin	Individual	890	US$16.52
31 Jul 23	BuyUS$14,782	Natalye Paquin	Individual	760	US$19.45
09 May 23	BuyUS$86,250	Martin Connor	Individual	5,000	US$17.25
28 Apr 23	BuyUS$16,958	Natalye Paquin	Individual	837	US$20.26

Insider Trading Volume

Insider Buying: UVSP insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UVSP?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	8,541	0.0289%
Individual Insiders	551,190	1.87%
General Public	6,704,826	22.7%
Institutions	22,264,076	75.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 64.75% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.8%	BlackRock, Inc.	3,493,714	US$69.9m	3.46%	no data
8.95%	FMR LLC	2,644,216	US$52.9m	3.45%	no data
6.63%	Dimensional Fund Advisors LP	1,957,085	US$39.1m	-1.01%	0.01%
5.26%	The Vanguard Group, Inc.	1,551,906	US$31.0m	3.8%	no data
4.94%	Pzena Investment Management, Inc.	1,458,921	US$29.2m	-5.03%	0.06%
4.06%	Manulife Asset Management	1,197,934	US$24.0m	8.91%	0.02%
3.01%	State Street Global Advisors, Inc.	887,954	US$17.8m	4.23%	no data
2.27%	Renaissance Technologies LLC	671,089	US$13.4m	-4.1%	0.02%
2.19%	Geode Capital Management, LLC	648,125	US$13.0m	4.62%	no data
1.49%	Boston Partners Global Investors, Inc.	439,664	US$8.8m	4.69%	0.01%
1.47%	Girard Investment Services, LLC	435,164	US$8.7m	-16.1%	2.52%
1.3%	Leeward Investments, LLC	383,392	US$7.7m	-4.12%	0.35%
1.28%	AQR Capital Management, LLC	377,297	US$7.5m	14.4%	0.01%
1.24%	Northern Trust Global Investments	366,218	US$7.3m	1.18%	no data
1.09%	American Century Investment Management Inc	321,483	US$6.4m	21%	no data
1.03%	Charles Schwab Investment Management, Inc.	303,331	US$6.1m	0%	no data
1.03%	Hotchkis and Wiley Capital Management, LLC	303,200	US$6.1m	1.88%	0.02%
0.97%	Bridgeway Capital Management, LLC	286,331	US$5.7m	17.5%	0.1%
0.8%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	234,792	US$4.7m	5.49%	no data
0.79%	Neuberger Berman Investment Advisers LLC	233,098	US$4.7m	-11.7%	no data
0.7%	Royce & Associates, LP	207,841	US$4.2m	0%	0.03%
0.62%	Morgan Stanley, Investment Banking and Brokerage Investments	182,889	US$3.7m	107%	no data
0.6%	Columbia Management Investment Advisers, LLC	178,351	US$3.6m	-18.7%	no data
0.6%	BNY Mellon Asset Management	178,334	US$3.6m	-8.42%	no data
0.6%	Assenagon Asset Management S.A.	177,039	US$3.5m	-2.19%	0.01%