UVSP

Univest Financial Corp

Latest period2024 - Q4Total superinvestors14

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 14 superinvestors own shares of Univest Financial Corp (UVSP), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Univest Financial Corp (UVSP), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Univest Financial Corp (UVSP) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Univest Financial Corp (UVSP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -49.4%
0.01%
$3.409M
115,529 shares@ 29.52 avg price
Paul Joseph McColgan@Ivc Wealth Advisors Llc
Recent Activity
0.67%
$1.184M
40,107 shares@ 29.52 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 2.02%
0.01%
$730,000
24,724 shares@ 29.53 avg price
Bradley W Horstmann@Wedge Capital Management L L P Nc
Recent Activity
Decreased -3.02%
0.02%
$685,783
23,239 shares@ 29.52 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
0.02%
$432,144
14,644 shares@ 29.51 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
Decreased -7.71%
0.08%
$329,986
11,930 shares@ 27.67 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -5.65%
0.01%
$286,000
9,682 shares@ 29.54 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$239,414
8,508 shares@ 28.14 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
0.02%
$206,688
7,004 shares@ 29.51 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
0.01%
$29,215
990 shares@ 29.52 avg price