univest corporation of pennsylvania is a vital, growing company with deep ties to its local communities. our rich history is enhanced by our desire to remain close to our customers, so we can deliver excellent service and solutions to meet their financial needs. univest's financial solutions for your life and business include banking, insurance, investments, trust, wealth management, leasing, and mortgage banking. univest corporation of pennsylvania (uvsp), including its wholly-owned subsidiary, univest bank and trust co., member fdic, has approximately $4.4 billion in assets and $3.5 billion in assets under management and supervision through its wealth management lines of business as of september 30, 2017. headquartered in souderton, pa. and founded in 1876, the corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the mid-atlantic region. univest delivers these services through a network
Company profile
Ticker
UVSP
Exchange
Website
CEO
Jeffrey Schweitzer
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Former names
UNIVEST CORP OF PENNSYLVANIA
SEC CIK
Corporate docs
Subsidiaries
a.Girard Advisory Services, LLC • b.Girard Benefits Group, LLC • c.Girard Investment Services, LLC • d.Girard Pension Services, LLC • e.Univest Capital, Inc. • f.Univest Insurance, LLC ...
IRS number
231886144
UVSP stock data
Latest filings (excl ownership)
8-K
Other Events
17 Apr 24
EFFECT
Notice of effectiveness
22 Mar 24
ARS
2023 FY
Annual report to shareholders
15 Mar 24
DEF 14A
Definitive proxy
15 Mar 24
8-K
Departure of Directors or Certain Officers
11 Mar 24
S-3
Shelf registration
26 Feb 24
10-K
2023 FY
Annual report
26 Feb 24
8-K
Regulation FD Disclosure
20 Feb 24
8-K
Results of Operations and Financial Condition
25 Jan 24
10-Q
2023 Q3
Quarterly report
1 Nov 23
Transcripts
UVSP
Earnings call transcript
2023 Q4
25 Jan 24
UVSP
Earnings call transcript
2023 Q3
26 Oct 23
UVSP
Earnings call transcript
2023 Q2
27 Jul 23
UVSP
Earnings call transcript
2023 Q1
29 Apr 23
UVSP
Earnings call transcript
2023 Q1
27 Apr 23
UVSP
Earnings call transcript
2022 Q4
26 Jan 23
UVSP
Earnings call transcript
2022 Q3
30 Oct 22
UVSP
Earnings call transcript
2022 Q2
29 Jul 22
UVSP
Earnings call transcript
2022 Q1
30 Apr 22
UVSP
Earnings call transcript
2021 Q4
27 Jan 22
Latest ownership filings
4
Brian J Richardson
19 Mar 24
4
Patrick C McCormick
19 Mar 24
4
Eleni S Monios
19 Mar 24
4
Megan D Santana
19 Mar 24
4
Michael S Keim
19 Mar 24
4
JEFFREY M SCHWEITZER
19 Mar 24
4
Brian J Richardson
11 Mar 24
SC 13G
PZENA INVESTMENT MANAGEMENT LLC
14 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G/A
FMR LLC
9 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
73.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 134 |
Opened positions | 11 |
Closed positions | 13 |
Increased positions | 61 |
Reduced positions | 41 |
13F shares | Current |
---|---|
Total value | 372.42 bn |
Total shares | 21.63 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 3.38 mm | $58.69 bn |
FMR | 2.56 mm | $44.43 bn |
Dimensional Fund Advisors | 1.98 mm | $34.36 bn |
Pzena Investment Management | 1.54 mm | $26.70 bn |
Vanguard | 1.50 mm | $25.99 bn |
Manufacturers Life Insurance Company, The | 1.10 mm | $19.12 bn |
STT State Street | 851.93 k | $14.81 bn |
Renaissance Technologies | 699.77 k | $12.16 bn |
Geode Capital Management | 619.50 k | $10.77 bn |
UVSP Univest Financial | 518.50 k | $9.01 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Mar 24 | Richardson Brian J | Common Stock | Payment of exercise | Dispose F | No | No | 19.56 | 1,624 | 31.77 k | 16,373.435 |
15 Mar 24 | Richardson Brian J | Common Stock | Other | Acquire J | No | No | 0 | 634 | 0.00 | 17,997.435 |
15 Mar 24 | Richardson Brian J | Common Stock | Option exercise | Acquire M | No | No | 0 | 3,102 | 0.00 | 17,363.435 |
15 Mar 24 | Richardson Brian J | Common Stock | Option exercise | Acquire M | No | No | 0 | 778 | 0.00 | 14,261.435 |
15 Mar 24 | Richardson Brian J | Common Stock | Option exercise | Acquire M | No | No | 0 | 654 | 0.00 | 13,483.435 |
15 Mar 24 | Richardson Brian J | Common Stock | Option exercise | Acquire M | No | No | 0 | 444 | 0.00 | 12,829.435 |
15 Mar 24 | Richardson Brian J | RSU Common | Grant | Acquire A | No | No | 0 | 7,134 | 0.00 | 7,134 |
15 Mar 24 | Richardson Brian J | RSU Common | Grant | Acquire A | No | No | 0 | 3,060 | 0.00 | 3,060 |
15 Mar 24 | Richardson Brian J | RSU Common | Option exercise | Dispose M | No | No | 0 | 3,102 | 0.00 | 0 |
15 Mar 24 | Richardson Brian J | RSU Common | Option exercise | Dispose M | No | No | 0 | 778 | 0.00 | 1,556 |