Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Univest Financial Corporation, to m.in Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, Vanguard Fiduciary Trust Co, Graves-Light Private Wealth Management, Inc., Global Retirement Partners, LLC, VANGUARD ASSET MANAGEMENT, Ltd, Vanguard Global Advisers, LLC, Amundi, Ullmann Financial Group, Inc., Jane Street Group, Llc, Vanguard Investments Australia, Ltd., Cedar Mountain Advisors, LLC, Advisory Services Network, LLC, Public Employees Retirement System Of Ohio, Rossby Financial, LCC, Root Financial Partners, LLC, Stone House Investment Management, LLC, GHP Investment Advisors, Inc., i JPL Wealth Management, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19 262 | 631 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 57 739 | 14,62 | 1 978 | 19,95 | ||||
| 2026-05-15 | 13F | Rafferty Asset Management, LLC | 17 171 | 27,35 | 588 | 33,33 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | Put | 48 600 | 1 665 | |||||
| 2026-02-11 | 13F | Brandywine Global Investment Management, LLC | 16 956 | 14,83 | 555 | 25,28 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 631 | 2,44 | 22 | 5,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 7 050 | 6,56 | 242 | 11,57 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 124 | 82,35 | 4 | 100,00 | ||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 43 642 | 15,70 | 1 495 | 21,15 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 6 136 | 201 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 10 733 | 25,74 | 368 | 31,54 | ||||
| 2026-02-09 | 13F | Quest Partners LLC | 35 232 | 306,84 | 1 153 | 345,17 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 457 | 29,83 | 16 | 36,36 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Call | 500 | 17 | |||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 177 | 65,42 | 6 | 100,00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 18 991 | 0,54 | 651 | 5,18 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 7 829 | 43,73 | 268 | 50,56 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 25 072 | 0,57 | 859 | 5,15 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 676 | 1,35 | 23 | 9,52 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 36 361 | 1 246 | ||||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 15 947 | 546 | ||||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 1 001 | 0,20 | 34 | 6,25 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 278 491 | 9 541 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 15 085 | 5,70 | 517 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 56 327 | 120,18 | 1 930 | 130,47 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2 866 | 1,38 | 98 | 6,52 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 8 016 | 275 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 8 212 | 2,25 | 269 | 11,20 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 758 002 | 8,08 | 25 969 | 13,10 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 182 515 | 6 253 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 2 | 0 | ||||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 434 | 15 | ||||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 116 920 | 4 006 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 242 525 | 5,82 | 7 940 | 15,44 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 24 450 | 838 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 68 638 | 22,16 | 2 247 | 33,27 | ||||
| 2026-05-13 | 13F | nVerses Capital, LLC | 6 883 | 236 | ||||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 99 155 | 359,88 | 3 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 67 925 | 415,13 | 2 327 | 439,91 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 296 818 | 2,13 | 10 169 | 6,86 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 30 | 1 | ||||||
| 2026-05-12 | 13F | Creative Planning | 76 550 | 1,38 | 2 623 | 6,07 | ||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 122 | 771,43 | 4 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7 602 | 260 | ||||||
| 2026-05-13 | 13F | Integrated Quantitative Investments LLC | 64 630 | 169,15 | 2 214 | 181,68 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 19 | 216,67 | 1 | |||||
| 2026-04-20 | 13F | Assenagon Asset Management S.A. | 257 403 | 8 819 | ||||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 346 893 | 4,13 | 11 885 | 8,97 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 6 245 | 214 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 25 136 | 28,08 | 861 | 34,11 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 350 938 | 8,07 | 12 023 | 13,09 | ||||
| 2026-05-13 | 13F | Martingale Asset Management L P | 93 000 | 18,74 | 3 186 | 24,26 | ||||
| 2026-05-15 | 13F | Amundi | 12 847 | 440 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 113 | 145,65 | 4 | 200,00 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 23 561 | 0,21 | 807 | 4,94 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 204 974 | 320,49 | 7 022 | 340,25 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 23 585 | 33,02 | 808 | 39,31 | ||||
| 2026-05-14 | 13F | Algert Global Llc | 59 014 | 19,04 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 61 046 | 17,31 | 2 091 | 22,78 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 1 | 0 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 319 803 | 128,39 | 10 956 | 139,01 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 790 944 | 1,55 | 27 101 | 6,27 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 68 511 | 19,07 | 2 347 | 24,64 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 49 069 | 13,54 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3 111 092 | 0,43 | 106 586 | 5,09 | ||||
| 2026-04-24 | 13F | Strs Ohio | 20 600 | 3,00 | 706 | 7,80 | ||||
| 2026-02-17 | 13F | Two Sigma Advisers, Lp | 83 080 | 3,88 | 2 720 | 13,29 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 497 | 0,81 | 17 | 6,25 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 50 | 2 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 734 | 3,82 | 25 | 8,70 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 31 070 | 60,11 | 1 064 | 67,56 | ||||
| 2026-05-08 | 13F | Cornerstone Investment Partners, LLC | 8 429 | 29,28 | 289 | 35,21 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 18 753 | 642 | ||||||
| 2026-05-13 | 13F | S&t Bank/pa | 166 | 38,33 | 6 | 66,67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 350 | 407,25 | 12 | 450,00 | ||||
| 2026-04-30 | 13F | Teacher Retirement System Of Texas | 26 959 | 13,56 | 924 | 18,79 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 1 217 343 | 41 706 | ||||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 2 623 | 4 345,76 | 90 | 368,42 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 516 | 1,38 | 18 | 6,25 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 6 400 | 219 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 10 191 | 349 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 18 665 | 0,19 | 705 | 15,01 | ||||
| 2026-05-15 | 13F | Man Group plc | 108 705 | 400,69 | 3 724 | 424,51 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 8 | 0 | ||||||
| 2026-05-15 | 13F | Aigen Investment Management, Lp | 6 501 | 223 | ||||||
| 2026-05-14 | 13F | Legato Capital Management LLC | 21 389 | 45,31 | 733 | 52,18 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 271 | 118,55 | 9 | 125,00 | ||||
| 2026-05-15 | 13F | State Street Corp | 933 686 | 8,78 | 31 988 | 13,83 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 48 083 | 25,63 | 1 647 | 31,44 | ||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 24 362 | 835 | ||||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 11 724 | 1,82 | 402 | 6,37 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 20 076 | 10,54 | 688 | 15,66 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 14 194 | 120,78 | 486 | 131,43 | ||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 230 901 | 3,37 | 7 911 | 8,16 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 50 | 2 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 186 686 | 146,32 | 6 396 | 157,76 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 225 853 | 18,06 | 7 738 | 23,54 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 18 491 | 634 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17 319 | 593 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7 039 | 0,44 | 241 | 5,24 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 130 764 | 6,11 | 4 480 | 11,03 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 37 252 | 0,01 | 1 276 | 4,68 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 99 | 3 | ||||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 1 886 235 | 0,37 | 64 622 | 5,03 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 1 553 | 0 | ||||||
| 2026-05-15 | 13F | Trexquant Investment LP | 95 306 | 70,67 | 3 265 | 78,61 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 626 | 4,16 | 21 | 10,53 | ||||
| 2026-05-15 | 13F | Aquatic Capital Management LLC | 2 279 | 65,75 | 78 | 73,33 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 11 846 | 0,83 | 406 | 5,47 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 409 | 22,46 | 14 | |||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 47 652 | 18,51 | 1 633 | 24,01 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 823 | 297,58 | 0 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 327 | 11 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 23 334 | 57,59 | 799 | 65,08 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 11 783 | 392 666,67 | 395 |
