UVSP Institutionellt ägande, säljare - Univest Financial Corporation

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum	Källa	Investerare	Typ	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-08-08	13F	SG Americas Securities, LLC		0	−100,00	0
2025-08-26	NP	PSOPX - JPMorgan Small Cap Value Fund Class I		29 302	−1,29	880	4,64
2025-06-23	NP	UAPIX - Ultrasmall-cap Profund Investor Class		296	−29,86	9	−33,33
2025-08-12	13F	Corebridge Financial, Inc.		0	−100,00	0
2025-06-24	NP	SWSCX - Schwab Small-Cap Equity Fund This fund is a listed as child fund of Charles Schwab Investment Management 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		0	−100,00	0	−100,00
2025-07-09	13F	Massmutual Trust Co Fsb/adv		194	−6,73	6	0,00
2025-06-26	NP	TCAAX - Thrivent Moderately Conservative Allocation Fund Class A		395	−7,71	12	−15,38
2025-07-29	NP	VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares 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		2 328	−4,43	69	−8,11
2025-08-13	13F	Quadrant Capital Group Llc		8 331	−4,43	250	1,21
2025-08-12	13F	Swiss National Bank		55 378	−1,60	1 664	4,20
2025-06-26	NP	AALGX - Thrivent Global Stock Fund Class A		2 696	−7,61	80	−10,23
2025-08-13	13F	Panagora Asset Management Inc		42 763	−0,04	1 285	5,85
2025-08-14	13F	Tudor Investment Corp Et Al		0	−100,00	0
2025-08-07	13F	Connor, Clark & Lunn Investment Management Ltd.		20 927	−21,89	629	−17,26
2025-08-28	NP	IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock 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		726 848	−12,65	21 835	−7,48
2025-08-07	13F	Parkside Financial Bank & Trust		0	−100,00	0
2025-07-24	13F	Stonebridge Financial Group, LLC		0	−100,00	0
2025-08-12	13F	Trexquant Investment LP		0	−100,00	0
2025-05-08	13F	ProShare Advisors LLC		0	−100,00	0
2025-08-04	13F	Keybank National Association/oh		0	−100,00	0
2025-07-28	NP	VVSCX - Small Cap Value Fund		6 522	−15,66	193	−18,64
2025-08-12	13F	BlackRock, Inc.		3 232 855	−5,42	97 115	0,19
2025-07-08	13F	Parallel Advisors, LLC		2 258	−0,57	68	4,69
2025-08-11	13F	Citigroup Inc		27 721	−20,47	833	−15,79
2025-08-26	NP	NOSGX - Northern Small Cap Value Fund		36 193	−15,99	1 087	−10,97
2025-08-29	NP	EES - WisdomTree U.S. SmallCap Fund N/A		18 764	−2,56	564	3,11
2025-07-25	NP	SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management 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		137 030	−2,02	4 045	−5,34
2025-08-14	13F	California State Teachers Retirement System		26 891	−1,22	808	4,53
2025-05-15	13F	Qube Research & Technologies Ltd		0	−100,00	0
2025-07-22	13F	Apexium Financial, Lp		14 973	−2,47	450	3,22
2025-07-25	13F	Pzena Investment Management Llc		888 209	−22,30	26 682	−17,70
2025-08-27	NP	TVOAX - TOUCHSTONE SMALL CAP VALUE FUND Class A		52 077	−8,58	1 564	−3,16
2025-07-29	NP	VFAIX - Vanguard Financials Index Fund Admiral Shares 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		46 662	−2,68	1 377	−6,01
2025-08-14	13F	Fmr Llc		2 596 325	−0,42	77 994	5,48
2025-08-14	13F	Citadel Advisors Llc		0	−100,00	0
2025-07-31	13F	Whipplewood Advisors, LLC		87	−67,90	3	0,00
2025-05-22	NP	ROSC - Hartford Multifactor Small Cap ETF		2 853	−0,11	81	−4,76
2025-08-22	NP	COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1		38 870	−25,29	1 168	−20,88
2025-08-18	NP	PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I		2 465	−9,67	74	−3,90
2025-08-01	13F	Logan Capital Management Inc		48 600	−3,62	1 460	2,03
2025-08-14	13F	Jane Street Group, Llc		48 031	−7,15	1 443	−1,70
2025-07-30	NP	FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc 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		639 976	−0,56	18 892	−3,94
2025-08-12	13F	Rhumbline Advisers		44 708	−0,55	1 343	5,42
2025-08-26	NP	NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K		3 875	−5,53	116	0,00
2025-07-16	13F	Signaturefd, Llc		2 908	−3,39	87	2,35
2025-05-12	13F	Simplex Trading, Llc		0	−100,00	0
2025-08-15	NP	PSC - Principal U.S. Small-Cap Multi-Factor Index ETF		18 196	−15,51	547	−11,22
2025-08-14	13F	Polymer Capital Management (US) LLC		7 783	−27,16	234	−23,10
2025-06-26	NP	DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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		124 694	−2,76	3 683	−5,47
2025-08-12	13F	LPL Financial LLC		15 582	−11,78	468	−6,40
2025-08-14	13F	Two Sigma Securities, Llc		6 751	−13,77	203	−9,01
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB		4 609	−9,40	138	−4,17
2025-08-05	13F	Huntington National Bank		0	−100,00	0
2025-08-14	13F	Susquehanna International Group, Llp		42 720	−2,38	1 283	3,38
2025-08-26	NP	Profunds - Profund Vp Ultrasmall-cap		101	−3,81	3	50,00
2025-08-15	13F	State of Tennessee, Treasury Department		4 892	−40,95	147	−37,61
2025-08-14	13F	Aqr Capital Management Llc		299 403	−2,62	8 994	3,15
2025-07-28	NP	URTY - ProShares UltraPro Russell2000		2 115	−28,50	62	−31,11
2025-07-30	13F	Insight Advisors, LLC/ PA		11 750	−50,00	353	−47,15
2025-06-25	NP	CSMIX - Columbia Small Cap Value Fund I Class A		197 190	−1,13	5 825	−3,89
2025-08-06	13F	Commonwealth Equity Services, Llc		10 689	−1,76	0
2025-08-11	13F	Pacific Ridge Capital Partners, LLC		0	−100,00	0
2025-07-28	NP	ITWO - ProShares Russell 2000 High Income ETF		490	−2,97	14	−6,67
2025-08-28	NP	IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock 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		255 295	−5,29	7 669	0,33
2025-08-18	NP	PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P		4 558	−30,03	137	−26,09
2025-07-30	NP	PZVSX - Pzena Small Cap Value Fund Investor Class		20 329	−40,09	600	−42,08
2025-08-14	13F	Royal Bank Of Canada		3 370	−42,32	102	−38,55
2025-08-14	13F	Goldman Sachs Group Inc		197 948	−11,73	5 946	−6,49
2025-08-28	NP	MMEAX - Victory Integrity Discovery Fund Class A		11 200	−30,43	336	−26,32
2025-08-13	13F	Renaissance Technologies Llc		625 489	−2,91	18 790	2,84
2025-07-29	NP	SECAX - SIIT Small Cap II Fund - Class A		21 961	−6,36	648	−9,50
2025-07-28	NP	OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. 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		6 126	−3,01	181	−6,74
2025-08-26	NP	BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A This fund is a listed as child fund of BlackRock, 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		11 462	−1,06	344	4,88
2025-08-12	13F	Coldstream Capital Management Inc		0	−100,00	0
2025-08-14	13F	Ameriprise Financial Inc		207 875	−46,03	6 245	−42,83
2025-07-31	13F	Leeward Investments, LLC - MA		346 897	−3,65	10 421	2,06
2025-08-12	13F	Deutsche Bank Ag\		21 684	−16,38	651	−11,43
2025-08-26	NP	IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock 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		7 129	−0,78	214	5,42
2025-08-25	13F/A	Neuberger Berman Group LLC		207 439	−1,84	6 231	3,97
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB		1 086	−4,40	33	0,00
2025-06-24	NP	TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp 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		4 239	−1,26	125	−3,85
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp 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		11 777	−11,27	348	−13,90
2025-05-14	13F	Northwestern Mutual Wealth Management Co		0	−100,00	0
2025-08-28	NP	SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp 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		9 240	−14,76	278	−9,77
2025-05-15	13F	SRS Capital Advisors, Inc.		0	−100,00	0
2025-07-11	13F	Assenagon Asset Management S.A.		0	−100,00	0
2025-07-28	13F	J.Safra Asset Management Corp		327	−29,68	10	−23,08
2025-06-30	NP	PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. 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		55 746	−19,90	1 647	−22,14
2025-07-30	13F	Bogart Wealth, LLC		250	−50,00	8	−50,00
2025-08-28	NP	SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp 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		17 767	−66,85	534	−64,91
2025-08-27	NP	VEXMX - Vanguard Extended Market Index Fund Investor Shares 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		451 954	−2,13	13 577	3,67
2025-06-26	NP	DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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		439 727	−1,93	12 990	−4,67
2025-08-26	NP	EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K		9 434	−4,53	283	1,07
2025-07-25	13F	Hemington Wealth Management		25	−3,85	0
2025-08-07	13F	Los Angeles Capital Management Llc		19 315	−17,26	580	−12,39
2025-06-23	NP	SLPIX - Small-cap Profund Investor Class		28	−9,68	1
2025-08-13	13F	Invesco Ltd.		63 913	−19,37	1 920	−14,60
2025-07-29	NP	VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares 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		19 223	−4,38	567	−7,65
2025-07-23	13F	Shell Asset Management Co		5 279	−19,16	0
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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		7 243	−9,73	214	−12,35
2025-05-05	13F	Lindbrook Capital, Llc		1 504	−1,51	43	−6,67
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund		13 149	−2,42	395	3,14
2025-08-12	13F	Zacks Investment Management		11 199	−0,93	336	5,00
2025-08-14	13F	Evergreen Capital Management Llc		7 176	−10,29	216	−4,87
2025-08-14	13F	UBS Group AG		139 020	−30,73	4 176	−26,62
2025-08-13	13F	Northern Trust Corp		310 206	−6,00	9 319	−0,43
2025-08-20	NP	HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I		77 470	−4,63	2 327	1,04
2025-08-01	13F	Teacher Retirement System Of Texas		26 205	−24,89	787	−20,42
2025-08-08	13F	Principal Financial Group Inc		20 176	−6,32	606	−1,62
2025-08-12	13F	Jpmorgan Chase & Co		127 189	−15,49	3 821	−10,50
2025-06-27	NP	MYLD - Cambria Micro and SmallCap Shareholder Yield ETF		3 720	−64,96	110	−66,15
2025-06-26	NP	THMAX - Thrivent Moderate Allocation Fund Class A		2 482	−7,84	73	−9,88
2025-06-26	NP	USMIX - Extended Market Index Fund		3 374	−3,98	100	−6,60
2025-08-27	NP	SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1		346	−1,98	10	0,00
2025-08-14	13F	Verition Fund Management LLC		0	−100,00	0
2025-06-26	NP	FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc 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		13 164	−2,78	389	−5,60
2025-08-14	13F	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.		15 794	−8,02	474	−2,47
2025-07-28	NP	UWM - ProShares Ultra Russell2000		2 886	−18,70	85	−21,30
2025-05-09	13F	R Squared Ltd		0	−100,00	0
2025-05-15	13F	Cambria Investment Management, L.P.		0	−100,00	0
2025-08-14	13F	Smartleaf Asset Management LLC		37 049	−5,41	1 134	1,07
2025-07-25	NP	PMIYX - Putnam Income Strategies Portfolio -		174	−2,25	5	0,00
2025-05-15	13F	Centiva Capital, LP		0	−100,00	0	−100,00
2025-06-26	NP	DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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		341 286	−4,56	10 082	−7,23
2025-08-27	NP	JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)		5 982	−12,45	180	−7,25
2025-06-26	NP	DFSV - Dimensional US Small Cap Value ETF		116 390	−0,20	3 438	−2,99
2025-07-03	13F	First Hawaiian Bank		0	−100,00	0	−100,00
2025-08-14	13F	Citadel Advisors Llc	Call	0	−100,00	0
2025-08-26	NP	PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares		501	−2,72	15	7,14
2025-08-26	NP	SVAL - iShares US Small Cap Value Factor ETF This fund is a listed as child fund of BlackRock 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		28 681	−4,11	862	1,53
2025-07-24	NP	FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc 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		158 352	−0,64	4 675	−4,02
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I This fund is a listed as child fund of BlackRock, 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		3 508	−4,36	105	0,96
2025-08-12	13F	Dimensional Fund Advisors Lp		1 910 039	−2,10	57 380	3,70
2025-08-08	13F	Intech Investment Management Llc		19 464	−23,70	585	−19,23
2025-06-27	NP	DPST - Direxion Daily Regional Banks Bull 3X Shares		14 528	−20,37	429	−22,56
2025-08-13	13F	ExodusPoint Capital Management, LP		0	−100,00	0
2025-08-04	13F	UNIVEST FINANCIAL Corp		503 000	−3,38	15 110	2,35
2025-08-29	NP	WWSAX - Teton Westwood Small Cap Equity Fund Class A		19 597	−5,42	589	0,17
2025-07-25	13F	Stephens Consulting, LLC		0	−100,00	0
2025-07-22	NP	DSMFX - Destinations Small-Mid Cap Equity Fund Class I		42 362	−17,08	1 251	−19,92
2025-08-13	13F	Victory Capital Management Inc		21 000	−28,45	631	−24,28
2025-08-08	13F	Pnc Financial Services Group, Inc.		5 734	−2,35	172	3,61
2025-08-05	13F	Bank of New York Mellon Corp		149 015	−1,21	4 476	4,65
2025-06-27	NP	AVFIX - American Beacon Small Cap Value Fund Institutional Class		2 100	−96,10	62	−94,28
2025-08-25	NP	QWVOX - Clearwater Small Companies Fund		38 838	−32,75	1 167	−28,77
2025-06-23	NP	PJARX - SmallCap Value Fund II R-3		52 388	−21,88	1 548	−24,05

UVSP / Univest Financial Corporation - Institutionellt ägande - Säljare

Institutionellt ägande och fondägande - Säljare

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