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UNIVEST FINANCIAL CORPORATIO
UNIVEST FINANCIAL CORPORATIO. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 110 Institutional holders with a total value of $213,808,562.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 CANADA LIFE ASSURANCE Co 900 19,000 0.01%
102 JPMORGAN CHASE & CO 889 19,000 0.01%
103 NEXT Financial Group, Inc 855 17,000 0.01%
104 LADENBURG THALMANN FINANCIAL SERVICES INC. 739 16,000 0.01%
105 BNP PARIBAS FINANCIAL MARKETS 737 15,492 0.01%
106 GENEOS WEALTH MANAGEMENT INC. 500 10,000 0.00%
107 Brick & Kyle, Associates 200 4,000 0.00%
108 JACOBI CAPITAL MANAGEMENT LLC 100 2,000 0.00%
109 Plante Moran Financial Advisors, LLC 106 2,000 0.00%
110 LOOMIS SAYLES & CO L P 23 0 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.