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

Institutional Holders (2016Q3)
Portfolio Summary: 120 Institutional holders with a total value of $332,972,835.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 NISA INVESTMENT ADVISORS, LLC 2,936 69,000 0.02%
102 CITIGROUP INC 2,935 69,000 0.02%
103 BNP PARIBAS FINANCIAL MARKETS 1,758 41,067 0.01%
104 Tower Research Capital LLC (TRC) 1,732 40,000 0.01%
105 ASSET PLANNING SERVICES, LTD. 1,220 28,000 0.01%
106 Zurcher Kantonalbank (Zurich Cantonalbank) 1,209 28,000 0.01%
107 Hudock, Inc. 1,040 24,000 0.01%
108 LADENBURG THALMANN FINANCIAL SERVICES INC. 970 23,000 0.01%
109 CANADA LIFE ASSURANCE Co 900 21,000 0.01%
110 NEXT Financial Group, Inc 855 20,000 0.01%
111 ADVANTAGE INVESTMENT MANAGEMENT, LLC 729 17,000 0.01%
112 BARCLAYS PLC 497 12,000 0.00%
113 GENEOS WEALTH MANAGEMENT INC. 500 11,000 0.00%
114 DELTA ASSET MANAGEMENT LLC/TN 291 7,000 0.00%
115 FEDERATED HERMES, INC. 202 5,000 0.00%
116 Brick & Kyle, Associates 200 5,000 0.00%
117 Plante Moran Financial Advisors, LLC 137 3,000 0.00%
118 JACOBI CAPITAL MANAGEMENT LLC 100 2,000 0.00%
119 LOOMIS SAYLES & CO L P 23 1,000 0.00%
120 VERSANT CAPITAL MANAGEMENT, INC 10 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.