A detailed history of Morgan Stanley transactions in Wsfs Financial Corp stock. As of the latest transaction made, Morgan Stanley holds 529,875 shares of WSFS stock, worth $28.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
529,875
Previous 406,226 30.44%
Holding current value
$28.6 Million
Previous $19.1 Million 41.51%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$45.65 - $57.21 $5.64 Million - $7.07 Million
123,649 Added 30.44%
529,875 $27 Million
Q2 2024

Oct 17, 2024

SELL
$41.74 - $47.0 $2.11 Million - $2.37 Million
-50,468 Reduced 11.05%
406,226 $19.1 Million
Q2 2024

Aug 14, 2024

SELL
$41.74 - $47.0 $2.11 Million - $2.37 Million
-50,468 Reduced 11.05%
406,226 $19.1 Million
Q1 2024

Oct 17, 2024

BUY
$41.0 - $47.34 $2.07 Million - $2.39 Million
50,468 Added 12.42%
456,694 $20.6 Million
Q1 2024

Aug 16, 2024

SELL
$41.0 - $47.34 $3.01 Million - $3.48 Million
-73,481 Reduced 13.86%
456,694 $20.6 Million
Q1 2024

May 15, 2024

SELL
$41.0 - $47.34 $3.01 Million - $3.48 Million
-73,481 Reduced 13.86%
456,694 $20.6 Million
Q4 2023

Aug 16, 2024

BUY
$33.96 - $47.08 $4.21 Million - $5.84 Million
123,949 Added 30.51%
530,175 $24.4 Million
Q4 2023

Feb 13, 2024

BUY
$33.96 - $47.08 $6 Million - $8.31 Million
176,556 Added 49.93%
530,175 $24.4 Million
Q3 2023

Nov 15, 2023

BUY
$35.43 - $44.24 $894,182 - $1.12 Million
25,238 Added 7.69%
353,619 $12.9 Million
Q2 2023

Aug 14, 2023

SELL
$29.94 - $39.77 $1.73 Million - $2.29 Million
-57,629 Reduced 14.93%
328,381 $12.4 Million
Q1 2023

May 15, 2023

SELL
$37.05 - $51.16 $750,966 - $1.04 Million
-20,269 Reduced 4.99%
386,010 $14.5 Million
Q4 2022

Feb 14, 2023

BUY
$44.36 - $49.78 $2 Million - $2.25 Million
45,175 Added 12.51%
406,279 $18.4 Million
Q3 2022

Nov 14, 2022

SELL
$37.96 - $51.42 $101,163 - $137,034
-2,665 Reduced 0.73%
361,104 $16.8 Million
Q2 2022

Oct 27, 2022

BUY
$37.77 - $45.83 $2.46 Million - $2.98 Million
65,071 Added 21.78%
363,769 $14.6 Million
Q2 2022

Aug 15, 2022

BUY
$37.77 - $45.83 $2.46 Million - $2.98 Million
65,071 Added 21.78%
363,769 $14.6 Million
Q1 2022

Oct 27, 2022

SELL
$46.62 - $56.06 $3.03 Million - $3.65 Million
-65,071 Reduced 17.89%
298,698 $13.9 Million
Q1 2022

May 13, 2022

BUY
$46.62 - $56.06 $1.2 Million - $1.44 Million
25,766 Added 9.44%
298,698 $13.9 Million
Q4 2021

Feb 14, 2022

BUY
$47.5 - $55.67 $2.23 Million - $2.62 Million
46,986 Added 20.8%
272,932 $13.7 Million
Q3 2021

Nov 15, 2021

BUY
$42.8 - $52.05 $9.67 Million - $11.8 Million
225,946 New
225,946 $11.6 Million

Others Institutions Holding WSFS

About WSFS FINANCIAL CORP


  • Ticker WSFS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 61,949,000
  • Market Cap $3.34B
  • Description
  • WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...
More about WSFS
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.