Latest Institutional Transactions on Tfs Financial Corp (TFSL)
This table provides information on the latest institutional transactions involving Tfs Financial Corp (TFSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10+ 16.39% |
$112 - $130
|
71
$971
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
11.1KNew |
$124K - $144K
|
11.1K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11.9KNew |
$133K - $155K
|
11.9K
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 1.89% |
$55.9 - $64.9
|
270
$3.69K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1- -0.0% |
$11.2 - $13
|
50.1K
$685K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7- 11.48% |
$78.3 - $90.8
|
54
$738
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-123K- 57.44% |
$1.38M - $1.6M
|
91.4K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
422+ 691.8% |
$4.72K - $5.47K
|
483
$6.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.91K+ 38.97% |
$32.5K - $37.8K
|
10.4K
$142K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 19.05% |
$44.7 - $51.9
|
25
$342
|
|
| Q1 2023 | |||||||
|
Jul 24, 2025
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
12.3KNew |
$151K - $185K
|
12.3K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
35.9KNew |
$441K - $539K
|
35.9K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-928- 1.97% |
$11.4K - $13.9K
|
46.2K
$632K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-100- 0.08% |
$1.23K - $1.5K
|
125K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.35K+ 20.74% |
$53.5K - $65.4K
|
25.3K
$346K
|
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
BUY
|
- |
9.91KNew |
$122K - $149K
|
9.91K
$135K
|
|
|
May 10, 2023
Q1 2023
|
Harbor Advisors LLC
|
SELL
|
- |
-7.74K- 15.48% |
$95.2K - $116K
|
42.3K
$578K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
52KNew |
$639K - $781K
|
52K
$710K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
338+ 73.0% |
$4.16K - $5.08K
|
801
$10.9K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
13.5KNew |
$166K - $202K
|
13.5K
$184K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$12.3 - $15
|
1
$13.7
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 28.57% |
$24.6 - $30.1
|
9
$123
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 10.71% |
$73.8 - $90.2
|
62
$848
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.2KNew |
$494K - $604K
|
40.2K
$550K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
17.9KNew |
$220K - $269K
|
17.9K
$245K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3KNew |
$36.9K - $45.1K
|
3K
$41K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.83K- 10.65% |
$22.5K - $27.5K
|
15.4K
$210K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
676+ 1.51% |
$8.31K - $10.2K
|
45.3K
$620K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1KNew |
$12.6K - $14.6K
|
1K
$13.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.25MNew |
$15.7M - $18.1M
|
1.25M
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
53.1K+ 76.86% |
$669K - $773K
|
122K
$1.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
100+ 0.81% |
$1.26K - $1.46K
|
12.4K
$169K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$127K - $147K
|
10.1K
$138K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
965New |
$12.2K - $14.1K
|
965
$13.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.3KNew |
$16.4K - $18.9K
|
1.3K
$17.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
363+ 28.58% |
$4.57K - $5.29K
|
1.63K
$22.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
3.4K+ 22.08% |
$44K - $53.1K
|
18.8K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
3.44KNew |
$44.4K - $53.7K
|
3.44K
$47K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.83K+ 47.88% |
$49.6K - $59.8K
|
11.8K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
14KNew |
$181K - $219K
|
14K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.14K- 23.18% |
$40.6K - $49K
|
10.4K
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
5.14K+ 4.8% |
$66.5K - $80.3K
|
112K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-741Closed |
$9.58K - $11.6K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.1KNew |
$144K - $174K
|
11.1K
$152K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.03KNew |
$13.3K - $16.1K
|
1.03K
$14.1K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 2.0% |
$25.9 - $31.2
|
102
$1.39K
|
|
| Q2 2022 | |||||||
|
Oct 01, 2025
Q2 2022
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
500New |
$6.69K - $8.34K
|
500
$6.84K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-530Closed |
$7.09K - $8.84K
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.37K- 1.59% |
$18.4K - $22.9K
|
84.7K
$1.16M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
502New |
$6.72K - $8.37K
|
502
$6.86K
|
|