Latest Institutional Transactions on Waterstone Financial, Inc. (WSBF)
This table provides information on the latest institutional transactions involving Waterstone Financial, Inc. (WSBF) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.07% |
$106 - $132
|
11.4K
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20- 0.93% |
$266 - $331
|
2.14K
$29.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2K+ 10.07% |
$26.5K - $33K
|
21.8K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 3.23% |
$2.18K - $2.71K
|
4.91K
$67.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.21K- 1.5% |
$29.3K - $36.5K
|
145K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
27.1KNew |
$360K - $449K
|
27.1K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
17.5K+ 19.29% |
$233K - $290K
|
108K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
180+ 18.85% |
$2.39K - $2.98K
|
1.14K
$15.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
96New |
$1.27K - $1.59K
|
96
$1.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
46+ 15.28% |
$611 - $760
|
347
$4.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.1K- 19.55% |
$54.4K - $67.8K
|
16.9K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 300.0% |
$398 - $496
|
40
$552
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-26- 0.71% |
$345 - $430
|
3.61K
$49.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-345- 1.28% |
$4.58K - $5.7K
|
26.7K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-20.7K- 49.35% |
$275K - $342K
|
21.3K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.71K+ 5.0% |
$49.2K - $61.2K
|
77.8K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
362+ 338.32% |
$4.81K - $5.98K
|
469
$6.48K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14New |
$186 - $231
|
14
$193
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.68KNew |
$22.3K - $27.7K
|
1.68K
$23.1K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.8KNew |
$149K - $192K
|
11.8K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
85New |
$1.08K - $1.38K
|
85
$1.17K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-46.4K- 29.86% |
$589K - $755K
|
109K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.65KNew |
$20.9K - $26.8K
|
1.65K
$22.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
486New |
$6.17K - $7.91K
|
486
$6.71K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-4.5K- 11.36% |
$57.2K - $73.2K
|
35.1K
$485K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6K- 74.57% |
$76.2K - $97.6K
|
2.05K
$28.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
14New |
$178 - $228
|
14
$193
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
31New |
$394 - $504
|
31
$428
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
100New |
$1.27K - $1.63K
|
100
$1.38K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.16K+ 11.73% |
$23.1K - $28.3K
|
20.6K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-552- 31.63% |
$5.91K - $7.24K
|
1.19K
$16.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
78+ 185.71% |
$835 - $1.02K
|
120
$1.66K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.28K- 10.68% |
$35.1K - $43K
|
27.4K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.33KNew |
$24.9K - $30.5K
|
2.33K
$32.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15.2K- 0.97% |
$163K - $199K
|
1.56M
$21.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
15New |
$161 - $197
|
15
$207
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
131New |
$1.4K - $1.72K
|
131
$1.81K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$10.7 - $13.1
|
1
$13.8
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 400.0% |
$12.2K - $15.7K
|
1.37K
$18.9K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
600New |
$6.7K - $8.6K
|
600
$8.29K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-121K- 90.67% |
$1.35M - $1.73M
|
12.4K
$171K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-192- 2.2% |
$2.14K - $2.75K
|
8.56K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-10.4K- 32.45% |
$116K - $149K
|
21.6K
$298K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
14.4KNew |
$161K - $207K
|
14.4K
$199K
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
BUY
|
- |
10KNew |
$112K - $143K
|
10K
$138K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
63New |
$703 - $903
|
63
$870
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-66- 98.51% |
$737 - $946
|
1
$13.8
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4New |
$44.6 - $57.4
|
4
$55.2
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.1KNew |
$34.6K - $44.5K
|
3.1K
$42.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-987- 57.02% |
$11K - $14.2K
|
744
$10.3K
|
|