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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
660New |
$7.99K - $9.74K
|
660
$10.3K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
20.3KNew |
$246K - $299K
|
20.3K
$317K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
127New |
$1.54K - $1.87K
|
127
$1.98K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
14.8KNew |
$179K - $218K
|
14.8K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-1.24K- 0.61% |
$15K - $18.3K
|
204K
$3.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
60New |
$727 - $885
|
60
$937
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$363 - $443
|
30
$468
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-33.6K- 49.81% |
$446K - $555K
|
33.8K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-56.9K- 53.15% |
$756K - $941K
|
50.2K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.71K- 9.37% |
$22.6K - $28.2K
|
16.5K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.5KNew |
$193K - $240K
|
14.5K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.67KNew |
$75.2K - $93.6K
|
5.67K
$88.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
27.1KNew |
$360K - $449K
|
27.1K
$424K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
96New |
$1.27K - $1.59K
|
96
$1.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-20.7K- 49.35% |
$275K - $342K
|
21.3K
$332K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
85New |
$1.08K - $1.38K
|
85
$1.33K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.65KNew |
$20.9K - $26.8K
|
1.65K
$25.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
486New |
$6.17K - $7.91K
|
486
$7.59K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
14New |
$178 - $228
|
14
$219
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
31New |
$394 - $504
|
31
$484
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
100New |
$1.27K - $1.63K
|
100
$1.56K
|
|
| Q2 2024 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
6K+ 293.26% |
$64.3K - $78.7K
|
8.05K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
78+ 185.71% |
$835 - $1.02K
|
120
$1.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.28K- 10.68% |
$35.1K - $43K
|
27.4K
$428K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.33KNew |
$24.9K - $30.5K
|
2.33K
$36.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15.2K- 0.97% |
$163K - $199K
|
1.56M
$24.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
15New |
$161 - $197
|
15
$234
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
600New |
$6.7K - $8.6K
|
600
$9.37K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 400.0% |
$12.2K - $15.7K
|
1.37K
$21.4K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-121K- 90.67% |
$1.35M - $1.73M
|
12.4K
$194K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-192- 2.2% |
$2.14K - $2.75K
|
8.56K
$134K
|
|
|
May 13, 2024
Q1 2024
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-10.4K- 32.45% |
$116K - $149K
|
21.6K
$337K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
14.4KNew |
$161K - $207K
|
14.4K
$225K
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
BUY
|
- |
10KNew |
$112K - $143K
|
10K
$156K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-66- 98.51% |
$737 - $946
|
1
$15.6
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4New |
$44.6 - $57.4
|
4
$62.4
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.1KNew |
$34.6K - $44.5K
|
3.1K
$48.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-987- 57.02% |
$11K - $14.2K
|
744
$11.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6.45KNew |
$63.4K - $94K
|
6.45K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
659+ 1.0% |
$6.48K - $9.61K
|
66.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.1K- 65.63% |
$20.7K - $30.6K
|
1.1K
$17.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
153New |
$1.51K - $2.23K
|
153
$2.39K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13.9KNew |
$137K - $202K
|
13.9K
$217K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14New |
$138 - $204
|
14
$219
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
5.25K+ 22.73% |
$51.7K - $76.6K
|
28.4K
$443K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2KNew |
$19.7K - $29.2K
|
2K
$31.2K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.19K- 81.53% |
$24K - $33K
|
496
$7.74K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
68New |
$745 - $1.02K
|
68
$1.06K
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-127- 0.24% |
$1.39K - $1.91K
|
53.1K
$829K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.5KNew |
$115K - $158K
|
10.5K
$164K
|
|