Institutional Ownership Waterstone Financial, Inc. (WSBF)
This table provides information about the institutional ownership of Waterstone Financial, Inc. (WSBF). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 9.65 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
516
shares
|
$7,177
0.0% of portfolio
|
Q4 2024
Added 892.31%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
469
shares
|
$6,523
0.0% of portfolio
|
Q4 2024
Added 338.32%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
347
shares
|
$4,826
0.0% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
282
shares
|
$3,922
0.0% of portfolio
|
Q4 2023
Added 145.22%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
120
shares
|
$1,669
0.0% of portfolio
|
Q2 2024
Added 185.71%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
96
shares
|
$1,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
85
shares
|
$1,182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
63
shares
|
$876
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
56
shares
|
$778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
40
shares
|
$556
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
14
shares
|
$194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
14
shares
|
$194
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q1 2024
Reduced 98.51%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|