Latest Institutional Transactions on Wsfs Financial Corp (WSFS)
This table provides information on the latest institutional transactions involving Wsfs Financial Corp (WSFS) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-110K- 17.64% |
$5.32M - $6.69M
|
511K
$27.5M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
19New |
$923 - $1.16K
|
19
$1.02K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.19K- 5.8% |
$155K - $195K
|
51.8K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 16.67% |
$340 - $428
|
49
$2.64K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.17K+ 68.42% |
$56.9K - $71.6K
|
2.89K
$155K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 15.38% |
$97.1 - $122
|
11
$592
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.08% |
$243 - $305
|
6.1K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.9KNew |
$190K - $238K
|
3.9K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-506- 0.74% |
$24.6K - $30.9K
|
67.6K
$3.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9New |
$437 - $550
|
9
$485
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
227K+ 819.76% |
$11M - $13.9M
|
255K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4New |
$194 - $244
|
4
$215
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 2.56% |
$48.6 - $61.1
|
38
$2.05K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
37+ 15.95% |
$1.8K - $2.26K
|
269
$14.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.01% |
$48.6 - $61.1
|
12.8K
$690K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37+ 2.55% |
$1.8K - $2.26K
|
1.49K
$80.1K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.4K- 7.91% |
$1.62M - $2.02M
|
412K
$22.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11+ 0.14% |
$502 - $629
|
7.66K
$412K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.9KNew |
$588K - $737K
|
12.9K
$693K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.76K+ 17.96% |
$400K - $501K
|
57.6K
$3.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21- 0.33% |
$959 - $1.2K
|
6.42K
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$365 - $458
|
8
$431
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
63.3K+ 110.8% |
$2.89M - $3.62M
|
120K
$6.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
24+ 3.48% |
$1.1K - $1.37K
|
714
$38.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.62KNew |
$211K - $264K
|
4.62K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.73KNew |
$216K - $270K
|
4.73K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-46.6K- 5.76% |
$2.13M - $2.67M
|
763K
$41.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.6KNew |
$1.49M - $1.87M
|
32.6K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21New |
$959 - $1.2K
|
21
$1.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-78.1K- 8.91% |
$3.56M - $4.47M
|
798K
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
147K+ 28.04% |
$6.7M - $8.4M
|
670K
$36.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.45K+ 67.65% |
$157K - $197K
|
8.54K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25+ 0.22% |
$1.14K - $1.43K
|
11.4K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.4K- 66.61% |
$703K - $881K
|
7.72K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-13.2K- 45.34% |
$601K - $753K
|
15.9K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.8K- 9.84% |
$769K - $963K
|
154K
$8.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-512- 2.87% |
$23.4K - $29.3K
|
17.3K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.35K- 1.08% |
$107K - $134K
|
216K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-37.7K- 2.18% |
$1.72M - $2.16M
|
1.69M
$91.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
184New |
$8.4K - $10.5K
|
184
$9.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.39K- 2.51% |
$200K - $251K
|
170K
$9.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
26.6KNew |
$1.21M - $1.52M
|
26.6K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.64K- 42.96% |
$257K - $322K
|
7.48K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-13.6K- 9.66% |
$622K - $780K
|
127K
$6.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-6.5K- 4.92% |
$297K - $372K
|
126K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.7KNew |
$488K - $611K
|
10.7K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
388+ 7.87% |
$17.7K - $22.2K
|
5.32K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-470- 0.4% |
$21.5K - $26.9K
|
117K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.3KNew |
$834K - $1.05M
|
18.3K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.39K+ 15.22% |
$292K - $366K
|
48.4K
$2.6M
|
|