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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 27.27% |
$150 - $178
|
14
$649
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.8KNew |
$439K - $522K
|
8.8K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
94+ 34.94% |
$4.7K - $5.58K
|
363
$16.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
112+ 74.67% |
$5.59K - $6.64K
|
262
$12.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-27.9K- 41.29% |
$1.39M - $1.66M
|
39.7K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-398- 69.58% |
$19.9K - $23.6K
|
174
$8.07K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-682- 3.05% |
$34.1K - $40.5K
|
21.7K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11New |
$549 - $653
|
11
$510
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 98.07% |
$5.18M - $6.15M
|
2.04K
$94.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51New |
$2.55K - $3.03K
|
51
$2.36K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.41K- 4.75% |
$420K - $499K
|
169K
$7.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 83.33% |
$2.5K - $2.97K
|
110
$5.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 150.0% |
$300 - $356
|
10
$464
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90- 9.47% |
$4.5K - $5.34K
|
860
$39.9K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-33- 0.31% |
$1.65K - $1.96K
|
10.4K
$484K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
252+ 90.0% |
$12.6K - $15K
|
532
$24.7K
|
|
| Q4 2024 | |||||||
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-553- 10.28% |
$26.9K - $33.8K
|
4.83K
$224K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
12+ 1.68% |
$583 - $733
|
726
$33.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.3K- 3.72% |
$1.81M - $2.28M
|
967K
$44.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$2.43K - $3.05K
|
50
$2.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
48.8K+ 7.29% |
$2.37M - $2.98M
|
719K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-18.8K- 2.23% |
$914K - $1.15M
|
827K
$38.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
35.8K+ 74.02% |
$1.74M - $2.19M
|
84.1K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
9.83K+ 1.29% |
$477K - $601K
|
773K
$35.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
17.2K+ 49.64% |
$834K - $1.05M
|
51.7K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12+ 0.24% |
$583 - $733
|
5.07K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.54K+ 1.19% |
$463K - $583K
|
809K
$37.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.33K+ 1.44% |
$210K - $264K
|
304K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.14K- 0.9% |
$55.5K - $69.8K
|
126K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
101New |
$4.91K - $6.17K
|
101
$4.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.21K- 2.73% |
$156K - $196K
|
114K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
19.4KNew |
$945K - $1.19M
|
19.4K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26- 0.01% |
$1.26K - $1.59K
|
233K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
275+ 2.57% |
$13.4K - $16.8K
|
11K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36+ 0.8% |
$1.75K - $2.2K
|
4.56K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
16.7K+ 222.81% |
$810K - $1.02M
|
24.2K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.1K- 5.66% |
$150K - $189K
|
51.7K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.5K- 4.38% |
$72.9K - $91.7K
|
32.7K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-6.6K- 54.1% |
$321K - $403K
|
5.6K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
284K+ 9.36% |
$13.8M - $17.3M
|
3.31M
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-3.94K- 6.21% |
$191K - $241K
|
59.5K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.34K- 0.32% |
$259K - $326K
|
1.69M
$78.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.66K+ 35.16% |
$80.7K - $102K
|
6.39K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-429- 5.02% |
$20.8K - $26.2K
|
8.11K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.37KNew |
$212K - $267K
|
4.37K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.11KNew |
$248K - $312K
|
5.11K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.3K- 73.33% |
$160K - $202K
|
1.2K
$55.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
10.5KNew |
$509K - $640K
|
10.5K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-40.2K- 64.64% |
$1.95M - $2.46M
|
22K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
1.61K+ 4.15% |
$78.1K - $98.2K
|
40.3K
$1.87M
|
|