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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-8.24KClosed |
$323K - $377K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-37KClosed |
$1.45M - $1.69M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-5.31KClosed |
$208K - $243K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Hudock, Inc.
|
SELL
|
- |
-16Closed |
$627 - $732
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-34.3KClosed |
$1.34M - $1.57M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-9.94KClosed |
$389K - $440K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-11.2KClosed |
$436K - $493K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-7.6KClosed |
$297K - $336K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-6.88KClosed |
$269K - $304K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-6.49KClosed |
$254K - $287K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-3.86KClosed |
$151K - $171K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-4.6KClosed |
$180K - $204K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37.5KNew |
$1.47M - $1.66M
|
37.5K
$1.74M
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-59.9KClosed |
$2.34M - $2.65M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-900Closed |
$35.2K - $39.8K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-150Closed |
$5.87K - $6.64K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Aug 16, 2019
Q1 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18Closed |
$675 - $801
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-9.66KClosed |
$362K - $430K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.6KClosed |
$59.9K - $71K
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Cordasco Financial Network
|
BUY
|
- |
130New |
$4.88K - $5.78K
|
130
$6.03K
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Hancock Whitney Corp
|
SELL
|
- |
-14.2KClosed |
$516K - $681K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-11.7KClosed |
$426K - $562K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.8KClosed |
$175K - $231K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-200Closed |
$7.28K - $9.61K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-35Closed |
$1.27K - $1.68K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Nvwm, LLC
|
SELL
|
- |
-269Closed |
$9.79K - $12.9K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-4.08KClosed |
$191K - $235K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Harbor Advisors LLC
|
SELL
|
- |
-6.56KClosed |
$306K - $378K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-3.81KClosed |
$178K - $219K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-6.08KClosed |
$284K - $350K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-170KClosed |
$7.92M - $9.76M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.3K+ 5468.72% |
$620K - $704K
|
13.5K
$627K
|
|
|
May 15, 2018
Q1 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3Closed |
$140 - $159
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-9KClosed |
$420K - $477K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-105- 23.18% |
$4.9K - $5.56K
|
348
$16.1K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-19.2KClosed |
$892K - $1M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.4KClosed |
$204K - $229K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-45.9KClosed |
$2.13M - $2.39M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-12.9KClosed |
$550K - $629K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.56KClosed |
$109K - $125K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Nov 01, 2017
Q2 2017
|
Legacy Advisors, LLC
|
SELL
|
- |
-808Closed |
N/A
|
0
$0
|
|