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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$133 - $149
|
3
$162
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-212- 87.6% |
$9.4K - $10.6K
|
30
$1.62K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 3.7% |
$44.4 - $49.8
|
26
$1.4K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 2.5% |
$88.7 - $99.6
|
78
$4.2K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-378- 18.44% |
$16.8K - $18.8K
|
1.67K
$90K
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
405+ 1.25% |
$18K - $20.2K
|
32.8K
$1.77M
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 200.0% |
$177 - $199
|
6
$323
|
|
Q3 2022 | |||||||
Jan 03, 2024
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
10.8KNew |
$412K - $558K
|
10.8K
$584K
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-62Closed |
$2.35K - $3.19K
|
0
$0
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
444+ 17.47% |
$16.9K - $22.8K
|
2.99K
$161K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
115+ 1.72% |
$4.37K - $5.91K
|
6.82K
$367K
|
|
Nov 14, 2022
Q3 2022
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-20.7K- 34.5% |
$786K - $1.06M
|
39.3K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.89K- 85.96% |
$110K - $149K
|
472
$25.4K
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
4.7K+ 783.33% |
$178K - $242K
|
5.3K
$285K
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
270+ 0.77% |
$10.2K - $13.9K
|
35.2K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-40.6K- 65.47% |
$1.54M - $2.09M
|
21.4K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
97.2KNew |
$3.69M - $5M
|
97.2K
$5.23M
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 23.21% |
$49.9K - $67.6K
|
6.98K
$376K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
12.4K+ 245.96% |
$472K - $640K
|
17.5K
$942K
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.47KNew |
$170K - $230K
|
4.47K
$241K
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-9.75KClosed |
$370K - $501K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-13.3K- 68.0% |
$505K - $684K
|
6.26K
$337K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
5New |
$190 - $257
|
5
$269
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
115New |
$4.37K - $5.91K
|
115
$6.19K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.53KNew |
$210K - $285K
|
5.53K
$298K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-720- 30.19% |
$27.3K - $37K
|
1.67K
$89.6K
|
|
Q2 2022 | |||||||
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.25KNew |
$274K - $332K
|
7.25K
$391K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-19Closed |
$718 - $871
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-900Closed |
$34K - $41.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-3.82K- 36.17% |
$144K - $175K
|
6.74K
$363K
|
|
Aug 15, 2022
Q2 2022
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
12.2K+ 19.86% |
$462K - $561K
|
73.9K
$3.98M
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-14.2K- 27.55% |
$535K - $650K
|
37.3K
$2.01M
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-12.8KClosed |
$482K - $585K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 9.09% |
$37.8 - $45.8
|
12
$646
|
|
Aug 12, 2022
Q2 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.75KNew |
$255K - $309K
|
6.75K
$363K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.11KClosed |
$231K - $280K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 95.0% |
$718 - $871
|
1
$53.8
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-35Closed |
$1.32K - $1.6K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7Closed |
$264 - $321
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
1KNew |
$37.8K - $45.8K
|
1K
$53.8K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
44New |
$1.66K - $2.02K
|
44
$2.37K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-33- 89.19% |
$1.25K - $1.51K
|
4
$215
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-61- 19.55% |
$2.3K - $2.8K
|
251
$13.5K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-180Closed |
$6.8K - $8.25K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-194Closed |
$7.33K - $8.89K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-201K- 86.49% |
$7.59M - $9.21M
|
31.4K
$1.69M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
5.82KNew |
$220K - $267K
|
5.82K
$313K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-51.8KClosed |
$2.42M - $2.91M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6.3KClosed |
$294K - $353K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-105KClosed |
$4.9M - $5.89M
|
0
$0
|