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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.1KNew |
$187K - $235K
|
4.1K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-10K- 70.52% |
$457K - $572K
|
4.18K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
900+ 5000.0% |
$41.1K - $51.5K
|
918
$50.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.6K- 22.49% |
$1.12M - $1.41M
|
84.9K
$4.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-539- 7.69% |
$24.6K - $30.8K
|
6.47K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$45.7 - $57.2
|
12
$655
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
30New |
$1.37K - $1.72K
|
30
$1.64K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$183 - $229
|
4
$218
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.6K- 66.67% |
$66.8K - $75.2K
|
800
$43.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.07KNew |
$253K - $285K
|
6.07K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.78K- 46.4% |
$158K - $178K
|
4.37K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
19+ 19.79% |
$793 - $893
|
115
$6.27K
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
14K+ 326.93% |
$585K - $658K
|
18.3K
$998K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-323K- 3.61% |
$13.5M - $15.2M
|
8.61M
$470M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.94K- 46.4% |
$164K - $185K
|
4.55K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
BUY
|
- |
73.1KNew |
$3.05M - $3.44M
|
73.1K
$3.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-31- 46.27% |
$1.29K - $1.46K
|
36
$1.96K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-3.4K- 35.05% |
$142K - $160K
|
6.3K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.42KNew |
$101K - $114K
|
2.42K
$132K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$41.7 - $47
|
1
$54.6
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 57.14% |
$501 - $564
|
33
$1.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
2.74K+ 34.7% |
$112K - $130K
|
10.6K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.51KNew |
$61.7K - $71.3K
|
1.51K
$82.2K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.86K+ 64.32% |
$117K - $135K
|
7.31K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-3.47K- 27.21% |
$142K - $164K
|
9.27K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
14.1KNew |
$578K - $668K
|
14.1K
$769K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-362- 10.23% |
$14.8K - $17.1K
|
3.18K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-36- 0.81% |
$1.48K - $1.7K
|
4.42K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.31K- 99.91% |
$94.7K - $109K
|
2
$109
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
470New |
$19.3K - $22.2K
|
470
$25.6K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-723- 2.17% |
$29.6K - $34.2K
|
32.6K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.54K+ 6.91% |
$268K - $310K
|
101K
$5.52M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
85New |
$3.49K - $4.02K
|
85
$4.64K
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
27.8KNew |
$1.14M - $1.31M
|
27.8K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7+ 0.13% |
$287 - $331
|
5.35K
$292K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.9K- 27.54% |
$77.9K - $89.9K
|
5K
$273K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
4.8KNew |
$197K - $227K
|
4.8K
$262K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-538- 1.93% |
$22.1K - $25.5K
|
27.3K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
986New |
$40.4K - $46.7K
|
986
$53.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13New |
$533 - $615
|
13
$709
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
186New |
$7.63K - $8.81K
|
186
$10.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
10.3KNew |
$424K - $489K
|
10.3K
$564K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-65- 21.67% |
$2.21K - $3.06K
|
235
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.5KNew |
$153K - $212K
|
4.5K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
13.9K+ 30323.91% |
$474K - $657K
|
14K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.12K- 19.96% |
$310K - $430K
|
36.6K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
8.83K+ 363.81% |
$300K - $416K
|
11.3K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
20.7KNew |
$704K - $976K
|
20.7K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.7KNew |
$160K - $221K
|
4.7K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
13.8KNew |
$467K - $647K
|
13.8K
$750K
|
|