Latest Institutional Transactions on Tfs Financial Corp (TFSL)
This table provides information on the latest institutional transactions involving Tfs Financial Corp (TFSL) 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 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-404- 1.03% |
$5.09K - $5.75K
|
38.9K
$531K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
15.1KNew |
$190K - $214K
|
15.1K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-44- 0.09% |
$555 - $626
|
49.7K
$680K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.4KNew |
$195K - $220K
|
15.4K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.3K- 40.37% |
$193K - $218K
|
22.6K
$309K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
52+ 0.48% |
$656 - $740
|
10.8K
$148K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.61K- 7.41% |
$32.9K - $37.2K
|
32.6K
$446K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
91New |
$1.15K - $1.29K
|
91
$1.24K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
37.8KNew |
$476K - $538K
|
37.8K
$516K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
85+ 242.86% |
$1.07K - $1.21K
|
120
$1.64K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
38New |
$479 - $541
|
38
$519
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.01KNew |
$12.8K - $14.4K
|
1.01K
$13.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
567+ 100.0% |
$7.15K - $8.07K
|
1.13K
$15.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.97K- 27.08% |
$62.7K - $70.8K
|
13.4K
$183K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-413- 3.67% |
$5.21K - $5.88K
|
10.8K
$148K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
220+ 0.47% |
$2.77K - $3.13K
|
47.2K
$645K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-440- 30.64% |
$5.55K - $6.26K
|
996
$13.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
29New |
$366 - $413
|
29
$396
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
224+ 1.37% |
$2.82K - $3.19K
|
16.6K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.79K- 17.53% |
$22.5K - $25.4K
|
8.41K
$115K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
16.4KNew |
$207K - $233K
|
16.4K
$224K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.74K+ 23.74% |
$59.7K - $67.4K
|
24.7K
$337K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 1.15% |
$126 - $142
|
882
$12.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
1+ 0.08% |
$12.6 - $14.2
|
1.25K
$17.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.64K+ 15.93% |
$33.3K - $37.6K
|
19.2K
$263K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
31+ 1.2% |
$391 - $441
|
2.62K
$35.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
391New |
$4.93K - $5.56K
|
391
$5.34K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.7KNew |
$387K - $436K
|
30.7K
$419K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-10.6K- 14.91% |
$133K - $150K
|
60.3K
$825K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.04KNew |
$25.7K - $29K
|
2.04K
$27.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.55K+ 6.43% |
$19.6K - $22.1K
|
25.7K
$352K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
176New |
$2.22K - $2.5K
|
176
$2.41K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-7- 4.07% |
$88.3 - $99.6
|
165
$2.26K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
491+ 2.8% |
$6.19K - $6.99K
|
18K
$247K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 2.11% |
$227 - $256
|
873
$11.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.88K+ 44.52% |
$61.6K - $69.5K
|
15.9K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.54K- 5.66% |
$69.8K - $78.8K
|
92.3K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.1K+ 15.06% |
$39K - $44.1K
|
23.7K
$323K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
11.9KNew |
$150K - $170K
|
11.9K
$163K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-119- 30.28% |
$1.5K - $1.69K
|
274
$3.75K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.78K+ 35.52% |
$22.4K - $25.3K
|
6.78K
$92.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
17.4KNew |
$219K - $247K
|
17.4K
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-766- 6.09% |
$9.66K - $10.9K
|
11.8K
$161K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
91+ 0.08% |
$1.15K - $1.29K
|
117K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-645- 43.41% |
$8.13K - $9.18K
|
841
$11.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-395- 20.35% |
$4.98K - $5.62K
|
1.55K
$21.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
165+ 1.41% |
$2.08K - $2.35K
|
11.9K
$162K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
47New |
$593 - $669
|
47
$642
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
141+ 1.18% |
$1.78K - $2.01K
|
12.1K
$165K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.07K- 21.68% |
$38.7K - $43.7K
|
11.1K
$152K
|
|