Latest Institutional Transactions on Waterstone Financial, Inc. (WSBF)
This table provides information on the latest institutional transactions involving Waterstone Financial, Inc. (WSBF) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
62.5KNew |
$757K - $922K
|
62.5K
$875K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-311- 6.34% |
$3.77K - $4.59K
|
4.6K
$64.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-69- 0.28% |
$836 - $1.02K
|
24.1K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
20.3KNew |
$246K - $299K
|
20.3K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
45New |
$545 - $664
|
45
$630
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.1K- 10.24% |
$146K - $178K
|
106K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-6.18K- 0.66% |
$74.9K - $91.2K
|
937K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.25K- 0.86% |
$15.1K - $18.4K
|
143K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.53K+ 34.52% |
$91.2K - $111K
|
29.3K
$411K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
127New |
$1.54K - $1.87K
|
127
$1.78K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-15.6K- 14.43% |
$189K - $231K
|
92.7K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
14.8KNew |
$179K - $218K
|
14.8K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-1.24K- 0.61% |
$15K - $18.3K
|
204K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.17K- 12.86% |
$26.3K - $32K
|
14.7K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
614+ 16.99% |
$7.44K - $9.06K
|
4.23K
$59.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
60New |
$727 - $885
|
60
$840
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$363 - $443
|
30
$420
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-62- 0.54% |
$751 - $915
|
11.4K
$159K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.17K- 92.56% |
$26.2K - $31.9K
|
174
$2.44K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 75.0% |
$363 - $443
|
10
$140
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-112- 4.98% |
$1.49K - $1.85K
|
2.14K
$29.9K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.48K+ 5.88% |
$19.7K - $24.5K
|
26.7K
$373K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
2.8K+ 7.91% |
$37.2K - $46.3K
|
38.2K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-33.6K- 49.81% |
$446K - $555K
|
33.8K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-186- 1.82% |
$2.47K - $3.07K
|
10K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-56.9K- 53.15% |
$756K - $941K
|
50.2K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.71K- 9.37% |
$22.6K - $28.2K
|
16.5K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.5KNew |
$193K - $240K
|
14.5K
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.67KNew |
$75.2K - $93.6K
|
5.67K
$79.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
27.1KNew |
$360K - $449K
|
27.1K
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
180+ 18.85% |
$2.39K - $2.98K
|
1.14K
$15.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
96New |
$1.27K - $1.59K
|
96
$1.34K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-20.7K- 49.35% |
$275K - $342K
|
21.3K
$298K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
85New |
$1.08K - $1.38K
|
85
$1.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-46.4K- 29.86% |
$589K - $755K
|
109K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.65KNew |
$20.9K - $26.8K
|
1.65K
$23K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
486New |
$6.17K - $7.91K
|
486
$6.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
14New |
$178 - $228
|
14
$196
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6K- 74.57% |
$76.2K - $97.6K
|
2.05K
$28.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
31New |
$394 - $504
|
31
$434
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
100New |
$1.27K - $1.63K
|
100
$1.4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.16K+ 11.73% |
$23.1K - $28.3K
|
20.6K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-552- 31.63% |
$5.91K - $7.24K
|
1.19K
$16.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.28K- 10.68% |
$35.1K - $43K
|
27.4K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15.2K- 0.97% |
$163K - $199K
|
1.56M
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.33KNew |
$24.9K - $30.5K
|
2.33K
$32.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
78+ 185.71% |
$835 - $1.02K
|
120
$1.68K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
15New |
$161 - $197
|
15
$210
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
131New |
$1.4K - $1.72K
|
131
$1.83K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$10.7 - $13.1
|
1
$14
|
|