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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.36KNew |
$18K - $22.1K
|
1.36K
$21.3K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.11K+ 4.45% |
$93.8K - $116K
|
167K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.87K- 15.35% |
$24.7K - $30.4K
|
10.3K
$161K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
608+ 133.92% |
$8.02K - $9.89K
|
1.06K
$16.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-7.26K- 0.51% |
$95.8K - $118K
|
1.43M
$22.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Teton Advisors, LLC
Greenwich, CT |
BUY
|
- |
59KNew |
$778K - $959K
|
59K
$921K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.36K- 21.69% |
$110K - $136K
|
30.2K
$471K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-5.08K- 91.24% |
$66.9K - $82.5K
|
487
$7.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.6K- 8.06% |
$153K - $189K
|
132K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 59.38% |
$501 - $618
|
102
$1.59K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
344+ 18.35% |
$4.54K - $5.59K
|
2.22K
$34.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
276New |
$3.64K - $4.49K
|
276
$4.31K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-383- 15.36% |
$5.05K - $6.23K
|
2.11K
$33K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.7K- 35.59% |
$378K - $466K
|
51.9K
$810K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-34.6K- 3.67% |
$457K - $563K
|
909K
$14.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-18.5K- 44.37% |
$244K - $301K
|
23.2K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
90+ 200.0% |
$1.19K - $1.46K
|
135
$2.11K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.47K- 12.92% |
$45.7K - $56.4K
|
23.4K
$365K
|
|
|
Nov 05, 2025
Q3 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
5.4K+ 10.56% |
$71.2K - $87.8K
|
56.5K
$882K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52+ 32.91% |
$686 - $846
|
210
$3.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-117- 87.97% |
$1.54K - $1.9K
|
16
$250
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 64.1% |
$330 - $407
|
64
$999
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
6.63K+ 61.43% |
$87.4K - $108K
|
17.4K
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$13.2 - $16.3
|
1
$15.6
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
519+ 23.54% |
$6.85K - $8.44K
|
2.72K
$42.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32- 0.13% |
$422 - $520
|
23.7K
$370K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
41+ 186.36% |
$541 - $667
|
63
$983
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
7.54K+ 163.14% |
$99.5K - $123K
|
12.2K
$190K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66+ 0.59% |
$871 - $1.07K
|
11.3K
$177K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
159+ 0.95% |
$1.89K - $2.22K
|
16.9K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2KNew |
$23.7K - $27.9K
|
2K
$31.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
21New |
$249 - $293
|
21
$328
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
300+ 1.46% |
$3.56K - $4.18K
|
20.9K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.52K- 6.24% |
$18K - $21.1K
|
22.8K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
20.1KNew |
$238K - $280K
|
20.1K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
44.6K+ 30.53% |
$529K - $622K
|
191K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10KNew |
$119K - $139K
|
10K
$156K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-19.2K- 30.71% |
$228K - $267K
|
43.3K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.14K+ 7.72% |
$13.5K - $15.8K
|
15.8K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
1.6K+ 4.52% |
$19K - $22.3K
|
37K
$578K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
45New |
$534 - $627
|
45
$702
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.71KNew |
$20.6K - $25.1K
|
1.71K
$26.6K
|
|
|
May 14, 2025
Q1 2025
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
SELL
|
- |
-188K- 25.26% |
$2.27M - $2.77M
|
556K
$8.67M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
533+ 5.87% |
$6.45K - $7.86K
|
9.61K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-1K- 1.67% |
$12.1K - $14.8K
|
59K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.2KNew |
$197K - $239K
|
16.2K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
161New |
$1.95K - $2.37K
|
161
$2.51K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
660New |
$7.99K - $9.74K
|
660
$10.3K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
20.3KNew |
$246K - $299K
|
20.3K
$317K
|
|