Institutional Ownership Waterstone Financial, Inc. (WSBF)
This table provides information about the institutional ownership of Waterstone Financial, Inc. (WSBF). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 9.85 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,221
shares
|
$155,870
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$152,500
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
8,970
shares
|
$136,792
0.0% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,386
shares
|
$112,636
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,070
shares
|
$77,317
0.0% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,640
shares
|
$55,510
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,091
shares
|
$47,137
0.0% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,158
shares
|
$32,909
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
2,046
shares
|
$31,201
0.0% of portfolio
|
Q3 2024
Reduced 74.57%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,822
shares
|
$27,785
0.0% of portfolio
|
Q4 2020
Reduced 21.8%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,645
shares
|
$25,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,471
shares
|
$22,432
0.0% of portfolio
|
Q3 2023
Reduced 15.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,370
shares
|
$20,892
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
1,359
shares
|
$20,724
0.0% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,336
shares
|
$20,374
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
1,193
shares
|
$18,193
0.0% of portfolio
|
Q2 2024
Reduced 31.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
955
shares
|
$14,563
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
744
shares
|
$11,346
0.0% of portfolio
|
Q1 2024
Reduced 57.02%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
486
shares
|
$7,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
359
shares
|
$5,474
0.0% of portfolio
|
Q3 2024
Added 191.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
301
shares
|
$4,590
0.0% of portfolio
|
Q3 2024
Added 22.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
282
shares
|
$4,300
0.0% of portfolio
|
Q4 2023
Added 145.22%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
131
shares
|
$1,997
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
120
shares
|
$1,830
0.0% of portfolio
|
Q2 2024
Added 185.71%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
107
shares
|
$1,631
0.0% of portfolio
|
Q3 2024
Added 154.76%
|