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 85 institutions that hold shares in the stock, with a total of 9.83 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
63
shares
|
$866
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
52
shares
|
$715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
40
shares
|
$550
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
31
shares
|
$426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
14
shares
|
$192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
14
shares
|
$192
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q1 2024
Reduced 98.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|