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 94 institutions that hold shares in the stock, with a total of 9.46 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
469
shares
|
$6,050
0.0% of portfolio
|
Q4 2024
Added 338.32%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
408
shares
|
$5,263
0.0% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
285
shares
|
$3,676
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
278
shares
|
$3,586
0.0% of portfolio
|
Q1 2025
Reduced 46.12%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
161
shares
|
$2,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
127
shares
|
$1,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
120
shares
|
$1,548
0.0% of portfolio
|
Q2 2024
Added 185.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
102
shares
|
$1,315
0.0% of portfolio
|
Q1 2025
Added 82.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
96
shares
|
$1,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
63
shares
|
$812
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
60
shares
|
$774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
45
shares
|
$580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
14
shares
|
$180
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
14
shares
|
$180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10
shares
|
$129
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1
shares
|
$12
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$12
0.0% of portfolio
|
Q1 2024
Reduced 98.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|