Purchases and Sales Made in Q4 2023 in Waterstone Financial, Inc. (WSBF)
This table provides information about the institutional ownership of Waterstone Financial, Inc. (WSBF) during Q4 2023. The information is specifically focused on institutions that hold shares of Waterstone Financial, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
157KNew |
$1.54M - $2.29M
|
157K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 229.21% |
$1.52M - $2.26M
|
222K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
134K+ 8.73% |
$1.32M - $1.96M
|
1.67M
$25.5M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
38.7K+ 179.42% |
$381K - $564K
|
60.3K
$919K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.5K+ 18.99% |
$349K - $517K
|
222K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
31.9KNew |
$314K - $466K
|
31.9K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
21.4K+ 73.9% |
$210K - $312K
|
50.3K
$767K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
20.8K+ 481.62% |
$205K - $303K
|
25.1K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
20.6K+ 13.86% |
$203K - $301K
|
170K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.9KNew |
$176K - $261K
|
17.9K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.7K+ 9.49% |
$154K - $229K
|
181K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
14.9K+ 57.31% |
$147K - $217K
|
40.9K
$624K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
14.8KNew |
$146K - $216K
|
14.8K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13.9KNew |
$137K - $202K
|
13.9K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
12KNew |
$118K - $174K
|
12K
$182K
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
11.8K+ 7.15% |
$116K - $172K
|
176K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$107K - $159K
|
10.9K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.6KNew |
$105K - $155K
|
10.6K
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.4K+ 11.03% |
$103K - $152K
|
105K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
10.4K+ 2.2% |
$103K - $152K
|
485K
$7.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 53.86% |
$99.7K - $148K
|
28.9K
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.72KNew |
$95.6K - $142K
|
9.72K
$148K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
9.25K+ 95.37% |
$91K - $135K
|
18.9K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.16K+ 27.93% |
$90.1K - $134K
|
42K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6.45KNew |
$63.4K - $94K
|
6.45K
$98.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
6.38K+ 1.71% |
$62.7K - $93K
|
379K
$5.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
5.25K+ 22.73% |
$51.7K - $76.6K
|
28.4K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.51K+ 0.35% |
$34.6K - $51.2K
|
1.02M
$15.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.17K+ 1979.38% |
$31.2K - $46.2K
|
3.33K
$50.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.6K+ 1156.44% |
$25.6K - $37.9K
|
2.83K
$43.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.33K+ 555.61% |
$22.9K - $33.9K
|
2.75K
$41.9K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.1K+ 3.93% |
$20.7K - $30.6K
|
55.5K
$846K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2KNew |
$19.7K - $29.2K
|
2K
$30.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 13.99% |
$13.8K - $20.4K
|
11.4K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.37K+ 8.0% |
$13.5K - $20K
|
18.5K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.08K+ 88.29% |
$10.6K - $15.7K
|
2.3K
$35.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06K+ 5.81% |
$10.4K - $15.5K
|
19.3K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
862+ 16.82% |
$8.48K - $12.6K
|
5.99K
$91.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
665+ 1.75% |
$6.54K - $9.7K
|
38.6K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
659+ 1.0% |
$6.48K - $9.61K
|
66.3K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
167+ 145.22% |
$1.64K - $2.43K
|
282
$4.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
153New |
$1.51K - $2.23K
|
153
$2.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
130New |
$1.28K - $1.9K
|
130
$1.98K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 6600.0% |
$649 - $962
|
67
$1.02K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
45New |
$443 - $656
|
45
$686
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14New |
$138 - $204
|
14
$214
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
11+ 0.14% |
$108 - $160
|
8.06K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 5.56% |
$9.84 - $14.6
|
19
$290
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-114- 8.18% |
$1.12K - $1.66K
|
1.28K
$19.5K
|