Latest Institutional Transactions on Wsfs Financial Corp (WSFS)
This table provides information on the latest institutional transactions involving Wsfs Financial Corp (WSFS) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
179+ 22.35% |
$8.34K - $10K
|
980
$57.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
SELL
|
- |
-11.9KClosed |
$555K - $667K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$141K - $169K
|
3.02K
$178K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
450New |
$21K - $25.2K
|
450
$26.6K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-28KClosed |
$1.33M - $1.56M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-111KClosed |
$5.26M - $6.16M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$476K - $558K
|
10K
$592K
|
|
|
Feb 03, 2022
Q4 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-92KClosed |
$4.37M - $5.12M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-400- 11.7% |
$19K - $22.3K
|
3.02K
$178K
|
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-123KClosed |
$5.83M - $6.83M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-4.86KClosed |
$208K - $253K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-7.22KClosed |
$309K - $376K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.42KClosed |
$189K - $230K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-30.2KClosed |
$1.29M - $1.57M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.05KClosed |
$49.1K - $57.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-11KClosed |
$513K - $600K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-14.6KClosed |
$680K - $796K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14- 0.2% |
$652 - $764
|
6.93K
$410K
|
|
|
Aug 11, 2021
Q2 2021
|
Chicago Capital Management, LLC
|
SELL
|
- |
-92.3KClosed |
$4.3M - $5.04M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-999Closed |
$46.5K - $54.5K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-7.71KClosed |
$359K - $420K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-59.4KClosed |
$2.77M - $3.24M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-198Closed |
$8.51K - $10.9K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.72KClosed |
$332K - $424K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Stadium Capital Management LLC
New Canaan, CT |
SELL
|
- |
-101KClosed |
$4.33M - $5.53M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-276KClosed |
$11.9M - $15.2M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-81.3KClosed |
$3.49M - $4.46M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-4.5KClosed |
$193K - $247K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-41.3KClosed |
$1.77M - $2.26M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Equitable Trust CO
|
SELL
|
- |
-8.35KClosed |
$359K - $458K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-339Closed |
$14.6K - $18.6K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-23.2KClosed |
$998K - $1.27M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9.68KClosed |
$416K - $531K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.75KClosed |
$75K - $95.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8Closed |
$218 - $362
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
290New |
$7.9K - $13.1K
|
290
$17.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-60KClosed |
$1.63M - $2.71M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-4KClosed |
$109K - $181K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
480New |
$13.1K - $21.7K
|
480
$28.4K
|
|
|
Feb 03, 2021
Q4 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-334KClosed |
$9.11M - $15.1M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-27- 28.42% |
$670 - $858
|
68
$4.02K
|
|
|
Nov 16, 2020
Q3 2020
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-8.47KClosed |
$210K - $269K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-37.9KClosed |
$940K - $1.2M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-127KClosed |
$3.16M - $4.04M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-85KClosed |
$2.11M - $2.7M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-150- 83.33% |
$3.72K - $4.76K
|
30
$1.77K
|
|
|
Nov 12, 2020
Q3 2020
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-11.6KClosed |
$288K - $369K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.4KClosed |
$184K - $235K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.06KClosed |
$26.4K - $33.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-11.6KClosed |
$250K - $381K
|
0
$0
|
|