Latest Institutional Transactions on Wsfs Financial Corp (WSFS)

WSFS Quotes by TradingView

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
Aug 09, 2021 Q2 2021
Gw Henssler & Associates LTD

SELL
 -
-7.71K
Closed
$359K - $420K
0 $0
Aug 04, 2021 Q2 2021
Moody Aldrich Partners LLC

SELL
 -
-59.4K
Closed
$2.77M - $3.24M
0 $0
Q1 2021
May 21, 2021 Q1 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-198
Closed
$8.51K - $10.9K
0 $0
May 19, 2021 Q1 2021
Virtu Financial LLC

New York, NY
SELL
 -
-7.72K
Closed
$332K - $424K
0 $0
May 17, 2021 Q1 2021
Private Capital Management, LLC

Naples, FL
SELL
 -
-276K
Closed
$11.9M - $15.2M
0 $0
May 17, 2021 Q1 2021
Ejf Capital LLC

Arlington, VA
SELL
 -
-81.3K
Closed
$3.49M - $4.46M
0 $0
May 17, 2021 Q1 2021
Stadium Capital Management LLC

New Canaan, CT
SELL
 -
-101K
Closed
$4.33M - $5.53M
0 $0
May 14, 2021 Q1 2021
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-41.3K
Closed
$1.77M - $2.26M
0 $0
May 14, 2021 Q1 2021
Parallax Volatility Advisers, L.P.

San Francisco, CA
SELL
 CALL
-4.5K
Closed
$193K - $247K
0 $0
May 14, 2021 Q1 2021
Equitable Trust CO

SELL
 -
-8.35K
Closed
$359K - $458K
0 $0
May 12, 2021 Q1 2021
Brinker Capital Investments, LLC

SELL
 -
-23.2K
Closed
$998K - $1.27M
0 $0
Apr 29, 2021 Q1 2021
Aviance Capital Partners, LLC

Naples, FL
SELL
 -
-9.68K
Closed
$416K - $531K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-1.75K
Closed
$75K - $95.7K
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-8
Closed
$218 - $362
0 $0
Feb 16, 2021 Q4 2020
Stieven Capital Advisors, L.P.

St. Louis, MO
SELL
 -
-60K
Closed
$1.63M - $2.71M
0 $0
Feb 16, 2021 Q4 2020
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
290
New
$7.9K - $13.1K
290 $15K
Feb 12, 2021 Q4 2020
Paradigm Asset Management CO LLC

SELL
 -
-4K
Closed
$109K - $181K
0 $0
Feb 12, 2021 Q4 2020
Hsbc Holdings PLC

London, X0
BUY
 PUT
480
New
$13.1K - $21.7K
480 $24.9K
Feb 03, 2021 Q4 2020
Fort Washington Investment Advisors Inc

SELL
 -
-334K
Closed
$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 $3.52K
Nov 16, 2020 Q3 2020
Marshall Wace, LLP

London, X0
SELL
 -
-37.9K
Closed
$940K - $1.2M
0 $0
Nov 16, 2020 Q3 2020
Deprince Race & Zollo Inc

Winter Park, FL
SELL
 -
-8.47K
Closed
$210K - $269K
0 $0
Nov 16, 2020 Q3 2020
Penn Capital Management Company, LLC

Philadelphia, PA
SELL
 -
-127K
Closed
$3.16M - $4.04M
0 $0
Nov 13, 2020 Q3 2020
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-85K
Closed
$2.11M - $2.7M
0 $0
Nov 12, 2020 Q3 2020
Tiedemann Advisors, LLC

SELL
 -
-7.4K
Closed
$184K - $235K
0 $0
Nov 12, 2020 Q3 2020
First Manhattan CO

New York, NY
SELL
 -
-150
- 83.33%
$3.72K - $4.76K
30 $1.55K
Nov 12, 2020 Q3 2020
Systematic Financial Management LP

Teaneck, NJ
SELL
 -
-11.6K
Closed
$288K - $369K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-1.06K
Closed
$26.4K - $33.7K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Quantinno Capital Management LP

New York, NY
SELL
 -
-11.6K
Closed
$250K - $381K
0 $0
Aug 12, 2020 Q2 2020
Spark Investment Management LLC

New York, NY
SELL
 -
-14.6K
Closed
$314K - $479K
0 $0
Aug 12, 2020 Q2 2020
Globeflex Capital L P

San Diego, CA
SELL
 -
-37
Closed
$796 - $1.21K
0 $0
Aug 11, 2020 Q2 2020
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-1.23K
Closed
$26.5K - $40.4K
0 $0
Jul 20, 2020 Q2 2020
Chatham Capital Group, Inc.

SELL
 -
-30.5K
Closed
$657K - $1M
0 $0
Q1 2020
May 14, 2020 Q1 2020
Minerva Advisors LLC

Bala Cynwyd, PA
SELL
 -
-8.84K
Closed
$172K - $389K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-8.32K
Closed
$162K - $366K
0 $0
May 14, 2020 Q1 2020
Apg Asset Management N.V.

Amsterdam, P7
BUY
 -
31.3K
New
$610K - $1.38M
31.3K $1.62M
May 13, 2020 Q1 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-2.65K
Closed
$51.6K - $117K
0 $0
May 13, 2020 Q1 2020
F Dx Advisors, Inc.

BUY
 -
10.1K
New
$197K - $446K
10.1K $524K
May 12, 2020 Q1 2020
Cna Financial Corp

Chicago, IL
SELL
 -
-12.1K
Closed
$236K - $532K
0 $0
May 12, 2020 Q1 2020
Pinz Capital Management, LP

New York, NY
SELL
 -
-1.6K
Closed
$31.2K - $70.4K
0 $0
May 11, 2020 Q1 2020
Roundview Capital LLC

Princeton, NJ
SELL
 -
-6.07K
Closed
$118K - $267K
0 $0
May 08, 2020 Q1 2020
William Blair Investment Management, LLC

Chicago, IL
SELL
 -
-258K
Closed
$5.02M - $11.3M
0 $0
May 08, 2020 Q1 2020
Mackay Shields LLC

SELL
 -
-4.6K
Closed
$89.7K - $202K
0 $0
May 08, 2020 Q1 2020
Aigen Investment Management, LP

SELL
 -
-30
Closed
$585 - $1.32K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-150
Closed
$2.92K - $6.6K
0 $0
Q4 2019
Jan 24, 2020 Q4 2019
Fulton Bank, N.A.

SELL
 -
-7.43K
Closed
$313K - $337K
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
Barrow Hanley Mewhinney & Strauss LLC

Dallas, TX
SELL
 -
-80.1K
Closed
$3.14M - $3.66M
0 $0
Nov 14, 2019 Q3 2019
Arrowstreet Capital, Limited Partnership

Boston, MA
SELL
 -
-46K
Closed
$1.8M - $2.1M
0 $0
Nov 13, 2019 Q3 2019
United Services Automobile Association

San Antonio, TX
SELL
 -
-8.24K
Closed
$323K - $377K
0 $0

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