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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.09K- 5.81% |
$404K - $480K
|
131K
$7.75M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
216+ 5.32% |
$10.8K - $12.8K
|
4.28K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-85- 90.43% |
$4.25K - $5.04K
|
9
$532
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
7.59K+ 0.33% |
$379K - $450K
|
2.32M
$137M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.79K+ 3.45% |
$89.5K - $106K
|
53.7K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-17.4K- 71.89% |
$867K - $1.03M
|
6.79K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-37.2K- 13.95% |
$1.86M - $2.21M
|
230K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-27.2K- 8.95% |
$1.36M - $1.62M
|
277K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-18.9K- 1.53% |
$945K - $1.12M
|
1.22M
$71.8M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.52K- 6.58% |
$376K - $446K
|
107K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-16.7K- 30.95% |
$834K - $991K
|
37.3K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
249KNew |
$12.4M - $14.8M
|
249K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-194- 95.1% |
$9.69K - $11.5K
|
10
$591
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
36.3KNew |
$1.81M - $2.15M
|
36.3K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$210K - $250K
|
4.21K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-117Closed |
$5.84K - $6.94K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
100K+ 578.99% |
$5M - $5.94M
|
117K
$6.94M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.42K+ 12.54% |
$371K - $440K
|
66.6K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
29+ 3.99% |
$1.45K - $1.72K
|
755
$44.6K
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-8.36K- 16.18% |
$418K - $496K
|
43.3K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45- 0.72% |
$2.25K - $2.67K
|
6.17K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-187- 1.16% |
$9.34K - $11.1K
|
15.9K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.56K- 26.76% |
$128K - $152K
|
7K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.51K- 3.74% |
$175K - $208K
|
90.4K
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.45K+ 134.7% |
$372K - $442K
|
13K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.93KNew |
$246K - $293K
|
4.93K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 4.42% |
$508K - $603K
|
220K
$13M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-375- 1.03% |
$18.7K - $22.2K
|
36.1K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
170New |
$8.49K - $10.1K
|
170
$10K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.42K- 17.86% |
$70.8K - $84.1K
|
6.52K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
13.5K+ 2.65% |
$677K - $804K
|
525K
$31M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
106+ 66.25% |
$5.29K - $6.29K
|
266
$15.7K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
38.1K+ 1.5% |
$1.9M - $2.26M
|
2.58M
$153M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29New |
$1.45K - $1.72K
|
29
$1.71K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.05K+ 29.42% |
$102K - $121K
|
9.01K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
14.4K+ 11.48% |
$721K - $857K
|
140K
$8.28M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.46K+ 11.64% |
$73.1K - $86.8K
|
14K
$829K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
854+ 8.99% |
$42.7K - $50.7K
|
10.4K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-114K- 2.92% |
$5.7M - $6.77M
|
3.79M
$224M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-41.6K- 18.26% |
$2.08M - $2.47M
|
186K
$11M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-53.1K- 5.87% |
$2.65M - $3.15M
|
851K
$50.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.63K- 9.13% |
$81.5K - $96.8K
|
16.2K
$960K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.82KNew |
$241K - $286K
|
4.82K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
28+ 311.11% |
$1.4K - $1.66K
|
37
$2.19K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-29.4K- 3.63% |
$1.47M - $1.75M
|
780K
$46.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
19.7K+ 23.38% |
$983K - $1.17M
|
104K
$6.13M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.26K- 1.83% |
$312K - $371K
|
336K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
201KNew |
$10M - $11.9M
|
201K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
14+ 0.28% |
$699 - $831
|
5.08K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-85- 2.08% |
$4.25K - $5.04K
|
3.99K
$236K
|