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 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
27.7K+ 1.97% |
$1.38M - $1.64M
|
1.43M
$84.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 0.19% |
$1.1K - $1.31K
|
11.4K
$674K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.48K+ 9.69% |
$124K - $147K
|
28K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.28K- 3.81% |
$114K - $135K
|
57.6K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-853- 45.79% |
$42.6K - $50.6K
|
1.01K
$59.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 9.94% |
$849 - $1.01K
|
188
$11.1K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.6K- 2.27% |
$130K - $154K
|
112K
$6.62M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-102K- 6.06% |
$5.11M - $6.07M
|
1.59M
$93.7M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-664- 1.28% |
$33.2K - $39.4K
|
51.1K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
179+ 994.44% |
$8.94K - $10.6K
|
197
$11.6K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$150 - $178
|
3
$177
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
39.3K+ 26.81% |
$1.96M - $2.33M
|
186K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.3K+ 1.6% |
$763K - $907K
|
969K
$57.3M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28New |
$1.4K - $1.66K
|
28
$1.65K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
233KNew |
$11.6M - $13.8M
|
233K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2.4K- 2.06% |
$120K - $142K
|
114K
$6.74M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
516+ 10.84% |
$25.8K - $30.6K
|
5.28K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
344KNew |
$17.2M - $20.4M
|
344K
$20.3M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
51New |
$2.55K - $3.03K
|
51
$3.01K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
430New |
$21.5K - $25.5K
|
430
$25.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-222- 1.73% |
$11.1K - $13.2K
|
12.6K
$743K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
665+ 2.96% |
$33.2K - $39.5K
|
23.1K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.75K- 13.82% |
$137K - $163K
|
17.1K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-235K- 43.5% |
$11.7M - $13.9M
|
305K
$18M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-371K- 5.3% |
$18.5M - $22M
|
6.63M
$392M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
28+ 28.87% |
$1.4K - $1.66K
|
125
$7.38K
|
|
|
May 09, 2025
Q1 2025
|
Corbyn Investment Management Inc
|
BUY
|
- |
20+ 0.06% |
$999 - $1.19K
|
33.8K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.5K+ 1.01% |
$375K - $445K
|
748K
$44.2M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.14KNew |
$257K - $305K
|
5.14K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.03K+ 521.83% |
$51.3K - $61K
|
1.23K
$72.4K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-3.39K- 40.6% |
$169K - $201K
|
4.96K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.03K- 22.64% |
$201K - $239K
|
13.8K
$814K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-25- 0.14% |
$1.25K - $1.48K
|
18.2K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
204+ 1.47% |
$10.2K - $12.1K
|
14.1K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.24K+ 7.16% |
$212K - $251K
|
63.4K
$3.74M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
16.5KNew |
$823K - $977K
|
16.5K
$973K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
261+ 1.24% |
$13K - $15.5K
|
21.3K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
36New |
$1.8K - $2.14K
|
36
$2.13K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.91K+ 161.33% |
$345K - $410K
|
11.2K
$661K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-254- 0.8% |
$12.7K - $15.1K
|
31.5K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.1K- 8.71% |
$54.9K - $65.3K
|
11.5K
$681K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
63.4KNew |
$3.17M - $3.76M
|
63.4K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
658+ 8.92% |
$32.9K - $39K
|
8.04K
$475K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-462- 1.76% |
$23.1K - $27.4K
|
25.8K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.89K+ 93.54% |
$244K - $290K
|
10.1K
$598K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 155.56% |
$699 - $831
|
23
$1.36K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-6- 0.03% |
$300 - $356
|
21.3K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Cooke & Bieler LP
|
BUY
|
- |
110K+ 13.99% |
$5.47M - $6.5M
|
892K
$52.7M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-42- 0.74% |
$2.1K - $2.49K
|
5.62K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-2.78K- 0.35% |
$139K - $165K
|
788K
$46.5M
|