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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-249K- 8.2% |
$11.3M - $14.2M
|
2.78M
$160M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
206New |
$9.4K - $11.8K
|
206
$11.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12.8K- 26.41% |
$583K - $730K
|
35.6K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.16K- 0.16% |
$52.9K - $66.2K
|
721K
$41.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.86K+ 1.53% |
$176K - $221K
|
255K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
15.9K+ 17.77% |
$725K - $909K
|
105K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
230KNew |
$10.5M - $13.2M
|
230K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.85K- 0.13% |
$84.3K - $106K
|
1.42M
$81.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-646- 8.05% |
$29.5K - $37K
|
7.38K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
36.8K+ 20.09% |
$1.68M - $2.11M
|
220K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.85K- 5.23% |
$450K - $564K
|
178K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
85New |
$3.88K - $4.86K
|
85
$4.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.5KNew |
$709K - $888K
|
15.5K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75New |
$3.42K - $4.29K
|
75
$4.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.8KNew |
$1.04M - $1.3M
|
22.8K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
428+ 2.54% |
$19.5K - $24.5K
|
17.3K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.38K+ 13.72% |
$109K - $136K
|
19.7K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.36KNew |
$245K - $307K
|
5.36K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
45.3K+ 4.94% |
$2.07M - $2.59M
|
961K
$55.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.72KNew |
$307K - $385K
|
6.72K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
14.8K+ 1.15% |
$675K - $846K
|
1.3M
$74.7M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
31K+ 3.53% |
$1.41M - $1.77M
|
908K
$52.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$45.7 - $57.2
|
12K
$689K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-600- 2.55% |
$27.4K - $34.3K
|
22.9K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.4K- 7.91% |
$1.62M - $2.02M
|
412K
$23.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-188K- 19.61% |
$8.59M - $10.8M
|
771K
$44.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-30- 0.48% |
$1.37K - $1.72K
|
6.19K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.74K+ 29.47% |
$216K - $271K
|
20.8K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-83.2K- 9.25% |
$3.8M - $4.76M
|
816K
$46.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
15.2KNew |
$695K - $871K
|
15.2K
$875K
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
SELL
|
- |
-133K- 26.96% |
$6.05M - $7.58M
|
359K
$20.6M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-54- 26.21% |
$2.47K - $3.09K
|
152
$8.74K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.2K- 1.01% |
$54.8K - $68.7K
|
117K
$6.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-999- 1.9% |
$45.6K - $57.2K
|
51.6K
$2.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-280- 2.16% |
$12.8K - $16K
|
12.7K
$728K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
762+ 0.02% |
$34.8K - $43.6K
|
3.9M
$224M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.65KNew |
$212K - $266K
|
4.65K
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.88K+ 6.12% |
$86K - $108K
|
32.6K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 77.78% |
$2.88K - $3.6K
|
144
$8.28K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
55.7K+ 247.41% |
$2.54M - $3.18M
|
78.2K
$4.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.97KNew |
$181K - $227K
|
3.97K
$228K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-963- 9.75% |
$44K - $55.1K
|
8.92K
$512K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 1.65% |
$132K - $166K
|
178K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-73- 0.67% |
$3.33K - $4.18K
|
10.8K
$622K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.1KNew |
$643K - $806K
|
14.1K
$809K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
8.62K+ 30.6% |
$393K - $493K
|
36.8K
$2.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.4K- 18.04% |
$110K - $137K
|
10.9K
$627K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.16K+ 28.99% |
$327K - $409K
|
31.8K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.27K+ 3.86% |
$57.7K - $72.4K
|
34K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
5.75K+ 73.62% |
$262K - $329K
|
13.6K
$779K
|