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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
50.1K+ 43.69% |
$2.3M - $2.78M
|
165K
$8.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.19K- 29.88% |
$193K - $233K
|
9.84K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-5.84K- 44.93% |
$268K - $324K
|
7.15K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
110+ 0.2% |
$5.05K - $6.11K
|
54.7K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.4K- 8.7% |
$890K - $1.08M
|
204K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-354- 7.36% |
$16.2K - $19.7K
|
4.45K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
132+ 0.06% |
$6.06K - $7.33K
|
230K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
161KNew |
$7.37M - $8.92M
|
161K
$8.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
62+ 221.43% |
$2.85K - $3.44K
|
90
$4.73K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
39.1K+ 42.7% |
$1.8M - $2.17M
|
131K
$6.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30+ 40.0% |
$1.38K - $1.67K
|
105
$5.52K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-5.85K- 27.41% |
$268K - $325K
|
15.5K
$814K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-170- 2.68% |
$7.8K - $9.44K
|
6.16K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
670KNew |
$30.8M - $37.2M
|
670K
$35.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
19.6K+ 288.44% |
$899K - $1.09M
|
26.4K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-558- 5.39% |
$25.6K - $31K
|
9.8K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.7KNew |
$170K - $205K
|
3.7K
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
195+ 1.15% |
$8.95K - $10.8K
|
17.1K
$898K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
706+ 265.41% |
$32.4K - $39.2K
|
972
$51.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
679+ 1.82% |
$31.2K - $37.7K
|
37.9K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
249New |
$11.4K - $13.8K
|
249
$13.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.22K+ 22.83% |
$148K - $179K
|
17.3K
$910K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-145K- 18.56% |
$6.64M - $8.04M
|
635K
$33.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
104K+ 81.26% |
$4.78M - $5.79M
|
232K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
16+ 0.31% |
$734 - $889
|
5.1K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
781+ 2.31% |
$35.8K - $43.4K
|
34.6K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.5K- 5.15% |
$252K - $306K
|
101K
$5.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.9K+ 1.64% |
$729K - $883K
|
985K
$51.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
457+ 10.85% |
$21K - $25.4K
|
4.67K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-46.3K- 5.74% |
$2.13M - $2.57M
|
761K
$40M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
15.9KNew |
$730K - $884K
|
15.9K
$837K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.79K+ 3.1% |
$81.9K - $99.1K
|
59.3K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.3K- 3.65% |
$151K - $183K
|
87.1K
$4.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33K+ 6.24% |
$61K - $73.9K
|
22.7K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.4K- 11.06% |
$339K - $411K
|
59.5K
$3.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27.2K+ 1.05% |
$1.25M - $1.51M
|
2.61M
$137M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.29KNew |
$197K - $238K
|
4.29K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-31.2K- 16.75% |
$1.43M - $1.73M
|
155K
$8.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-28- 0.02% |
$1.29K - $1.56K
|
168K
$8.86M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-77K- 9.05% |
$3.53M - $4.28M
|
774K
$40.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.22K- 18.36% |
$377K - $456K
|
36.5K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-168- 89.36% |
$7.71K - $9.33K
|
20
$1.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-39.7K- 17.01% |
$1.82M - $2.2M
|
193K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.53KNew |
$254K - $307K
|
5.53K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.57K- 2.23% |
$164K - $198K
|
156K
$8.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14K+ 125.22% |
$643K - $778K
|
25.2K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
7.53K+ 4.05% |
$346K - $418K
|
194K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-121K- 3.21% |
$5.57M - $6.74M
|
3.67M
$193M
|
|
|
Aug 12, 2025
Q2 2025
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-6.78K- 0.56% |
$311K - $376K
|
1.21M
$63.6M
|