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 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-380- 4.26% |
$19K - $22.5K
|
8.54K
$505K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.2K- 7.3% |
$911K - $1.08M
|
232K
$13.7M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-296- 1.72% |
$14.8K - $17.6K
|
16.9K
$997K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 3.16% |
$45K - $53.4K
|
27.6K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
295+ 72.66% |
$14.7K - $17.5K
|
701
$41.4K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$450 - $534
|
9
$532
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
209+ 4.94% |
$10.4K - $12.4K
|
4.44K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.7KNew |
$636K - $756K
|
12.7K
$752K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.9KNew |
$345K - $409K
|
6.9K
$408K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-335- 11.32% |
$16.7K - $19.9K
|
2.63K
$155K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-164- 3.24% |
$8.19K - $9.73K
|
4.89K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.97K+ 1.1% |
$98.5K - $117K
|
181K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-19.2K- 2.33% |
$961K - $1.14M
|
808K
$47.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-24.7K- 3.2% |
$1.23M - $1.47M
|
748K
$44.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8- 0.16% |
$400 - $475
|
5.08K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.01K+ 2.21% |
$350K - $416K
|
324K
$19.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 3.6% |
$25K - $29.7K
|
13.4K
$792K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-737- 5.2% |
$36.8K - $43.7K
|
13.4K
$793K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
196+ 6.79% |
$9.79K - $11.6K
|
3.08K
$182K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 1.22% |
$15K - $17.8K
|
24.3K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-539- 3.13% |
$26.9K - $32K
|
16.7K
$986K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.61KNew |
$280K - $333K
|
5.61K
$331K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.8K- 5.19% |
$590K - $701K
|
216K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-355- 1.1% |
$17.7K - $21.1K
|
31.8K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-38- 0.3% |
$1.9K - $2.25K
|
12.8K
$754K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34- 0.17% |
$1.7K - $2.02K
|
19.6K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 22.5% |
$450 - $534
|
49
$2.89K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-978- 2.92% |
$48.9K - $58K
|
32.5K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$200 - $237
|
4
$236
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
112+ 1.84% |
$5.59K - $6.64K
|
6.22K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$999 - $1.19K
|
20
$1.18K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 11.63% |
$250 - $297
|
38
$2.24K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.8KNew |
$439K - $522K
|
8.8K
$520K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
82+ 48.81% |
$4.1K - $4.87K
|
250
$14.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 17.51% |
$120K - $142K
|
16.1K
$951K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 27.27% |
$150 - $178
|
14
$827
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-398- 69.58% |
$19.9K - $23.6K
|
174
$10.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-27.9K- 41.29% |
$1.39M - $1.66M
|
39.7K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
112+ 74.67% |
$5.59K - $6.64K
|
262
$15.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
94+ 34.94% |
$4.7K - $5.58K
|
363
$21.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-682- 3.05% |
$34.1K - $40.5K
|
21.7K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11New |
$549 - $653
|
11
$650
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 98.07% |
$5.18M - $6.15M
|
2.04K
$120K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51New |
$2.55K - $3.03K
|
51
$3.01K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 83.33% |
$2.5K - $2.97K
|
110
$6.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 150.0% |
$300 - $356
|
10
$591
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90- 9.47% |
$4.5K - $5.34K
|
860
$50.8K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-33- 0.31% |
$1.65K - $1.96K
|
10.4K
$617K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
252+ 90.0% |
$12.6K - $15K
|
532
$31.4K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15.1K- 22.63% |
$735K - $924K
|
51.7K
$3.06M
|
|