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 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
354+ 0.56% |
$16.2K - $19.7K
|
63.8K
$3.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-19K- 16.99% |
$873K - $1.06M
|
93K
$4.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 18.18% |
$918 - $1.11K
|
130
$6.84K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$232K - $280K
|
5.05K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 7.77% |
$592K - $716K
|
153K
$8.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-948- 3.67% |
$43.5K - $52.7K
|
24.9K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
181+ 167.59% |
$8.31K - $10.1K
|
289
$15.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 8.63% |
$780 - $944
|
214
$11.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
186New |
$8.54K - $10.3K
|
186
$9.78K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-269K- 4.06% |
$12.4M - $14.9M
|
6.36M
$334M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.04KNew |
$185K - $224K
|
4.04K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-168- 31.76% |
$7.71K - $9.33K
|
361
$19K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
135+ 1.96% |
$6.2K - $7.5K
|
7.04K
$370K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-493- 9.34% |
$22.6K - $27.4K
|
4.79K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.17K- 37.91% |
$53.6K - $64.9K
|
1.91K
$101K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-759- 3.28% |
$34.8K - $42.2K
|
22.4K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-70- 0.21% |
$3.21K - $3.89K
|
33.7K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-18.8K- 1.31% |
$865K - $1.05M
|
1.42M
$74.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
587+ 4.65% |
$26.9K - $32.6K
|
13.2K
$695K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 56.52% |
$597 - $722
|
10
$526
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
729+ 2.31% |
$33.5K - $40.5K
|
32.3K
$1.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10K- 31.87% |
$460K - $557K
|
21.4K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
540+ 3.85% |
$24.8K - $30K
|
14.6K
$766K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.94KNew |
$181K - $219K
|
3.94K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.39K+ 1.66% |
$247K - $299K
|
330K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
267+ 76.5% |
$12.3K - $14.8K
|
616
$32.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.78K+ 44.74% |
$219K - $265K
|
15.4K
$812K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.56K- 7.46% |
$71.8K - $86.9K
|
19.4K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
11.1KNew |
$512K - $619K
|
11.1K
$586K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
6.76K+ 1.97% |
$310K - $375K
|
350K
$18.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-196- 3.95% |
$9K - $10.9K
|
4.76K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-853- 6.19% |
$39.2K - $47.4K
|
12.9K
$680K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$184K - $223K
|
4.01K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-332- 1.04% |
$15.2K - $18.4K
|
31.5K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.47K- 27.58% |
$159K - $193K
|
9.11K
$479K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-818- 4.49% |
$37.5K - $45.4K
|
17.4K
$916K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
558+ 55.25% |
$25.6K - $31K
|
1.57K
$82.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.36KNew |
$200K - $242K
|
4.36K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 3.45% |
$45.9 - $55.5
|
28
$1.47K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19New |
$872 - $1.06K
|
19
$999
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
212+ 17.31% |
$9.73K - $11.8K
|
1.44K
$75.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100+ 1.11% |
$4.59K - $5.55K
|
9.11K
$479K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
50+ 5.1% |
$2.3K - $2.78K
|
1.03K
$54.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-3.78K- 22.93% |
$173K - $210K
|
12.7K
$667K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
634New |
$29.1K - $35.2K
|
634
$33.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Cooke & Bieler LP
|
BUY
|
- |
1.45K+ 0.16% |
$66.6K - $80.5K
|
894K
$47M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-270- 2.27% |
$12.4K - $15K
|
11.6K
$611K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.75K- 5.37% |
$126K - $152K
|
48.4K
$2.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.23K+ 6.29% |
$56.5K - $68.4K
|
20.8K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.15K- 8.55% |
$52.7K - $63.8K
|
12.3K
$646K
|