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 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.37K- 7.83% |
$154K - $193K
|
39.7K
$2.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-5.8K- 38.93% |
$265K - $332K
|
9.1K
$523K
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-2K- 10.53% |
$91.3K - $114K
|
17K
$977K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
63New |
$2.88K - $3.6K
|
63
$3.62K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 20.0% |
$91.3 - $114
|
8
$460
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-11- 12.5% |
$502 - $629
|
77
$4.43K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5K- 16.67% |
$228K - $286K
|
25K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-22.3K- 6.77% |
$1.02M - $1.27M
|
306K
$17.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.7K- 25.8% |
$77.7K - $97.4K
|
4.9K
$281K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$183 - $229
|
4
$230
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.09K- 4.52% |
$49.5K - $62.1K
|
22.9K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-931- 5.07% |
$42.5K - $53.3K
|
17.4K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.06KNew |
$185K - $232K
|
4.06K
$233K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$45.7 - $57.2
|
6.05K
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.42K- 28.43% |
$111K - $139K
|
6.1K
$350K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
232New |
$10.6K - $13.3K
|
232
$13.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.73K- 37.63% |
$125K - $156K
|
4.52K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.1KNew |
$187K - $235K
|
4.1K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-27.7K- 10.24% |
$1.26M - $1.58M
|
243K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-114- 83.82% |
$5.2K - $6.52K
|
22
$1.26K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-600- 4.11% |
$27.4K - $34.3K
|
14K
$805K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 4.79% |
$1.05K - $1.32K
|
503
$28.9K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1K- 3.89% |
$45.7K - $57.2K
|
24.7K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.3% |
$685 - $858
|
5.09K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 60.0% |
$685 - $858
|
40
$2.3K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.46K- 4.14% |
$66.6K - $83.5K
|
33.8K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.4K- 6.85% |
$110K - $137K
|
32.6K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-10K- 70.52% |
$457K - $572K
|
4.18K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
6.38K+ 1.04% |
$291K - $365K
|
621K
$35.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
27.7KNew |
$1.26M - $1.58M
|
27.7K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 4.97% |
$68.5K - $85.8K
|
28.7K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-23- 37.1% |
$1.05K - $1.32K
|
39
$2.24K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
900+ 5000.0% |
$41.1K - $51.5K
|
918
$52.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-205- 0.71% |
$9.36K - $11.7K
|
28.7K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.36K- 2.54% |
$245K - $307K
|
206K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 300.0% |
$2.05K - $2.57K
|
60
$3.45K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.63K- 10.89% |
$74.5K - $93.3K
|
13.3K
$767K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 6.38% |
$137 - $172
|
50
$2.87K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.6K- 22.49% |
$1.12M - $1.41M
|
84.9K
$4.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33+ 366.67% |
$1.51K - $1.89K
|
42
$2.41K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 9.09% |
$639 - $801
|
168
$9.65K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-53- 6.81% |
$2.42K - $3.03K
|
725
$41.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-539- 7.69% |
$24.6K - $30.8K
|
6.47K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$45.7 - $57.2
|
12
$690
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
860+ 955.56% |
$39.3K - $49.2K
|
950
$54.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
30New |
$1.37K - $1.72K
|
30
$1.72K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-14.3K- 17.32% |
$651K - $816K
|
68.1K
$3.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 16.88% |
$1.83K - $2.29K
|
197
$11.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$183 - $229
|
4
$230
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
107+ 39.63% |
$4.88K - $6.12K
|
377
$21.7K
|