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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
183+ 5.87% |
$8.89K - $11.2K
|
3.3K
$195K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.41K+ 4.99% |
$409K - $514K
|
177K
$10.5M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-553- 10.28% |
$26.9K - $33.8K
|
4.83K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36+ 0.8% |
$1.75K - $2.2K
|
4.56K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26- 0.01% |
$1.26K - $1.59K
|
233K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-6.6K- 54.1% |
$321K - $403K
|
5.6K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
101New |
$4.91K - $6.17K
|
101
$5.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$2.43K - $3.05K
|
50
$2.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
10.5KNew |
$509K - $640K
|
10.5K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.3K- 73.33% |
$160K - $202K
|
1.2K
$70.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.8K+ 66.61% |
$624K - $785K
|
32.1K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-10- 0.12% |
$486 - $611
|
8.6K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
164New |
$7.97K - $10K
|
164
$9.69K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.8KNew |
$136K - $171K
|
2.8K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$29.1K - $36.7K
|
600
$35.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
12.6KNew |
$613K - $771K
|
12.6K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-69.4K- 88.83% |
$3.37M - $4.24M
|
8.73K
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.45K- 6.68% |
$168K - $211K
|
48.2K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 19.05% |
$583 - $733
|
51
$3.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
750New |
$36.4K - $45.8K
|
750
$44.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$97.1 - $122
|
2
$118
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17New |
$826 - $1.04K
|
17
$1K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.58KNew |
$76.7K - $96.5K
|
1.58K
$93.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-11K- 44.0% |
$534K - $672K
|
14K
$827K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16New |
$777 - $977
|
16
$945
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
14.4KNew |
$700K - $880K
|
14.4K
$851K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
21New |
$1.02K - $1.28K
|
21
$1.24K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5- 0.07% |
$243 - $305
|
7.65K
$452K
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.93K- 11.35% |
$93.7K - $118K
|
15.1K
$890K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-30- 0.23% |
$1.46K - $1.83K
|
12.8K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 2.21% |
$777 - $977
|
741
$43.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 5.17% |
$1.26K - $1.59K
|
529
$31.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
19New |
$923 - $1.16K
|
19
$1.12K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 16.67% |
$340 - $428
|
49
$2.89K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.9KNew |
$190K - $238K
|
3.9K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
227K+ 819.76% |
$11M - $13.9M
|
255K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 2.56% |
$48.6 - $61.1
|
38
$2.24K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.62KNew |
$211K - $264K
|
4.62K
$273K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$365 - $458
|
8
$473
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
6.79KNew |
$310K - $388K
|
6.79K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.6KNew |
$1.49M - $1.87M
|
32.6K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
26.6KNew |
$1.21M - $1.52M
|
26.6K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.3KNew |
$834K - $1.05M
|
18.3K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
184New |
$8.4K - $10.5K
|
184
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
44.9KNew |
$2.05M - $2.57M
|
44.9K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.65KNew |
$395K - $495K
|
8.65K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
7.75KNew |
$354K - $443K
|
7.75K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
7.19KNew |
$328K - $411K
|
7.19K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.83KNew |
$312K - $391K
|
6.83K
$403K
|
|