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, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-180- 3.07% |
$7.51K - $8.46K
|
5.68K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
17.3K+ 265.08% |
$720K - $811K
|
23.8K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.27KNew |
$178K - $201K
|
4.27K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-27.1K- 81.88% |
$1.13M - $1.27M
|
6K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-311- 1.09% |
$13K - $14.6K
|
28.1K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.07KNew |
$253K - $285K
|
6.07K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.78K- 46.4% |
$158K - $178K
|
4.37K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
19+ 19.79% |
$793 - $893
|
115
$5.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-44- 0.55% |
$1.84K - $2.07K
|
7.89K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
14K+ 326.93% |
$585K - $658K
|
18.3K
$947K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-323K- 3.61% |
$13.5M - $15.2M
|
8.61M
$446M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.94K- 46.4% |
$164K - $185K
|
4.55K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
BUY
|
- |
73.1KNew |
$3.05M - $3.44M
|
73.1K
$3.79M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.39K+ 8.67% |
$58K - $65.3K
|
17.4K
$903K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.69K- 6.97% |
$154K - $174K
|
49.3K
$2.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-31- 46.27% |
$1.29K - $1.46K
|
36
$1.86K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
204New |
$8.51K - $9.59K
|
204
$10.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-3.4K- 35.05% |
$142K - $160K
|
6.3K
$326K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9New |
$376 - $423
|
9
$466
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-109- 2.37% |
$4.55K - $5.12K
|
4.49K
$233K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.42KNew |
$101K - $114K
|
2.42K
$125K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
43New |
$1.79K - $2.02K
|
43
$2.23K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.49K- 18.91% |
$104K - $117K
|
10.7K
$553K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$41.7 - $47
|
1
$51.8
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25+ 0.85% |
$1.04K - $1.18K
|
2.96K
$153K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 57.14% |
$501 - $564
|
33
$1.71K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-3.47K- 27.21% |
$142K - $164K
|
9.27K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.51KNew |
$61.7K - $71.3K
|
1.51K
$78K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.86K+ 64.32% |
$117K - $135K
|
7.31K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
14.1KNew |
$578K - $668K
|
14.1K
$730K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
2.74K+ 34.7% |
$112K - $130K
|
10.6K
$551K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-300- 13.04% |
$12.3K - $14.2K
|
2K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.3K- 96.04% |
$956K - $1.1M
|
961
$49.8K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.44K- 4.8% |
$59.2K - $68.3K
|
28.6K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-362- 10.23% |
$14.8K - $17.1K
|
3.18K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-36- 0.81% |
$1.48K - $1.7K
|
4.42K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.31K- 99.91% |
$94.7K - $109K
|
2
$104
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-723- 2.17% |
$29.6K - $34.2K
|
32.6K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
470New |
$19.3K - $22.2K
|
470
$24.3K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-316- 4.98% |
$13K - $15K
|
6.03K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
27.8KNew |
$1.14M - $1.31M
|
27.8K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
85New |
$3.49K - $4.02K
|
85
$4.4K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.54K+ 6.91% |
$268K - $310K
|
101K
$5.24M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7+ 0.13% |
$287 - $331
|
5.35K
$277K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.9K- 27.54% |
$77.9K - $89.9K
|
5K
$259K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
4.8KNew |
$197K - $227K
|
4.8K
$249K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
986New |
$40.4K - $46.7K
|
986
$51.1K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-538- 1.93% |
$22.1K - $25.5K
|
27.3K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
10.3KNew |
$424K - $489K
|
10.3K
$535K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
186New |
$7.63K - $8.81K
|
186
$9.63K
|
|