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 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-168- 89.36% |
$7.71K - $9.33K
|
20
$1.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.29KNew |
$197K - $238K
|
4.29K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$232K - $280K
|
5.05K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
181+ 167.59% |
$8.31K - $10.1K
|
289
$15.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
135+ 1.96% |
$6.2K - $7.5K
|
7.04K
$384K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-168- 31.76% |
$7.71K - $9.33K
|
361
$19.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.17K- 37.91% |
$53.6K - $64.9K
|
1.91K
$104K
|
|
|
Aug 08, 2025
Q2 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-70- 0.21% |
$3.21K - $3.89K
|
33.7K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10K- 31.87% |
$460K - $557K
|
21.4K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$184K - $223K
|
4.01K
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
11.1KNew |
$512K - $619K
|
11.1K
$608K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 3.45% |
$45.9 - $55.5
|
28
$1.53K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.47K- 27.58% |
$159K - $193K
|
9.11K
$497K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
50+ 5.1% |
$2.3K - $2.78K
|
1.03K
$56.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-3.78K- 22.93% |
$173K - $210K
|
12.7K
$692K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-270- 2.27% |
$12.4K - $15K
|
11.6K
$634K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.5KNew |
$68.9K - $83.3K
|
1.5K
$81.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 46.94% |
$1.06K - $1.28K
|
26
$1.42K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
5.1KNew |
$234K - $283K
|
5.1K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-32- 0.71% |
$1.47K - $1.78K
|
4.46K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 42.86% |
$275 - $333
|
8
$436
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17New |
$780 - $944
|
17
$927
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
750+ 5.87% |
$34.4K - $41.7K
|
13.5K
$738K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-252- 47.37% |
$11.6K - $14K
|
280
$15.3K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30- 50.0% |
$1.5K - $1.78K
|
30
$1.64K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.94KNew |
$197K - $234K
|
3.94K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
20.3KNew |
$1.01M - $1.2M
|
20.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.81K+ 22.33% |
$90.5K - $107K
|
9.92K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
936+ 9.12% |
$46.8K - $55.5K
|
11.2K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-85- 90.43% |
$4.25K - $5.04K
|
9
$491
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-6.47K- 60.81% |
$323K - $384K
|
4.17K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-96- 2.99% |
$4.8K - $5.7K
|
3.12K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.56K- 26.76% |
$128K - $152K
|
7K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-187- 1.16% |
$9.34K - $11.1K
|
15.9K
$868K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.42K- 17.86% |
$70.8K - $84.1K
|
6.52K
$355K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
170New |
$8.49K - $10.1K
|
170
$9.27K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.93KNew |
$246K - $293K
|
4.93K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
430New |
$21.5K - $25.5K
|
430
$23.5K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
51New |
$2.55K - $3.03K
|
51
$2.78K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
36New |
$1.8K - $2.14K
|
36
$1.96K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
658+ 8.92% |
$32.9K - $39K
|
8.04K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$450 - $534
|
9
$491
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8- 0.16% |
$400 - $475
|
5.08K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.61KNew |
$280K - $333K
|
5.61K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$999 - $1.19K
|
20
$1.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$200 - $237
|
4
$218
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 11.63% |
$250 - $297
|
38
$2.07K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11New |
$549 - $653
|
11
$600
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51New |
$2.55K - $3.03K
|
51
$2.78K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90- 9.47% |
$4.5K - $5.34K
|
860
$46.9K
|
|