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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-316- 4.98% |
$13K - $15K
|
6.03K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
470New |
$19.3K - $22.2K
|
470
$24.7K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-723- 2.17% |
$29.6K - $34.2K
|
32.6K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.31K- 99.91% |
$94.7K - $109K
|
2
$105
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
27.8KNew |
$1.14M - $1.31M
|
27.8K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
85New |
$3.49K - $4.02K
|
85
$4.47K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.54K+ 6.91% |
$268K - $310K
|
101K
$5.32M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7+ 0.13% |
$287 - $331
|
5.35K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.9K- 27.54% |
$77.9K - $89.9K
|
5K
$263K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
4.8KNew |
$197K - $227K
|
4.8K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
986New |
$40.4K - $46.7K
|
986
$51.8K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-538- 1.93% |
$22.1K - $25.5K
|
27.3K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
10.3KNew |
$424K - $489K
|
10.3K
$544K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13New |
$533 - $615
|
13
$684
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
186New |
$7.63K - $8.81K
|
186
$9.78K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-65- 21.67% |
$2.21K - $3.06K
|
235
$12.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.37K+ 9.44% |
$284K - $394K
|
97K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.5KNew |
$153K - $212K
|
4.5K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
13.9K+ 30323.91% |
$474K - $657K
|
14K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
78+ 0.83% |
$2.65K - $3.67K
|
9.46K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
8.83K+ 363.81% |
$300K - $416K
|
11.3K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
20.7KNew |
$704K - $976K
|
20.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.12K- 19.96% |
$310K - $430K
|
36.6K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.7KNew |
$160K - $221K
|
4.7K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
13.8KNew |
$467K - $647K
|
13.8K
$723K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
20.5KNew |
$695K - $963K
|
20.5K
$1.08M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.37KNew |
$155K - $193K
|
4.37K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
6.44KNew |
$228K - $285K
|
6.44K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
172New |
$6.09K - $7.61K
|
172
$9.04K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-11.9K- 16.36% |
$423K - $528K
|
61K
$3.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.29KNew |
$258K - $323K
|
7.29K
$383K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.8KNew |
$63.7K - $79.5K
|
1.8K
$94.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.61KNew |
$305K - $381K
|
8.61K
$453K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
48New |
$1.7K - $2.12K
|
48
$2.52K
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-2.91K- 28.45% |
$103K - $129K
|
7.32K
$385K
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
8.55KNew |
$303K - $378K
|
8.55K
$450K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
198New |
$5.93K - $7.87K
|
198
$10.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-22.8K- 80.7% |
$683K - $908K
|
5.46K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
141+ 23.08% |
$4.22K - $5.61K
|
752
$39.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
62.5KNew |
$1.87M - $2.49M
|
62.5K
$3.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.47K- 20.28% |
$43.9K - $58.3K
|
5.76K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
50+ 125.0% |
$1.5K - $1.99K
|
90
$4.73K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
120+ 1.77% |
$3.59K - $4.77K
|
6.89K
$362K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.14K - $1.51K
|
38
$2K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.44K- 9.01% |
$43.2K - $57.3K
|
14.6K
$766K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$29.9 - $39.8
|
11
$578
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-453Closed |
$16.8K - $23.2K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.42K- 22.56% |
$238K - $328K
|
22K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-325- 81.25% |
$12K - $16.6K
|
75
$3.94K
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.94KNew |
$220K - $304K
|
5.94K
$312K
|
|