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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
8.55KNew |
$303K - $378K
|
8.55K
$505K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.12K+ 5.62% |
$33.4K - $44.3K
|
21K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
198New |
$5.93K - $7.87K
|
198
$11.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-22.8K- 80.7% |
$683K - $908K
|
5.46K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
141+ 23.08% |
$4.22K - $5.61K
|
752
$44.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
62.5KNew |
$1.87M - $2.49M
|
62.5K
$3.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.47K- 20.28% |
$43.9K - $58.3K
|
5.76K
$340K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
50+ 125.0% |
$1.5K - $1.99K
|
90
$5.32K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
120+ 1.77% |
$3.59K - $4.77K
|
6.89K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.14K - $1.51K
|
38
$2.24K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.44K- 9.01% |
$43.2K - $57.3K
|
14.6K
$860K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$29.9 - $39.8
|
11
$650
|
|
| 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
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-325- 81.25% |
$12K - $16.6K
|
75
$4.43K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
643New |
$23.8K - $32.9K
|
643
$38K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
40.5KNew |
$1.5M - $2.07M
|
40.5K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.94KNew |
$220K - $304K
|
5.94K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$37.1 - $51.2
|
1
$59.1
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.71KNew |
$138K - $190K
|
3.71K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
11.5K+ 118.37% |
$427K - $589K
|
21.2K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
13.5KNew |
$502K - $693K
|
13.5K
$800K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.5KNew |
$92.6K - $128K
|
2.5K
$148K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-724- 5.57% |
$26.8K - $37K
|
12.3K
$725K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.16K+ 1145.54% |
$42.9K - $59.2K
|
1.26K
$74.3K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-27- 35.06% |
$1K - $1.38K
|
50
$2.95K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$74.1 - $102
|
2
$118
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.36% |
$37.1 - $51.2
|
275
$16.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-28- 56.0% |
$1.04K - $1.43K
|
22
$1.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.89KNew |
$107K - $148K
|
2.89K
$171K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-25K- 38.46% |
$926K - $1.28M
|
40K
$2.36M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-105- 25.8% |
$4.66K - $5.23K
|
302
$17.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
61New |
$2.71K - $3.04K
|
61
$3.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-574- 66.74% |
$25.5K - $28.6K
|
286
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
1.45K+ 4.93% |
$64.2K - $72K
|
30.8K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
665KNew |
$29.5M - $33.1M
|
665K
$39.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59New |
$2.62K - $2.94K
|
59
$3.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-13K- 23.78% |
$577K - $647K
|
41.7K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-36- 0.52% |
$1.6K - $1.79K
|
6.9K
$408K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-185- 10.63% |
$8.21K - $9.21K
|
1.56K
$91.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
303New |
$13.4K - $15.1K
|
303
$17.9K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.31K+ 12.02% |
$57.9K - $65K
|
12.2K
$719K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-212- 87.6% |
$9.4K - $10.6K
|
30
$1.77K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 3.7% |
$44.4 - $49.8
|
26
$1.54K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-378- 18.44% |
$16.8K - $18.8K
|
1.67K
$98.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 2.5% |
$88.7 - $99.6
|
78
$4.61K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
405+ 1.25% |
$18K - $20.2K
|
32.8K
$1.94M
|
|
| Q3 2022 | |||||||
|
Jan 03, 2024
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
10.8KNew |
$412K - $558K
|
10.8K
$641K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-62Closed |
$2.35K - $3.19K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
444+ 17.47% |
$16.9K - $22.8K
|
2.99K
$176K
|
|