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 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.5KNew |
$92.6K - $128K
|
2.5K
$129K
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
13.5KNew |
$502K - $693K
|
13.5K
$702K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.16K+ 1145.54% |
$42.9K - $59.2K
|
1.26K
$65.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-27- 35.06% |
$1K - $1.38K
|
50
$2.59K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$74.1 - $102
|
2
$104
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.36% |
$37.1 - $51.2
|
275
$14.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-28- 56.0% |
$1.04K - $1.43K
|
22
$1.14K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.89KNew |
$107K - $148K
|
2.89K
$150K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-25K- 38.46% |
$926K - $1.28M
|
40K
$2.07M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-105- 25.8% |
$4.66K - $5.23K
|
302
$15.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59New |
$2.62K - $2.94K
|
59
$3.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
61New |
$2.71K - $3.04K
|
61
$3.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-574- 66.74% |
$25.5K - $28.6K
|
286
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
1.45K+ 4.93% |
$64.2K - $72K
|
30.8K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
665KNew |
$29.5M - $33.1M
|
665K
$34.4M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-36- 0.52% |
$1.6K - $1.79K
|
6.9K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-13K- 23.78% |
$577K - $647K
|
41.7K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-185- 10.63% |
$8.21K - $9.21K
|
1.56K
$80.5K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.31K+ 12.02% |
$57.9K - $65K
|
12.2K
$630K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
303New |
$13.4K - $15.1K
|
303
$15.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-212- 87.6% |
$9.4K - $10.6K
|
30
$1.55K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 3.7% |
$44.4 - $49.8
|
26
$1.35K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 2.5% |
$88.7 - $99.6
|
78
$4.04K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-378- 18.44% |
$16.8K - $18.8K
|
1.67K
$86.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
405+ 1.25% |
$18K - $20.2K
|
32.8K
$1.7M
|
|
| Q3 2022 | |||||||
|
Jan 03, 2024
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
10.8KNew |
$412K - $558K
|
10.8K
$562K
|
|
|
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
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.89K- 85.96% |
$110K - $149K
|
472
$24.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-20.7K- 34.5% |
$786K - $1.06M
|
39.3K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
4.7K+ 783.33% |
$178K - $242K
|
5.3K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
270+ 0.77% |
$10.2K - $13.9K
|
35.2K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
115+ 1.72% |
$4.37K - $5.91K
|
6.82K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
97.2KNew |
$3.69M - $5M
|
97.2K
$5.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 23.21% |
$49.9K - $67.6K
|
6.98K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
12.4K+ 245.96% |
$472K - $640K
|
17.5K
$906K
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.47KNew |
$170K - $230K
|
4.47K
$231K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-9.75KClosed |
$370K - $501K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-13.3K- 68.0% |
$505K - $684K
|
6.26K
$324K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
5New |
$190 - $257
|
5
$259
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
115New |
$4.37K - $5.91K
|
115
$5.95K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.53KNew |
$210K - $285K
|
5.53K
$287K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-720- 30.19% |
$27.3K - $37K
|
1.67K
$86.2K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.25KNew |
$274K - $332K
|
7.25K
$376K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-19Closed |
$718 - $871
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-900Closed |
$34K - $41.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-14.2K- 27.55% |
$535K - $650K
|
37.3K
$1.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
12.2K+ 19.86% |
$462K - $561K
|
73.9K
$3.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-3.82K- 36.17% |
$144K - $175K
|
6.74K
$349K
|
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-12.8KClosed |
$482K - $585K
|
0
$0
|
|