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, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 9.09% |
$37.8 - $45.8
|
12
$621
|
|
Aug 12, 2022
Q2 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.75KNew |
$255K - $309K
|
6.75K
$349K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.11KClosed |
$231K - $280K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 95.0% |
$718 - $871
|
1
$51.8
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
1KNew |
$37.8K - $45.8K
|
1K
$51.8K
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7Closed |
$264 - $321
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-35Closed |
$1.32K - $1.6K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
44New |
$1.66K - $2.02K
|
44
$2.28K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-33- 89.19% |
$1.25K - $1.51K
|
4
$207
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-61- 19.55% |
$2.3K - $2.8K
|
251
$13K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-180Closed |
$6.8K - $8.25K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-194Closed |
$7.33K - $8.89K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-201K- 86.49% |
$7.59M - $9.21M
|
31.4K
$1.63M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
5.82KNew |
$220K - $267K
|
5.82K
$301K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6.3KClosed |
$294K - $353K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.1KClosed |
$238K - $286K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-153KClosed |
$7.11M - $8.55M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-51.8KClosed |
$2.42M - $2.91M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-6KClosed |
$280K - $336K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-105KClosed |
$4.9M - $5.89M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.6KClosed |
$214K - $258K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-5.97KClosed |
$278K - $334K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.32KClosed |
$201K - $242K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
72New |
$3.36K - $4.04K
|
72
$3.73K
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12.1KNew |
$563K - $677K
|
12.1K
$625K
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-5Closed |
$233 - $280
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
BUY
|
- |
11.9KNew |
$554K - $666K
|
11.9K
$615K
|
|
May 03, 2022
Q1 2022
|
Siena Capital Partners Gp, LLC
|
SELL
|
- |
-25.5K- 36.78% |
$1.19M - $1.43M
|
43.8K
$2.27M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-5Closed |
$233 - $280
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
179+ 22.35% |
$8.34K - $10K
|
980
$50.7K
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
SELL
|
- |
-11.9KClosed |
$555K - $667K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$141K - $169K
|
3.02K
$156K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
450New |
$21K - $25.2K
|
450
$23.3K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-28KClosed |
$1.33M - $1.56M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-27.5KClosed |
$1.31M - $1.53M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-111KClosed |
$5.26M - $6.16M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$476K - $558K
|
10K
$519K
|
|
Feb 03, 2022
Q4 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-92KClosed |
$4.37M - $5.12M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-400- 11.7% |
$19K - $22.3K
|
3.02K
$156K
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-123KClosed |
$5.83M - $6.83M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-4.86KClosed |
$208K - $253K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.42KClosed |
$189K - $230K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-7.22KClosed |
$309K - $376K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-30.2KClosed |
$1.29M - $1.57M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.05KClosed |
$49.1K - $57.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-11KClosed |
$513K - $600K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-14.6KClosed |
$680K - $796K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14- 0.2% |
$652 - $764
|
6.93K
$359K
|
|
Aug 11, 2021
Q2 2021
|
Chicago Capital Management, LLC
|
SELL
|
- |
-92.3KClosed |
$4.3M - $5.04M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-999Closed |
$46.5K - $54.5K
|
0
$0
|