Latest Institutional Purchases of Wsfs Financial Corp (WSFS)
This list provides information on the latest institutional transactions involving Wsfs Financial Corp (WSFS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4New |
$194 - $244
|
4
$209
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$97.1 - $122
|
2
$105
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.93% |
$48.6 - $61.1
|
108
$5.65K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.01% |
$48.6 - $61.1
|
12.8K
$670K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
44.9KNew |
$2.05M - $2.57M
|
44.9K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.6KNew |
$1.49M - $1.87M
|
32.6K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
26.6KNew |
$1.21M - $1.52M
|
26.6K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.8KNew |
$1.04M - $1.3M
|
22.8K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.3KNew |
$834K - $1.05M
|
18.3K
$956K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.5KNew |
$709K - $888K
|
15.5K
$812K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.1KNew |
$643K - $806K
|
14.1K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.65KNew |
$395K - $495K
|
8.65K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
8.01KNew |
$365K - $458K
|
8.01K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
7.75KNew |
$354K - $443K
|
7.75K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
7.19KNew |
$328K - $411K
|
7.19K
$376K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.16K+ 28.99% |
$327K - $409K
|
31.8K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.83KNew |
$312K - $391K
|
6.83K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
6.79KNew |
$310K - $388K
|
6.79K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.72KNew |
$307K - $385K
|
6.72K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.44KNew |
$248K - $311K
|
5.44K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.36KNew |
$245K - $307K
|
5.36K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.65KNew |
$212K - $266K
|
4.65K
$243K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.62KNew |
$211K - $264K
|
4.62K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
4.17KNew |
$190K - $239K
|
4.17K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.1KNew |
$187K - $235K
|
4.1K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.06KNew |
$185K - $232K
|
4.06K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.02KNew |
$183K - $230K
|
4.02K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.86K+ 1.53% |
$176K - $221K
|
255K
$13.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.49KNew |
$114K - $142K
|
2.49K
$130K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
900+ 5000.0% |
$41.1K - $51.5K
|
918
$48K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
860+ 955.56% |
$39.3K - $49.2K
|
950
$49.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
433+ 15.58% |
$19.8K - $24.8K
|
3.21K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
184New |
$8.4K - $10.5K
|
184
$9.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
90New |
$4.11K - $5.15K
|
90
$4.71K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
88+ 141.94% |
$4.02K - $5.03K
|
150
$7.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75New |
$3.42K - $4.29K
|
75
$3.92K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
63New |
$2.88K - $3.6K
|
63
$3.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$2.65K - $3.32K
|
58
$3.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 300.0% |
$2.05K - $2.57K
|
60
$3.14K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
30New |
$1.37K - $1.72K
|
30
$1.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21New |
$959 - $1.2K
|
21
$1.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.3% |
$685 - $858
|
5.09K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 60.0% |
$685 - $858
|
40
$2.09K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 9.09% |
$639 - $801
|
168
$8.79K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$365 - $458
|
8
$418
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$183 - $229
|
4
$209
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$183 - $229
|
4
$209
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 6.38% |
$137 - $172
|
50
$2.62K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$45.7 - $57.2
|
12K
$627K
|
|