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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.8KNew |
$136K - $171K
|
2.8K
$146K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
750New |
$36.4K - $45.8K
|
750
$39.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$29.1K - $36.7K
|
600
$31.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
164New |
$7.97K - $10K
|
164
$8.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
101New |
$4.91K - $6.17K
|
101
$5.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$2.43K - $3.05K
|
50
$2.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
21New |
$1.02K - $1.28K
|
21
$1.09K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
19New |
$923 - $1.16K
|
19
$990
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17New |
$826 - $1.04K
|
17
$886
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16New |
$777 - $977
|
16
$833
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 16.67% |
$340 - $428
|
49
$2.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$97.1 - $122
|
2
$104
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.6KNew |
$1.49M - $1.87M
|
32.6K
$1.7M
|
|
|
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 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.3KNew |
$834K - $1.05M
|
18.3K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.5KNew |
$709K - $888K
|
15.5K
$809K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14.1KNew |
$643K - $806K
|
14.1K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.65KNew |
$395K - $495K
|
8.65K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
7.75KNew |
$354K - $443K
|
7.75K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
7.19KNew |
$328K - $411K
|
7.19K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.16K+ 28.99% |
$327K - $409K
|
31.8K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.83KNew |
$312K - $391K
|
6.83K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
6.79KNew |
$310K - $388K
|
6.79K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.44KNew |
$248K - $311K
|
5.44K
$283K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.65KNew |
$212K - $266K
|
4.65K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
4.17KNew |
$190K - $239K
|
4.17K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.1KNew |
$187K - $235K
|
4.1K
$214K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.06KNew |
$185K - $232K
|
4.06K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.86K+ 1.53% |
$176K - $221K
|
255K
$13.3M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
900+ 5000.0% |
$41.1K - $51.5K
|
918
$47.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
63New |
$2.88K - $3.6K
|
63
$3.28K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$2.65K - $3.32K
|
58
$3.02K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
30New |
$1.37K - $1.72K
|
30
$1.56K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$365 - $458
|
8
$417
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$183 - $229
|
4
$208
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$183 - $229
|
4
$208
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$45.7 - $57.2
|
12K
$625K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$45.7 - $57.2
|
12
$625
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
BUY
|
- |
73.1KNew |
$3.05M - $3.44M
|
73.1K
$3.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
14K+ 326.93% |
$585K - $658K
|
18.3K
$953K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.07KNew |
$253K - $285K
|
6.07K
$316K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.42KNew |
$101K - $114K
|
2.42K
$126K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.39K+ 8.67% |
$58K - $65.3K
|
17.4K
$908K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
19+ 19.79% |
$793 - $893
|
115
$5.99K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 57.14% |
$501 - $564
|
33
$1.72K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$41.7 - $47
|
1
$52.1
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
27.8KNew |
$1.14M - $1.31M
|
27.8K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
14.1KNew |
$578K - $668K
|
14.1K
$735K
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
10.3KNew |
$424K - $489K
|
10.3K
$539K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.54K+ 6.91% |
$268K - $310K
|
101K
$5.27M
|
|