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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
48New |
$1.7K - $2.12K
|
48
$2.49K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
62.5KNew |
$1.87M - $2.49M
|
62.5K
$3.24M
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.79KNew |
$263K - $350K
|
8.79K
$455K
|
|
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
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
198New |
$5.93K - $7.87K
|
198
$10.3K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
141+ 23.08% |
$4.22K - $5.61K
|
752
$38.9K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
120+ 1.77% |
$3.59K - $4.77K
|
6.89K
$357K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
50+ 125.0% |
$1.5K - $1.99K
|
90
$4.66K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.14K - $1.51K
|
38
$1.97K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
40.5KNew |
$1.5M - $2.07M
|
40.5K
$2.09M
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
13.5KNew |
$502K - $693K
|
13.5K
$702K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
11.5K+ 118.37% |
$427K - $589K
|
21.2K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.94KNew |
$220K - $304K
|
5.94K
$308K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.71KNew |
$138K - $190K
|
3.71K
$192K
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.89KNew |
$107K - $148K
|
2.89K
$150K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.5KNew |
$92.6K - $128K
|
2.5K
$129K
|
|
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 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
643New |
$23.8K - $32.9K
|
643
$33.3K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$74.1 - $102
|
2
$104
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$37.1 - $51.2
|
1
$51.8
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
665KNew |
$29.5M - $33.1M
|
665K
$34.4M
|
|
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 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.31K+ 12.02% |
$57.9K - $65K
|
12.2K
$630K
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
405+ 1.25% |
$18K - $20.2K
|
32.8K
$1.7M
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
303New |
$13.4K - $15.1K
|
303
$15.7K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
61New |
$2.71K - $3.04K
|
61
$3.16K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59New |
$2.62K - $2.94K
|
59
$3.06K
|
|
Q3 2022 | |||||||
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
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
12.4K+ 245.96% |
$472K - $640K
|
17.5K
$906K
|
|
Jan 03, 2024
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
10.8KNew |
$412K - $558K
|
10.8K
$562K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.53KNew |
$210K - $285K
|
5.53K
$287K
|
|
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
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.47KNew |
$170K - $230K
|
4.47K
$231K
|
|
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 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
|
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
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
115New |
$4.37K - $5.91K
|
115
$5.95K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
5New |
$190 - $257
|
5
$259
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
12.2K+ 19.86% |
$462K - $561K
|
73.9K
$3.82M
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.25KNew |
$274K - $332K
|
7.25K
$376K
|
|
Aug 12, 2022
Q2 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.75KNew |
$255K - $309K
|
6.75K
$349K
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
5.82KNew |
$220K - $267K
|
5.82K
$301K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
1KNew |
$37.8K - $45.8K
|
1K
$51.8K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
44New |
$1.66K - $2.02K
|
44
$2.28K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 9.09% |
$37.8 - $45.8
|
12
$621
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12.1KNew |
$563K - $677K
|
12.1K
$625K
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
BUY
|
- |
11.9KNew |
$554K - $666K
|
11.9K
$615K
|
|
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
|