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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
12.4K+ 245.96% |
$472K - $640K
|
17.5K
$988K
|
|
Jan 03, 2024
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
10.8KNew |
$412K - $558K
|
10.8K
$612K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.53KNew |
$210K - $285K
|
5.53K
$312K
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
4.7K+ 783.33% |
$178K - $242K
|
5.3K
$299K
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.47KNew |
$170K - $230K
|
4.47K
$252K
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 23.21% |
$49.9K - $67.6K
|
6.98K
$394K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
444+ 17.47% |
$16.9K - $22.8K
|
2.99K
$169K
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
270+ 0.77% |
$10.2K - $13.9K
|
35.2K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
115+ 1.72% |
$4.37K - $5.91K
|
6.82K
$385K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
115New |
$4.37K - $5.91K
|
115
$6.49K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
5New |
$190 - $257
|
5
$282
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
12.2K+ 19.86% |
$462K - $561K
|
73.9K
$4.17M
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.25KNew |
$274K - $332K
|
7.25K
$409K
|
|
Aug 12, 2022
Q2 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.75KNew |
$255K - $309K
|
6.75K
$381K
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
5.82KNew |
$220K - $267K
|
5.82K
$329K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
1KNew |
$37.8K - $45.8K
|
1K
$56.5K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
44New |
$1.66K - $2.02K
|
44
$2.48K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 9.09% |
$37.8 - $45.8
|
12
$677
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12.1KNew |
$563K - $677K
|
12.1K
$682K
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
BUY
|
- |
11.9KNew |
$554K - $666K
|
11.9K
$671K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$141K - $169K
|
3.02K
$170K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
450New |
$21K - $25.2K
|
450
$25.4K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
179+ 22.35% |
$8.34K - $10K
|
980
$55.3K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
72New |
$3.36K - $4.04K
|
72
$4.06K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$476K - $558K
|
10K
$566K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
480New |
$13.1K - $21.7K
|
480
$27.1K
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
290New |
$7.9K - $13.1K
|
290
$16.4K
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
31.3KNew |
$610K - $1.38M
|
31.3K
$1.77M
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$197K - $446K
|
10.1K
$572K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37.5KNew |
$1.47M - $1.66M
|
37.5K
$2.11M
|
|
Q1 2019 | |||||||
Apr 10, 2019
Q1 2019
|
Cordasco Financial Network
|
BUY
|
- |
130New |
$4.88K - $5.78K
|
130
$7.34K
|
|
Q1 2018 | |||||||
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.3K+ 5468.72% |
$620K - $704K
|
13.5K
$764K
|