Latest Institutional Sells of Wsfs Financial Corp (WSFS)
This list provides information on the latest institutional transactions involving Wsfs Financial Corp (WSFS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History | 
|---|---|---|---|---|---|---|---|
| 
                  May 13, 2024
                  Q1 2024
                 | 
      American International Group, Inc.
       New York, NY | SELL | - | -723- 2.17% |                   
                  $29.6K - $34.2K
                 |                   
                32.6K
                $1.71M
               | |
| 
                  May 01, 2024
                  Q1 2024
                 | 
      Mirae Asset Global Investments Co., Ltd.
      
   | SELL | - | -538- 1.93% |                   
                  $22.1K - $25.5K
                 |                   
                27.3K
                $1.44M
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Metropolitan Life Insurance CO
       New York, NY | SELL | - | -362- 10.23% |                   
                  $14.8K - $17.1K
                 |                   
                3.18K
                $167K
               | |
| 
                  May 13, 2024
                  Q1 2024
                 | 
      Ameritas Investment Partners, Inc.
       Lincoln, NE | SELL | - | -316- 4.98% |                   
                  $13K - $15K
                 |                   
                6.03K
                $317K
               | |
| 
                  May 15, 2024
                  Q1 2024
                 | 
      Aquatic Capital Management LLC
       Chicago, IL | SELL | - | -300- 13.04% |                   
                  $12.3K - $14.2K
                 |                   
                2K
                $105K
               | |
| 
                  May 14, 2024
                  Q1 2024
                 | 
      Advisors Asset Management, Inc.
       Monument, CO | SELL | - | -36- 0.81% |                   
                  $1.48K - $1.7K
                 |                   
                4.42K
                $233K
               | |
| Q4 2023 | |||||||
| 
                  Feb 14, 2024
                  Q4 2023
                 | 
      Ae Wealth Management LLC
      
   | SELL | - | -9.12K- 19.96% |                   
                  $310K - $430K
                 |                   
                36.6K
                $1.92M
               | |
| 
                  Aug 13, 2024
                  Q4 2023
                 | 
      Glen Eagle Advisors, LLC
       Kingston, NJ | SELL | - | -65- 21.67% |                   
                  $2.21K - $3.06K
                 |                   
                235
                $12.4K
               | |
| Q3 2023 | |||||||
| 
                  Nov 09, 2023
                  Q3 2023
                 | 
      Exodus Point Capital Management, LP
       New York, NY | SELL | - | -11.9K- 16.36% |                   
                  $423K - $528K
                 |                   
                61K
                $3.21M
               | |
| 
                  Oct 16, 2023
                  Q3 2023
                 | 
      Everence Capital Management Inc
      
   | SELL | - | -2.91K- 28.45% |                   
                  $103K - $129K
                 |                   
                7.32K
                $385K
               | |
| Q2 2023 | |||||||
| 
                  Aug 14, 2023
                  Q2 2023
                 | 
      Ergoteles LLC
       New York, NY | SELL | - | -22.8K- 80.7% |                   
                  $683K - $908K
                 |                   
                5.46K
                $287K
               | |
| 
                  Aug 10, 2023
                  Q2 2023
                 | 
      Pictet Asset Management Sa
       Geneva 73, V8 | SELL | - | -1.47K- 20.28% |                   
                  $43.9K - $58.3K
                 |                   
                5.76K
                $303K
               | |
| 
                  Jul 25, 2023
                  Q2 2023
                 | 
      Dupont Capital Management Corp
      
   | SELL | - | -1.44K- 9.01% |                   
                  $43.2K - $57.3K
                 |                   
                14.6K
                $766K
               | |
| 
                  Jul 10, 2023
                  Q2 2023
                 | 
      Disciplined Investments, LLC
       Tulsa, OK | SELL | - | -1- 8.33% |                   
                  $29.9 - $39.8
                 |                   
                11
                $578
               | |
| Q1 2023 | |||||||
| 
                  Apr 14, 2023
                  Q1 2023
                 | 
      Hennessy Advisors Inc
       Novato, CA | SELL | - | -25K- 38.46% |                   
                  $926K - $1.28M
                 |                   
                40K
                $2.1M
               | |
| 
                  May 16, 2023
                  Q1 2023
                 | 
      Susquehanna Fundamental Investments, LLC
       Bala Cynwyd, PA | SELL | - | -6.42K- 22.56% |                   
                  $238K - $328K
                 |                   
                22K
                $1.16M
               | |
| 
                  May 11, 2023
                  Q1 2023
                 | 
      First Republic Investment Management, Inc.
       San Francisco, CA | SELL | - | -724- 5.57% |                   
                  $26.8K - $37K
                 |                   
                12.3K
                $645K
               | |
| 
                  Nov 07, 2023
                  Q1 2023
                 | 
      Sutton Wealth Advisors Inc.
       Tampa, FL | SELL | - | -453Closed |                   
                  $16.8K - $23.2K
                 |                   
                0
                $0
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Belpointe Asset Management LLC
      
   | SELL | - | -325- 81.25% |                   
                  $12K - $16.6K
                 |                   
                75
                $3.94K
               | |
| 
                  May 02, 2023
                  Q1 2023
                 | 
      Schubert & CO
      
   | SELL | - | -28- 56.0% |                   
                  $1.04K - $1.43K
                 |                   
                22
                $1.16K
               | |
| 
                  May 04, 2023
                  Q1 2023
                 | 
      Ellevest, Inc.
      
   | SELL | - | -27- 35.06% |                   
                  $1K - $1.38K
                 |                   
                50
                $2.63K
               | |
| 
                  May 03, 2023
                  Q1 2023
                 | 
      Tci Wealth Advisors, Inc.
      
   | SELL | - | -1- 0.36% |                   
                  $37.1 - $51.2
                 |                   
                275
                $14.5K
               | |
| Q4 2022 | |||||||
| 
                  Feb 13, 2023
                  Q4 2022
                 | 
      Federated Hermes, Inc.
       Pittsburgh, PA | SELL | - | -13K- 23.78% |                   
                  $577K - $647K
                 |                   
                41.7K
                $2.19M
               | |
| 
                  Feb 14, 2023
                  Q4 2022
                 | 
      Meeder Asset Management Inc
      
   | SELL | - | -574- 66.74% |                   
                  $25.5K - $28.6K
                 |                   
                286
                $15K
               | |
| 
                  Jan 24, 2023
                  Q4 2022
                 | 
      Harbor Investment Advisory, LLC
      
   | SELL | - | -378- 18.44% |                   
                  $16.8K - $18.8K
                 |                   
                1.67K
                $87.9K
               | |
| 
                  Feb 02, 2023
                  Q4 2022
                 | 
      Simplex Trading, LLC
      
   | SELL | - | -212- 87.6% |                   
                  $9.4K - $10.6K
                 |                   
                30
                $1.58K
               | |
| 
                  Feb 10, 2023
                  Q4 2022
                 | 
      C M Bidwell & Associates LTD
       Honolulu, HI | SELL | - | -185- 10.63% |                   
                  $8.21K - $9.21K
                 |                   
                1.56K
                $81.8K
               | |
| 
                  Mar 06, 2023
                  Q4 2022
                 | 
      Rockefeller Capital Management L.P.
       New York, NY | SELL | - | -105- 25.8% |                   
                  $4.66K - $5.23K
                 |                   
                302
                $15.9K
               | |
| 
                  Feb 13, 2023
                  Q4 2022
                 | 
      M&T Bank Corp
      
   | SELL | - | -36- 0.52% |                   
                  $1.6K - $1.79K
                 |                   
                6.9K
                $363K
               | |
| 
                  Jan 24, 2023
                  Q4 2022
                 | 
      Lindbrook Capital, LLC
      
   | SELL | - | -2- 2.5% |                   
                  $88.7 - $99.6
                 |                   
                78
                $4.1K
               | |
| 
                  Jan 27, 2023
                  Q4 2022
                 | 
      Signaturefd, LLC
       Atlanta, GA | SELL | - | -1- 3.7% |                   
                  $44.4 - $49.8
                 |                   
                26
                $1.37K
               | |
| Q3 2022 | |||||||
| 
                  Nov 14, 2022
                  Q3 2022
                 | 
      Maltese Capital Management LLC
       New York, NY | SELL | - | -20.7K- 34.5% |                   
                  $786K - $1.06M
                 |                   
                39.3K
                $2.07M
               | |
| 
                  Nov 03, 2022
                  Q3 2022
                 | 
      Duality Advisers, LP
       Miami, FL | SELL | - | -13.3K- 68.0% |                   
                  $505K - $684K
                 |                   
                6.26K
                $329K
               | |
| 
                  Nov 09, 2022
                  Q3 2022
                 | 
      Dean Investment Associates, LLC
       Beavercreek, OH | SELL | - | -9.75KClosed |                   
                  $370K - $501K
                 |                   
                0
                $0
               | |
| 
                  Nov 14, 2022
                  Q3 2022
                 | 
      Peak6 Investments LLC
       Chicago, IL | SELL | - | -2.89K- 85.96% |                   
                  $110K - $149K
                 |                   
                472
                $24.8K
               | |
| 
                  Oct 20, 2022
                  Q3 2022
                 | 
      Fin Trust Capital Advisors, LLC
      
   | SELL | - | -720- 30.19% |                   
                  $27.3K - $37K
                 |                   
                1.67K
                $87.5K
               | |
| 
                  Sep 21, 2023
                  Q3 2022
                 | 
      Halpern Financial, Inc.
       Ashburn, VA | SELL | - | -62Closed |                   
                  $2.35K - $3.19K
                 |                   
                0
                $0
               | |
| Q2 2022 | |||||||
| 
                  Jul 21, 2022
                  Q2 2022
                 | 
      Ziegler Capital Management, LLC
      
   | SELL | - | -201K- 86.49% |                   
                  $7.59M - $9.21M
                 |                   
                31.4K
                $1.65M
               | |
| 
                  Aug 15, 2022
                  Q2 2022
                 | 
      Man Group PLC
       London, X0 | SELL | - | -14.2K- 27.55% |                   
                  $535K - $650K
                 |                   
                37.3K
                $1.96M
               | |
| 
                  Aug 15, 2022
                  Q2 2022
                 | 
      Magnetar Financial LLC
       Evanston, IL | SELL | - | -12.8KClosed |                   
                  $482K - $585K
                 |                   
                0
                $0
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      O'Shaughnessy Asset Management, LLC
       Stamford, CT | SELL | - | -6.11KClosed |                   
                  $231K - $280K
                 |                   
                0
                $0
               | |
| 
                  Aug 15, 2022
                  Q2 2022
                 | 
      Dean Capital Management
       Overland Park, KS | SELL | - | -3.82K- 36.17% |                   
                  $144K - $175K
                 |                   
                6.74K
                $354K
               | |
| 
                  Aug 16, 2022
                  Q2 2022
                 | 
      Neo Ivy Capital Management
       New York, NY | SELL | - | -900Closed |                   
                  $34K - $41.2K
                 |                   
                0
                $0
               | |
| 
                  Jul 25, 2022
                  Q2 2022
                 | 
      Arlington Partners LLC
      
   | SELL | - | -194Closed |                   
                  $7.33K - $8.89K
                 |                   
                0
                $0
               | |
| 
                  Aug 01, 2022
                  Q2 2022
                 | 
      Ellis Investment Partners, LLC
      
   | SELL | - | -180Closed |                   
                  $6.8K - $8.25K
                 |                   
                0
                $0
               | |
| 
                  Aug 01, 2022
                  Q2 2022
                 | 
      Parallel Advisors, LLC
      
   | SELL | - | -61- 19.55% |                   
                  $2.3K - $2.8K
                 |                   
                251
                $13.2K
               | |
| 
                  Aug 05, 2022
                  Q2 2022
                 | 
      Fieldpoint Private Securities, LLC
      
   | SELL | - | -35Closed |                   
                  $1.32K - $1.6K
                 |                   
                0
                $0
               | |
| 
                  Aug 04, 2022
                  Q2 2022
                 | 
      Glassman Wealth Services
      
   | SELL | - | -33- 89.19% |                   
                  $1.25K - $1.51K
                 |                   
                4
                $210
               | |
| 
                  Aug 17, 2022
                  Q2 2022
                 | 
      Cordant, Inc.
       Portland, OR | SELL | - | -19Closed |                   
                  $718 - $871
                 |                   
                0
                $0
               | |
| 
                  Aug 10, 2022
                  Q2 2022
                 | 
      Manchester Capital Management LLC
       Manchester, VT | SELL | - | -19- 95.0% |                   
                  $718 - $871
                 |                   
                1
                $52.6
               | |