Purchases and Sales Made in Q1 2022 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q1 2022. The information is specifically focused on institutions that hold shares of WSFS FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2022
Q1 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.77K+ 87.36% |
$222K - $267K
|
10.2K
$575K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.65KNew |
$217K - $261K
|
4.65K
$261K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.61K+ 0.52% |
$215K - $259K
|
887K
$49.8M
|
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.36K+ 47.57% |
$203K - $244K
|
13.5K
$760K
|
|
|
Jun 07, 2022
Q1 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
4.2K+ 28.98% |
$196K - $235K
|
18.7K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.6KNew |
$168K - $202K
|
3.6K
$202K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.53K+ 100.43% |
$164K - $198K
|
7.04K
$395K
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
BUY
|
- |
3.1KNew |
$145K - $174K
|
3.1K
$174K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.02KNew |
$141K - $169K
|
3.02K
$170K
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.94K+ 45.18% |
$137K - $165K
|
9.44K
$530K
|
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.93K+ 6.74% |
$137K - $164K
|
46.4K
$2.61M
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
2.91K+ 24.32% |
$136K - $163K
|
14.9K
$837K
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.79K+ 8.71% |
$130K - $156K
|
34.8K
$1.96M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.7K+ 15.53% |
$126K - $151K
|
20.1K
$1.13M
|
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
2.67K+ 22.72% |
$125K - $150K
|
14.4K
$811K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.52KNew |
$117K - $141K
|
2.52K
$142K
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.43K+ 8.57% |
$113K - $136K
|
30.7K
$1.73M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.39KNew |
$111K - $134K
|
2.39K
$134K
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
2.36K+ 8.01% |
$110K - $132K
|
31.9K
$1.79M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.22K+ 8.08% |
$104K - $125K
|
29.7K
$1.67M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.14K+ 911.06% |
$99.8K - $120K
|
2.38K
$133K
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.63K+ 23.63% |
$76K - $91.4K
|
8.53K
$479K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.58KNew |
$73.8K - $88.7K
|
1.58K
$88.9K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.46K+ 40.37% |
$67.8K - $81.6K
|
5.06K
$284K
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.31K+ 2.37% |
$61K - $73.3K
|
56.6K
$3.18M
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.31K+ 30.25% |
$60.9K - $73.3K
|
5.63K
$316K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17KNew |
$54.4K - $65.4K
|
1.17K
$65.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 30.67% |
$53.6K - $64.5K
|
4.9K
$275K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
934+ 6.03% |
$43.5K - $52.4K
|
16.4K
$922K
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
900New |
$42K - $50.5K
|
900
$50.6K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
860New |
$40.1K - $48.2K
|
860
$48.3K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
826+ 6.52% |
$38.5K - $46.3K
|
13.5K
$758K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
788+ 10.81% |
$36.7K - $44.2K
|
8.08K
$454K
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
BUY
|
- |
742+ 11.03% |
$34.6K - $41.6K
|
7.47K
$420K
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
690+ 21.23% |
$32.2K - $38.7K
|
3.94K
$221K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
688+ 189.01% |
$32.1K - $38.6K
|
1.05K
$59.1K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
640+ 1032.26% |
$29.8K - $35.9K
|
702
$39.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
621+ 43.46% |
$29K - $34.8K
|
2.05K
$115K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
608+ 1.01% |
$28.3K - $34.1K
|
60.9K
$3.42M
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
520+ 8.22% |
$24.2K - $29.2K
|
6.85K
$385K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
450New |
$21K - $25.2K
|
450
$25.3K
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300New |
$14K - $16.8K
|
300
$16.9K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
291New |
$13.6K - $16.3K
|
291
$16.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
273+ 265.05% |
$12.7K - $15.3K
|
376
$21.1K
|
|
|
May 16, 2022
Q1 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
259+ 0.18% |
$12.1K - $14.5K
|
147K
$8.29M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
257+ 75.59% |
$12K - $14.4K
|
597
$33.5K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
246+ 6.23% |
$11.5K - $13.8K
|
4.2K
$236K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
233+ 1.87% |
$10.9K - $13.1K
|
12.7K
$713K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
180New |
$8.39K - $10.1K
|
180
$10.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
179+ 22.35% |
$8.34K - $10K
|
980
$55.1K
|