Purchases and Sales Made in Q1 2023 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.3K+ 5.01% |
$159K - $220K
|
90.1K
$5.06M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
4.09K+ 32.26% |
$152K - $209K
|
16.8K
$943K
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
3.86K+ 3.26% |
$143K - $198K
|
122K
$6.87M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.71KNew |
$138K - $190K
|
3.71K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.21K+ 45.11% |
$119K - $164K
|
10.3K
$579K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.89KNew |
$107K - $148K
|
2.89K
$162K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.5KNew |
$92.6K - $128K
|
2.5K
$140K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.44K+ 4.84% |
$90.6K - $125K
|
52.9K
$2.97M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.43K+ 986.99% |
$90K - $124K
|
2.67K
$150K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.25K+ 3.55% |
$83.2K - $115K
|
65.4K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.09K+ 3.12% |
$77.2K - $107K
|
68.9K
$3.87M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.92K+ 2.62% |
$71.2K - $98.3K
|
75.2K
$4.23M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.81K+ 30.48% |
$67.2K - $92.8K
|
7.76K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.25K+ 21.76% |
$46.4K - $64.1K
|
7.01K
$394K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.16K+ 1145.54% |
$42.9K - $59.2K
|
1.26K
$70.7K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.08K+ 0.99% |
$40K - $55.3K
|
110K
$6.21M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.04K+ 13.12% |
$38.5K - $53.2K
|
8.96K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.03K+ 6.48% |
$38.2K - $52.7K
|
16.9K
$951K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
951New |
$35.2K - $48.7K
|
951
$53.4K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
948+ 19.54% |
$35.1K - $48.5K
|
5.8K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
643New |
$23.8K - $32.9K
|
643
$36.1K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
600+ 2.38% |
$22.2K - $30.7K
|
25.8K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
526+ 0.71% |
$19.5K - $26.9K
|
75.1K
$4.22M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
331+ 118.21% |
$12.3K - $16.9K
|
611
$34.3K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
252+ 2.22% |
$9.34K - $12.9K
|
11.6K
$653K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
241+ 20.1% |
$8.93K - $12.3K
|
1.44K
$80.9K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
231New |
$8.56K - $11.8K
|
231
$13K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
205New |
$7.6K - $10.5K
|
205
$11.5K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
149+ 0.45% |
$5.52K - $7.62K
|
33.5K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
136New |
$5.04K - $6.96K
|
136
$7.64K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
120+ 0.0% |
$4.45K - $6.14K
|
7.12M
$400M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
90+ 0.14% |
$3.33K - $4.6K
|
66K
$3.71M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
81+ 0.86% |
$3K - $4.14K
|
9.45K
$531K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
73New |
$2.7K - $3.73K
|
73
$4.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73+ 0.73% |
$2.7K - $3.73K
|
10K
$563K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69+ 0.66% |
$2.56K - $3.53K
|
10.6K
$593K
|
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
19+ 0.05% |
$704 - $972
|
35.7K
$2M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
17+ 3.6% |
$630 - $870
|
489
$27.5K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
17+ 3.6% |
$630 - $870
|
489
$27.5K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
16+ 0.29% |
$593 - $819
|
5.48K
$308K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 0.47% |
$333 - $460
|
1.91K
$107K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 0.01% |
$111 - $153
|
32.9K
$1.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 5.0% |
$74.1 - $102
|
42
$2.36K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 20.0% |
$74.1 - $102
|
12
$674
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$74.1 - $102
|
2
$112
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 1.8% |
$74.1 - $102
|
113
$6.35K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$37.1 - $51.2
|
1
$56.2
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$37.1 - $51.2
|
10.9K
$611K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.36% |
$37.1 - $51.2
|
275
$15.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 25.0% |
$148 - $205
|
12
$674
|