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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 6.74% |
$482 - $665
|
180
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18- 0.06% |
$667 - $921
|
28.7K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 5.86% |
$667 - $921
|
289
$16.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-22- 2.53% |
$815 - $1.13K
|
849
$47.7K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-27- 35.06% |
$1K - $1.38K
|
50
$2.81K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-28- 56.0% |
$1.04K - $1.43K
|
22
$1.24K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-62- 60.78% |
$2.3K - $3.17K
|
40
$2.25K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-75- 0.42% |
$2.78K - $3.84K
|
17.8K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-87- 0.12% |
$3.22K - $4.45K
|
75K
$4.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-90- 47.87% |
$3.33K - $4.6K
|
98
$5.51K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-110- 50.23% |
$4.08K - $5.63K
|
109
$6.12K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-113- 88.98% |
$4.19K - $5.78K
|
14
$787
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-115- 1.08% |
$4.26K - $5.88K
|
10.5K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-123- 0.5% |
$4.56K - $6.29K
|
24.7K
$1.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-134- 39.76% |
$4.96K - $6.86K
|
203
$11.4K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-219- 1.7% |
$8.11K - $11.2K
|
12.7K
$713K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-286- 4.08% |
$10.6K - $14.6K
|
6.73K
$378K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-304- 1.86% |
$11.3K - $15.6K
|
16K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-323- 1.85% |
$12K - $16.5K
|
17.1K
$962K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-325- 81.25% |
$12K - $16.6K
|
75
$4.21K
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-401- 7.26% |
$14.9K - $20.5K
|
5.13K
$288K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-401- 7.26% |
$14.9K - $20.5K
|
5.13K
$288K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-453Closed |
$16.8K - $23.2K
|
0
$0
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-500- 41.67% |
$18.5K - $25.6K
|
700
$39.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-541- 2.13% |
$20K - $27.7K
|
24.8K
$1.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-598- 54.41% |
$22.2K - $30.6K
|
501
$28.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 2.05% |
$22.2K - $30.7K
|
28.7K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-635- 16.34% |
$23.5K - $32.5K
|
3.25K
$183K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-676- 1.03% |
$25K - $34.6K
|
65.2K
$3.66M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-694- 1.62% |
$25.7K - $35.5K
|
42.2K
$2.37M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-700- 2.39% |
$25.9K - $35.8K
|
28.5K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-724- 5.57% |
$26.8K - $37K
|
12.3K
$689K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-750- 3.66% |
$27.8K - $38.4K
|
19.7K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-787- 8.13% |
$29.2K - $40.3K
|
8.89K
$500K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-814- 21.04% |
$30.2K - $41.6K
|
3.05K
$172K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.1K- 2.39% |
$40.6K - $56.1K
|
44.8K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.23K- 0.68% |
$45.6K - $63K
|
179K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.3K- 0.77% |
$48.2K - $66.5K
|
168K
$9.42M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.3K- 0.77% |
$48.2K - $66.5K
|
168K
$9.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-1.4K- 66.67% |
$51.9K - $71.6K
|
700
$39.3K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.45K- 9.49% |
$53.7K - $74.2K
|
13.8K
$777K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.04K- 1.19% |
$75.5K - $104K
|
169K
$9.5M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.22K- 7.91% |
$82.4K - $114K
|
25.9K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.82K- 3.54% |
$105K - $144K
|
76.9K
$4.32M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.04K- 3.94% |
$113K - $156K
|
74.3K
$4.17M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-3.68K- 2.75% |
$136K - $188K
|
130K
$7.32M
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.77K- 1.1% |
$140K - $193K
|
340K
$19.1M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.86K- 1.03% |
$143K - $197K
|
372K
$20.9M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.95K- 6.25% |
$146K - $202K
|
59.1K
$3.32M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.47K- 11.42% |
$165K - $228K
|
34.6K
$1.95M
|