Purchases and Sales Made in Q1 2024 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q1 2024. 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 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
640KNew |
$26.2M - $30.3M
|
640K
$36M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
372K+ 5.35% |
$15.3M - $17.6M
|
7.34M
$412M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
235K+ 2.7% |
$9.62M - $11.1M
|
8.93M
$502M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
229K+ 50.02% |
$9.38M - $10.8M
|
686K
$38.5M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
199KNew |
$8.14M - $9.4M
|
199K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
160K+ 14.13% |
$6.56M - $7.58M
|
1.29M
$72.7M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
72.8K+ 2.54% |
$2.98M - $3.44M
|
2.93M
$165M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
69.5K+ 41.78% |
$2.85M - $3.29M
|
236K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68.4K+ 8.03% |
$2.8M - $3.24M
|
920K
$51.7M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
55.7K+ 8.13% |
$2.28M - $2.64M
|
741K
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
53.3K+ 35.84% |
$2.18M - $2.52M
|
202K
$11.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.5K+ 12.42% |
$2.07M - $2.39M
|
457K
$25.7M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
50K+ 37.58% |
$2.05M - $2.37M
|
183K
$10.3M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.7K+ 10.12% |
$1.71M - $1.97M
|
453K
$25.5M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
40K+ 103.48% |
$1.64M - $1.89M
|
78.6K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
36.9KNew |
$1.51M - $1.75M
|
36.9K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
35.8K+ 0.95% |
$1.47M - $1.69M
|
3.79M
$213M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34.5K+ 5.38% |
$1.42M - $1.63M
|
676K
$38M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
31KNew |
$1.27M - $1.47M
|
31K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
30.7K+ 3.87% |
$1.26M - $1.46M
|
826K
$46.4M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
28.4K+ 2.09% |
$1.17M - $1.35M
|
1.39M
$78M
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
27.8KNew |
$1.14M - $1.31M
|
27.8K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
24.7K+ 7.79% |
$1.01M - $1.17M
|
341K
$19.2M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21K+ 7.57% |
$861K - $994K
|
298K
$16.8M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
18.3K+ 24.8% |
$749K - $865K
|
91.9K
$5.16M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
15.6K+ 88.54% |
$638K - $736K
|
33.1K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
14.1KNew |
$578K - $668K
|
14.1K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.3K+ 86.05% |
$503K - $581K
|
26.5K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
10.6K+ 18.04% |
$436K - $503K
|
69.6K
$3.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
10.3KNew |
$424K - $489K
|
10.3K
$581K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.45K+ 4.17% |
$388K - $448K
|
236K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.9K+ 142.3% |
$365K - $421K
|
15.2K
$851K
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
8.48KNew |
$348K - $402K
|
8.48K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.14KNew |
$334K - $385K
|
8.14K
$457K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.61KNew |
$271K - $313K
|
6.61K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.54K+ 6.91% |
$268K - $310K
|
101K
$5.68M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.86KNew |
$240K - $277K
|
5.86K
$329K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.74K+ 5.48% |
$235K - $272K
|
111K
$6.21M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.35K+ 6.03% |
$219K - $253K
|
94.1K
$5.29M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5K+ 5.64% |
$205K - $237K
|
93.8K
$5.27M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
4.8KNew |
$197K - $227K
|
4.8K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.69KNew |
$192K - $222K
|
4.69K
$263K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.52KNew |
$185K - $214K
|
4.52K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.32K+ 3.86% |
$177K - $205K
|
116K
$6.53M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4.29KNew |
$176K - $203K
|
4.29K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.55K+ 12.74% |
$146K - $168K
|
31.4K
$1.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3.28K+ 41.64% |
$134K - $155K
|
11.2K
$627K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
3.2K+ 69.56% |
$131K - $152K
|
7.81K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.86K+ 64.32% |
$117K - $135K
|
7.31K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
2.74K+ 34.7% |
$112K - $130K
|
10.6K
$598K
|