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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.71K+ 60.39% |
$111K - $128K
|
7.21K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.71K+ 5.37% |
$111K - $128K
|
53.1K
$2.9M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.55K+ 19.31% |
$105K - $121K
|
15.8K
$862K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.49K+ 1.51% |
$102K - $118K
|
168K
$9.17M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.48K+ 5380.43% |
$101K - $117K
|
2.52K
$138K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.46K+ 16.52% |
$101K - $116K
|
17.4K
$948K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
2.39K+ 8.49% |
$97.9K - $113K
|
30.5K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.71K+ 0.21% |
$69.9K - $80.7K
|
823K
$45M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.69K+ 6.64% |
$69.2K - $79.9K
|
27.1K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.6K+ 17.38% |
$65.6K - $75.7K
|
10.8K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.51KNew |
$61.7K - $71.3K
|
1.51K
$82.3K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.25K+ 2.48% |
$51.1K - $59K
|
51.5K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.25K+ 0.71% |
$51.1K - $59K
|
176K
$9.6M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.08K+ 18.8% |
$44.4K - $51.3K
|
6.84K
$374K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 2.62% |
$41.4K - $47.8K
|
39.6K
$2.16M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 2.62% |
$41.4K - $47.8K
|
39.6K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1K+ 9.2% |
$41K - $47.4K
|
11.9K
$649K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
986New |
$40.4K - $46.7K
|
986
$53.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
757+ 7.19% |
$31K - $35.8K
|
11.3K
$616K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
693+ 6.03% |
$28.4K - $32.8K
|
12.2K
$666K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
518+ 0.99% |
$21.2K - $24.5K
|
53K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
470New |
$19.3K - $22.2K
|
470
$25.7K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
390+ 15.32% |
$16K - $18.5K
|
2.94K
$160K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
351+ 6.27% |
$14.4K - $16.6K
|
5.95K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
276+ 5.95% |
$11.3K - $13.1K
|
4.91K
$268K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
235New |
$9.64K - $11.1K
|
235
$12.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
186New |
$7.63K - $8.81K
|
186
$10.2K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
175+ 6.73% |
$7.18K - $8.28K
|
2.78K
$152K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
133+ 94.33% |
$5.45K - $6.3K
|
274
$15K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
123New |
$5.04K - $5.82K
|
123
$6.72K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
85New |
$3.49K - $4.02K
|
85
$4.64K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
72+ 12.33% |
$2.95K - $3.41K
|
656
$35.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71+ 2.55% |
$2.91K - $3.36K
|
2.85K
$156K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31+ 0.27% |
$1.27K - $1.47K
|
11.3K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
30+ 0.43% |
$1.23K - $1.42K
|
6.98K
$381K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
26New |
$1.07K - $1.23K
|
26
$1.42K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 4.12% |
$779 - $899
|
480
$26.2K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
19+ 0.34% |
$779 - $899
|
5.56K
$304K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
18+ 36.73% |
$738 - $852
|
67
$3.66K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14+ 0.18% |
$574 - $663
|
7.63K
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13New |
$533 - $615
|
13
$710
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9+ 0.15% |
$369 - $426
|
6.04K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9+ 9.78% |
$369 - $426
|
101
$5.52K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.01% |
$328 - $379
|
65.7K
$3.59M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7+ 0.13% |
$287 - $331
|
5.35K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$41 - $47.3
|
28.4K
$1.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 8.33% |
$41 - $47.3
|
13
$710
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 16.0% |
$164 - $189
|
21
$1.15K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 10.0% |
$287 - $331
|
63
$3.44K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 66.67% |
$410 - $473
|
5
$273
|