Purchases and Sales Made in Q1 2025 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
104K+ 7004.23% |
$5.21M - $6.18M
|
106K
$5.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.8KNew |
$439K - $522K
|
8.8K
$455K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 17.51% |
$120K - $142K
|
16.1K
$832K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
252+ 90.0% |
$12.6K - $15K
|
532
$27.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
196+ 6.79% |
$9.79K - $11.6K
|
3.08K
$159K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
112+ 1.84% |
$5.59K - $6.64K
|
6.22K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
112+ 74.67% |
$5.59K - $6.64K
|
262
$13.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
94+ 34.94% |
$4.7K - $5.58K
|
363
$18.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
82+ 48.81% |
$4.1K - $4.87K
|
250
$12.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51New |
$2.55K - $3.03K
|
51
$2.63K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 83.33% |
$2.5K - $2.97K
|
110
$5.68K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$999 - $1.19K
|
20
$1.03K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11New |
$549 - $653
|
11
$568
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 22.5% |
$450 - $534
|
49
$2.53K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 150.0% |
$300 - $356
|
10
$517
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$200 - $237
|
4
$207
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 27.27% |
$150 - $178
|
14
$723
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 11.63% |
$250 - $297
|
38
$1.96K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-33- 0.31% |
$1.65K - $1.96K
|
10.4K
$540K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34- 0.17% |
$1.7K - $2.02K
|
19.6K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-38- 0.3% |
$1.9K - $2.25K
|
12.8K
$660K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90- 9.47% |
$4.5K - $5.34K
|
860
$44.4K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 1.22% |
$15K - $17.8K
|
24.3K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-355- 1.1% |
$17.7K - $21.1K
|
31.8K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-398- 69.58% |
$19.9K - $23.6K
|
174
$8.99K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-539- 3.13% |
$26.9K - $32K
|
16.7K
$863K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-682- 3.05% |
$34.1K - $40.5K
|
21.7K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-978- 2.92% |
$48.9K - $58K
|
32.5K
$1.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.41K- 4.75% |
$420K - $499K
|
169K
$8.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.8K- 5.19% |
$590K - $701K
|
216K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-27.9K- 41.29% |
$1.39M - $1.66M
|
39.7K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 98.07% |
$5.18M - $6.15M
|
2.04K
$105K
|