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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$210K - $250K
|
4.21K
$223K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.94KNew |
$197K - $234K
|
3.94K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.23K+ 7.77% |
$161K - $191K
|
44.8K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.85K+ 5.06% |
$142K - $169K
|
59.2K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.48K+ 9.69% |
$124K - $147K
|
28K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 17.51% |
$120K - $142K
|
16.1K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.24K+ 1.01% |
$112K - $133K
|
223K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.05K+ 29.42% |
$102K - $121K
|
9.01K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.97K+ 1.1% |
$98.5K - $117K
|
181K
$9.56M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.81K+ 22.33% |
$90.5K - $107K
|
9.92K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.79K+ 3.45% |
$89.5K - $106K
|
53.7K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.46K+ 11.64% |
$73.1K - $86.8K
|
14K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.18K+ 3.49% |
$58.7K - $69.8K
|
34.8K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.03K+ 521.83% |
$51.3K - $61K
|
1.23K
$64.7K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
936+ 9.12% |
$46.8K - $55.5K
|
11.2K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
854+ 8.99% |
$42.7K - $50.7K
|
10.4K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
851+ 7.77% |
$42.5K - $50.5K
|
11.8K
$624K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
711+ 12.95% |
$35.5K - $42.2K
|
6.2K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
665+ 2.96% |
$33.2K - $39.5K
|
23.1K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
658+ 8.92% |
$32.9K - $39K
|
8.04K
$425K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
516+ 10.84% |
$25.8K - $30.6K
|
5.28K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
430New |
$21.5K - $25.5K
|
430
$22.7K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
351+ 7.88% |
$17.5K - $20.8K
|
4.81K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
295+ 72.66% |
$14.7K - $17.5K
|
701
$37K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
261+ 1.24% |
$13K - $15.5K
|
21.3K
$1.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
252+ 90.0% |
$12.6K - $15K
|
532
$28.1K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
216+ 5.32% |
$10.8K - $12.8K
|
4.28K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
209+ 4.94% |
$10.4K - $12.4K
|
4.44K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
204+ 1.47% |
$10.2K - $12.1K
|
14.1K
$744K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
196+ 6.79% |
$9.79K - $11.6K
|
3.08K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
179+ 994.44% |
$8.94K - $10.6K
|
197
$10.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
170New |
$8.49K - $10.1K
|
170
$8.98K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
170New |
$8.49K - $10.1K
|
170
$8.98K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
160+ 3.66% |
$7.99K - $9.49K
|
4.53K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153+ 5.16% |
$7.64K - $9.08K
|
3.12K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
137+ 4.15% |
$6.84K - $8.13K
|
3.44K
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
112+ 1.84% |
$5.59K - $6.64K
|
6.22K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
112+ 74.67% |
$5.59K - $6.64K
|
262
$13.8K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
108New |
$5.39K - $6.41K
|
108
$5.71K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
106+ 66.25% |
$5.29K - $6.29K
|
266
$14.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
94+ 34.94% |
$4.7K - $5.58K
|
363
$19.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
82+ 48.81% |
$4.1K - $4.87K
|
250
$13.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51New |
$2.55K - $3.03K
|
51
$2.69K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
51New |
$2.55K - $3.03K
|
51
$2.69K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 83.33% |
$2.5K - $2.97K
|
110
$5.81K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39+ 185.71% |
$1.95K - $2.31K
|
60
$3.17K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
36New |
$1.8K - $2.14K
|
36
$1.9K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29New |
$1.45K - $1.72K
|
29
$1.53K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
29+ 3.99% |
$1.45K - $1.72K
|
755
$39.9K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28New |
$1.4K - $1.66K
|
28
$1.48K
|