Purchases and Sales Made in Q2 2024 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.06K+ 3.9% |
$44.1K - $49.6K
|
28.2K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
912+ 6.02% |
$38.1K - $42.9K
|
16.1K
$832K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
703+ 1.82% |
$29.3K - $33K
|
39.3K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
691+ 9.9% |
$28.8K - $32.5K
|
7.67K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
604+ 0.3% |
$25.2K - $28.4K
|
203K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
553+ 0.23% |
$23.1K - $26K
|
237K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
458+ 10.13% |
$19.1K - $21.5K
|
4.98K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
452+ 9.38% |
$18.9K - $21.2K
|
5.27K
$273K
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 3.7% |
$16.7K - $18.8K
|
11.2K
$580K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
394New |
$16.4K - $18.5K
|
394
$20.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
295+ 40.52% |
$12.3K - $13.9K
|
1.02K
$53K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
228+ 8.21% |
$9.52K - $10.7K
|
3.01K
$156K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
225+ 2.02% |
$9.39K - $10.6K
|
11.4K
$589K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
204New |
$8.51K - $9.59K
|
204
$10.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.67% |
$8.35K - $9.4K
|
30.2K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
188+ 3.96% |
$7.85K - $8.84K
|
4.93K
$255K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
185+ 1.11% |
$7.72K - $8.7K
|
16.9K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
150+ 0.08% |
$6.26K - $7.05K
|
183K
$9.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
126+ 1260.0% |
$5.26K - $5.92K
|
136
$7.04K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
109+ 0.92% |
$4.55K - $5.12K
|
12K
$621K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
90+ 50.0% |
$3.76K - $4.23K
|
270
$14K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 1520.0% |
$3.17K - $3.57K
|
81
$4.19K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
43New |
$1.79K - $2.02K
|
43
$2.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42+ 0.58% |
$1.75K - $1.97K
|
7.25K
$375K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 36.28% |
$1.71K - $1.93K
|
154
$7.97K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
40+ 0.67% |
$1.67K - $1.88K
|
5.99K
$310K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
36+ 138.46% |
$1.5K - $1.69K
|
62
$3.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
34+ 5.18% |
$1.42K - $1.6K
|
690
$35.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28+ 0.25% |
$1.17K - $1.32K
|
11.3K
$587K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25+ 0.85% |
$1.04K - $1.18K
|
2.96K
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
19+ 19.79% |
$793 - $893
|
115
$5.95K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
18New |
$751 - $846
|
18
$932
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18New |
$751 - $846
|
18
$932
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$626 - $705
|
15
$777
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13+ 0.17% |
$543 - $611
|
7.65K
$396K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 57.14% |
$501 - $564
|
33
$1.71K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12+ 0.24% |
$501 - $564
|
5.08K
$263K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9New |
$376 - $423
|
9
$466
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$376 - $423
|
9
$466
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9New |
$376 - $423
|
9
$466
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.05% |
$125 - $141
|
6.05K
$313K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 10.0% |
$41.7 - $47
|
11
$570
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$41.7 - $47
|
1
$51.8
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13- 0.05% |
$543 - $611
|
28.9K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-31- 46.27% |
$1.29K - $1.46K
|
36
$1.86K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-31- 0.29% |
$1.29K - $1.46K
|
10.5K
$544K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 38.61% |
$1.63K - $1.83K
|
62
$3.21K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-40- 0.16% |
$1.67K - $1.88K
|
24.7K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-44- 0.55% |
$1.84K - $2.07K
|
7.89K
$409K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-71- 2.49% |
$2.96K - $3.34K
|
2.78K
$144K
|