Purchases and Sales Made in Q3 2023 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.05K+ 8.02% |
$108K - $135K
|
41K
$2.3M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.72K+ 97.84% |
$96.4K - $120K
|
5.5K
$309K
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 10.8% |
$96.3K - $120K
|
27.9K
$1.57M
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 10.8% |
$96.3K - $120K
|
27.9K
$1.57M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.43KNew |
$86K - $107K
|
2.43K
$136K
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.11KNew |
$74.7K - $93.3K
|
2.11K
$118K
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.8KNew |
$63.7K - $79.5K
|
1.8K
$101K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.77K+ 3.26% |
$62.6K - $78.2K
|
56K
$3.15M
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.65K+ 15.3% |
$58.5K - $73.1K
|
12.5K
$699K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.51K+ 146.28% |
$53.6K - $67K
|
2.55K
$143K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.49K+ 0.52% |
$52.9K - $66.1K
|
287K
$16.1M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.49K+ 16.71% |
$52.8K - $66K
|
10.4K
$585K
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1.42K+ 8.03% |
$50.3K - $62.9K
|
19.1K
$1.07M
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 1.05% |
$49.6K - $61.9K
|
135K
$7.59M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.03K+ 20.32% |
$36.4K - $45.5K
|
6.09K
$342K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
841+ 0.88% |
$29.8K - $37.2K
|
96K
$5.39M
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
695+ 2.11% |
$24.6K - $30.7K
|
33.6K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Cooke & Bieler LP
|
BUY
|
- |
590+ 0.06% |
$20.9K - $26.1K
|
1.04M
$58.6M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
516+ 77.71% |
$18.3K - $22.8K
|
1.18K
$66.3K
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
398+ 1.24% |
$14.1K - $17.6K
|
32.4K
$1.82M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
345+ 4.58% |
$12.2K - $15.3K
|
7.88K
$443K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
316+ 4.27% |
$11.2K - $14K
|
7.73K
$434K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
284+ 0.39% |
$10.1K - $12.6K
|
73.9K
$4.15M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
269+ 46.38% |
$9.53K - $11.9K
|
849
$47.7K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
254+ 1.47% |
$9K - $11.2K
|
17.5K
$983K
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
176+ 5.23% |
$6.24K - $7.79K
|
3.54K
$199K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
172New |
$6.09K - $7.61K
|
172
$9.66K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
128+ 1.29% |
$4.54K - $5.66K
|
10.1K
$565K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
90+ 0.52% |
$3.19K - $3.98K
|
17.5K
$983K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
73New |
$2.59K - $3.23K
|
73
$4.1K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
72New |
$2.55K - $3.19K
|
72
$4.04K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 5.61% |
$2.52K - $3.14K
|
1.34K
$75.1K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
48New |
$1.7K - $2.12K
|
48
$2.7K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42+ 0.26% |
$1.49K - $1.86K
|
16.2K
$912K
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
31+ 5.93% |
$1.1K - $1.37K
|
554
$31.1K
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
31+ 5.93% |
$1.1K - $1.37K
|
554
$31.1K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
20+ 0.36% |
$709 - $885
|
5.52K
$310K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15+ 0.19% |
$531 - $664
|
8K
$449K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14+ 0.2% |
$496 - $619
|
7K
$393K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 34.38% |
$390 - $487
|
43
$2.42K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 0.02% |
$142 - $177
|
26.4K
$1.48M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 16.67% |
$70.9 - $88.5
|
14
$787
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 6.23% |
$673 - $841
|
286
$16.1K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-29- 8.15% |
$1.03K - $1.28K
|
327
$18.4K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-32- 39.51% |
$1.13K - $1.42K
|
49
$2.75K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-35- 1.35% |
$1.24K - $1.55K
|
2.56K
$144K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-190- 0.29% |
$6.73K - $8.41K
|
65.8K
$3.7M
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-196- 2.49% |
$6.94K - $8.67K
|
7.66K
$430K
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-253- 2.64% |
$8.96K - $11.2K
|
9.32K
$524K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-263- 4.13% |
$9.32K - $11.6K
|
6.11K
$343K
|