Purchases and Sales Made in Q3 2024 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.62KNew |
$211K - $264K
|
4.62K
$238K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.24KNew |
$194K - $243K
|
4.24K
$219K
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
4.17KNew |
$190K - $239K
|
4.17K
$215K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.1KNew |
$187K - $235K
|
4.1K
$212K
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.06KNew |
$185K - $232K
|
4.06K
$210K
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.02KNew |
$183K - $230K
|
4.02K
$207K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.97KNew |
$181K - $227K
|
3.97K
$205K
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.86K+ 1.53% |
$176K - $221K
|
255K
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.45K+ 67.65% |
$157K - $197K
|
8.54K
$441K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 1.65% |
$132K - $166K
|
178K
$9.21M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.49KNew |
$114K - $142K
|
2.49K
$129K
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.4KNew |
$110K - $137K
|
2.4K
$124K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.38K+ 13.72% |
$109K - $136K
|
19.7K
$1.02M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.88K+ 6.12% |
$86K - $108K
|
32.6K
$1.69M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.61K+ 21.01% |
$73.6K - $92.2K
|
9.29K
$480K
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.47K+ 4.76% |
$67.1K - $84.1K
|
32.4K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.45K+ 18.03% |
$66K - $82.7K
|
9.47K
$489K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.43K+ 12.52% |
$65.1K - $81.5K
|
12.8K
$662K
|
|
Apr 04, 2025
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.35K+ 2.44% |
$61.8K - $77.4K
|
56.8K
$2.93M
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.27K+ 3.86% |
$57.7K - $72.4K
|
34K
$1.76M
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.1K+ 9.82% |
$50.2K - $62.9K
|
12.3K
$636K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
900+ 5000.0% |
$41.1K - $51.5K
|
918
$47.4K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
860+ 955.56% |
$39.3K - $49.2K
|
950
$49.1K
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
762+ 0.02% |
$34.8K - $43.6K
|
3.9M
$202M
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
486+ 9.22% |
$22.2K - $27.8K
|
5.76K
$298K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
433+ 15.58% |
$19.8K - $24.8K
|
3.21K
$166K
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
428+ 2.54% |
$19.5K - $24.5K
|
17.3K
$894K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
428+ 41.84% |
$19.5K - $24.5K
|
1.45K
$75K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
388+ 7.87% |
$17.7K - $22.2K
|
5.32K
$275K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
250+ 4.17% |
$11.4K - $14.3K
|
6.24K
$322K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
232New |
$10.6K - $13.3K
|
232
$12K
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
218+ 1.53% |
$9.95K - $12.5K
|
14.5K
$748K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
206New |
$9.4K - $11.8K
|
206
$10.6K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
184New |
$8.4K - $10.5K
|
184
$9.51K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
124+ 0.4% |
$5.66K - $7.09K
|
31.2K
$1.61M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
107+ 39.63% |
$4.88K - $6.12K
|
377
$19.5K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
90New |
$4.11K - $5.15K
|
90
$4.65K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
88+ 141.94% |
$4.02K - $5.03K
|
150
$7.75K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
85New |
$3.88K - $4.86K
|
85
$4.39K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75New |
$3.42K - $4.29K
|
75
$3.87K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
63New |
$2.88K - $3.6K
|
63
$3.25K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 77.78% |
$2.88K - $3.6K
|
144
$7.44K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$2.65K - $3.32K
|
58
$3K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 300.0% |
$2.05K - $2.57K
|
60
$3.1K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33+ 366.67% |
$1.51K - $1.89K
|
42
$2.17K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
30New |
$1.37K - $1.72K
|
30
$1.55K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25+ 0.22% |
$1.14K - $1.43K
|
11.4K
$587K
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
24+ 3.48% |
$1.1K - $1.37K
|
714
$36.9K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 4.79% |
$1.05K - $1.32K
|
503
$26K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21New |
$959 - $1.2K
|
21
$1.08K
|