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 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
15+ 0.3% |
$685 - $858
|
5.06K
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.3% |
$685 - $858
|
5.09K
$278K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 9.09% |
$639 - $801
|
168
$9.18K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11+ 0.14% |
$502 - $629
|
7.66K
$418K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8New |
$365 - $458
|
8
$437
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$183 - $229
|
4
$219
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$183 - $229
|
4
$219
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 6.38% |
$137 - $172
|
50
$2.73K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$45.7 - $57.2
|
6.05K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$45.7 - $57.2
|
12K
$655K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 9.09% |
$45.7 - $57.2
|
12
$656
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 20.0% |
$91.3 - $114
|
8
$437
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-11- 12.5% |
$502 - $629
|
77
$4.21K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-16- 13.01% |
$730 - $915
|
107
$5.85K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21- 0.33% |
$959 - $1.2K
|
6.42K
$351K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-23- 37.1% |
$1.05K - $1.32K
|
39
$2.13K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-24- 0.23% |
$1.1K - $1.37K
|
10.5K
$573K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-30- 0.48% |
$1.37K - $1.72K
|
6.19K
$338K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 16.88% |
$1.83K - $2.29K
|
197
$10.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45- 11.42% |
$2.05K - $2.57K
|
349
$19.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-53- 6.81% |
$2.42K - $3.03K
|
725
$39.6K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-54- 26.21% |
$2.47K - $3.09K
|
152
$8.31K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-73- 0.67% |
$3.33K - $4.18K
|
10.8K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91- 2.74% |
$4.15K - $5.21K
|
3.23K
$177K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-114- 83.82% |
$5.2K - $6.52K
|
22
$1.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-205- 0.71% |
$9.36K - $11.7K
|
28.7K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-280- 2.16% |
$12.8K - $16K
|
12.7K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-470- 0.4% |
$21.5K - $26.9K
|
117K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-505- 16.81% |
$23.1K - $28.9K
|
2.5K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-508- 10.2% |
$23.2K - $29.1K
|
4.47K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-512- 2.87% |
$23.4K - $29.3K
|
17.3K
$947K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-524- 9.23% |
$23.9K - $30K
|
5.16K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-539- 7.69% |
$24.6K - $30.8K
|
6.47K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-600- 2.55% |
$27.4K - $34.3K
|
22.9K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-600- 4.11% |
$27.4K - $34.3K
|
14K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-646- 8.05% |
$29.5K - $37K
|
7.38K
$403K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-703- 1.79% |
$32.1K - $40.2K
|
38.6K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-703- 1.79% |
$32.1K - $40.2K
|
38.6K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-931- 5.07% |
$42.5K - $53.3K
|
17.4K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-937- 4.47% |
$42.8K - $53.6K
|
20K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-963- 9.75% |
$44K - $55.1K
|
8.92K
$487K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-999- 1.9% |
$45.6K - $57.2K
|
51.6K
$2.82M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1K- 3.89% |
$45.7K - $57.2K
|
24.7K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.09K- 4.52% |
$49.5K - $62.1K
|
22.9K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.16K- 0.16% |
$52.9K - $66.2K
|
721K
$39.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.19K- 2.5% |
$54.4K - $68.2K
|
46.4K
$2.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.2K- 1.01% |
$54.8K - $68.7K
|
117K
$6.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.44K- 4.15% |
$65.5K - $82.1K
|
33.1K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.46K- 4.14% |
$66.6K - $83.5K
|
33.8K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 4.97% |
$68.5K - $85.8K
|
28.7K
$1.57M
|