Purchases and Sales Made in Q4 2021 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
26New |
$1.24K - $1.45K
|
26
$1.46K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19New |
$903 - $1.06K
|
19
$1.07K
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
15+ 0.13% |
$713 - $835
|
12K
$673K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14New |
$665 - $779
|
14
$787
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 3.12% |
$523 - $612
|
364
$20.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
10New |
$475 - $557
|
10
$562
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
8+ 0.03% |
$380 - $445
|
29.5K
$1.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7New |
$333 - $390
|
7
$393
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
5New |
$238 - $278
|
5
$281
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
5New |
$238 - $278
|
5
$281
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
5+ 0.11% |
$238 - $278
|
4.47K
$251K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.66% |
$143 - $167
|
455
$25.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16- 20.51% |
$760 - $891
|
62
$3.48K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 21.15% |
$1.05K - $1.22K
|
82
$4.61K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32- 0.71% |
$1.52K - $1.78K
|
4.48K
$251K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-36- 0.1% |
$1.71K - $2K
|
34.4K
$1.93M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-147Closed |
$6.98K - $8.18K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-153- 1.18% |
$7.27K - $8.52K
|
12.8K
$719K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-193- 4.57% |
$9.17K - $10.7K
|
4.03K
$227K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-304- 2.42% |
$14.4K - $16.9K
|
12.2K
$688K
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-304- 2.42% |
$14.4K - $16.9K
|
12.2K
$688K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-400- 11.7% |
$19K - $22.3K
|
3.02K
$170K
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-500- 7.81% |
$23.8K - $27.8K
|
5.9K
$331K
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-567- 5.25% |
$26.9K - $31.6K
|
10.2K
$575K
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-600- 0.57% |
$28.5K - $33.4K
|
105K
$5.88M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-682- 0.73% |
$32.4K - $38K
|
93.1K
$5.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-735- 99.32% |
$34.9K - $40.9K
|
5
$281
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-772- 1.16% |
$36.7K - $43K
|
65.6K
$3.68M
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-800- 4.17% |
$38K - $44.5K
|
18.4K
$1.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-980- 5.95% |
$46.6K - $54.6K
|
15.5K
$870K
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.3K- 17.11% |
$61.8K - $72.4K
|
6.3K
$354K
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.52K- 4.79% |
$72.2K - $84.6K
|
30.2K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-1.54K- 2.55% |
$73.2K - $85.7K
|
59K
$3.31M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.71K- 11.91% |
$81.4K - $95.4K
|
12.7K
$711K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.94K- 26.58% |
$92.2K - $108K
|
5.36K
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.65K- 8.55% |
$126K - $147K
|
28.3K
$1.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Strs Ohio
|
SELL
|
- |
-3.8KClosed |
$181K - $212K
|
0
$0
|
|
|
May 19, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4.09K- 50.0% |
$194K - $227K
|
4.09K
$230K
|
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.2K- 8.31% |
$247K - $290K
|
57.4K
$3.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.24KClosed |
$249K - $291K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.49K- 20.9% |
$261K - $306K
|
20.8K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-6.51K- 29.85% |
$309K - $362K
|
15.3K
$859K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.63K- 26.16% |
$315K - $369K
|
18.7K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-7.34K- 41.76% |
$349K - $409K
|
10.2K
$575K
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-8.58K- 5.51% |
$407K - $477K
|
147K
$8.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-8.62KClosed |
$410K - $480K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.26K- 18.35% |
$440K - $515K
|
41.2K
$2.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-10.4K- 1.96% |
$494K - $578K
|
520K
$29.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-11.1K- 65.13% |
$529K - $620K
|
5.97K
$335K
|