Purchases and Sales Made in Q4 2022 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q4 2022. 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 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
753+ 0.39% |
$33.4K - $37.5K
|
194K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
703+ 7.19% |
$31.2K - $35K
|
10.5K
$589K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
635+ 19.54% |
$28.2K - $31.6K
|
3.89K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
535+ 8.35% |
$23.7K - $26.6K
|
6.94K
$390K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
525+ 1.62% |
$23.3K - $26.1K
|
32.9K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
494+ 3.34% |
$21.9K - $24.6K
|
15.3K
$859K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
440+ 2.82% |
$19.5K - $21.9K
|
16K
$901K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
430+ 3.42% |
$19.1K - $21.4K
|
13K
$730K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
405+ 1.25% |
$18K - $20.2K
|
32.8K
$1.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
400New |
$17.7K - $19.9K
|
400
$22.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
345+ 1.96% |
$15.3K - $17.2K
|
17.9K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
335+ 0.31% |
$14.9K - $16.7K
|
109K
$6.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
303New |
$13.4K - $15.1K
|
303
$17K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
280New |
$12.4K - $13.9K
|
280
$15.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
276+ 0.24% |
$12.2K - $13.7K
|
113K
$6.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
272+ 2.15% |
$12.1K - $13.5K
|
12.9K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
186+ 0.66% |
$8.25K - $9.26K
|
28.5K
$1.6M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
176+ 4.75% |
$7.81K - $8.76K
|
3.89K
$218K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
176+ 4.75% |
$7.81K - $8.76K
|
3.89K
$218K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
101New |
$4.48K - $5.03K
|
101
$5.67K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
87+ 86.14% |
$3.86K - $4.33K
|
188
$10.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
69+ 8.6% |
$3.06K - $3.43K
|
871
$48.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
61New |
$2.71K - $3.04K
|
61
$3.43K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59New |
$2.62K - $2.94K
|
59
$3.31K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$2K - $2.24K
|
45
$2.53K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
18+ 0.33% |
$798 - $896
|
5.46K
$307K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 7.22% |
$577 - $647
|
193
$10.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13+ 0.13% |
$577 - $647
|
9.94K
$558K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 11.63% |
$222 - $249
|
48
$2.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 200.0% |
$177 - $199
|
6
$337
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$133 - $149
|
3
$169
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 3.03% |
$133 - $149
|
102
$5.73K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.44% |
$88.7 - $99.6
|
453
$25.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$88.7 - $99.6
|
2
$112
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 2.04% |
$44.4 - $49.8
|
50
$2.81K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 3.7% |
$44.4 - $49.8
|
26
$1.46K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.36% |
$44.4 - $49.8
|
276
$15.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 2.5% |
$88.7 - $99.6
|
78
$4.38K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 28.57% |
$177 - $199
|
10
$562
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-6- 7.23% |
$266 - $299
|
77
$4.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 5.13% |
$266 - $299
|
111
$6.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 16.67% |
$355 - $398
|
40
$2.25K
|
|
|
Feb 01, 2023
Q4 2022
|
Corbyn Investment Management Inc
|
SELL
|
- |
-12- 0.03% |
$532 - $597
|
35.7K
$2M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 48.39% |
$665 - $747
|
16
$899
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 6.4% |
$932 - $1.05K
|
307
$17.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-25- 2.22% |
$1.11K - $1.24K
|
1.1K
$61.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-27- 7.42% |
$1.2K - $1.34K
|
337
$18.9K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-36- 0.52% |
$1.6K - $1.79K
|
6.9K
$388K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-39- 0.37% |
$1.73K - $1.94K
|
10.6K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-49- 0.84% |
$2.17K - $2.44K
|
5.75K
$323K
|