Purchases and Sales Made in Q4 2023 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
827New |
$28.1K - $38.9K
|
827
$44K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
825+ 1.47% |
$28K - $38.8K
|
56.8K
$3.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
781+ 6.28% |
$26.5K - $36.8K
|
13.2K
$704K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
710+ 5.7% |
$24.1K - $33.4K
|
13.2K
$701K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
617+ 8.81% |
$21K - $29K
|
7.62K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
609+ 1.17% |
$20.7K - $28.7K
|
52.5K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
549+ 6.87% |
$18.6K - $25.8K
|
8.54K
$455K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
538+ 1.97% |
$18.3K - $25.3K
|
27.9K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
526+ 8.6% |
$17.9K - $24.8K
|
6.64K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
477+ 8.26% |
$16.2K - $22.5K
|
6.26K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
461New |
$15.7K - $21.7K
|
461
$24.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
255+ 4.19% |
$8.66K - $12K
|
6.34K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
235+ 3.07% |
$7.98K - $11.1K
|
7.9K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
230+ 0.21% |
$7.81K - $10.8K
|
112K
$5.96M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
182+ 13.35% |
$6.18K - $8.57K
|
1.55K
$82.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
141New |
$4.79K - $6.64K
|
141
$7.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
141New |
$4.79K - $6.64K
|
141
$7.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
96New |
$3.26K - $4.52K
|
96
$5.11K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
91+ 72.8% |
$3.09K - $4.28K
|
216
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
78+ 0.83% |
$2.65K - $3.67K
|
9.46K
$504K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67New |
$2.28K - $3.15K
|
67
$3.57K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
36+ 0.29% |
$1.22K - $1.69K
|
12.3K
$656K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
30+ 5.42% |
$1.02K - $1.41K
|
584
$31.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30New |
$1.02K - $1.41K
|
30
$1.6K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25New |
$849 - $1.18K
|
25
$1.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
21+ 0.38% |
$713 - $989
|
5.54K
$295K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
12+ 0.11% |
$408 - $565
|
10.5K
$561K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$340 - $471
|
10
$532
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5New |
$170 - $235
|
5
$266
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$34 - $47.1
|
10.9K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.08% |
$34 - $47.1
|
1.18K
$62.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$67.9 - $94.2
|
12
$639
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 10.42% |
$170 - $235
|
43
$2.29K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10- 0.39% |
$340 - $471
|
2.55K
$135K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 41.86% |
$611 - $847
|
25
$1.33K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 17.13% |
$1.66K - $2.31K
|
237
$12.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-50- 0.82% |
$1.7K - $2.35K
|
6.06K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-53- 0.08% |
$1.8K - $2.5K
|
65.7K
$3.5M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-65- 21.67% |
$2.21K - $3.06K
|
235
$12.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-71- 0.66% |
$2.41K - $3.34K
|
10.6K
$566K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-87- 23.71% |
$2.95K - $4.1K
|
280
$14.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90- 50.0% |
$3.06K - $4.24K
|
90
$4.79K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-120- 4.09% |
$4.08K - $5.65K
|
2.81K
$150K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-180- 0.6% |
$6.11K - $8.47K
|
30K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-294- 0.87% |
$9.98K - $13.8K
|
33.3K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-328- 5.16% |
$11.1K - $15.4K
|
6.03K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 2.2% |
$13.6K - $18.8K
|
17.8K
$947K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-411- 30.74% |
$14K - $19.3K
|
926
$49.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-416- 1.85% |
$14.1K - $19.6K
|
22.1K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-428- 2.45% |
$14.5K - $20.2K
|
17.1K
$909K
|