Purchases and Sales Made in Q4 2024 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.66K+ 35.16% |
$80.7K - $102K
|
6.39K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 804.37% |
$80.5K - $101K
|
1.86K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
1.61K+ 4.15% |
$78.1K - $98.2K
|
40.3K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.58KNew |
$76.7K - $96.5K
|
1.58K
$88.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.58K+ 2.74% |
$76.6K - $96.4K
|
59.1K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.4K+ 11.38% |
$68K - $85.5K
|
13.7K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.28K+ 3.94% |
$62K - $78K
|
33.7K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.18K+ 12.49% |
$57.4K - $72.2K
|
10.6K
$598K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.17K+ 68.42% |
$56.9K - $71.6K
|
2.89K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
979+ 10.54% |
$47.6K - $59.8K
|
10.3K
$577K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
804+ 32.16% |
$39.1K - $49.1K
|
3.3K
$186K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
750New |
$36.4K - $45.8K
|
750
$42.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
720+ 11.54% |
$35K - $44K
|
6.96K
$391K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
648+ 0.36% |
$31.5K - $39.6K
|
179K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$29.1K - $36.7K
|
600
$33.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
550+ 2500.0% |
$26.7K - $33.6K
|
572
$32.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
546+ 3.15% |
$26.5K - $33.4K
|
17.9K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
493+ 1.58% |
$23.9K - $30.1K
|
31.7K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
290+ 6.48% |
$14.1K - $17.7K
|
4.76K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
275+ 2.57% |
$13.4K - $16.8K
|
11K
$616K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
257+ 1.24% |
$12.5K - $15.7K
|
21.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
215+ 5.07% |
$10.4K - $13.1K
|
4.46K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
171+ 3.21% |
$8.31K - $10.4K
|
5.49K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
164New |
$7.97K - $10K
|
164
$9.21K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
108+ 2.72% |
$5.25K - $6.6K
|
4.08K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
101New |
$4.91K - $6.17K
|
101
$5.67K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
85+ 944.44% |
$4.13K - $5.19K
|
94
$5.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
56+ 0.59% |
$2.72K - $3.42K
|
9.5K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 36.81% |
$2.57K - $3.24K
|
197
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50New |
$2.43K - $3.05K
|
50
$2.81K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37+ 2.55% |
$1.8K - $2.26K
|
1.49K
$83.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
37+ 15.95% |
$1.8K - $2.26K
|
269
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36+ 0.8% |
$1.75K - $2.2K
|
4.56K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30+ 21.28% |
$1.46K - $1.83K
|
171
$9.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
29+ 7.69% |
$1.41K - $1.77K
|
406
$22.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 5.17% |
$1.26K - $1.59K
|
529
$29.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 0.19% |
$1.07K - $1.34K
|
11.4K
$640K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
21New |
$1.02K - $1.28K
|
21
$1.18K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
19New |
$923 - $1.16K
|
19
$1.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17New |
$826 - $1.04K
|
17
$955
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
16New |
$777 - $977
|
16
$899
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 2.21% |
$777 - $977
|
741
$41.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
12+ 1.68% |
$583 - $733
|
726
$40.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12+ 0.24% |
$583 - $733
|
5.07K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 14.12% |
$583 - $733
|
97
$5.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 125.0% |
$486 - $611
|
18
$1.01K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9New |
$437 - $550
|
9
$506
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
7+ 0.08% |
$340 - $428
|
8.92K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 16.67% |
$340 - $428
|
49
$2.75K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.08% |
$243 - $305
|
6.1K
$343K
|