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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4New |
$194 - $244
|
4
$225
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$97.1 - $122
|
2
$112
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.01% |
$48.6 - $61.1
|
12.8K
$720K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.93% |
$48.6 - $61.1
|
108
$6.07K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 2.56% |
$48.6 - $61.1
|
38
$2.13K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 15.38% |
$97.1 - $122
|
11
$618
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5- 0.07% |
$243 - $305
|
7.65K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-10- 0.12% |
$486 - $611
|
8.6K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 19.05% |
$583 - $733
|
51
$2.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26- 0.01% |
$1.26K - $1.59K
|
233K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-30- 0.23% |
$1.46K - $1.83K
|
12.8K
$722K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 40.61% |
$3.89K - $4.89K
|
117
$6.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-95- 0.75% |
$4.61K - $5.8K
|
12.6K
$706K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-100- 1.94% |
$4.86K - $6.11K
|
5.06K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.4% |
$4.86K - $6.11K
|
24.6K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.71% |
$4.86K - $6.11K
|
13.9K
$781K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-123- 0.71% |
$5.97K - $7.51K
|
17.2K
$965K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-126- 0.64% |
$6.12K - $7.7K
|
19.6K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-152- 0.76% |
$7.38K - $9.29K
|
19.9K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-167- 51.07% |
$8.11K - $10.2K
|
160
$8.99K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-178- 1.02% |
$8.65K - $10.9K
|
17.2K
$968K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.7% |
$9.71K - $12.2K
|
28.5K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-206- 3.21% |
$10K - $12.6K
|
6.21K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-265- 8.2% |
$12.9K - $16.2K
|
2.97K
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-308- 2.13% |
$15K - $18.8K
|
14.2K
$796K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-343- 1.01% |
$16.7K - $21K
|
33.5K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-387- 6.4% |
$18.8K - $23.6K
|
5.66K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-429- 5.02% |
$20.8K - $26.2K
|
8.11K
$456K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-469- 2.04% |
$22.8K - $28.7K
|
22.5K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-506- 0.74% |
$24.6K - $30.9K
|
67.6K
$3.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-537- 4.03% |
$26.1K - $32.8K
|
12.8K
$719K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-553- 10.28% |
$26.9K - $33.8K
|
4.83K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-580- 2.53% |
$28.2K - $35.4K
|
22.3K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-800- 0.68% |
$38.9K - $48.9K
|
117K
$6.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-916- 2.64% |
$44.5K - $56K
|
33.7K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.14K- 0.9% |
$55.5K - $69.8K
|
126K
$7.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.35K- 12.38% |
$65.6K - $82.5K
|
9.56K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.35K- 2.38% |
$65.7K - $82.7K
|
55.4K
$3.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.48K- 0.83% |
$71.9K - $90.5K
|
177K
$9.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.5K- 4.38% |
$72.9K - $91.7K
|
32.7K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.51K- 0.04% |
$73.2K - $92.1K
|
3.9M
$219M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.78K- 2.63% |
$86.3K - $109K
|
65.7K
$3.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.85K- 5.45% |
$90K - $113K
|
32.2K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.93K- 11.35% |
$93.7K - $118K
|
15.1K
$847K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.2K- 0.96% |
$107K - $135K
|
228K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.37K- 8.28% |
$115K - $145K
|
26.3K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.03K- 1.87% |
$147K - $185K
|
159K
$8.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.1K- 5.66% |
$150K - $189K
|
51.7K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.19K- 5.8% |
$155K - $195K
|
51.8K
$2.91M
|