WSFS / WSFS Financial Corporation - Institutionelles Eigentümerschaft, Käufer

WSFS Financial Corporation
US ˙ NasdaqGS ˙ US9293281021

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in WSFS Financial Corporation eröffnet haben, gehören Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vaughan Nelson Investment Management, L.p., Vanguard Fiduciary Trust Co, Freestone Grove Partners LP, Bridgewater Associates, LP, VANGUARD ASSET MANAGEMENT, Ltd, Oliver Luxxe Assets LLC, Vanguard Global Advisers, LLC, Integrated Quantitative Investments LLC, Vanguard Investments Australia, Ltd., Horizon Investments, LLC, Commerce Bank, Swiss Life Asset Management Ltd, Financiere des Professionnels - Fonds d,investissement inc., Gts Securities Llc, Cambria Investment Management, L.P., Beacon Pointe Advisors, LLC, Cornerstone Investment Partners, LLC, und Stillwater Private Wealth, LLC .

Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-04-28 13F Lansing Street Advisors 4.092 0,27 268 18,67
2026-05-15 13F XTX Topco Ltd 46.526 87,26 3.046 121,94
2026-02-17 13F Two Sigma Advisers, Lp 50.755 1.092,83 2.804 1.124,02
2026-05-04 13F Hillsdale Investment Management Inc. 4.620 302
2026-02-13 13F Pine Valley Investments Ltd Liability Co 7.699 0,16 425 2,66
2026-05-06 13F Bessemer Group Inc 70.823 20.548,10 5
2026-05-15 13F Freestone Grove Partners LP 251.148 16.440
2026-02-13 13F Barclays Plc 104.758 24,81 5.787 27,84
2026-05-14 13F Ieq Capital, Llc 24.427 125,65 1.599 167,67
2026-02-06 13F Global Retirement Partners, LLC 1.869 165,86 103 178,38
2026-04-22 13F Pictet Asset Management Holding SA 8.945 11,31 586 32,05
2026-02-12 13F CIBC Private Wealth Group, LLC 12 1
2026-05-15 13F Keating Financial Advisory Services, Inc. 106 253,33 7 500,00
2026-04-29 13F CVA Family Office, LLC 84 5
2026-05-11 13F Commerce Bank 6.515 426
2026-05-15 13F Equitable Holdings, Inc. 10.250 0,22 566 0,35
2026-05-01 13F Mutual Advisors, LLC 5.126 0,87 336 19,64
2026-05-12 13F Summit Trail Advisors, Llc 14.117 924
2026-05-15 13F Larson Financial Group LLC 14 55,56 1
2026-05-08 13F Vanguard Investments Australia, Ltd. 14.753 966
2026-05-15 13F State of Tennessee, Treasury Department 38.625 68,01 2.528 69,89
2026-05-13 13F Ubs Asset Management Americas Inc 118.637 1,56 7.766 20,33
2026-04-23 13F Harbor Investment Advisory, Llc 130 9
2026-05-15 13F Advisory Services Network, LLC 4 0
2026-04-17 13F AdvisorNet Financial, Inc 936 2,18 61 22,00
2026-05-08 13F Vanguard Global Advisers, LLC 30.571 2.001
2026-05-15 13F/A Vanguard Capital Management Llc 2.367.989 155.009
2026-05-08 13F VANGUARD ASSET MANAGEMENT, Ltd 47.068 3.081
2026-05-13 13F Acadian Asset Management Llc 17.812 190,95 1
2026-05-15 13F Graham Capital Management, L.P. 15.710 24,75 1.028 47,91
2026-04-24 13F Pzena Investment Management Llc 878.588 0,20 57.512 18,74
2026-04-30 13F Teacher Retirement System Of Texas 21.255 110,74 1.391 149,73
2026-04-20 13F Jfs Wealth Advisors, Llc 47 9,30 3 50,00
2026-05-01 13F Fifth Third Bancorp 28.731 11.821,58 1.881 14.361,54
2026-04-17 13F Vermillion Wealth Management, Inc. 3 0
2026-02-17 13F Weiss Asset Management LP 4.257 235
2026-04-24 13F Root Financial Partners, LLC 431 92,41 28 133,33
2026-05-08 13F Russell Investments Group, Ltd. 17.336 2,19 1.135 21,02
2026-05-15 13F/A EverSource Wealth Advisors, LLC 1.217 6,01 80 25,40
2026-05-15 13F Crawford Investment Counsel Inc 119.786 5,53 7.841 25,06
2026-05-15 13F State Of Wisconsin Investment Board 5.327 349
2026-05-06 13F LPL Financial LLC 25.412 14,97 1.663 36,20
2026-05-12 13F Stifel Financial Corp 7.330 0,08 480 18,56
2026-05-15 13F Jones Financial Companies Lllp 8.610 1.874,77 546 2.175,00
2026-05-15 13F Susquehanna International Group, Llp Call 6.100 399
2026-05-15 13F Mercer Global Advisors Inc /adv 6.973 36,11 456 61,13
2026-04-23 13F Sippican Capital Advisors 11.089 4,24 726 23,51
2026-05-13 13F Franklin Resources Inc 2.575.172 4,44 168.571 23,76
2026-05-08 13F Vanguard Portfolio Management Llc 3.257.822 213.257
2026-04-29 13F Standard Life Aberdeen plc 391.077 2,05 25.600 20,93
2026-05-13 13F Xponance, Inc. 5.122 15,59 335 37,30
2026-05-07 13F FourThought Financial Partners, LLC 3.221 211
2026-04-16 13F Vaughan Nelson Investment Management, L.p. 524.180 34.313
2026-02-10 13F Norges Bank 709.500 39.193
2026-05-07 13F Rothschild Investment Llc 253 26,50 17 45,45
2026-05-14 13F Raymond James Financial Inc 416.739 0,75 26.917 16,90
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 5.756 377
2026-05-13 13F Integrated Quantitative Investments LLC 18.034 1.181
2026-05-15 13F Two Sigma Investments, Lp 253.204 142,51 16.575 187,39
2026-04-22 13F Stone House Investment Management, LLC 3 0
2026-05-14 13F Rialto Wealth Management, LLC 25 8,70 2 0,00
2026-05-14 13F Swiss Life Asset Management Ltd 5.761 377
2026-05-13 13F Natixis Advisors, L.p. 115.147 380,02 8 600,00
2026-05-13 13F Prudential Financial Inc 90.835 7,78 5.946 26,56
2026-05-14 13F Rockefeller Capital Management L.P. 1.075 95,10 70 133,33
2026-04-15 13F Fortitude Family Office, LLC 54 145,45 4 200,00
2026-05-14 13F Cwm, Llc 8.708 64,09 570
2026-05-08 13F Intech Investment Management Llc 71.417 71,58 4.675 103,31
2026-04-14 13F Sensenig Capital Advisors, Inc 3.300 216
2026-05-14 13F Gts Securities Llc 5.690 372
2026-05-14 13F Baird Financial Group, Inc. 3.110 204
2026-05-08 13F Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 349.163 22.856
2026-05-15 13F Ascent Group, LLC 4.343 0,39 284 19,33
2026-05-13 13F First Trust Advisors Lp 107.196 17,91 7.017 39,75
2026-05-15 13F Harbour Investments, Inc. 55 5,77 4 50,00
2026-05-15 13F California State Teachers Retirement System 66.481 25,54 4.352 48,75
2026-04-15 13F Exchange Traded Concepts, Llc 1.263 83
2026-05-11 13F Great Lakes Advisors, Llc 92.004 16,29 6.023 37,80
2026-05-15 13F Aqr Capital Management Llc 256.875 64,87 16.815 95,39
2026-05-15 13F Zurcher Kantonalbank (Zurich Cantonalbank) 17.811 15,81 1.166 37,22
2026-05-13 13F Cetera Investment Advisers 20.570 6,27 1.347 25,91
2026-02-17 13F Glenmede Trust Co Na 12.301 9,83 680 17,07
2026-05-11 13F Bailard, Inc. 11.800 772
2026-05-13 13F Clearbridge Investments, LLC 191.625 29,74 12.544 53,75
2026-05-15 13F Bank Of America Corp /de/ 737.587 11,37 48.282 31,97
2026-05-12 13F Rsm Us Wealth Management Llc 3.653 239
2026-05-15 13F JMN Financial LLC 6.563 12,30 430 33,23
2026-05-14 13F Inceptionr Llc 3.162 207
2026-05-14 13F Hrt Financial Lp 26.405 2
2026-05-15 13F Quantinno Capital Management LP 14.168 50,12 927 77,93
2026-04-29 13F Skopos Labs, Inc. 4.557 298
2026-04-15 13F BDFS Capital LLC 3.252 213
2026-05-14 13F Northern Trust Corp 581.213 0,11 38.046 18,63
2026-05-15 13F MAI Capital Management 92 70,37 6 200,00
2026-04-14 13F Bay Harbor Wealth Management, LLC 12 100,00 1
2026-04-15 13F Bayforest Capital Ltd 3.363 220
2026-05-08 13F Cornerstone Investment Partners, LLC 4.225 277
2026-05-14 13F Bare Financial Services, Inc 144 35,85 9 80,00
2026-05-05 13F UBS Group AG 248.889 15,90 16.292 37,35
2026-05-15 13F Cerity Partners LLC 16.751 47,89 1.097 75,36
2026-04-28 13F Harbor Capital Advisors, Inc. 554 75,32 0
2026-05-13 13F Public Sector Pension Investment Board 191.040 0,94 12.505 19,62
2026-05-05 13F Sanctuary Advisors, LLC 3.255 213
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 4.035 0,93 264 20,00
2026-04-30 13F Private Trust Co Na 159 45,87 10 66,67
2026-05-15 13F Beacon Pointe Advisors, LLC 4.489 294
2026-04-23 13F SJS Investment Consulting Inc. 18 100,00 1
2026-05-15 13F Citadel Advisors Llc 109.326 92,15 7.156 127,75
2026-05-15 13F State Street Corp 2.902.744 0,33 190.014 18,89
2026-04-27 13F New York State Teachers Retirement System 33.587 12,48 2 100,00
2026-05-15 13F Bridgewater Associates, LP 89.339 5.848
2026-05-14 13F Cambria Investment Management, L.P. 4.575 299
2026-04-30 13F Hsbc Holdings Plc 23.138 21,82 1.511 43,81
2026-05-15 13F Tower Research Capital LLC (TRC) 3.018 125,56 198 169,86
2026-05-04 13F Savant Capital, LLC 4.491 14,74 294 35,65
2026-05-14 13F Algert Global Llc 86.837 6
2026-04-21 13F Gilpin Wealth Management, Llc 6 500,00 0
2026-05-04 13F Principal Financial Group Inc 427.481 64,01 27.983 94,36
2026-05-12 13F Jane Street Group, Llc 169.122 14,63 11.071 35,84
2026-05-08 13F Alps Advisors Inc 7.900 517
2026-04-30 13F Nisa Investment Advisors, Llc 2.905 0,87 190 19,50
2026-04-06 13F GAMMA Investing LLC 2.158 8,17 141 28,18
2026-05-13 13F Lido Advisors, LLC 8.253 24,50 540 50,42
2026-05-14 13F Brown Brothers Harriman & Co 131 15,93 9 33,33
2026-05-13 13F Bank Of Montreal /can/ 3.919 7,52 257 27,36
2026-05-14 13F Allworth Financial LP 467 86,06 31 130,77
2026-04-22 13F Janney Montgomery Scott LLC 13.828 83,61 1
2026-04-21 13F GHP Investment Advisors, Inc. 1 0
2026-05-12 13F M&t Bank Corp 4.250 278
2026-05-08 13F Los Angeles Capital Management Llc 17.870 364,88 1.170 475,86
2026-05-14 13F Us Bancorp \de\ 4.047 5,25 265 24,53
2026-05-13 13F O'shaughnessy Asset Management, Llc 3.686 241
2026-04-08 13F Oliver Luxxe Assets LLC 34.428 2.254
2026-04-15 13F Planning Directions Inc 6.525 5,33 427 24,85
2026-04-28 13F DGS Capital Management, LLC 7.156 19,65 468 41,82
2026-05-15 13F Victory Capital Management Inc 128.825 466,16 8.433 571,34
2026-05-15 13F Fmr Llc 68.020 470,78 4.453 576,60
2026-04-02 13F Ares Financial Consulting, LLC 176 12
2026-05-15 13F Charles Schwab Investment Management Inc 699.183 0,38 45.769 18,95
2026-05-12 13F Curio Wealth, Llc 3 0
2026-04-30 13F Nuveen, LLC 273.840 53,61 17.926 82,04
2026-05-15 13F Toroso Investments, LLC 11.975 26,64 784 50,00
2026-06-03 13F Stillwater Private Wealth, LLC 3.953 0
2026-05-11 13F Pathstone Holdings, LLC 32.926 1,95 2.155 20,80
2026-05-13 13F Polymer Capital Management (US) LLC 3.929 257
2026-05-08 13F Vanguard National Trust Co 120 8
2026-05-14 13F Marshall Wace, Llp 10.700 700
2026-05-14 13F Captrust Financial Advisors 5.451 25,11 357 48,33
2026-05-14 13F Horizon Investments, LLC 14.277 932
2026-02-13 13F Sei Investments Co 121.003 46,51 6.684 50,07
2026-05-15 13F American Century Companies Inc 691.361 1,88 45.257 20,72
2026-05-15 13F Goldman Sachs Group Inc 504.365 7,27 33.016 27,11
2026-05-13 13F Mariner, LLC 16.193 39,02 1.060 64,44
2026-05-11 13F Umb Bank N A/mo 270 5,47 18 21,43
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 203 13
2026-05-14 13F Public Employees Retirement System Of Ohio 788 4,51 52 24,39
2026-05-14 13F DnB Asset Management AS 3.476 228
2026-05-14 13F JustInvest LLC 7.436 11,90 487 32,43
2026-05-14 13F Arrowstreet Capital, Limited Partnership 17.521 42,90 1.147 69,28
2026-05-08 13F State Board Of Administration Of Florida Retirement System 27.101 55,74 1.774 84,60
2026-05-15 13F Lazard Asset Management Llc 26.358 1.725
2026-02-13 13F Colony Group, LLC 5.630 35,37 311 38,84
2026-05-11 13F Rossby Financial, LCC 93 6
2026-04-06 13F Versant Capital Management, Inc 324 15,71 21 40,00
2026-05-06 13F Hartland & Co., LLC 1.894 142,51 124 186,05
2026-04-23 13F JCSD Capital, LLC 35 2
2026-04-16 13F SG Americas Securities, LLC 47.704 55,93 3 200,00
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