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Waterstone Financial (WSBF) Institutional Ownership

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$14.19 -0.32 (-2.21%)
Closing price 02/21/2025 04:00 PM Eastern
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$14.18 0.00 (-0.04%)
As of 02/21/2025 04:03 PM Eastern
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Institutional Ownership Changes (13F Filings) for Waterstone Financial (NASDAQ:WSBF)

Current
Institutional Ownership
Percentage
62.71%
Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$7.47M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$5.25M
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WSBF Institutional Buying and Selling by Quarter

Waterstone Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Quantinno Capital Management LP15,084$203K0.0%N/A0.078%
2/17/2025 Millennium Management LLC21,882$294K0.0%+108.7%0.113%
2/17/2025 Deutsche Bank AG10,607$143K0.0%N/A0.055%
2/17/2025 D. E. Shaw & Co. Inc.37,220$500K0.0%+11.5%0.192%
2/17/2025 Dean Capital Management33,819$455K0.2%-49.8%0.175%
2/17/2025 Bridgeway Capital Management LLC431,520$5.80M0.1%+0.9%2.228%
2/17/2025 Bank of America Corp DE31,552$424K0.0%+8.0%0.163%
2/17/2025 BNP Paribas Financial Markets2,023$27K0.0%-44.2%0.010%
2/14/2025 Rhino Investment Partners Inc743,233$9.99M2.2%-4.0%3.836%
2/14/2025 Jane Street Group LLC19,915$268K0.0%-31.5%0.103%
2/14/2025 Northern Trust Corp163,551$2.20M0.0%+3.2%0.844%
2/14/2025 MetLife Investment Management LLC9,074$122K0.0%-16.7%0.047%
2/14/2025 Curi RMB Capital LLC16,489$222K0.0%-9.4%0.085%
2/14/2025 Dimensional Fund Advisors LP1,513,327$20.34M0.0%-0.3%7.812%
2/13/2025 Dean Investment Associates LLC50,176$674K0.1%-53.1%0.259%
2/13/2025 Fourthstone LLC37,511$504K0.1%N/A0.194%
2/13/2025 Teton Advisors Inc.60,000$806K0.4%-4.8%0.310%
2/13/2025 Barclays PLC24,187$325K0.0%+16.1%0.125%
2/13/2025 Renaissance Technologies LLC1,192,836$16.03M0.0%-2.7%6.158%
2/13/2025 Wells Fargo & Company MN9,441$127K0.0%+27.8%0.049%
2/12/2025 Arrowstreet Capital Limited Partnership110,709$1.49M0.0%+8.4%0.572%
2/12/2025 JPMorgan Chase & Co.85,628$1.15M0.0%+64.9%0.442%
2/11/2025 American Century Companies Inc.153,141$2.06M0.0%-1.4%0.791%
2/10/2025 Commonwealth Equity Services LLC24,213$325K0.0%+27.5%0.125%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.30,317$407K0.0%-2.5%0.157%
2/6/2025 Proficio Capital Partners LLC27,135$365K0.0%N/A0.140%
2/6/2025 Charles Schwab Investment Management Inc.144,733$1.95M0.0%-1.5%0.747%
2/5/2025 John G Ullman & Associates Inc.108,342$1.46M0.2%+19.3%0.559%
2/5/2025 Proficio Capital Partners LLC27,135$365K0.0%N/A0.140%
2/4/2025 Los Angeles Capital Management LLC16,875$227K0.0%-19.5%0.087%
2/4/2025 Bank of New York Mellon Corp76,747$1.03M0.0%-6.5%0.396%
1/29/2025 Legato Capital Management LLC21,267$286K0.0%-49.3%0.110%
1/28/2025 Empowered Funds LLC77,773$1.05M0.0%+5.0%0.401%
12/26/2024 JPMorgan Chase & Co.51,913$763K0.0%+73.0%0.268%
11/19/2024 Barclays PLC20,824$306K0.0%+242.1%0.107%
11/16/2024 Geode Capital Management LLC396,430$5.83M0.0%-2.1%2.047%
11/15/2024 Barclays PLC20,824$306K0.0%+242.1%0.108%
11/15/2024 Dean Investment Associates LLC107,095$1.57M0.2%-23.3%0.553%
11/15/2024 Jane Street Group LLC29,082$428K0.0%+33.6%0.150%
11/15/2024 State Street Corp462,234$6.80M0.0%+0.8%2.386%
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11/13/2024 FMR LLC71,039$1.04M0.0%+26.6%0.367%
11/12/2024 Charles Schwab Investment Management Inc.146,942$2.16M0.0%-3.4%0.758%
11/9/2024 John G Ullman & Associates Inc.90,826$1.34M0.2%+165.0%0.469%
11/9/2024 Foundry Partners LLC205,165$3.02M0.1%+19.4%1.059%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.31,108$457K0.0%+79.9%0.161%
11/6/2024 Empowered Funds LLC74,068$1.09M0.0%+5.3%0.381%
11/5/2024 GSA Capital Partners LLP19,816$291K0.0%N/A0.102%
11/4/2024 Los Angeles Capital Management LLC20,975$308K0.0%-11.0%0.108%
8/15/2024 AQR Capital Management LLC42,506$544K0.0%+223.5%0.218%
8/14/2024 ProShare Advisors LLC2,326$30K0.0%N/A0.012%
8/9/2024 Renaissance Technologies LLC1,261,236$16.13M0.0%-1.9%6.422%
8/9/2024 Dimensional Fund Advisors LP1,534,769$19.63M0.0%-5.6%7.815%
8/8/2024 American Century Companies Inc.158,780$2.03M0.0%+1.4%0.808%
8/6/2024 Los Angeles Capital Management LLC23,575$302K0.0%+5.4%0.120%
8/5/2024 Foundry Partners LLC171,860$2.20M0.1%+6.2%0.875%
7/31/2024 Commonwealth Equity Services LLC31,173$399K0.0%-3.2%0.159%
7/26/2024 Legato Capital Management LLC51,544$659K0.1%-2.8%0.262%
7/26/2024 Bank of New York Mellon Corp90,978$1.16M0.0%+4.5%0.463%
7/10/2024 CWM LLC3,588$46K0.0%+63.3%0.018%
5/15/2024 Quadrature Capital Ltd22,555$274K0.0%N/A0.115%
5/10/2024 Vanguard Group Inc.1,018,828$12.40M0.0%+0.3%5.115%
5/9/2024 State Board of Administration of Florida Retirement System14,429$176K0.0%N/A0.072%
5/7/2024 Arnhold LLC10,000$122K0.0%N/A0.050%
5/7/2024 Empowered Funds LLC65,276$794K0.0%+8.1%0.328%
5/6/2024 John G Ullman & Associates Inc.46,222$563K0.1%-23.3%0.232%
5/1/2024 BNP Paribas Financial Markets8,398$102K0.0%+62.9%0.042%
4/5/2024 Los Angeles Capital Management LLC22,375$272K0.0%+87.0%0.112%
3/22/2024 PNC Financial Services Group Inc.3,327$47K0.0%+1,979.4%0.017%
2/15/2024BHZ Capital Management LP31,929$453K0.2%N/A0.155%
2/14/2024 Dean Capital Management57,404$815K0.5%-3.8%0.279%
2/13/2024 Teton Advisors Inc.63,000$895K0.3%-11.9%0.306%
2/13/2024 Tower Research Capital LLC TRC3,441$49K0.0%-68.9%0.017%
2/12/2024 rhino investment partners Inc535,489$7.60M1.4%-3.7%2.602%
2/8/2024 Pinnacle Wealth Planning Services Inc.13,881$197K0.0%N/A0.067%
2/7/2024 Dimensional Fund Advisors LP1,652,359$23.46M0.0%-2.6%8.029%
2/6/2024 Los Angeles Capital Management LLC11,965$170K0.0%N/A0.058%
2/1/2024 Wedge Capital Management L L P NC28,362$403K0.0%+22.7%0.138%
2/1/2024 Foundry Partners LLC162,670$2.31M0.1%-1.8%0.791%
2/1/2024 CWM LLC2,747$39K0.0%+555.6%0.013%
1/31/2024 John G Ullman & Associates Inc.60,262$856K0.1%+179.4%0.293%
1/31/2024 Federated Hermes Inc.132,997$1.89M0.0%-30.5%0.646%
1/30/2024Strs Ohio40,900$580K0.0%+57.3%0.199%
1/16/2024 Legato Capital Management LLC57,404$815K0.1%-3.8%0.279%
1/12/2024 SG Americas Securities LLC9,719$138K0.0%N/A0.047%
1/11/2024 BKM Wealth Management LLC2,000$28K0.0%N/A0.010%
1/11/2024 BKM Wealth Management LLC2,000$28K0.0%N/A0.010%
1/5/2024 Exchange Traded Concepts LLC28,501$405K0.0%-8.7%0.138%
11/13/2023 rhino investment partners Inc556,338$6.09M1.7%-9.1%2.703%
11/13/2023 Federated Hermes Inc.191,349$2.10M0.0%-1.3%0.930%
11/13/2023 Brandywine Global Investment Management LLC164,690$1.80M0.0%+1.7%0.800%
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11/7/2023 Great Lakes Advisors LLC20,000$219K0.0%N/A0.094%
11/6/2023 Seizert Capital Partners LLC155,904$1.71M0.1%+3.0%0.732%
11/1/2023 John G Ullman & Associates Inc.21,567$236K0.0%-51.4%0.101%
10/27/2023 Hennion & Walsh Asset Management Inc.14,038$154K0.0%-9.4%0.066%
10/26/2023Strs Ohio26,000$284K0.0%+6.1%0.122%
10/24/2023 Bank of New York Mellon Corp141,375$1.55M0.0%+3.9%0.664%
10/24/2023 Arnhold LLC20,000$219K0.0%+33.3%0.094%
10/23/2023 Commonwealth Equity Services LLC42,787$469K0.0%-7.8%0.201%
10/18/2023 Exchange Traded Concepts LLC31,208$342K0.0%+24.4%0.147%
10/13/2023 Wedge Capital Management L L P NC23,109$253K0.0%-57.8%0.109%
(Data available from 1/1/2016 forward)

WSBF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WSBF shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Waterstone Financial. The most heavily invested institutionals were Dimensional Fund Advisors LP ($20.34M), Renaissance Technologies LLC ($16.03M), Vanguard Group Inc. ($12.40M), Rhino Investment Partners Inc ($9.99M), State Street Corp ($6.80M), Geode Capital Management LLC ($5.83M), and Bridgeway Capital Management LLC ($5.80M).Learn more on WSBF's institutional investors.

What percentage of Waterstone Financial stock is owned by institutional investors?

62.71% of Waterstone Financial stock is owned by institutional investors. Learn more on WSBF's institutional investor holdings.

Which institutional investors have been buying Waterstone Financial stock?

Of the 48 institutional investors that purchased Waterstone Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: rhino investment partners Inc ($287.75K), John G Ullman & Associates Inc. ($157.17K), Wedge Capital Management L L P NC ($60.07K), JPMorgan Chase & Co. ($55.62K), Proficio Capital Partners LLC ($54.27K), EA Series Trust ($50.58K), and Hotchkis & Wiley Capital Management LLC ($49.73K).

How much institutional buying is happening at Waterstone Financial?

Institutional investors have bought a total of 1,251,474 shares in the last 24 months. This purchase volume represents approximately $17.73M in transactions.

Which Waterstone Financial major shareholders have been selling company stock?

Of the 30 institutional investors that sold Waterstone Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dimensional Fund Advisors LP ($139.06K), Dean Investment Associates LLC ($118.71K), rhino investment partners Inc ($108.04K), Renaissance Technologies LLC ($71.58K), Seizert Capital Partners LLC ($61.68K), Federated Hermes Inc. ($60.92K), and Dean Capital Management ($43.37K).

How much institutional selling is happening at Waterstone Financial?

Institutional investors have sold a total of 845,699 shares in the last 24 months. This volume of shares sold represents approximately $11.37M in transactions.



This page (NASDAQ:WSBF) was last updated on 2/22/2025 by MarketBeat.com Staff
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