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Waterstone Financial (WSBF) Institutional Ownership

Waterstone Financial logo
$13.20 +0.18 (+1.38%)
As of 01/17/2025 04:00 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)
26
Total
Institutional Inflows
(last 12 months)
$6.23M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.45M
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WSBF Institutional Buying and Selling by Quarter

Waterstone Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.51,913$763K0.0%+73.0%0.268%
11/19/2024Barclays PLC20,824$306K0.0%+242.1%0.107%
11/16/2024Geode Capital Management LLC396,430$5.83M0.0%-2.1%2.047%
11/15/2024Barclays PLC20,824$306K0.0%+242.1%0.108%
11/15/2024Dean Investment Associates LLC107,095$1.57M0.2%-23.3%0.553%
11/15/2024Jane Street Group LLC29,082$428K0.0%+33.6%0.150%
11/15/2024State Street Corp462,234$6.80M0.0%+0.8%2.386%
11/13/2024FMR LLC71,039$1.04M0.0%+26.6%0.367%
11/12/2024Charles Schwab Investment Management Inc.146,942$2.16M0.0%-3.4%0.758%
11/9/2024John G Ullman & Associates Inc.90,826$1.34M0.2%+165.0%0.469%
11/9/2024Foundry Partners LLC205,165$3.02M0.1%+19.4%1.059%
11/8/2024Connor Clark & Lunn Investment Management Ltd.31,108$457K0.0%+79.9%0.161%
11/6/2024Empowered Funds LLC74,068$1.09M0.0%+5.3%0.381%
11/5/2024GSA Capital Partners LLP19,816$291K0.0%N/A0.102%
11/4/2024Los Angeles Capital Management LLC20,975$308K0.0%-11.0%0.108%
8/15/2024AQR Capital Management LLC42,506$544K0.0%+223.5%0.218%
8/14/2024ProShare Advisors LLC2,326$30K0.0%N/A0.012%
8/9/2024Renaissance Technologies LLC1,261,236$16.13M0.0%-1.9%6.422%
8/9/2024Dimensional Fund Advisors LP1,534,769$19.63M0.0%-5.6%7.815%
8/8/2024American Century Companies Inc.158,780$2.03M0.0%+1.4%0.808%
8/6/2024Los Angeles Capital Management LLC23,575$302K0.0%+5.4%0.120%
8/5/2024Foundry Partners LLC171,860$2.20M0.1%+6.2%0.875%
7/31/2024Commonwealth Equity Services LLC31,173$399K0.0%-3.2%0.159%
7/26/2024Legato Capital Management LLC51,544$659K0.1%-2.8%0.262%
7/26/2024Bank of New York Mellon Corp90,978$1.16M0.0%+4.5%0.463%
7/10/2024CWM LLC3,588$46K0.0%+63.3%0.018%
5/15/2024Quadrature Capital Ltd22,555$274K0.0%N/A0.115%
5/10/2024Vanguard Group Inc.1,018,828$12.40M0.0%+0.3%5.115%
5/9/2024State Board of Administration of Florida Retirement System14,429$176K0.0%N/A0.072%
5/7/2024Arnhold LLC10,000$122K0.0%N/A0.050%
5/7/2024Empowered Funds LLC65,276$794K0.0%+8.1%0.328%
5/6/2024John G Ullman & Associates Inc.46,222$563K0.1%-23.3%0.232%
5/1/2024BNP Paribas Financial Markets8,398$102K0.0%+62.9%0.042%
4/5/2024Los Angeles Capital Management LLC22,375$272K0.0%+87.0%0.112%
3/22/2024PNC 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%
2/14/2024Dean Capital Management57,404$815K0.5%-3.8%0.279%
2/13/2024Teton Advisors Inc.63,000$895K0.3%-11.9%0.306%
2/13/2024Tower Research Capital LLC TRC3,441$49K0.0%-68.9%0.017%
2/12/2024rhino investment partners Inc535,489$7.60M1.4%-3.7%2.602%
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2/8/2024Pinnacle Wealth Planning Services Inc.13,881$197K0.0%N/A0.067%
2/7/2024Dimensional Fund Advisors LP1,652,359$23.46M0.0%-2.6%8.029%
2/6/2024Los 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%
2/1/2024Foundry Partners LLC162,670$2.31M0.1%-1.8%0.791%
2/1/2024CWM LLC2,747$39K0.0%+555.6%0.013%
1/31/2024John G Ullman & Associates Inc.60,262$856K0.1%+179.4%0.293%
1/31/2024Federated Hermes Inc.132,997$1.89M0.0%-30.5%0.646%
1/30/2024Strs Ohio40,900$580K0.0%+57.3%0.199%
1/16/2024Legato Capital Management LLC57,404$815K0.1%-3.8%0.279%
1/12/2024 SG Americas Securities LLC9,719$138K0.0%N/A0.047%
1/11/2024BKM Wealth Management LLC2,000$28K0.0%N/A0.010%
1/11/2024BKM Wealth Management LLC2,000$28K0.0%N/A0.010%
1/5/2024Exchange Traded Concepts LLC28,501$405K0.0%-8.7%0.138%
11/13/2023rhino investment partners Inc556,338$6.09M1.7%-9.1%2.703%
11/13/2023Federated Hermes Inc.191,349$2.10M0.0%-1.3%0.930%
11/13/2023Brandywine Global Investment Management LLC164,690$1.80M0.0%+1.7%0.800%
11/7/2023Great Lakes Advisors LLC20,000$219K0.0%N/A0.094%
11/6/2023Seizert Capital Partners LLC155,904$1.71M0.1%+3.0%0.732%
11/1/2023John 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%
10/24/2023Bank of New York Mellon Corp141,375$1.55M0.0%+3.9%0.664%
10/24/2023Arnhold LLC20,000$219K0.0%+33.3%0.094%
10/23/2023Commonwealth Equity Services LLC42,787$469K0.0%-7.8%0.201%
10/18/2023Exchange 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%
10/12/2023Legato Capital Management LLC59,650$653K0.1%-9.5%0.280%
9/21/2023Barclays PLC4,191$61K0.0%-56.2%0.020%
8/23/2023Dean Capital Management65,911$955K1.2%-10.3%0.309%
8/21/2023John G Ullman & Associates Inc.44,408$643K0.1%+3.4%0.208%
8/18/2023Legato Capital Management LLC65,911$955K0.1%-10.3%0.309%
8/11/2023Renaissance Technologies LLC1,313,736$19.04M0.0%-1.0%6.168%
8/11/2023Hotchkis & Wiley Capital Management LLC356,380$5.16M0.0%+16.2%1.673%
8/8/2023Arnhold LLC15,000$217K0.0%+50.0%0.070%
8/7/2023Dean Investment Associates LLC165,392$2.40M0.4%-15.0%0.776%
8/3/2023Bank of New York Mellon Corp136,052$1.97M0.0%-1.6%0.628%
7/31/2023Strs Ohio24,500$355K0.0%-27.9%0.113%
7/27/2023Seizert Capital Partners LLC151,324$2.19M0.1%-16.8%0.699%
7/27/2023EA Series Trust50,576$733K0.0%N/A0.234%
7/18/2023Denali Advisors LLC11,900$172K0.1%+693.3%0.055%
7/17/2023 Wedge Capital Management L L P NC54,820$794K0.0%N/A0.253%
7/12/2023Foundry Partners LLC165,875$2.40M0.1%-1.8%0.766%
6/14/2023State Board of Administration of Florida Retirement System14,429$218K0.0%N/A0.067%
5/15/2023rhino investment partners Inc722,396$10.93M3.0%+66.2%3.336%
5/12/2023Teton Advisors Inc.71,520$1.08M0.3%-4.4%0.330%
5/12/2023Grantham Mayo Van Otterloo & Co. LLC22,180$336K0.0%-17.8%0.102%
5/11/2023Arnhold LLC10,000$151K0.0%N/A0.046%
5/9/2023Seizert Capital Partners LLC181,964$2.75M0.2%-14.6%0.840%
5/5/2023John G Ullman & Associates Inc.42,947$650K0.1%N/A0.198%
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5/3/2023Foundry Partners LLC168,980$2.56M0.2%-0.4%0.771%
5/2/2023LSV Asset Management10,387$157K0.0%-74.5%0.047%
4/12/2023Exchange Traded Concepts LLC24,590$372K0.0%+4.9%0.111%
2/13/2023Renaissance Technologies LLC1,346,636$23.22M0.0%-6.2%6.069%
2/13/2023Dean Investment Associates LLC186,514$3.22M0.5%+15.6%0.841%
2/13/2023Quadrant Capital Group LLC2,326$40K0.0%+262.3%0.010%
2/9/2023Dimensional Fund Advisors LP1,887,890$32.55M0.0%-0.7%8.508%
2/8/2023Swiss National Bank46,400$800K0.0%-2.5%0.209%
2/8/2023Russell Investments Group Ltd.16,700$288K0.0%N/A0.075%
2/2/2023 SG Americas Securities LLC7,296$126K0.0%N/A0.033%
(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, 54 institutional investors and hedge funds held shares of Waterstone Financial. The most heavily invested institutionals were Dimensional Fund Advisors LP ($19.63M), Renaissance Technologies LLC ($16.13M), Vanguard Group Inc. ($12.40M), rhino investment partners Inc ($7.60M), State Street Corp ($6.80M), Geode Capital Management LLC ($5.83M), and Hotchkis & Wiley Capital Management LLC ($5.16M).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 41 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. ($139.66K), Legato Capital Management LLC ($74.02K), Wedge Capital Management L L P NC ($60.07K), EA Series Trust ($50.58K), Hotchkis & Wiley Capital Management LLC ($49.73K), and Foundry Partners LLC ($43.31K).

How much institutional buying is happening at Waterstone Financial?

Institutional investors have bought a total of 1,160,365 shares in the last 24 months. This purchase volume represents approximately $16.99M in transactions.

Which Waterstone Financial major shareholders have been selling company stock?

Of the 25 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 ($149.02K), Renaissance Technologies LLC ($128.30K), rhino investment partners Inc ($76.73K), Dean Investment Associates LLC ($61.79K), Seizert Capital Partners LLC ($61.68K), Federated Hermes Inc. ($60.92K), and Foundry Partners LLC ($44.05K).

How much institutional selling is happening at Waterstone Financial?

Institutional investors have sold a total of 777,583 shares in the last 24 months. This volume of shares sold represents approximately $11.00M in transactions.


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This page (NASDAQ:WSBF) was last updated on 1/21/2025 by MarketBeat.com Staff
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