Waterstone Financial (WSBF) Institutional Ownership

$12.42

+0.21 (+1.72%)

(As of 12/1/2023 ET)

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Today's Range: $11.98
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$12.44
50-Day Range: $9.84
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$12.42
52-Week Range: $9.62
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$17.70

Volume: 62,979 shs
Average Volume: 73,773 shs
Market Capitalization: $255.60 million

P/E Ratio: 24.84
Dividend Yield: 4.83%
Price Target: N/A

Current Institutional Ownership Percentage: 53.15%
Number of Institutional Buyers (last 12 months): 47
Total Institutional Inflows (last 12 months): $23.24 M

Number of Institutional Sellers (last 12 months): 39
Total Institutional Outflows (last 12 months): $21.45 M

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WSBF Institutional Buying and Selling by Quarter

Waterstone Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/30/2023	American Century Companies Inc.	155,043	$1.70M	0.0%	+1.5%	0.753%
11/15/2023	Ameriprise Financial Inc.	13,791	$0.15M	0.0%	-71.5%	0.067%
11/15/2023	AQR Capital Management LLC	74,783	$0.82M	0.0%	+3.6%	0.363%
11/14/2023	California State Teachers Retirement System	4,070	$45K	0.0%	-33.7%	0.020%
11/14/2023	Tower Research Capital LLC TRC	11,078	$0.12M	0.0%	+1,943.9%	0.054%
11/14/2023	Qube Research & Technologies Ltd	6,995	$77K	0.0%	N/A	0.034%
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11/13/2023	rhino investment partners Inc	556,338	$6.09M	1.7%	-9.1%	2.703%
11/13/2023	Northern Trust Corp	165,246	$1.81M	0.0%	-0.8%	0.803%
11/13/2023	Federated Hermes Inc.	191,349	$2.10M	0.0%	-1.3%	0.930%
11/13/2023	Brandywine Global Investment Management LLC	164,690	$1.80M	0.0%	+1.7%	0.800%
11/13/2023	Invesco Ltd.	56,429	$0.62M	0.0%	+25.6%	0.274%
11/9/2023	UBS Group AG	9,695	$0.11M	0.0%	-46.2%	0.047%
11/8/2023	Charles Schwab Investment Management Inc.	153,962	$1.69M	0.0%	+5.2%	0.723%
11/7/2023	Great Lakes Advisors LLC	20,000	$0.22M	0.0%	N/A	0.094%
11/6/2023	Seizert Capital Partners LLC	155,904	$1.71M	0.1%	+3.0%	0.732%
11/1/2023	John G Ullman & Associates Inc.	21,567	$0.24M	0.0%	-51.4%	0.101%
10/27/2023	Hennion & Walsh Asset Management Inc.	14,038	$0.15M	0.0%	-9.4%	0.066%
10/26/2023	Strs Ohio	26,000	$0.28M	0.0%	+6.1%	0.122%
10/24/2023	Bank of New York Mellon Corp	141,375	$1.55M	0.0%	+3.9%	0.664%
10/24/2023	Arnhold LLC	20,000	$0.22M	0.0%	+33.3%	0.094%
10/23/2023	Commonwealth Equity Services LLC	42,787	$0.47M	0.0%	-7.8%	0.201%
10/18/2023	Exchange Traded Concepts LLC	31,208	$0.34M	0.0%	+24.4%	0.147%
10/13/2023	Wedge Capital Management L L P NC	23,109	$0.25M	0.0%	-57.8%	0.109%
10/12/2023	Legato Capital Management LLC	59,650	$0.65M	0.1%	-9.5%	0.280%
9/21/2023	Barclays PLC	4,191	$61K	0.0%	-56.2%	0.020%
8/23/2023	Dean Capital Management	65,911	$0.96M	1.2%	-10.3%	0.309%
8/21/2023	California State Teachers Retirement System	6,136	$89K	0.0%	-74.0%	0.029%
8/21/2023	John G Ullman & Associates Inc.	44,408	$0.64M	0.1%	+3.4%	0.208%
8/18/2023	Legato Capital Management LLC	65,911	$0.96M	0.1%	-10.3%	0.309%
8/16/2023	Nuveen Asset Management LLC	71,894	$1.04M	0.0%	+9.6%	0.338%
8/15/2023	Alliancebernstein L.P.	17,120	$0.25M	0.0%	+26.1%	0.080%
8/15/2023	Wells Fargo & Company MN	7,593	$0.11M	0.0%	+91.7%	0.036%
8/15/2023	Goldman Sachs Group Inc.	89,127	$1.29M	0.0%	+12.9%	0.418%
8/15/2023	Royal Bank of Canada	15,024	$0.22M	0.0%	+32.9%	0.071%
8/14/2023	State of Wisconsin Investment Board	44,000	$0.64M	0.0%	-5.1%	0.207%
8/14/2023	State Street Corp	466,198	$6.76M	0.0%	-31.6%	2.189%
8/14/2023	Nuveen Asset Management LLC	71,894	$1.04M	0.0%	+9.6%	0.338%
8/11/2023	Renaissance Technologies LLC	1,313,736	$19.04M	0.0%	-1.0%	6.168%
8/11/2023	BlackRock Inc.	1,584,935	$22.97M	0.0%	-6.8%	7.441%
8/11/2023	Hotchkis & Wiley Capital Management LLC	356,380	$5.16M	0.0%	+16.2%	1.673%

8/11/2023	State Board of Administration of Florida Retirement System	25,637	$0.37M	0.0%	+77.7%	0.120%
8/11/2023	Geode Capital Management LLC	393,481	$5.70M	0.0%	-3.5%	1.847%
8/11/2023	JPMorgan Chase & Co.	66,917	$0.97M	0.0%	+6.4%	0.314%
8/11/2023	Northern Trust Corp	166,533	$2.41M	0.0%	-13.5%	0.782%
8/10/2023	Charles Schwab Investment Management Inc.	146,315	$2.12M	0.0%	-2.8%	0.687%
8/10/2023	Citigroup Inc.	5,570	$81K	0.0%	+1,075.1%	0.026%
8/9/2023	Dimensional Fund Advisors LP	1,776,702	$25.75M	0.0%	-3.5%	8.341%
8/8/2023	Rhumbline Advisers	33,187	$0.48M	0.0%	+14.3%	0.156%
8/8/2023	Arnhold LLC	15,000	$0.22M	0.0%	+50.0%	0.070%
8/7/2023	Dean Investment Associates LLC	165,392	$2.40M	0.4%	-15.0%	0.776%
8/3/2023	Barclays PLC	4,191	$61K	0.0%	-56.2%	0.019%
8/3/2023	Bank of New York Mellon Corp	136,052	$1.97M	0.0%	-1.6%	0.628%
7/31/2023	Strs Ohio	24,500	$0.36M	0.0%	-27.9%	0.113%
7/27/2023	Seizert Capital Partners LLC	151,324	$2.19M	0.1%	-16.8%	0.699%
7/27/2023	EA Series Trust	50,576	$0.73M	0.0%	N/A	0.234%
7/18/2023	Denali Advisors LLC	11,900	$0.17M	0.1%	+693.3%	0.055%
7/17/2023	Wedge Capital Management L L P NC	54,820	$0.79M	0.0%	N/A	0.253%
7/12/2023	Foundry Partners LLC	165,875	$2.40M	0.1%	-1.8%	0.766%
6/14/2023	State Board of Administration of Florida Retirement System	14,429	$0.22M	0.0%	N/A	0.067%
5/22/2023	Ameriprise Financial Inc.	42,558	$0.64M	0.0%	+13.8%	0.196%
5/18/2023	JPMorgan Chase & Co.	62,904	$0.95M	0.0%	-21.7%	0.290%
5/18/2023	New York State Common Retirement Fund	8,067	$0.12M	0.0%	-44.2%	0.037%
5/16/2023	State Street Corp	681,766	$10.31M	0.0%	+4.6%	3.148%
5/16/2023	First Trust Advisors LP	11,022	$0.17M	0.0%	-39.1%	0.051%
5/16/2023	Geode Capital Management LLC	407,636	$6.17M	0.0%	+3.5%	1.882%
5/16/2023	Hotchkis & Wiley Capital Management LLC	306,650	$4.64M	0.0%	+2.3%	1.416%
5/16/2023	AQR Capital Management LLC	101,802	$1.54M	0.0%	-18.8%	0.470%
5/16/2023	Arrowstreet Capital Limited Partnership	73,441	$1.11M	0.0%	-22.8%	0.339%
5/15/2023	Two Sigma Advisers LP	28,082	$0.43M	0.0%	-45.9%	0.130%
5/15/2023	Deutsche Bank AG	11,818	$0.18M	0.0%	+44.9%	0.055%
5/15/2023	rhino investment partners Inc	722,396	$10.93M	3.0%	+66.2%	3.336%
5/12/2023	Renaissance Technologies LLC	1,327,336	$20.08M	0.0%	-1.4%	6.128%
5/12/2023	Teton Advisors Inc.	71,520	$1.08M	0.3%	-4.4%	0.330%
5/12/2023	BlackRock Inc.	1,700,435	$25.73M	0.0%	-3.5%	7.851%
5/12/2023	BNP Paribas Arbitrage SNC	4,433	$67K	0.0%	+293.7%	0.020%
5/12/2023	Bank of America Corp DE	26,535	$0.40M	0.0%	+6.2%	0.123%
5/12/2023	UBS Group AG	9,405	$0.14M	0.0%	+27.4%	0.043%
5/12/2023	Grantham Mayo Van Otterloo & Co. LLC	22,180	$0.34M	0.0%	-17.8%	0.102%
5/12/2023	Sei Investments Co.	16,357	$0.25M	0.0%	+23.2%	0.076%
5/12/2023	Dimensional Fund Advisors LP	1,840,802	$27.85M	0.0%	-2.5%	8.499%
5/11/2023	Arnhold LLC	10,000	$0.15M	0.0%	N/A	0.046%
5/11/2023	Acadian Asset Management LLC	17,103	$0.26M	0.0%	-87.8%	0.079%
5/11/2023	American Century Companies Inc.	158,626	$2.38M	0.0%	+10.2%	0.732%
5/11/2023	Commonwealth Equity Services LLC	46,789	$0.71M	0.0%	-41.0%	0.216%
5/10/2023	Credit Suisse AG	30,475	$0.46M	0.0%	+17.4%	0.141%
5/10/2023	Swiss National Bank	40,700	$0.62M	0.0%	-12.3%	0.188%
5/9/2023	Bank of New York Mellon Corp	138,304	$2.09M	0.0%	-2.2%	0.639%
5/9/2023	California State Teachers Retirement System	23,605	$0.36M	0.0%	-6.7%	0.109%
5/9/2023	Seizert Capital Partners LLC	181,964	$2.75M	0.2%	-14.6%	0.840%
5/5/2023	John G Ullman & Associates Inc.	42,947	$0.65M	0.1%	N/A	0.198%

5/4/2023	Barclays PLC	9,561	$0.15M	0.0%	+88.1%	0.044%
5/3/2023	Foundry Partners LLC	168,980	$2.56M	0.2%	-0.4%	0.771%
5/2/2023	LSV Asset Management	10,387	$0.16M	0.0%	-74.5%	0.047%
4/12/2023	Exchange Traded Concepts LLC	24,590	$0.37M	0.0%	+4.9%	0.111%
2/16/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	110,922	$1.91M	0.0%	-18.5%	0.500%
2/15/2023	rhino investment partners Inc	434,650	$7.49M	3.2%	N/A	1.959%
2/15/2023	Public Employees Retirement System of Ohio	10,996	$0.19M	0.0%	-18.5%	0.050%
2/15/2023	State of Wisconsin Investment Board	46,396	$0.80M	0.0%	-2.8%	0.209%
2/15/2023	Morgan Stanley	38,927	$0.67M	0.0%	+19.2%	0.175%
2/15/2023	AQR Capital Management LLC	125,346	$2.16M	0.0%	-13.5%	0.565%

(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, 102 institutional investors and hedge funds held shares of Waterstone Financial. The most heavily invested institutionals were Dimensional Fund Advisors LP ($25.75M), BlackRock Inc. ($22.97M), Renaissance Technologies LLC ($19.04M), Vanguard Group Inc. ($17.53M), State Street Corp ($6.76M), rhino investment partners Inc ($6.09M), and Geode Capital Management LLC ($5.70M).Learn more on WSBF's institutional investors.
What percentage of Waterstone Financial stock is owned by institutional investors?: 53.15% 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 75 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 ($0.72M), State Street Corp ($0.17M), Allspring Global Investments Holdings LLC ($0.16M), Brandywine Global Investment Management LLC ($0.16M), Legato Capital Management LLC ($74.02K), American Century Companies Inc. ($73.94K), and JPMorgan Chase & Co. ($73.72K).

How much institutional buying is happening at Waterstone Financial?: Institutional investors have bought a total of 2,592,233 shares in the last 24 months. This purchase volume represents approximately $44.93M in transactions.
Which Waterstone Financial major shareholders have been selling company stock?: Of the 72 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: Renaissance Technologies LLC ($0.53M), Stadium Capital Management LLC ($0.36M), BlackRock Inc. ($0.32M), Acadian Asset Management LLC ($0.23M), Arrowstreet Capital Limited Partnership ($0.22M), State Street Corp ($0.22M), and Dimensional Fund Advisors LP ($0.19M).
How much institutional selling is happening at Waterstone Financial?: Institutional investors have sold a total of 3,434,971 shares in the last 24 months. This volume of shares sold represents approximately $58.90M in transactions.

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This page (NASDAQ:WSBF) was last updated on 12/1/2023 by MarketBeat.com Staff

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Waterstone Financial (WSBF) Institutional Ownership

WSBF Institutional Buying and Selling by Quarter

Waterstone Financial Major Shareholders & Ownership History

WSBF Institutional Ownership - Frequently Asked Questions

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Waterstone Financial (WSBF) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Waterstone Financial (NASDAQ:WSBF)

WSBF Institutional Buying and Selling by Quarter

Waterstone Financial Major Shareholders & Ownership History

WSBF Institutional Ownership - Frequently Asked Questions