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MU   75.93 (-0.25%)
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GE   122.50 (+0.57%)
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Waterstone Financial (WSBF) Institutional Ownership

$12.42
+0.21 (+1.72%)
(As of 12/1/2023 ET)
Compare
Today's Range
$11.98
$12.44
50-Day Range
$9.84
$12.42
52-Week Range
$9.62
$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

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

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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Skip Chart & View Institutional Buying and Selling Data

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
11/30/2023American Century Companies Inc.155,043$1.70M0.0%+1.5%0.753%
11/15/2023Ameriprise Financial Inc.13,791$0.15M0.0%-71.5%0.067%
11/15/2023AQR Capital Management LLC74,783$0.82M0.0%+3.6%0.363%
11/14/2023California State Teachers Retirement System4,070$45K0.0%-33.7%0.020%
11/14/2023Tower Research Capital LLC TRC 11,078$0.12M0.0%+1,943.9%0.054%
11/14/2023Qube Research & Technologies Ltd6,995$77K0.0%N/A0.034%
11/13/2023rhino investment partners Inc556,338$6.09M1.7%-9.1%2.703%
11/13/2023Northern Trust Corp165,246$1.81M0.0%-0.8%0.803%
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%
11/13/2023Invesco Ltd.56,429$0.62M0.0%+25.6%0.274%
11/9/2023UBS Group AG9,695$0.11M0.0%-46.2%0.047%
11/8/2023Charles Schwab Investment Management Inc.153,962$1.69M0.0%+5.2%0.723%
11/7/2023Great Lakes Advisors LLC20,000$0.22M0.0%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$0.24M0.0%-51.4%0.101%
10/27/2023Hennion & Walsh Asset Management Inc.14,038$0.15M0.0%-9.4%0.066%
10/26/2023Strs Ohio26,000$0.28M0.0%+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$0.22M0.0%+33.3%0.094%
10/23/2023Commonwealth Equity Services LLC42,787$0.47M0.0%-7.8%0.201%
10/18/2023Exchange Traded Concepts LLC31,208$0.34M0.0%+24.4%0.147%
10/13/2023Wedge Capital Management L L P NC23,109$0.25M0.0%-57.8%0.109%
10/12/2023Legato Capital Management LLC59,650$0.65M0.1%-9.5%0.280%
9/21/2023Barclays PLC4,191$61K0.0%-56.2%0.020%
8/23/2023Dean Capital Management65,911$0.96M1.2%-10.3%0.309%
8/21/2023California State Teachers Retirement System6,136$89K0.0%-74.0%0.029%
8/21/2023John G Ullman & Associates Inc.44,408$0.64M0.1%+3.4%0.208%
8/18/2023Legato Capital Management LLC65,911$0.96M0.1%-10.3%0.309%
8/16/2023Nuveen Asset Management LLC71,894$1.04M0.0%+9.6%0.338%
8/15/2023Alliancebernstein L.P.17,120$0.25M0.0%+26.1%0.080%
8/15/2023Wells Fargo & Company MN7,593$0.11M0.0%+91.7%0.036%
8/15/2023Goldman Sachs Group Inc.89,127$1.29M0.0%+12.9%0.418%
8/15/2023Royal Bank of Canada15,024$0.22M0.0%+32.9%0.071%
8/14/2023State of Wisconsin Investment Board44,000$0.64M0.0%-5.1%0.207%
8/14/2023State Street Corp466,198$6.76M0.0%-31.6%2.189%
8/14/2023Nuveen Asset Management LLC71,894$1.04M0.0%+9.6%0.338%
8/11/2023Renaissance Technologies LLC1,313,736$19.04M0.0%-1.0%6.168%
8/11/2023BlackRock Inc.1,584,935$22.97M0.0%-6.8%7.441%
8/11/2023Hotchkis & Wiley Capital Management LLC356,380$5.16M0.0%+16.2%1.673%
8/11/2023State Board of Administration of Florida Retirement System25,637$0.37M0.0%+77.7%0.120%
8/11/2023Geode Capital Management LLC393,481$5.70M0.0%-3.5%1.847%
8/11/2023JPMorgan Chase & Co.66,917$0.97M0.0%+6.4%0.314%
8/11/2023Northern Trust Corp166,533$2.41M0.0%-13.5%0.782%
8/10/2023Charles Schwab Investment Management Inc.146,315$2.12M0.0%-2.8%0.687%
8/10/2023Citigroup Inc.5,570$81K0.0%+1,075.1%0.026%
8/9/2023Dimensional Fund Advisors LP1,776,702$25.75M0.0%-3.5%8.341%
8/8/2023Rhumbline Advisers33,187$0.48M0.0%+14.3%0.156%
8/8/2023Arnhold LLC15,000$0.22M0.0%+50.0%0.070%
8/7/2023Dean Investment Associates LLC165,392$2.40M0.4%-15.0%0.776%
8/3/2023Barclays PLC4,191$61K0.0%-56.2%0.019%
8/3/2023Bank of New York Mellon Corp136,052$1.97M0.0%-1.6%0.628%
7/31/2023Strs Ohio24,500$0.36M0.0%-27.9%0.113%
7/27/2023Seizert Capital Partners LLC151,324$2.19M0.1%-16.8%0.699%
7/27/2023EA Series Trust50,576$0.73M0.0%N/A0.234%
7/18/2023Denali Advisors LLC11,900$0.17M0.1%+693.3%0.055%
7/17/2023Wedge Capital Management L L P NC54,820$0.79M0.0%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$0.22M0.0%N/A0.067%
5/22/2023Ameriprise Financial Inc.42,558$0.64M0.0%+13.8%0.196%
5/18/2023JPMorgan Chase & Co.62,904$0.95M0.0%-21.7%0.290%
5/18/2023New York State Common Retirement Fund8,067$0.12M0.0%-44.2%0.037%
5/16/2023State Street Corp681,766$10.31M0.0%+4.6%3.148%
5/16/2023First Trust Advisors LP11,022$0.17M0.0%-39.1%0.051%
5/16/2023Geode Capital Management LLC407,636$6.17M0.0%+3.5%1.882%
5/16/2023Hotchkis & Wiley Capital Management LLC306,650$4.64M0.0%+2.3%1.416%
5/16/2023AQR Capital Management LLC101,802$1.54M0.0%-18.8%0.470%
5/16/2023Arrowstreet Capital Limited Partnership73,441$1.11M0.0%-22.8%0.339%
5/15/2023Two Sigma Advisers LP28,082$0.43M0.0%-45.9%0.130%
5/15/2023Deutsche Bank AG11,818$0.18M0.0%+44.9%0.055%
5/15/2023rhino investment partners Inc722,396$10.93M3.0%+66.2%3.336%
5/12/2023Renaissance Technologies LLC1,327,336$20.08M0.0%-1.4%6.128%
5/12/2023Teton Advisors Inc.71,520$1.08M0.3%-4.4%0.330%
5/12/2023BlackRock Inc.1,700,435$25.73M0.0%-3.5%7.851%
5/12/2023BNP Paribas Arbitrage SNC4,433$67K0.0%+293.7%0.020%
5/12/2023Bank of America Corp DE26,535$0.40M0.0%+6.2%0.123%
5/12/2023UBS Group AG9,405$0.14M0.0%+27.4%0.043%
5/12/2023Grantham Mayo Van Otterloo & Co. LLC22,180$0.34M0.0%-17.8%0.102%
5/12/2023Sei Investments Co.16,357$0.25M0.0%+23.2%0.076%
5/12/2023Dimensional Fund Advisors LP1,840,802$27.85M0.0%-2.5%8.499%
5/11/2023Arnhold LLC10,000$0.15M0.0%N/A0.046%
5/11/2023Acadian Asset Management LLC17,103$0.26M0.0%-87.8%0.079%
5/11/2023American Century Companies Inc.158,626$2.38M0.0%+10.2%0.732%
5/11/2023Commonwealth Equity Services LLC46,789$0.71M0.0%-41.0%0.216%
5/10/2023Credit Suisse AG30,475$0.46M0.0%+17.4%0.141%
5/10/2023Swiss National Bank40,700$0.62M0.0%-12.3%0.188%
5/9/2023Bank of New York Mellon Corp138,304$2.09M0.0%-2.2%0.639%
5/9/2023California State Teachers Retirement System23,605$0.36M0.0%-6.7%0.109%
5/9/2023Seizert Capital Partners LLC181,964$2.75M0.2%-14.6%0.840%
5/5/2023John G Ullman & Associates Inc.42,947$0.65M0.1%N/A0.198%
5/4/2023Barclays PLC9,561$0.15M0.0%+88.1%0.044%
5/3/2023Foundry Partners LLC168,980$2.56M0.2%-0.4%0.771%
5/2/2023LSV Asset Management10,387$0.16M0.0%-74.5%0.047%
4/12/2023Exchange Traded Concepts LLC24,590$0.37M0.0%+4.9%0.111%
2/16/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main110,922$1.91M0.0%-18.5%0.500%
2/15/2023rhino investment partners Inc434,650$7.49M3.2%N/A1.959%
2/15/2023Public Employees Retirement System of Ohio10,996$0.19M0.0%-18.5%0.050%
2/15/2023State of Wisconsin Investment Board46,396$0.80M0.0%-2.8%0.209%
2/15/2023Morgan Stanley38,927$0.67M0.0%+19.2%0.175%
2/15/2023AQR Capital Management LLC125,346$2.16M0.0%-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.


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

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