Recent Quarter Total Invested
$126.80 M
Recent Quarter Institutional Ownership Percentage
52.12%
Total Invested of Last Quarter
$122.88 M
Ownership Percentage of Last Quarter
50.07%
Waterstone Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 1.56 M | $19.89 M | -0.97% | 8.18% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.53 M | $19.63 M | -5.62% | 8.07% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 1.26 M | $16.13 M | -1.94% | 6.63% |
| VANGUARD GROUP INC | 08/13/2024 | 1.01 M | $12.95 M | -0.60% | 5.32% |
| RHINO INVESTMENT PARTNERS, INC | 08/14/2024 | 729,421 | $9.33 M | 19.04% | 3.83% |
| STATE STREET CORP | 08/14/2024 | 458,435 | $5.86 M | -3.06% | 2.41% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 420,563 | $5.38 M | 4.13% | 2.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 405,039 | $5.18 M | 0.48% | 2.13% |
| MORGAN STANLEY | 10/17/2024 | 186,865 | $2.39 M | -4.51% | 0.98% |
| FOUNDRY PARTNERS, LLC | 08/05/2024 | 171,860 | $2.20 M | 6.18% | 0.90% |
| NORTHERN TRUST CORP | 08/14/2024 | 169,921 | $2.17 M | -3.60% | 0.89% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 158,780 | $2.03 M | 1.40% | 0.83% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 155,371 | $1.99 M | -11.96% | 0.82% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 152,064 | $1.94 M | 0.49% | 0.80% |
| DEAN INVESTMENT ASSOCIATES, LLC | 08/13/2024 | 139,694 | $1.79 M | -9.82% | 0.73% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 118,306 | $1.51 M | 32.75% | 0.62% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 108,772 | $1.39 M | -4.54% | 0.57% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 90,978 | $1.16 M | 4.51% | 0.48% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 70,316 | $899,342 | 7.72% | 0.37% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 66,292 | $847,875 | 0.00% | 0.35% |
| TETON ADVISORS, INC. | 08/13/2024 | 63,000 | $805,770 | 0.00% | 0.33% |
| INVESCO LTD. | 08/13/2024 | 56,442 | $721,893 | -41.63% | 0.30% |
| FMR LLC | 08/13/2024 | 56,120 | $717,774 | 7.54% | 0.30% |
| LEGATO CAPITAL MANAGEMENT LLC | 07/26/2024 | 51,544 | $659,248 | -2.82% | 0.27% |
| DEAN CAPITAL MANAGEMENT | 08/14/2024 | 51,544 | $659,248 | -2.82% | 0.27% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 42,506 | $543,651 | 223.49% | 0.22% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 41,082 | $525,439 | -4.64% | 0.22% |
| STRS OHIO | 08/05/2024 | 39,600 | $506,484 | -7.69% | 0.21% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 37,713 | $482,349 | 204.85% | 0.20% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 35,535 | $454,493 | -4.62% | 0.19% |
| JOHN G ULLMAN & ASSOCIATES INC | 08/08/2024 | 34,272 | $438,339 | -25.85% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 31,173 | $399,000 | -3.22% | 0.16% |
| JPMORGAN CHASE & CO | 08/12/2024 | 30,011 | $383,841 | -15.36% | 0.16% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2024 | 29,400 | $376,026 | -12.50% | 0.15% |
| RHUMBLINE ADVISERS | 08/01/2024 | 28,587 | $365,632 | -1.17% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 27,830 | $355,947 | 2.60% | 0.15% |
| EXCHANGE TRADED CONCEPTS, LLC | 08/13/2024 | 27,415 | $350,638 | -10.68% | 0.14% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/05/2024 | 23,575 | $301,524 | 5.36% | 0.12% |
| JANE STREET GROUP, LLC | 08/15/2024 | 21,772 | $278,464 | 100.00% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 20,580 | $263,218 | 11.73% | 0.11% |
| RMB CAPITAL MANAGEMENT, LLC | 08/13/2024 | 18,194 | $232,701 | 0.00% | 0.10% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 17,289 | $221,126 | -20.44% | 0.09% |
| ROYAL BANK OF CANADA | 11/06/2024 | 16,694 | $213,000 | 8.48% | 0.09% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/09/2024 | 13,881 | $177,538 | 0.00% | 0.07% |
| FARTHER FINANCE ADVISORS, LLC | 07/31/2024 | 11,425 | $147,383 | 1.38% | 0.06% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/13/2024 | 10,892 | $139,309 | 10.29% | 0.06% |
| MARINER, LLC | 08/13/2024 | 10,170 | $130,074 | -5.54% | 0.05% |
| KEELEY-TETON ADVISORS, LLC | 08/13/2024 | 10,000 | $127,900 | 0.00% | 0.05% |
| ARNHOLD LLC | 08/01/2024 | 10,000 | $127,900 | 0.00% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 08/14/2024 | 8,857 | $113,281 | 100.00% | 0.05% |
Waterstone Financial, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of WSBF shares?
During the previous two years, 70 institutional investors and hedge funds held shares of Waterstone Financial, Inc.. The most heavily invested institutionals were:
EXCHANGE TRADED CONCEPTS, LLC: 0
ProShare Advisors LLC: 0
INNEALTA CAPITAL, LLC: 0
Arnhold LLC: 0
BlackRock Inc.: 1.56 M
DIMENSIONAL FUND ADVISORS LP: 1.53 M
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What percentage of Waterstone Financial, Inc. stock is owned by institutional investors?
52.12% of Waterstone Financial, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at WSBF ?
Institutional investors have bought a total of 8.51 M shares in the last 24 months. This purchase volume represents approximately $130.86 M in transactions.