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Get Institutions for : 
Waterstone Financial Inc (WSBF)  
$12.25 0.18 (1.49%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 89    8
Total shares held : 
10,298,962  
% of shares held : 
39.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-139,127  
% of shares held change : 
  -0.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$10.77  
Last Quarter's Ending Price : 
$14.20  
Last Quarter's Average Price
$11.82  
Change from last quarter's     
avg. price to the last closing  : 
0.43 (3.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 104,049
 1.01%
 
Increased Positions :
36
 540,576
 5.25%
 
Unchanged Positions :
15
 89,484
 0.87%
 
Decreased Positions :
28
-413,282
-4.01%
 
Closed Positions :
18
-370,470
-3.6%
 
Guru Positions :
1
16,000
 0.16%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Context BH Capital Management LP 49 *New 2023-12-31 31,929 $453,000 31,929
   Connor Clark & Lunn Investment Management Ltd. 1248 *New 2023-12-31 14,807 $210,000 14,807
   Pinnacle Wealth Planning Services Inc. 416 *New 2023-12-31 13,881 $197,000 13,881
   MARINER WEALTH ADVISORS, LLC 2754 *New 2023-12-31 10,889 $155,000 10,889
   FIRST TRUST ADVISORS LP 2313 *New 2023-12-31 10,647 $151,000 10,647
   SG AMERICAS SECURITIES LLC 2186 *New 2023-12-31 9,719 $138,000 9,719
   nVerses Capital LLC 318 *New 2024-03-31 3,100 $38,000 3,100
   Glassman Wealth Services 1366 *New 2023-12-31 153 $2,000 153
   Efficient Wealth Management LLC *New 2023-12-31 45 $1,000 45

  9 Records found
  1    
  Page 1 of 1
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