WSBF Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 6.70%

Insider Buying (Last 12 Months): $6,309.12

Insider Selling (Last 12 Months): $0.00

Waterstone Financial Insider Trading History Chart

Waterstone Financial Share Price & Price History

^$12.69

▲ +0.12 (0.95%)

As of 12/8/2023 01:00 AM ET

Days: 30 | 90 | 365

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Waterstone Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
10/26/2023	Douglas S Gordon	CEO	Buy	636	$9.92	$6,309.12	535,797
3/14/2022	Michael L Hansen	Director	Sell	12,500	$19.70	$246,250.00
11/22/2021	Thomas E. Dalum	Director	Sell	5,740	$21.80	$125,132.00
11/19/2021	Thomas E. Dalum	Director	Sell	9,658	$21.52	$207,840.16
6/3/2021	William F. Bruss	COO	Sell	24,331	$20.04	$487,593.24	50,457
5/18/2021	William F. Bruss	COO	Sell	5,669	$20.08	$113,833.52
3/10/2021	Ellen Syburg Bartel	Director	Sell	2,500	$20.61	$51,525.00
3/8/2021	Ellen Syburg Bartel	Director	Sell	12,500	$20.84	$260,500.00	30,000
3/3/2021	Mark Raymond Gerke	CFO	Sell	897	$20.71	$18,576.87	29,082
3/1/2021	Michael L Hansen	Director	Sell	6,157	$19.55	$120,369.35	84,111
12/28/2020	Ellen Syburg Bartel	Director	Sell	21,442	$18.82	$403,538.44	38,273
11/24/2020	Ellen Syburg Bartel	Director	Sell	20,773	$18.57	$385,754.61	38,273

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

53.15% of Waterstone Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Waterstone Financial Institutional Trading History

Reporting Date	Hedge Fund	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%
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 starting January 2016

Waterstone Financial, Inc. operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States. It operates in two segments, Community Banking and Mortgage Banking. The Community Banking segment offers consumer and business banking products and services, such as deposit and transactional solutions, including checking accounts, online banking and bill pay services, money transfer services, as well as credit, debit, and pre-paid cards; investable funds solutions comprising savings, money market deposits, individual retirement accounts, and certificates of deposit; residential mortgages, home equity loans and lines of credit, personal and installment loans, real estate financing, business loans, and business lines of credit; and fixed and variable annuities, insurance products, and trust and investment management accounts. It also provides transaction deposits, interest bearing transaction accounts, demand deposits, non-interest-bearing demand accounts, and time deposits; secured and unsecured lines; commercial real estate construction loans; term loans for working capital, inventory, and general corporate use; and personal term loans and investment services. The Mortgage Banking segment offers residential mortgage loans for the purpose of sale in the secondary market. It also invests in a portfolio of securities include mortgage-backed securities, government-sponsored and private-label enterprise bonds, collateralized mortgage and municipal obligations, and other debt securities. The company was formerly known as Wauwatosa Holdings, Inc. and changed its name to Waterstone Financial, Inc. in August 2008. Waterstone Financial, Inc. was founded in 1921 and is based in Wauwatosa, Wisconsin.

Today's Range

Now: $12.69

$12.50

$12.76

50 Day Range

MA: $11.26

$9.84

$12.69

52 Week Range

Now: $12.69

$9.62

$17.70

Volume

39,972 shs

Average Volume

47,352 shs

Market Capitalization

$261.16 million

P/E Ratio

25.38

Dividend Yield

4.73%

Beta

0.53

Who are the company insiders with the largest holdings of Waterstone Financial?: Waterstone Financial's top insider investors include:
Douglas S Gordon (CEO)
Michael L Hansen (Director)
Learn More about top insider investors at Waterstone Financial.
Who are the major institutional investors of Waterstone Financial?: Waterstone Financial's top institutional investors include:
rhino investment partners Inc — 2.70%
Federated Hermes Inc. — 0.93%
Northern Trust Corp — 0.80%
Brandywine Global Investment Management LLC — 0.80%
Seizert Capital Partners LLC — 0.73%
American Century Companies Inc. — 0.75%
Learn More about top institutional investors of Waterstone Financial stock.
Which major investors are selling Waterstone Financial stock?: In the previous quarter, WSBF stock was sold by these institutional investors:
rhino investment partners Inc
Ameriprise Financial Inc.
Wedge Capital Management L L P NC
John G Ullman & Associates Inc.
UBS Group AG
Legato Capital Management LLC
Commonwealth Equity Services LLC
Federated Hermes Inc.
Which major investors are buying Waterstone Financial stock?: Within the previous quarter, WSBF stock was acquired by institutional investors including:
Great Lakes Advisors LLC
Invesco Ltd.
Tower Research Capital LLC TRC
Charles Schwab Investment Management Inc.
Qube Research & Technologies Ltd
Exchange Traded Concepts LLC
Bank of New York Mellon Corp
Arnhold LLC