Washington Trust Bancorp (WASH) Institutional Ownership

$27.25
+0.47 (+1.76%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for Washington Trust Bancorp (NASDAQ:WASH)

Current
Institutional Ownership
Percentage
65.81%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$32.52M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$15.10M
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WASH Institutional Buying and Selling by Quarter

Washington Trust Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024EntryPoint Capital LLC1,585$43K0.0%+86.3%0.009%
5/10/2024 Vanguard Group Inc.943,904$25.37M0.0%-2.3%5.542%
5/8/2024 ProShare Advisors LLC291,461$7.83M0.0%+10.6%1.711%
5/7/2024 Mystic Asset Management Inc.18,376$494K0.2%+4.9%0.108%
5/7/2024 Empowered Funds LLC39,717$1.07M0.0%+8.1%0.233%
5/1/2024 Janney Montgomery Scott LLC23,930$643K0.0%+47.0%0.141%
5/1/2024 BNP Paribas Financial Markets9,560$257K0.0%+139.1%0.056%
4/23/2024 WASHINGTON TRUST Co602,080$16.18M0.6%-1.8%3.535%
4/13/2024 New England Professional Planning Group Inc.10,528$283K0.1%+10.8%0.062%
3/26/2024 Napatree Capital LLC55,999$1.81M1.8%N/A0.329%
3/22/2024 PNC Financial Services Group Inc.20,093$651K0.0%-2.3%0.118%
2/28/2024EP Wealth Advisors LLC7,987$259K0.0%N/A0.047%
2/14/2024 Third Avenue Management LLC199,119$6.45M1.1%-32.5%1.169%
2/12/2024 Shepherd Financial Partners LLC7,307$237K0.0%-62.4%0.043%
2/9/2024 Quest Partners LLC5,759$186K0.0%N/A0.034%
2/9/2024Trexquant Investment LP26,864$870K0.0%-57.0%0.158%
2/9/2024 PNC Financial Services Group Inc.20,093$651K0.0%-2.3%0.118%
2/8/2024Quadrant Capital Group LLC9,869$320K0.0%+52.8%0.058%
2/8/2024 Drexel Morgan & Co.167,123$5.41M1.3%+22.8%0.981%
2/8/2024 Apexium Financial LP25,000$810K0.1%N/A0.147%
2/8/2024 Janney Montgomery Scott LLC16,280$527K0.0%-20.2%0.096%
2/7/2024 Dimensional Fund Advisors LP774,705$25.09M0.0%+9.8%4.549%
2/6/2024 Charles Schwab Investment Management Inc.235,586$7.63M0.0%+7.5%1.383%
2/6/2024 Connecticut Wealth Management LLC6,615$214K0.0%-17.8%0.039%
2/6/2024 Swiss National Bank33,600$1.09M0.0%-9.4%0.197%
2/5/2024 Victory Capital Management Inc.18,982$615K0.0%-3.1%0.111%
2/5/2024 Kestra Private Wealth Services LLC29,451$954K0.0%+5.3%0.173%
2/2/2024 State of New Jersey Common Pension Fund D95,479$3.09M0.0%+10.5%0.561%
2/1/2024 Linden Thomas Advisory Services LLC35,346$1.15M0.2%-2.4%0.208%
2/1/2024 New York State Common Retirement Fund6,849$222K0.0%-24.2%0.040%
2/1/2024 Signaturefd LLC4,660$151K0.0%-27.1%0.027%
1/23/2024 Coastline Trust Co10,898$353K0.0%N/A0.064%
1/18/2024 WASHINGTON TRUST Co613,201$19.86M0.8%-3.8%3.601%
1/17/2024 IFG Advisory LLC7,755$251K0.0%-4.3%0.046%
1/16/2024 Raymond James & Associates31,932$1.03M0.0%-3.1%0.188%
1/12/2024 SG Americas Securities LLC5,531$179K0.0%N/A0.032%
12/18/2023 Vanguard Group Inc.944,104$24.86M0.0%-7.8%5.544%
12/6/2023 Citigroup Inc.8,313$219K0.0%-61.5%0.049%
11/30/2023American Century Companies Inc.169,477$4.46M0.0%+13.2%0.995%
11/15/2023 Third Avenue Management LLC294,994$8.05M1.3%+44.5%1.732%
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11/15/2023 Crestwood Advisors Group LLC95,403$2.51M0.1%N/A0.560%
11/15/2023Kerrisdale Advisers LLC14,751$388K0.1%-57.8%0.087%
11/15/2023Evergreen Capital Management LLC10,579$284K0.0%-6.5%0.062%
11/14/2023Trexquant Investment LP62,453$1.64M0.0%-1.4%0.367%
11/13/2023 Retirement Planning Co of New England Inc.9,132$240K0.1%N/A0.054%
11/13/2023Hsbc Holdings PLC26,697$714K0.0%-5.9%0.157%
11/13/2023 FMR LLC1,314,538$34.61M0.0%+0.4%7.719%
11/13/2023 Rafferty Asset Management LLC18,061$476K0.0%-34.2%0.106%
11/13/2023 PNC Financial Services Group Inc.20,575$542K0.0%+3.6%0.121%
11/8/2023Aptus Capital Advisors LLC65,052$1.71M0.0%-17.0%0.382%
11/8/2023 Shepherd Financial Partners LLC19,455$512K0.1%-3.0%0.114%
11/8/2023 Charles Schwab Investment Management Inc.219,208$5.77M0.0%+9.7%1.288%
11/8/2023 Janney Montgomery Scott LLC20,401$537K0.0%-36.1%0.120%
11/8/2023 Kestra Private Wealth Services LLC27,974$737K0.0%+37.0%0.164%
11/7/2023Barclays PLC61,091$1.61M0.0%-3.0%0.359%
11/6/2023 Victory Capital Management Inc.19,582$516K0.0%-9.4%0.115%
10/23/2023 Barrett & Company Inc.4,010$106K0.1%+37.7%0.024%
10/18/2023 WASHINGTON TRUST Co637,425$16.78M0.7%-7.9%3.745%
10/10/2023 New England Research & Management Inc.40,224$1.06M0.6%-4.4%0.236%
8/15/2023Kerrisdale Advisers LLC34,951$937K0.3%N/A0.205%
8/11/2023 Shepherd Financial Partners LLC20,047$537K0.1%-10.4%0.118%
8/11/2023Hotchkis & Wiley Capital Management LLC200,470$5.38M0.0%+46.8%1.178%
8/11/2023Trexquant Investment LP63,333$1.70M0.0%+113.8%0.372%
8/11/2023 Mystic Asset Management Inc.12,876$345K0.2%N/A0.076%
8/11/2023 PNC Financial Services Group Inc.19,860$532K0.0%+6.8%0.117%
8/10/2023 ProShare Advisors LLC281,514$7.55M0.0%+25.4%1.654%
8/10/2023Quadrant Capital Group LLC6,953$186K0.0%+123.3%0.041%
8/10/2023 US Bancorp DE2,582$69K0.0%+242.0%0.015%
8/8/2023 Kestra Private Wealth Services LLC20,412$547K0.0%N/A0.120%
8/7/2023 Drexel Morgan & Co.136,123$3.65M0.9%+17.2%0.800%
8/3/2023 CWM LLC2,556$69K0.0%+146.0%0.015%
8/3/2023 Bank of New York Mellon Corp148,419$3.98M0.0%-5.4%0.872%
8/2/2023 Bank of Montreal Can190,886$5.48M0.0%N/A1.122%
8/2/2023 State of New Jersey Common Pension Fund D86,395$2.32M0.0%+61.5%0.508%
8/1/2023 Signaturefd LLC6,749$181K0.0%+191.3%0.040%
7/31/2023 Sargent Investment Group LLC10,900$292K0.1%-24.4%0.064%
7/31/2023 Lindbrook Capital LLC1,343$36K0.0%+285.9%0.008%
7/27/2023 Linden Thomas Advisory Services LLC36,364$975K0.2%+45.6%0.214%
7/27/2023 Victory Capital Management Inc.21,606$579K0.0%-7.9%0.127%
7/27/2023 WASHINGTON TRUST Co691,861$18.55M0.8%+0.4%4.065%
7/27/2023EA Series Trust30,792$826K0.0%N/A0.181%
7/26/2023 Ballentine Partners LLC9,566$256K0.0%N/A0.056%
7/26/2023 Janney Montgomery Scott LLC31,930$856K0.0%+363.8%0.188%
7/25/2023 Raymond James & Associates32,967$884K0.0%-65.3%0.194%
7/21/2023 Creative Planning11,415$306K0.0%+30.9%0.067%
7/21/2023 Riggs Asset Managment Co. Inc.5,650$151K0.1%-5.8%0.033%
7/20/2023 New England Professional Planning Group Inc.9,577$257K0.2%+25.4%0.056%
7/18/2023 Allworth Financial LP947$25K0.0%+65.8%0.006%
7/18/2023 Stratos Wealth Advisors LLC39,450$1.06M0.1%+10.2%0.232%
7/17/2023HM Payson & Co.1,690$45K0.0%-66.1%0.010%
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7/12/2023 Foundry Partners LLC75,955$2.04M0.1%-17.5%0.446%
7/5/2023 New England Research & Management Inc.42,069$1.13M0.7%-1.8%0.247%
5/26/2023 ProShare Advisors LLC224,546$7.78M0.0%+20.9%1.319%
5/25/2023 Legato Capital Management LLC35,108$1.22M0.2%+32.7%0.206%
5/12/2023Teton Advisors Inc.40,452$1.40M0.4%-7.9%0.238%
5/12/2023 Richard C. Young & CO. LTD.114,526$3.97M0.5%+3.7%0.673%
5/12/2023 ProShare Advisors LLC224,546$7.78M0.0%+20.9%1.319%
5/11/2023 M&T Bank Corp9,834$341K0.0%-5.8%0.058%
5/11/2023American Century Companies Inc.136,168$4.74M0.0%+20.3%0.800%
5/11/2023 Barrett & Company Inc.2,909$101K0.1%N/A0.017%
(Data available from 1/1/2016 forward)

WASH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WASH shares?

During the previous two years, 102 institutional investors and hedge funds held shares of Washington Trust Bancorp. The most heavily invested institutionals were Franklin Resources Inc. ($44.42M), FMR LLC ($34.61M), Vanguard Group Inc. ($25.37M), Dimensional Fund Advisors LP ($25.09M), JPMorgan Chase & Co. ($20.79M), Resources Management Corp CT ADV ($20.20M), and WASHINGTON TRUST Co ($16.18M).Learn more on WASH's institutional investors.

What percentage of Washington Trust Bancorp stock is owned by institutional investors?

65.81% of Washington Trust Bancorp stock is owned by institutional investors. Learn more on WASH's institutional investor holdings.

Which institutional investors have been buying Washington Trust Bancorp stock?

Of the 79 institutional investors that purchased Washington Trust Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($190.89K), ProShare Advisors LLC ($190.49K), Dimensional Fund Advisors LP ($131.02K), Crestwood Advisors Group LLC ($95.40K), Third Avenue Management LLC ($90.84K), Hotchkis & Wiley Capital Management LLC ($63.92K), and Napatree Capital LLC ($56.00K).

How much institutional buying is happening at Washington Trust Bancorp?

Institutional investors have bought a total of 1,720,547 shares in the last 24 months. This purchase volume represents approximately $56.68M in transactions.

Which Washington Trust Bancorp major shareholders have been selling company stock?

Of the 52 institutional investors that sold Washington Trust Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($274.60K), Vanguard Group Inc. ($102.10K), Third Avenue Management LLC ($95.88K), WASHINGTON TRUST Co ($93.19K), Russell Investments Group Ltd. ($90.88K), Raymond James & Associates ($66.99K), and Principal Financial Group Inc. ($38.75K).

How much institutional selling is happening at Washington Trust Bancorp?

Institutional investors have sold a total of 1,144,850 shares in the last 24 months. This volume of shares sold represents approximately $42.06M in transactions.


This page (NASDAQ:WASH) was last updated on 5/15/2024 by MarketBeat.com Staff

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