Washington Trust Bancorp (WASH) Institutional Ownership

$26.47
+0.01 (+0.04%)
(As of 04/24/2024 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)
46
Total
Institutional Inflows
(last 12 months)
$38.14M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$20.40M
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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
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%
3/26/2024Napatree Capital LLC55,999$1.81M1.8%N/A0.329%
3/22/2024PNC Financial Services Group Inc.20,093$651K0.0%-2.3%0.118%
2/28/2024EP Wealth Advisors LLC7,987$259K0.0%N/A0.047%
2/14/2024Third 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%
2/9/2024Quest Partners LLC5,759$186K0.0%N/A0.034%
2/9/2024Trexquant Investment LP26,864$870K0.0%-57.0%0.158%
2/9/2024PNC 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%
2/8/2024Drexel Morgan & Co.167,123$5.41M1.3%+22.8%0.981%
2/8/2024 Apexium Financial LP25,000$810K0.1%N/A0.147%
2/8/2024Janney Montgomery Scott LLC16,280$527K0.0%-20.2%0.096%
2/7/2024Dimensional Fund Advisors LP774,705$25.09M0.0%+9.8%4.549%
2/6/2024Charles Schwab Investment Management Inc.235,586$7.63M0.0%+7.5%1.383%
2/6/2024Connecticut Wealth Management LLC6,615$214K0.0%-17.8%0.039%
2/6/2024Swiss National Bank33,600$1.09M0.0%-9.4%0.197%
2/5/2024Victory Capital Management Inc.18,982$615K0.0%-3.1%0.111%
2/5/2024Kestra Private Wealth Services LLC29,451$954K0.0%+5.3%0.173%
2/2/2024State of New Jersey Common Pension Fund D95,479$3.09M0.0%+10.5%0.561%
2/1/2024Linden Thomas Advisory Services LLC35,346$1.15M0.2%-2.4%0.208%
2/1/2024New York State Common Retirement Fund6,849$222K0.0%-24.2%0.040%
2/1/2024Signaturefd LLC4,660$151K0.0%-27.1%0.027%
1/23/2024Coastline Trust Co10,898$353K0.0%N/A0.064%
1/18/2024 WASHINGTON TRUST Co613,201$19.86M0.8%-3.8%3.601%
1/17/2024IFG Advisory LLC7,755$251K0.0%-4.3%0.046%
1/16/2024 Raymond James & Associates31,932$1.03M0.0%-3.1%0.188%
1/12/2024SG Americas Securities LLC5,531$179K0.0%N/A0.032%
12/18/2023Vanguard Group Inc.944,104$24.86M0.0%-7.8%5.544%
12/6/2023Citigroup Inc.8,313$219K0.0%-61.5%0.049%
11/30/2023American Century Companies Inc.169,477$4.46M0.0%+13.2%0.995%
11/15/2023Third Avenue Management LLC294,994$8.05M1.3%+44.5%1.732%
11/15/2023Crestwood 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%
11/13/2023Retirement 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%
11/13/2023FMR LLC1,314,538$34.61M0.0%+0.4%7.719%
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11/13/2023Rafferty Asset Management LLC18,061$476K0.0%-34.2%0.106%
11/13/2023PNC 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%
11/8/2023Charles Schwab Investment Management Inc.219,208$5.77M0.0%+9.7%1.288%
11/8/2023Janney Montgomery Scott LLC20,401$537K0.0%-36.1%0.120%
11/8/2023Kestra Private Wealth Services LLC27,974$737K0.0%+37.0%0.164%
11/7/2023Barclays PLC61,091$1.61M0.0%-3.0%0.359%
11/6/2023Victory 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%
8/11/2023Mystic Asset Management Inc.12,876$345K0.2%N/A0.076%
8/11/2023PNC Financial Services Group Inc.19,860$532K0.0%+6.8%0.117%
8/10/2023ProShare Advisors LLC281,514$7.55M0.0%+25.4%1.654%
8/10/2023Quadrant Capital Group LLC6,953$186K0.0%+123.3%0.041%
8/10/2023US Bancorp DE2,582$69K0.0%+242.0%0.015%
8/8/2023Kestra Private Wealth Services LLC20,412$547K0.0%N/A0.120%
8/7/2023Drexel Morgan & Co.136,123$3.65M0.9%+17.2%0.800%
8/3/2023 CWM LLC2,556$69K0.0%+146.0%0.015%
8/3/2023Bank of New York Mellon Corp148,419$3.98M0.0%-5.4%0.872%
8/2/2023Bank of Montreal Can190,886$5.48M0.0%N/A1.122%
8/2/2023State of New Jersey Common Pension Fund D86,395$2.32M0.0%+61.5%0.508%
8/1/2023Signaturefd LLC6,749$181K0.0%+191.3%0.040%
7/31/2023Sargent Investment Group LLC10,900$292K0.1%-24.4%0.064%
7/31/2023Lindbrook Capital LLC1,343$36K0.0%+285.9%0.008%
7/27/2023Linden Thomas Advisory Services LLC36,364$975K0.2%+45.6%0.214%
7/27/2023Victory 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%
7/26/2023Janney Montgomery Scott LLC31,930$856K0.0%+363.8%0.188%
7/25/2023 Raymond James & Associates32,967$884K0.0%-65.3%0.194%
7/21/2023Creative Planning11,415$306K0.0%+30.9%0.067%
7/21/2023Riggs 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%
7/18/2023Allworth 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%
7/12/2023Foundry 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%
5/26/2023ProShare 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%
5/12/2023Richard C. Young & CO. LTD.114,526$3.97M0.5%+3.7%0.673%
5/12/2023ProShare Advisors LLC224,546$7.78M0.0%+20.9%1.319%
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5/11/2023M&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%
5/11/2023Resources Management Corp CT ADV72,256$20.20M3.2%+311.7%0.425%
5/10/2023 WASHINGTON TRUST Co688,852$23.88M1.1%-0.5%4.047%
5/10/2023Keeley Teton Advisors LLC10,970$380K0.0%+10.0%0.064%
5/9/2023Principal Financial Group Inc.400,174$13.87M0.0%+8.0%2.351%
5/9/2023Aptus Capital Advisors LLC70,768$2.45M0.1%+13.3%0.416%
5/9/2023Boston Partners8,134$282K0.0%-71.2%0.048%
5/9/2023California State Teachers Retirement System21,448$743K0.0%-2.9%0.126%
(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, 105 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), Champlain Investment Partners LLC ($26.60M), Dimensional Fund Advisors LP ($25.09M), Vanguard Group Inc. ($24.86M), JPMorgan Chase & Co. ($20.79M), and Resources Management Corp CT ADV ($20.20M).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 ($177.61K), Dimensional Fund Advisors LP ($131.02K), Crestwood Advisors Group LLC ($95.40K), Third Avenue Management LLC ($90.84K), Victory Capital Management Inc. ($88.56K), and Hotchkis & Wiley Capital Management LLC ($63.92K).

How much institutional buying is happening at Washington Trust Bancorp?

Institutional investors have bought a total of 1,829,765 shares in the last 24 months. This purchase volume represents approximately $63.58M in transactions.

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

Of the 60 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), Champlain Investment Partners LLC ($248.35K), Russell Investments Group Ltd. ($116.95K), Third Avenue Management LLC ($95.88K), WASHINGTON TRUST Co ($95.50K), Vanguard Group Inc. ($79.73K), and Raymond James & Associates ($66.99K).

How much institutional selling is happening at Washington Trust Bancorp?

Institutional investors have sold a total of 1,474,991 shares in the last 24 months. This volume of shares sold represents approximately $59.97M in transactions.


This page (NASDAQ:WASH) was last updated on 4/24/2024 by MarketBeat.com Staff

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