Washington Trust Advisors, Inc. Purchases in Q4 2024

Washington Trust Advisors, Inc.

  • $1.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
255
+ 57.69%
$95.12 - $114.72 $24.3K - $29.3K
697 $69K
MS
Morgan Stanley

Financial Services
34
+ 3.94%
$104.42 - $134.99 $3.55K - $4.59K
898 $112K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.6K
New
$7.83 - $8.16 $20.4K - $21.2K
2.6K $20K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
284
+ 27.9%
$55.73 - $66.16 $15.8K - $18.8K
1.3K $78K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
1.6K
New
$11.91 - $14.14 $19.1K - $22.6K
1.6K $19K
ORCL
Oracle Corp

Technology
168
+ 6.88%
$165.41 - $192.43 $27.8K - $32.3K
2.61K $434K
TXN
Texas Instruments Inc

Technology
93
+ 4.6%
N/A
2.12K $411K
SQ
Block, Inc.

Technology
42
+ 5.58%
$65.06 - $98.92 $2.73K - $4.15K
795 $67K
T
At&T Inc.

Communication Services
149
+ 0.88%
$21.22 - $23.88 $3.16K - $3.56K
17.1K $388K
NI
Nisource Inc.

Utilities
63
+ 1.12%
$33.74 - $38.25 $2.13K - $2.41K
5.69K $209K
MA
Mastercard Inc

Financial Services
8
+ 2.37%
$491.3 - $536.15 $3.93K - $4.29K
345 $181K
TPR
Tapestry, Inc.

Consumer Cyclical
34
+ 5.07%
$43.54 - $66.18 $1.48K - $2.25K
704 $45K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
800
New
$18.18 - $19.49 $14.5K - $15.6K
800 $14K
UNH
Unitedhealth Group Inc

Healthcare
153
+ 18.7%
$485.52 - $625.25 $74.3K - $95.7K
971 $491K
DFAS
Dimensional ETF Tr U S Small C

ETFs
190
+ 4.71%
$63.58 - $71.15 $12.1K - $13.5K
4.22K $274K
VMC
Vulcan Materials CO

Basic Materials
48
+ 30.0%
$237.95 - $292.31 $11.4K - $14K
208 $53K
EBAY
Ebay Inc

Consumer Cyclical
230
+ 37.77%
$57.51 - $67.17 $13.2K - $15.4K
839 $51K
OKTA
Okta, Inc.

Technology
141
New
$71.81 - $86.11 $10.1K - $12.1K
141 $11K
VEU
Vanguard Ftse All World Ex Us

ETFs
228
+ 38.0%
$57.29 - $63.1 $13.1K - $14.4K
828 $47K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
28
New
$260.53 - $404.79 $7.29K - $11.3K
28 $10K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
162
+ 0.98%
$61.68 - $67.87 $9.99K - $11K
16.8K $1.04M
EQT
Eqt Corp

Energy
138
+ 74.19%
$35.62 - $46.89 $4.92K - $6.47K
324 $14K
CFLT
Confluent, Inc.

Technology
253
New
$18.9 - $33.66 $4.78K - $8.52K
253 $7K
ROBO
Robo Global Robotics And Autom

ETFs
136
New
$55.06 - $58.6 $7.49K - $7.97K
136 $7K
HRI
Herc Holdings Inc

Industrials
41
New
$155.15 - $239.28 $6.36K - $9.81K
41 $7K
BKR
Baker Hughes CO

Energy
52
+ 8.19%
$35.98 - $44.88 $1.87K - $2.33K
687 $28K
CDW
Cdw Corp

Technology
37
New
$171.49 - $225.64 $6.35K - $8.35K
37 $6K
TGT
Target Corp

Consumer Defensive
63
+ 37.06%
$121.59 - $160.69 $7.66K - $10.1K
233 $31K
SNPS
Synopsys Inc

Technology
15
+ 17.65%
$485.36 - $588.0 $7.28K - $8.82K
100 $48K
PYCR
Paycor Hcm, Inc.

Technology
115
+ 32.86%
$13.11 - $20.35 $1.51K - $2.34K
465 $8K
CSGP
Costar Group, Inc.

Real Estate
55
+ 83.33%
$69.7 - $81.97 $3.83K - $4.51K
121 $8K
IWR
Ishares Russell Mid Cap ETF

ETFs
48
+ 6.19%
$87.25 - $95.52 $4.19K - $4.58K
823 $72K
IP
International Paper CO

Consumer Cyclical
89
New
$46.64 - $59.57 $4.15K - $5.3K
89 $4K
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 18.52%
N/A
128 $23K
MET
Metlife Inc

Financial Services
46
+ 12.07%
$78.15 - $88.25 $3.59K - $4.06K
427 $34K
INTA
Intapp, Inc.

Technology
56
New
$43.86 - $70.0 $2.46K - $3.92K
56 $3K
AVY
Avery Dennison Corp

Industrials
23
+ 65.71%
$186.26 - $220.48 $4.28K - $5.07K
58 $10K
BASE
Couchbase, Inc.

Technology
154
+ 41.85%
$14.37 - $21.12 $2.21K - $3.25K
522 $8K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
65
+ 34.76%
$61.93 - $70.49 $4.03K - $4.58K
252 $16K
SPG
Simon Property Group Inc

Real Estate
16
+ 16.33%
$167.23 - $183.84 $2.68K - $2.94K
114 $19K
VST
Vistra Corp.

Utilities
9
+ 28.13%
$115.74 - $166.61 $1.04K - $1.5K
41 $5K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 2.52%
$126.68 - $134.74 $1.39K - $1.48K
447 $57K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.29%
$225.97 - $266.66 $226 - $267
344 $82K
PTC
Ptc Inc.

Technology
9
+ 47.37%
$175.97 - $201.89 $1.58K - $1.82K
28 $5K
SPSC
Sps Commerce Inc

Technology
12
+ 66.67%
$165.0 - $198.81 $1.98K - $2.39K
30 $5K
AROC
Archrock, Inc.

Energy
110
New
$19.92 - $26.66 $2.19K - $2.93K
110 $2K
DT
Dynatrace, Inc.

Technology
34
+ 39.08%
$51.09 - $59.6 $1.74K - $2.03K
121 $6K
COIN
Coinbase Global, Inc.

Technology
10
New
$163.17 - $343.62 $1.63K - $3.44K
10 $2K
COF
Capital One Financial Corp

Financial Services
2
+ 3.08%
$145.19 - $192.01 $290 - $384
67 $11K
Activity Summary
Buys All Purchases 165 New Holdings 38 Increased Positions 127 Sells All Sells 195 Reductions 178 Sold out 17 Options Calls 0 Puts 0
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