Latest Institutional Transactions on Towne Bank (Va) (TOWN)
This table provides information on the latest institutional transactions involving Towne Bank (Va) (TOWN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
608+ 0.9% |
$19.5K - $22.8K
|
68.1K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
42.5K+ 2.52% |
$1.36M - $1.59M
|
1.73M
$61.2M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.19K+ 30.9% |
$199K - $232K
|
26.2K
$929K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-74.6K- 17.69% |
$2.4M - $2.8M
|
347K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.66K- 14.58% |
$85.4K - $99.7K
|
15.6K
$551K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-9.91K- 58.05% |
$318K - $372K
|
7.16K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-11.7K- 9.35% |
$374K - $437K
|
113K
$4M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-9.4K- 6.39% |
$302K - $353K
|
138K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
473+ 7.56% |
$15.2K - $17.7K
|
6.73K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$32.1 - $37.5
|
1
$35.4
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.5K- 8.09% |
$435K - $507K
|
154K
$5.44M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
456KNew |
$14.6M - $17.1M
|
456K
$16.1M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
116New |
$3.73K - $4.35K
|
116
$4.11K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
65+ 162.5% |
$2.09K - $2.44K
|
105
$3.72K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 3.38% |
$386 - $450
|
343
$12.1K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-189K- 44.25% |
$6.07M - $7.08M
|
238K
$8.42M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-86.1K- 1.15% |
$2.77M - $3.23M
|
7.4M
$262M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
13+ 35.14% |
$418 - $488
|
50
$1.77K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.7K- 2.92% |
$793K - $925K
|
821K
$29.1M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-9- 0.04% |
$289 - $338
|
25.2K
$893K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-398- 3.09% |
$12.8K - $14.9K
|
12.5K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.98K+ 28.13% |
$192K - $224K
|
27.2K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
22.1KNew |
$710K - $829K
|
22.1K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.58K- 23.13% |
$147K - $172K
|
15.2K
$539K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30New |
$964 - $1.13K
|
30
$1.06K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
820+ 4.35% |
$26.3K - $30.8K
|
19.7K
$696K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.5K- 30.63% |
$467K - $545K
|
32.9K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.86K+ 14.86% |
$59.8K - $69.8K
|
14.4K
$509K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
11.4KNew |
$365K - $426K
|
11.4K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.6K- 10.6% |
$51.4K - $60K
|
13.5K
$478K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
233New |
$7.49K - $8.74K
|
233
$8.25K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
38K+ 7.06% |
$1.22M - $1.42M
|
576K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.18K+ 13.89% |
$134K - $157K
|
34.3K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.23K- 9.93% |
$39.5K - $46.1K
|
11.2K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-128- 0.25% |
$4.11K - $4.8K
|
51K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 1.32% |
$161 - $188
|
374
$13.2K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
285New |
$9.16K - $10.7K
|
285
$10.1K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
20.4KNew |
$655K - $765K
|
20.4K
$722K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
429K+ 19.93% |
$13.8M - $16.1M
|
2.58M
$91.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
30New |
$964 - $1.13K
|
30
$1.06K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 2.18% |
$1.64K - $1.91K
|
2.39K
$84.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
137+ 9.32% |
$4.4K - $5.14K
|
1.61K
$56.9K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.34K- 6.19% |
$43.1K - $50.3K
|
20.4K
$721K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-898- 2.35% |
$28.9K - $33.7K
|
37.3K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
93.7KNew |
$3.01M - $3.51M
|
93.7K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
700+ 32.56% |
$22.5K - $26.3K
|
2.85K
$101K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.23K- 8.42% |
$296K - $346K
|
100K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
355+ 200.56% |
$11.4K - $13.3K
|
532
$18.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.3KNew |
$554K - $647K
|
17.3K
$611K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
8.91K+ 12.23% |
$286K - $334K
|
81.7K
$2.89M
|