Institutional Ownership Towne Bank (Va) (TOWN)
This table provides information about the institutional ownership of Towne Bank (Va) (TOWN). We have compiled data on the 253 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
50
shares
|
$1,630
0.0% of portfolio
|
Q1 2025
Added 35.14%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$1,598
0.0% of portfolio
|
Q3 2023
Reduced 19.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
44
shares
|
$1,435
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
41
shares
|
$1,337
0.0% of portfolio
|
Q1 2025
Added 78.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
40
shares
|
$1,304
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
38
shares
|
$1,239
0.0% of portfolio
|
Q1 2025
Reduced 89.56%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
36
shares
|
$1,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
36
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
30
shares
|
$978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
30
shares
|
$978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
24
shares
|
$782
0.0% of portfolio
|
Q4 2024
Reduced 97.75%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$652
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
16
shares
|
$521
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
15
shares
|
$489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
12
shares
|
$391
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
10
shares
|
$326
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
9
shares
|
$293
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5
shares
|
$163
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5
shares
|
$163
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
5
shares
|
$163
0.0% of portfolio
|
Q3 2023
Reduced 100.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$65
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2
shares
|
$65
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|