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 284 institutions that hold shares in the stock, with a total of 46.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
76
shares
|
$2,524
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
71
shares
|
$2,358
0.0% of portfolio
|
Q3 2025
Added 16.39%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
61
shares
|
$2,026
0.0% of portfolio
|
Q3 2025
Reduced 46.02%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
59
shares
|
$1,959
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
51
shares
|
$1,694
0.0% of portfolio
|
Q2 2024
Reduced 43.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
50
shares
|
$1,661
0.0% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$1,627
0.0% of portfolio
|
Q3 2023
Reduced 19.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
44
shares
|
$1,461
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
43
shares
|
$1,428
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
42
shares
|
$1,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
40
shares
|
$1,328
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
36
shares
|
$1,195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
30
shares
|
$996
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
24
shares
|
$797
0.0% of portfolio
|
Q4 2024
Reduced 97.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
24
shares
|
$797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
23
shares
|
$764
0.0% of portfolio
|
Q2 2025
Reduced 43.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
21
shares
|
$697
0.0% of portfolio
|
Q3 2025
Added 90.91%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
15
shares
|
$498
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
15
shares
|
$498
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
13
shares
|
$431
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
13
shares
|
$431
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$398
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
11
shares
|
$365
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
10
shares
|
$332
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
6
shares
|
$199
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|