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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,635
shares
|
$314,293
0.0% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
9,539
shares
|
$311,162
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
9,316
shares
|
$303,887
0.01% of portfolio
|
Q1 2025
Reduced 45.14%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
8,915
shares
|
$290,807
0.0% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
8,786
shares
|
$286,599
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
8,154
shares
|
$265,983
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
7,747
shares
|
$252,707
0.01% of portfolio
|
Q1 2025
Reduced 27.91%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,505
shares
|
$244,813
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
7,482
shares
|
$244,062
0.0% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,397
shares
|
$241,290
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
7,354
shares
|
$239,887
0.01% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
7,159
shares
|
$233,526
0.0% of portfolio
|
Q1 2025
Reduced 58.05%
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
May 14, 2025 Q1 2025 |
6,954
shares
|
$226,839
0.07% of portfolio
|
Q1 2025
Reduced 60.84%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,944
shares
|
$226,513
0.0% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
6,748
shares
|
$220,119
0.0% of portfolio
|
Q4 2024
Reduced 24.39%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
6,730
shares
|
$219,532
0.07% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
6,727
shares
|
$219,434
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
6,720
shares
|
$219,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,496
shares
|
$211,899
0.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
6,416
shares
|
$209,289
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
6,000
shares
|
$195,719
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
5,703
shares
|
$186,031
0.12% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
5,121
shares
|
$167,047
0.0% of portfolio
|
Q1 2025
Added 136.97%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
5,000
shares
|
$163,100
0.02% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,732
shares
|
$154,357
0.02% of portfolio
|
Q1 2025
Added 0.04%
|