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 251 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 $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
424
shares
|
$15,013
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
419
shares
|
$14,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
395
shares
|
$13,986
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
395
shares
|
$13,986
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
374
shares
|
$13,243
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
357
shares
|
$12,641
0.0% of portfolio
|
Q2 2025
Added 33.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
343
shares
|
$12,145
0.0% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
313
shares
|
$11,083
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
300
shares
|
$10,622
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
285
shares
|
$10,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
283
shares
|
$10,021
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
233
shares
|
$8,250
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
200
shares
|
$7,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
159
shares
|
$5,630
0.0% of portfolio
|
Q1 2022
Added 4.61%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
135
shares
|
$4,780
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
116
shares
|
$4,107
0.0% of portfolio
|
Q2 2024
Reduced 68.31%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
116
shares
|
$4,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
105
shares
|
$3,718
0.0% of portfolio
|
Q1 2025
Added 162.5%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
103
shares
|
$3,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
97
shares
|
$3,434
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
76
shares
|
$2,691
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
73
shares
|
$2,584
0.0% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
51
shares
|
$1,805
0.0% of portfolio
|
Q2 2024
Reduced 43.33%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
50
shares
|
$1,770
0.0% of portfolio
|
Q1 2025
Added 35.14%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$1,735
0.0% of portfolio
|
Q3 2023
Reduced 19.67%
|