Latest Institutional Transactions on Washington Trust Bancorp Inc (WASH)
This table provides information on the latest institutional transactions involving Washington Trust Bancorp Inc (WASH) 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.77KNew |
$147K - $228K
|
6.77K
$179K
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.38K+ 47.99% |
$95.4K - $147K
|
13.5K
$357K
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.96K- 16.29% |
$64.5K - $99.6K
|
15.2K
$402K
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.76KNew |
$125K - $194K
|
5.76K
$152K
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
31K+ 22.77% |
$675K - $1.04M
|
167K
$4.41M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
25KNew |
$545K - $841K
|
25K
$660K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10New |
$218 - $336
|
10
$264
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.43K- 17.75% |
$31.1K - $48K
|
6.62K
$175K
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.5K- 9.43% |
$76.2K - $118K
|
33.6K
$887K
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-600- 3.06% |
$13.1K - $20.2K
|
19K
$501K
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 27.06% |
$4.36K - $6.73K
|
539
$14.2K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
580New |
$12.6K - $19.5K
|
580
$15.3K
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
10.9KNew |
$237K - $367K
|
10.9K
$288K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-350- 4.32% |
$7.62K - $11.8K
|
7.76K
$205K
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.53KNew |
$120K - $186K
|
5.53K
$146K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-50- 7.3% |
$1.31K - $1.6K
|
635
$16.8K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
95.4KNew |
$2.49M - $3.06M
|
95.4K
$2.52M
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-20.2K- 57.8% |
$527K - $648K
|
14.8K
$389K
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-38.8K- 81.18% |
$1.01M - $1.24M
|
9K
$238K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-733- 6.48% |
$19.1K - $23.5K
|
10.6K
$279K
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.33KNew |
$244K - $299K
|
9.33K
$246K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.5K+ 41.26% |
$91.4K - $112K
|
12K
$316K
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
189+ 2.53% |
$4.93K - $6.06K
|
7.66K
$202K
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
21.3KNew |
$556K - $683K
|
21.3K
$562K
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-144- 0.91% |
$3.76K - $4.62K
|
15.6K
$413K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$334K - $410K
|
12.8K
$338K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 34.0% |
$444 - $545
|
33
$871
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
357+ 27.21% |
$9.32K - $11.4K
|
1.67K
$44.1K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
10.1K+ 50.53% |
$265K - $325K
|
30.2K
$798K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.26K+ 29.63% |
$242K - $297K
|
40.5K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-26- 57.78% |
$679 - $834
|
19
$502
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-85- 0.11% |
$2.22K - $2.73K
|
75.9K
$2M
|
|
Nov 08, 2023
Q3 2023
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-72- 0.18% |
$1.88K - $2.31K
|
40.4K
$1.07M
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-16- 34.78% |
$418 - $513
|
30
$792
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-182K- 95.31% |
$4.75M - $5.83M
|
8.95K
$236K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-99- 1.03% |
$2.58K - $3.17K
|
9.47K
$250K
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.85K- 4.39% |
$48.2K - $59.2K
|
40.2K
$1.06M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$470 - $577
|
18
$475
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
59New |
$1.33K - $2.03K
|
59
$1.56K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16.7KNew |
$378K - $576K
|
16.7K
$442K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.1K+ 3.36% |
$70K - $107K
|
95.4K
$2.52M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
$11.3K - $17.2K
|
500
$13.2K
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.17K- 24.27% |
$49.1K - $74.8K
|
6.78K
$179K
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.51K- 24.37% |
$79.4K - $121K
|
10.9K
$288K
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
301+ 2.53% |
$6.8K - $10.4K
|
12.2K
$322K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
30.8KNew |
$696K - $1.06M
|
30.8K
$813K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 10.19% |
$82.4K - $125K
|
39.5K
$1.04M
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.3K- 66.13% |
$74.5K - $114K
|
1.69K
$44.6K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
32New |
$723 - $1.1K
|
32
$845
|
|
Q1 2023 | |||||||
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
128KNew |
$4.45M - $6.2M
|
128K
$3.39M
|