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 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.38K+ 47.99% |
$95.4K - $147K
|
13.5K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.76KNew |
$125K - $194K
|
5.76K
$195K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
25KNew |
$545K - $841K
|
25K
$848K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10New |
$218 - $336
|
10
$339
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.5K- 9.43% |
$76.2K - $118K
|
33.6K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 27.06% |
$4.36K - $6.73K
|
539
$18.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
580New |
$12.6K - $19.5K
|
580
$19.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
10.9KNew |
$237K - $367K
|
10.9K
$370K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
15.8KNew |
$412K - $506K
|
15.8K
$535K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
95.4KNew |
$2.49M - $3.06M
|
95.4K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-733- 6.48% |
$19.1K - $23.5K
|
10.6K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-20.2K- 57.8% |
$527K - $648K
|
14.8K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.33KNew |
$244K - $299K
|
9.33K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
21.3KNew |
$556K - $683K
|
21.3K
$723K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 34.0% |
$444 - $545
|
33
$1.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-26- 57.78% |
$679 - $834
|
19
$645
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.26K+ 29.63% |
$242K - $297K
|
40.5K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
357+ 27.21% |
$9.32K - $11.4K
|
1.67K
$56.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-85- 0.11% |
$2.22K - $2.73K
|
75.9K
$2.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-16- 34.78% |
$418 - $513
|
30
$1.02K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-182K- 95.31% |
$4.75M - $5.83M
|
8.95K
$304K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-99- 1.03% |
$2.58K - $3.17K
|
9.47K
$321K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$470 - $577
|
18
$611
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
59New |
$1.33K - $2.03K
|
59
$2K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16.7KNew |
$378K - $576K
|
16.7K
$568K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.1K+ 3.36% |
$70K - $107K
|
95.4K
$3.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
$11.3K - $17.2K
|
500
$17K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.51K- 24.37% |
$79.4K - $121K
|
10.9K
$370K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
30.8KNew |
$696K - $1.06M
|
30.8K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 10.19% |
$82.4K - $125K
|
39.5K
$1.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.3K- 66.13% |
$74.5K - $114K
|
1.69K
$57.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
32New |
$723 - $1.1K
|
32
$1.09K
|
|
| Q1 2023 | |||||||
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
8.66K+ 32.75% |
$300K - $418K
|
35.1K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.2KNew |
$250K - $348K
|
7.2K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
26.4K+ 39.55% |
$913K - $1.27M
|
93K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.56KNew |
$227K - $317K
|
6.56K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
8.66K+ 32.75% |
$300K - $418K
|
35.1K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
4.14K+ 3.75% |
$143K - $200K
|
115K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-180K- 99.99% |
$6.23M - $8.68M
|
10
$339
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.2KNew |
$526K - $733K
|
15.2K
$515K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$173 - $242
|
5
$170
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-608- 5.82% |
$21.1K - $29.4K
|
9.83K
$334K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
140+ 1.69% |
$4.85K - $6.76K
|
8.43K
$286K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
188+ 1.58% |
$6.52K - $9.08K
|
12.1K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
111New |
$3.85K - $5.36K
|
111
$3.77K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1K+ 10.03% |
$34.7K - $48.3K
|
11K
$372K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29.8K+ 8.03% |
$1.03M - $1.44M
|
400K
$13.6M
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-20.1K- 71.17% |
$696K - $970K
|
8.13K
$276K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.7K+ 58.59% |
$59K - $82.2K
|
4.61K
$156K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.88K- 15.0% |
$99.9K - $139K
|
16.3K
$554K
|
|