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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Siena Capital Partners Gp, LLC
|
BUY
|
- |
120KNew |
$2.91M - $3.33M
|
120K
$3.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
25.6KNew |
$619K - $710K
|
25.6K
$739K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-59.7K- 56.21% |
$1.45M - $1.66M
|
46.5K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1- 0.01% |
$24.2 - $27.8
|
6.84K
$198K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.69KNew |
$186K - $214K
|
7.69K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.06K+ 7.7% |
$74.1K - $85K
|
42.8K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-75- 1.36% |
$1.82K - $2.08K
|
5.43K
$157K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.15K+ 10.73% |
$52K - $59.6K
|
22.2K
$641K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
38+ 152.0% |
$921 - $1.06K
|
63
$1.82K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-100- 0.32% |
$2.42K - $2.78K
|
30.8K
$892K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 0.23% |
$981 - $1.28K
|
17.6K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
734+ 86.25% |
$18K - $23.6K
|
1.59K
$45.9K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-71- 0.84% |
$1.74K - $2.28K
|
8.34K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
828+ 4.11% |
$20.3K - $26.6K
|
21K
$607K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26New |
$638 - $834
|
26
$752
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
747New |
$18.3K - $24K
|
747
$21.6K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.03K+ 10.81% |
$25.2K - $33K
|
10.5K
$305K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1.54K- 23.14% |
$33.4K - $51.6K
|
5.1K
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-95.9K- 32.5% |
$2.09M - $3.23M
|
199K
$5.76M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.96K- 16.29% |
$64.5K - $99.6K
|
15.2K
$440K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
25KNew |
$545K - $841K
|
25K
$724K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10New |
$218 - $336
|
10
$289
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 27.06% |
$4.36K - $6.73K
|
539
$15.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
580New |
$12.6K - $19.5K
|
580
$16.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
10.9KNew |
$237K - $367K
|
10.9K
$315K
|
|
| Q3 2023 | |||||||
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
189+ 2.53% |
$4.93K - $6.06K
|
7.66K
$222K
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
15.8KNew |
$412K - $506K
|
15.8K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 34.0% |
$444 - $545
|
33
$955
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.33KNew |
$244K - $299K
|
9.33K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-20.2K- 57.8% |
$527K - $648K
|
14.8K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-733- 6.48% |
$19.1K - $23.5K
|
10.6K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-26- 57.78% |
$679 - $834
|
19
$550
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-85- 0.11% |
$2.22K - $2.73K
|
75.9K
$2.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-182K- 95.31% |
$4.75M - $5.83M
|
8.95K
$259K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-99- 1.03% |
$2.58K - $3.17K
|
9.47K
$274K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
59New |
$1.33K - $2.03K
|
59
$1.71K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.1K+ 3.36% |
$70K - $107K
|
95.4K
$2.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
$11.3K - $17.2K
|
500
$14.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.51K- 24.37% |
$79.4K - $121K
|
10.9K
$315K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
30.8KNew |
$696K - $1.06M
|
30.8K
$891K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 10.19% |
$82.4K - $125K
|
39.5K
$1.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.3K- 66.13% |
$74.5K - $114K
|
1.69K
$48.9K
|
|
| Q1 2023 | |||||||
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
8.66K+ 32.75% |
$300K - $418K
|
35.1K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
26.4K+ 39.55% |
$913K - $1.27M
|
93K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
8.66K+ 32.75% |
$300K - $418K
|
35.1K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
4.14K+ 3.75% |
$143K - $200K
|
115K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-180K- 99.99% |
$6.23M - $8.68M
|
10
$289
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.2KNew |
$526K - $733K
|
15.2K
$439K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-608- 5.82% |
$21.1K - $29.4K
|
9.83K
$285K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
188+ 1.58% |
$6.52K - $9.08K
|
12.1K
$350K
|
|