Latest Institutional Purchases of Washington Trust Bancorp Inc (WASH)
This list provides information on the latest institutional transactions involving Washington Trust Bancorp Inc (WASH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 10.19% |
$82.4K - $125K
|
39.5K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.1K+ 3.36% |
$70K - $107K
|
95.4K
$2.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
$11.3K - $17.2K
|
500
$14.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
59New |
$1.33K - $2.03K
|
59
$1.66K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29.8K+ 8.03% |
$1.03M - $1.44M
|
400K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
26.4K+ 39.55% |
$913K - $1.27M
|
93K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.2KNew |
$526K - $733K
|
15.2K
$427K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
10.5K+ 3.14% |
$364K - $507K
|
345K
$9.72M
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
8.66K+ 32.75% |
$300K - $418K
|
35.1K
$989K
|
|
|
May 15, 2023
Q1 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
8.66K+ 32.75% |
$300K - $418K
|
35.1K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
4.14K+ 3.75% |
$143K - $200K
|
115K
$3.23M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
188+ 1.58% |
$6.52K - $9.08K
|
12.1K
$341K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
140+ 1.69% |
$4.85K - $6.76K
|
8.43K
$238K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
134+ 12.01% |
$4.64K - $6.47K
|
1.25K
$35.2K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
111New |
$3.85K - $5.36K
|
111
$3.13K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$173 - $242
|
5
$141
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
157KNew |
$7.3M - $7.8M
|
157K
$4.41M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5KNew |
$233K - $249K
|
5K
$141K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.62KNew |
$215K - $230K
|
4.62K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.3KNew |
$200K - $214K
|
4.3K
$121K
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.23K+ 7.21% |
$104K - $111K
|
33.1K
$932K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
365New |
$17K - $18.2K
|
365
$10.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
129+ 2.74% |
$6.01K - $6.42K
|
4.85K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24New |
$1.12K - $1.19K
|
24
$676
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19New |
$885 - $945
|
19
$535
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
17.1K+ 58.41% |
$797K - $954K
|
46.5K
$1.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.54KNew |
$211K - $253K
|
4.54K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.9KNew |
$135K - $161K
|
2.9K
$81.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
581New |
$27K - $32.3K
|
581
$16.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
522New |
$24.3K - $29K
|
522
$14.7K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$13.9K - $16.7K
|
300
$8.45K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
191New |
$8.88K - $10.6K
|
191
$5.38K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
130+ 12.97% |
$6.04K - $7.23K
|
1.13K
$31.9K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.33KNew |
$199K - $226K
|
4.33K
$122K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
658+ 16450.0% |
$30.3K - $34.4K
|
662
$18.6K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
718New |
$37.4K - $43.4K
|
718
$20.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
30New |
$1.56K - $1.82K
|
30
$845
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18New |
$842 - $975
|
18
$507
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
3.5KNew |
$152K - $191K
|
3.5K
$98.6K
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
119New |
$5.17K - $6.49K
|
119
$3.35K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Gables Capital Management Inc.
|
BUY
|
- |
1.5KNew |
$43.3K - $54K
|
1.5K
$42.3K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.58KNew |
$110K - $191K
|
3.58K
$101K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
34New |
$1.54K - $1.79K
|
34
$958
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.25K+ 435.83% |
$232K - $262K
|
5.22K
$147K
|
|
| Q3 2016 | |||||||
|
Aug 30, 2023
Q3 2016
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
5.02KNew |
N/A
|
5.02K
$141K
|
|