Latest Institutional Transactions on Towne Bank (Va) (TOWN)
This table provides information on the latest institutional transactions involving Towne Bank (Va) (TOWN) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$295 - $383
|
11
$365
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$134 - $174
|
5
$166
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.33% |
$26.8 - $34.9
|
44
$1.46K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.13K- 1.88% |
$30.2K - $39.3K
|
58.9K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61.1K- 52.79% |
$1.64M - $2.13M
|
54.6K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
29New |
$777 - $1.01K
|
29
$963
|
|
| Q2 2024 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
8.3K+ 38.15% |
$214K - $235K
|
30.1K
$998K
|
|
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-13.7KClosed |
$354K - $388K
|
0
$0
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-250- 68.31% |
$6.46K - $7.09K
|
116
$3.85K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1K- 8.33% |
$25.8K - $28.3K
|
11K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.02K- 11.33% |
$26.2K - $28.8K
|
7.95K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
24.1KNew |
$622K - $683K
|
24.1K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25- 0.11% |
$646 - $709
|
23.5K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-7.25K- 37.82% |
$187K - $205K
|
11.9K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.67KNew |
$69.1K - $75.8K
|
2.67K
$88.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.53KNew |
$195K - $213K
|
7.53K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
73.1K+ 1.36% |
$1.89M - $2.07M
|
5.46M
$181M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
897+ 52.52% |
$23.2K - $25.4K
|
2.61K
$86.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-12.6K- 10.32% |
$326K - $358K
|
110K
$3.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.06K- 11.33% |
$27.3K - $30K
|
8.28K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
615New |
$15.9K - $17.4K
|
615
$20.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-39- 43.33% |
$1.01K - $1.11K
|
51
$1.69K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1K- 5.0% |
$25.8K - $28.3K
|
19K
$631K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.29KNew |
$59.2K - $64.9K
|
2.29K
$76.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.75KNew |
$253K - $290K
|
9.75K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-288- 7.23% |
$7.47K - $8.57K
|
3.69K
$123K
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
18.9KNew |
$491K - $563K
|
18.9K
$628K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-297- 0.85% |
$7.71K - $8.84K
|
34.6K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
16.3KNew |
$423K - $486K
|
16.3K
$542K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1K- 16.67% |
$26K - $29.8K
|
5K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.31K- 99.77% |
$33.9K - $38.9K
|
3
$99.7
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.9K+ 4.49% |
$75.1K - $86.2K
|
67.3K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.4K- 7.26% |
$296K - $339K
|
146K
$4.83M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.44K- 35.97% |
$115K - $132K
|
7.91K
$263K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.31K- 4.15% |
$34K - $39.1K
|
30.3K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.02% |
$77.9 - $89.3
|
14.9K
$495K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
735New |
$19.1K - $21.9K
|
735
$24.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-13.9K- 63.36% |
$362K - $415K
|
8.06K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3KNew |
$77.9K - $89.3K
|
3K
$99.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
24KNew |
$623K - $714K
|
24K
$797K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.16K+ 13.07% |
$30K - $34.4K
|
10K
$332K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
23.9KNew |
$524K - $737K
|
23.9K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46- 0.16% |
$1.01K - $1.42K
|
29.4K
$978K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
7.4KNew |
$162K - $228K
|
7.4K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$394 - $555
|
18
$598
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.3KNew |
$247K - $348K
|
11.3K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-400- 2.99% |
$8.76K - $12.3K
|
13K
$431K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.32K- 19.91% |
$72.8K - $103K
|
13.4K
$444K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-4.56K- 29.97% |
$99.8K - $141K
|
10.6K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-918- 7.05% |
$20.1K - $28.3K
|
12.1K
$402K
|
|