Institutional Ownership Towne Bank (Va) (TOWN)
This table provides information about the institutional ownership of Towne Bank (Va) (TOWN). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 46.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
862
shares
|
$28,635
0.0% of portfolio
|
Q3 2025
Added 48.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
824
shares
|
$27,373
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
816
shares
|
$27,107
0.02% of portfolio
|
Q3 2025
Added 150.31%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
771
shares
|
$25,612
0.0% of portfolio
|
Q2 2025
Reduced 19.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
751
shares
|
$24,948
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
670
shares
|
$22,257
0.0% of portfolio
|
Q1 2022
Reduced 25.37%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
434
shares
|
$14,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
424
shares
|
$14,085
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
374
shares
|
$12,424
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
313
shares
|
$10,397
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
300
shares
|
$9,966
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
283
shares
|
$9,401
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
259
shares
|
$8,603
0.0% of portfolio
|
Q3 2025
Reduced 27.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
258
shares
|
$8,570
0.0% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
249
shares
|
$8,271
0.0% of portfolio
|
Q3 2025
Added 144.12%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
246
shares
|
$8,172
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
227
shares
|
$7,540
0.0% of portfolio
|
Q4 2025
Reduced 7.35%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
200
shares
|
$6,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
190
shares
|
$6,311
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
161
shares
|
$5,348
0.0% of portfolio
|
Q3 2025
Added 96.34%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
159
shares
|
$5,281
0.0% of portfolio
|
Q1 2022
Added 4.61%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
118
shares
|
$3,919
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
116
shares
|
$3,853
0.0% of portfolio
|
Q2 2024
Reduced 68.31%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
91
shares
|
$3,023
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
78
shares
|
$2,591
0.0% of portfolio
|
Q3 2025
New holding
|
|