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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-16- 34.78% |
$418 - $513
|
30
$799
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-182K- 95.31% |
$4.75M - $5.83M
|
8.95K
$238K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-99- 1.03% |
$2.58K - $3.17K
|
9.47K
$252K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
59New |
$1.33K - $2.03K
|
59
$1.57K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.1K+ 3.36% |
$70K - $107K
|
95.4K
$2.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
$11.3K - $17.2K
|
500
$13.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.51K- 24.37% |
$79.4K - $121K
|
10.9K
$290K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
30.8KNew |
$696K - $1.06M
|
30.8K
$820K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 10.19% |
$82.4K - $125K
|
39.5K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.3K- 66.13% |
$74.5K - $114K
|
1.69K
$45K
|
|
| Q1 2023 | |||||||
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
8.66K+ 32.75% |
$300K - $418K
|
35.1K
$935K
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
26.4K+ 39.55% |
$913K - $1.27M
|
93K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
8.66K+ 32.75% |
$300K - $418K
|
35.1K
$935K
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
4.14K+ 3.75% |
$143K - $200K
|
115K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-180K- 99.99% |
$6.23M - $8.68M
|
10
$266
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.2KNew |
$526K - $733K
|
15.2K
$404K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
188+ 1.58% |
$6.52K - $9.08K
|
12.1K
$322K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-608- 5.82% |
$21.1K - $29.4K
|
9.83K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$173 - $242
|
5
$133
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
140+ 1.69% |
$4.85K - $6.76K
|
8.43K
$225K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
111New |
$3.85K - $5.36K
|
111
$2.96K
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-20.1K- 71.17% |
$696K - $970K
|
8.13K
$217K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29.8K+ 8.03% |
$1.03M - $1.44M
|
400K
$10.7M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.7K+ 58.59% |
$59K - $82.2K
|
4.61K
$123K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.88K- 15.0% |
$99.9K - $139K
|
16.3K
$435K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$34.7 - $48.3
|
6.05K
$161K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-129- 1.99% |
$4.47K - $6.23K
|
6.36K
$169K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
10.5K+ 3.14% |
$364K - $507K
|
345K
$9.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-558- 55.52% |
$19.3K - $27K
|
447
$11.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
134+ 12.01% |
$4.64K - $6.47K
|
1.25K
$33.3K
|
|
| Q4 2022 | |||||||
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13Closed |
$606 - $647
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-28- 3.85% |
$1.3K - $1.39K
|
700
$18.6K
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5KNew |
$233K - $249K
|
5K
$133K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19New |
$885 - $945
|
19
$506
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
365New |
$17K - $18.2K
|
365
$9.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.3KNew |
$200K - $214K
|
4.3K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24New |
$1.12K - $1.19K
|
24
$639
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
157KNew |
$7.3M - $7.8M
|
157K
$4.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-14.4K- 2.99% |
$671K - $716K
|
467K
$12.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 21.74% |
$233 - $249
|
18
$479
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
504+ 6.57% |
$23.5K - $25.1K
|
8.17K
$218K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
129+ 2.74% |
$6.01K - $6.42K
|
4.85K
$129K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-150- 1.77% |
$6.99K - $7.46K
|
8.35K
$222K
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.23K+ 7.21% |
$104K - $111K
|
33.1K
$881K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.62KNew |
$215K - $230K
|
4.62K
$123K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
191New |
$8.88K - $10.6K
|
191
$5.09K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
130+ 12.97% |
$6.04K - $7.23K
|
1.13K
$30.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.93KClosed |
$183K - $219K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.9KNew |
$135K - $161K
|
2.9K
$77.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
581New |
$27K - $32.3K
|
581
$15.5K
|
|