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 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
17.1K+ 58.41% |
$797K - $954K
|
46.5K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$13.9K - $16.7K
|
300
$7.99K
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
522New |
$24.3K - $29K
|
522
$13.9K
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.54KNew |
$211K - $253K
|
4.54K
$121K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
658+ 16450.0% |
$30.3K - $34.4K
|
662
$17.6K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.13KClosed |
$190K - $216K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.82K- 93.0% |
$83.7K - $95.1K
|
137
$3.65K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2- 0.05% |
$92 - $105
|
4.09K
$109K
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-14.9KClosed |
$685K - $779K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$693K - $788K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.33KNew |
$199K - $226K
|
4.33K
$115K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-10.5KClosed |
$482K - $548K
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-22Closed |
$1.15K - $1.33K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.7KClosed |
$193K - $224K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.92KClosed |
$517K - $600K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.7KClosed |
$714K - $830K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
718New |
$37.4K - $43.4K
|
718
$19.1K
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-5KClosed |
$261K - $303K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-9- 50.0% |
$469 - $545
|
9
$240
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
30New |
$1.56K - $1.82K
|
30
$799
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.88KClosed |
$202K - $234K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-18Closed |
$958 - $1.05K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-4.18KClosed |
$222K - $244K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.5KClosed |
$293K - $321K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-11.2KClosed |
$596K - $653K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-7.32KClosed |
$390K - $427K
|
0
$0
|
|
Q3 2021 | |||||||
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18New |
$842 - $975
|
18
$479
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-8.14KClosed |
$381K - $441K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-116KClosed |
$5.43M - $6.29M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-7.04KClosed |
$329K - $381K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-8.55KClosed |
$400K - $463K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-11.8KClosed |
$550K - $637K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-628Closed |
$29.4K - $34K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-35Closed |
$1.64K - $1.89K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-267Closed |
$13.3K - $14.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-33Closed |
$1.64K - $1.85K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-122Closed |
$6.08K - $6.82K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1K- 10.37% |
$49.8K - $55.9K
|
8.65K
$230K
|
|
Q1 2021 | |||||||
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-11Closed |
$478 - $600
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-38Closed |
$1.65K - $2.07K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
119New |
$5.17K - $6.49K
|
119
$3.17K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-528Closed |
$22.9K - $28.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-5.75KClosed |
$250K - $313K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
3.5KNew |
$152K - $191K
|
3.5K
$93.2K
|
|
May 13, 2021
Q1 2021
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-5.8KClosed |
$252K - $316K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-20Closed |
$869 - $1.09K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-351Closed |
$15.3K - $19.1K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Excalibur Management Corp
|
SELL
|
- |
-5.93KClosed |
$258K - $323K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1KClosed |
$43.5K - $54.5K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-9.45KClosed |
$411K - $515K
|
0
$0
|