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WASH - Washington Trust Bancorp Inc Stock Price, Fair Value and News
26.20
USD
+0.74
(+2.91%)
Market Closed
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WASH
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Funds-Owners-Holders
Which funds bought or sold WASH recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-30
Drexel Morgan & Co.
UNCHANGED
Premium
Premium
Premium
Premium
167,123
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
4.00
2024-04-30
Linden Thomas Advisory Services, LLC
ADDED
Premium
Premium
Premium
Premium
36,476
2024-04-26
Coastline Trust Co
UNCHANGED
Premium
Premium
Premium
Premium
10,898
2024-04-25
Zurcher Kantonalbank (Zurich Cantonalbank)
UNCHANGED
Premium
Premium
Premium
Premium
4,607
2024-04-25
Bank of New York Mellon Corp
REDUCED
Premium
Premium
Premium
Premium
147,358
2024-04-25
Allworth Financial LP
REDUCED
Premium
Premium
Premium
Premium
19.00
2024-04-25
Lindbrook Capital, LLC
ADDED
Premium
Premium
Premium
Premium
345
2024-04-24
Cambridge Investment Research Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
20,012
2024-04-23
WASHINGTON TRUST Co
REDUCED
Premium
Premium
Premium
Premium
602,080
2024-04-23
Shepherd Financial Partners LLC
ADDED
Premium
Premium
Premium
Premium
7,745
2024-04-23
Principle Wealth Partners LLC
ADDED
Premium
Premium
Premium
Premium
24,428
2024-04-23
AMALGAMATED BANK
REDUCED
Premium
Premium
Premium
Premium
590
2024-04-23
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
UNCHANGED
Premium
Premium
Premium
Premium
539
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
30,912
2024-04-22
MetLife Investment Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
8,760
2024-04-19
Apexium Financial, LP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-18
Capital Advisors, Ltd. LLC
REDUCED
Premium
Premium
Premium
Premium
25.00
2024-04-17
BARRETT & COMPANY, INC.
REDUCED
Premium
Premium
Premium
Premium
3,995
2024-04-16
New England Research & Management, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
40,224
2024-04-12
BALDWIN BROTHERS LLC/MA
UNCHANGED
Premium
Premium
Premium
Premium
1,659
2024-04-12
New England Professional Planning Group Inc.
ADDED
Premium
Premium
Premium
Premium
10,528
2024-04-09
Rise Advisors, LLC
NEW
Premium
Premium
Premium
Premium
911
2024-04-05
CWM, LLC
REDUCED
Premium
Premium
Premium
Premium
2,421
2024-03-26
NAPATREE CAPITAL LLC
NEW
Premium
Premium
Premium
Premium
55,999
Rows per page:
10
25
50
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1–25 of 160
Which funds are the top buyers of WASH?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
2,289,750
74,142,000
-
FMR LLC
1,317,120
42,648,300
-
VANGUARD GROUP INC
966,273
31,287,900
-
DIMENSIONAL FUND ADVISORS LP
774,705
25,085,800
0.01%
WASHINGTON TRUST Co
602,080
16,183,900
0.60%
STATE STREET CORP
574,140
18,909,100
-
GEODE CAPITAL MANAGEMENT, LLC
386,056
12,501,800
-
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
287,570
9,311,520
0.03%
Invesco Ltd.
276,710
8,959,870
-
Rows per page:
10
1–10 of 99
Which funds have put a big percent of portfolio in WASH?
Fund Name
$ Value
% Port.
NAPATREE CAPITAL LLC
1,813,260
1.82%
THIRD AVENUE MANAGEMENT LLC
6,447,470
1.06%
Walthausen & Co., LLC
3,613,000
1.05%
Drexel Morgan & Co.
4,492,270
0.92%
WASHINGTON TRUST Co
16,183,900
0.60%
New England Research & Management, Inc.
1,081,000
0.53%
Teton Advisors, Inc.
1,308,480
0.43%
Endurance Wealth Management, Inc.
2,558,000
0.35%
Mystic Asset Management, Inc.
567,168
0.27%
Retirement Planning Co of New England, Inc.
437,592
0.20%
Rows per page:
10
1–10 of 97
Trend of No. of funds that hold WASH
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NAPATREE CAPITAL LLC
1,813,260
EA Series Trust
825,534
SUSQUEHANNA INTERNATIONAL GROUP, LLP
585,916
FIRST TRUST ADVISORS LP
285,364
Man Group plc
281,706
EP Wealth Advisors, LLC
258,619
MARSHALL WACE, LLP
229,541
Tudor Investment Corp Et Al
219,666
Additions
Fund Name
% Increased
Invesco Ltd.
699
Aquatic Capital Management LLC
650
CITIGROUP INC
110
Principle Wealth Partners LLC
100
Creative Planning
92.32
JPMORGAN CHASE & CO
91.83
GOLDMAN SACHS GROUP INC
63.49
Walthausen & Co., LLC
63.13
Reductions
Fund Name
% Reduced
Allworth Financial LP
-87.25
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
-84.16
MILLENNIUM MANAGEMENT LLC
-78.58
Covestor Ltd
-66.67
Parallel Advisors, LLC
-65.04
AMALGAMATED BANK
-60.56
Trexquant Investment LP
-56.99
TWO SIGMA INVESTMENTS, LP
-52.33
Sold off
Fund Name
$ Sold
Foundry Partners, LLC
-1,997,660
STIFEL FINANCIAL CORP
-1,066,230
Apexium Financial, LP
-809,500
QS Investors, LLC
-595,000
WELLINGTON MANAGEMENT GROUP LLP
-560,829
Kerrisdale Advisers, LLC
-388,394
JANE STREET GROUP, LLC
-336,682
EVERGREEN CAPITAL MANAGEMENT LLC
-284,378