Washington Trust Ban Ownership | Who Owns Washington Trust Ban?

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Washington Trust Ban Ownership Summary

Washington Trust Ban is owned by 69.59% institutional investors, 1.64% insiders, and 28.77% retail investors. Blackrock is the largest institutional shareholder, holding 12.96% of WASH shares. Fidelity Low-Priced Stock is the top mutual fund, with 3.81% of its assets in Washington Trust Ban shares.

WASH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Washington Trust Ban	69.59%	1.64%	28.77%
Sector	Financial Services Stocks	49.80%	13.92%	36.27%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.21M	12.96%	$60.50M
Fmr	1.36M	7.99%	$37.31M
Vanguard group	951.92K	5.59%	$26.09M
Dimensional fund advisors lp	826.06K	4.85%	$22.64M
Washington trust	601.23K	3.53%	$16.48M
State street	533.07K	3.13%	$14.61M
Geode capital management	413.14K	2.43%	$11.33M
Invesco	374.78K	2.20%	$10.27M
Hotchkis & wiley capital management	350.27K	2.06%	$9.60M
American century companies	282.93K	1.66%	$7.75M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Napatree capital	54.82K	1.22%	$1.50M
Siena capital partners gp	120.05K	1.08%	$3.29M
Drexel morgan	167.12K	0.98%	$4.58M
Washington trust	601.23K	0.60%	$16.48M
New england research & management	40.17K	0.53%	$1.10M
Teton advisors	40.41K	0.46%	$1.11M
Brown, lisle/cummings	24.02K	0.21%	$658.36K
Mystic asset management	18.50K	0.20%	$507.11K
Inspire advisors	55.77K	0.20%	$1.53M
Linden thomas advisory services	37.09K	0.16%	$1.02M

Top Buyers

Holder	Shares	% Assets	Change
Siena capital partners gp	120.05K	1.08%	120.05K
Dimensional fund advisors lp	826.06K	0.01%	59.12K
Inspire advisors	55.77K	0.20%	55.77K
American century companies	282.93K	0.00%	40.12K
Renaissance	108.67K	0.01%	39.27K

Top Sellers

Holder	Shares	% Assets	Change
Third avenue management	-	-	-199.12K
Nuveen asset management	46.51K	0.00%	-59.69K
Proshare advisors	246.69K	0.02%	-44.77K
Empowered funds	-	-	-42.78K
State of new jersey common pension fund d	73.25K	0.01%	-35.07K

New Positions

Holder	Shares	% Assets	Change	Value
Siena capital partners gp	120.05K	1.08%	120.05K	$3.29M
Inspire advisors	55.77K	0.20%	55.77K	$1.53M
Raymond james financial services advisors	35.85K	0.00%	35.85K	$982.79K
Buckingham strategic wealth	25.55K	0.01%	25.55K	$700.35K
Jane street group	18.73K	0.00%	18.73K	$513.50K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-4.00
Covestor	-21.00
Nisa investment advisors	-30.00
Bessemer group	-111.00
Fidelis capital partners	-747.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	141	12.80%	11,871,335	2.17%	69	1.50%	73	7.35%	36	2.86%
Jun 30, 2024	124	3.33%	11,619,717	2.85%	68	1.55%	67	34.00%	35	-18.60%
Mar 31, 2024	120	-7.69%	11,297,969	0.22%	66	1.51%	50	-7.41%	43	-14.00%
Dec 31, 2023	130	-	11,273,532	1.11%	66	1.54%	54	1.89%	50	-1.96%
Sep 30, 2023	130	-0.76%	11,149,329	-5.51%	65	1.36%	53	-26.39%	51	27.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Low-Priced Stock	649.89K	3.81%	-309.00
Vanguard Total Stock Mkt Idx Inv	524.46K	3.07%	-
iShares Russell 2000 ETF	509.43K	2.99%	-1.15K
Avantis US Small Cap Value ETF	276.31K	1.62%	-
Vanguard Institutional Extnd Mkt Idx Tr	243.63K	1.43%	-1.08K
ProShares Russell 2000 Dividend Growers	223.97K	1.31%	-
Invesco KBW High Dividend Yld Fincl ETF	220.13K	1.29%	-
BlackRock Advantage Small Cap Core Instl	211.86K	1.24%	-
Third Avenue Small Cap Value Instl	198.88K	1.17%	-
Third Avenue Small Cap Value Composite	198.88K	1.17%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 02, 2024	RYAN KATHLEEN A	EVP and Chief Wealth Mgmt	Sell	$10.95K
May 02, 2024	RYAN KATHLEEN A	EVP and Chief Wealth Mgmt	Sell	$2.65K
May 02, 2024	RYAN KATHLEEN A	EVP and Chief Wealth Mgmt	Sell	$555.87
Sep 11, 2023	Noons Mary E.	President and COO	Sell	$21.04
Feb 08, 2023	Howes Constance A	-	Buy	$55.01K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	3
2024 Q1	-	-

WASH Ownership FAQ

Who Owns Washington Trust Ban?

Washington Trust Ban shareholders are primarily institutional investors at 69.59%, followed by 1.64% insiders and 28.77% retail investors. The average institutional ownership in Washington Trust Ban's industry, Regional Banks Stocks, is 51.67%, which Washington Trust Ban exceeds.

Who owns the most shares of Washington Trust Ban?

Washington Trust Ban’s largest shareholders are Blackrock (2.21M shares, 12.96%), Fmr (1.36M shares, 7.99%), and Vanguard group (951.92K shares, 5.59%). Together, they hold 26.54% of Washington Trust Ban’s total shares outstanding.

Does Blackrock own Washington Trust Ban?

Yes, BlackRock owns 12.96% of Washington Trust Ban, totaling 2.21M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 60.5M$. In the last quarter, BlackRock decreased its holdings by -3.084K shares, a -0.14% change.

Who is Washington Trust Ban’s biggest shareholder by percentage of total assets invested?

Napatree capital is Washington Trust Ban’s biggest shareholder by percentage of total assets invested, with 1.22% of its assets in 54.82K Washington Trust Ban shares, valued at 1.5M$.

Who is the top mutual fund holder of Washington Trust Ban shares?

Fidelity Low-Priced Stock is the top mutual fund holder of Washington Trust Ban shares, with 3.81% of its total shares outstanding invested in 649.89K Washington Trust Ban shares.

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