Washington Trust Ban Ownership | Who Owns Washington Trust Ban?
Washington Trust Ban Ownership Summary
Washington Trust Ban is owned by 70.37% institutional investors, 1.81% insiders, and 27.81% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.53% of WASH shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.13% of its assets in Washington Trust Ban shares.
WASH Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Washington Trust Ban | 70.37% | 1.81% | 27.81% |
Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 2.31M | 13.53% | $72.33M |
Blackrock | 2.21M | 12.96% | $60.50M |
Fmr | 1.26M | 7.40% | $39.57M |
Vanguard group | 1.03M | 6.06% | $32.39M |
Dimensional fund advisors lp | 932.06K | 5.46% | $29.22M |
State street | 533.07K | 3.13% | $14.61M |
Geode capital management | 414.53K | 2.43% | $13.00M |
Manufacturers life insurance company, the | 403.75K | 2.37% | $12.66M |
American century companies | 325.17K | 1.91% | $10.19M |
Hotchkis & wiley capital management | 303.15K | 1.78% | $9.50M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Ejf capital | 87.77K | 1.89% | $2.75M |
Napatree capital | 54.82K | 1.22% | $1.50M |
Siena capital partners gp | 120.05K | 1.04% | $3.76M |
Drexel morgan | 167.12K | 0.98% | $4.58M |
New england research & management | 40.07K | 0.64% | $1.26M |
Teton advisors | 33.28K | 0.53% | $1.04M |
Brown, lisle/cummings | 28.64K | 0.27% | $897.78K |
Inspire advisors | 60.69K | 0.23% | $1.90M |
Mystic asset management | 18.64K | 0.16% | $584.24K |
Linden thomas advisory services | 36.37K | 0.14% | $1.14M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Manufacturers life insurance company, the | 403.75K | 0.01% | 397.25K |
Millennium management | 226.35K | 0.00% | 219.58K |
Franklin resources | 217.69K | 0.00% | 217.69K |
Wellington management group llp | 154.80K | 0.00% | 154.80K |
Soros fund management | 135.00K | 0.06% | 135.00K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Washington trust | - | - | -598.73K |
Proshare advisors | 215.91K | 0.02% | -234.34K |
Third avenue management | - | - | -199.12K |
Aptus capital advisors | - | - | -103.83K |
Fmr | 1.26M | 0.00% | -79.57K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Franklin resources | 217.69K | 0.00% | 217.69K | $6.82M |
Wellington management group llp | 154.80K | 0.00% | 154.80K | $4.85M |
Soros fund management | 135.00K | 0.06% | 135.00K | $4.23M |
Ejf capital | 87.77K | 1.89% | 87.77K | $2.75M |
Trexquant investment lp | 82.85K | 0.03% | 82.85K | $2.60M |
Sold Out
Holder | Change |
---|---|
Nisa investment advisors | -30.00 |
True wealth design | -54.00 |
Srs capital advisors | -60.00 |
Brown brothers harriman | -105.00 |
Bessemer group | -111.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 156 | 9.86% | 12,004,115 | 1.11% | 70 | 1.45% | 90 | 21.62% | 39 | 8.33% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 602.67K | 3.13% | 1.40K |
Fidelity Low-Priced Stock | 566.67K | 2.94% | - |
Vanguard US Total Market Shares ETF | 524.46K | 2.72% | - |
iShares Russell 2000 ETF | 502.06K | 2.60% | -4.34K |
BlackRock Advantage Small Cap Core Instl | 272.14K | 1.41% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 253.14K | 1.31% | 467.00 |
Invesco KBW High Dividend Yld Fincl ETF | 236.99K | 1.23% | 409.00 |
ProShares Russell 2000 Dividend Growers | 235.28K | 1.22% | - |
SPDR® S&P Regional Banking ETF | 235.21K | 1.22% | 1.17K |
Third Avenue Small Cap Value Instl | 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
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