Principle Wealth Partners LLC - WASHINGTON TR BANCORP ownership

WASHINGTON TR BANCORP's ticker is WASH and the CUSIP is 940610108. A total of 127 filers reported holding WASHINGTON TR BANCORP in Q3 2023. The put-call ratio across all filers is 1.03 and the average weighting 0.0%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of WASHINGTON TR BANCORP
ValueSharesWeighting
Q3 2023$321,595
-1.8%
12,2140.0%0.03%
-3.0%
Q2 2023$327,457
-20.7%
12,214
+2.5%
0.03%
-25.0%
Q1 2023$412,905
-26.5%
11,9130.0%0.04%
-31.2%
Q4 2022$562,055
+1.5%
11,9130.0%0.06%
+23.1%
Q3 2022$554,000
-3.8%
11,9130.0%0.05%
-24.6%
Q2 2022$576,000
-7.8%
11,9130.0%0.07%
+4.5%
Q1 2022$625,000
-7.0%
11,9130.0%0.07%
-7.0%
Q4 2021$672,000
+6.5%
11,9130.0%0.07%
-2.7%
Q3 2021$631,000
+4.5%
11,913
+1.3%
0.07%
+5.8%
Q2 2021$604,000
-0.5%
11,7610.0%0.07%
-2.8%
Q1 2021$607,000
+16.7%
11,761
+1.4%
0.07%
+2.9%
Q4 2020$520,000
+56.6%
11,600
+7.3%
0.07%
-25.8%
Q3 2020$332,000
-6.2%
10,8140.0%0.09%
-10.6%
Q2 2020$354,000
-10.4%
10,8140.0%0.10%
-29.7%
Q1 2020$395,000
-32.1%
10,8140.0%0.15%
-20.4%
Q4 2019$582,000
+11.5%
10,8140.0%0.19%
+3.3%
Q3 2019$522,000
-7.4%
10,8140.0%0.18%
-37.9%
Q2 2019$564,000
+57.5%
10,814
+45.4%
0.29%
+41.5%
Q1 2019$358,000
-28.0%
7,439
-28.8%
0.20%
-50.8%
Q4 2018$497,00010,4460.42%
Other shareholders
WASHINGTON TR BANCORP shareholders Q3 2023
NameSharesValueWeighting ↓
Dean Capital Management 71,684$3,211,0001.90%
Drexel Morgan & Co. 116,123$5,202,0001.42%
New England Research & Management, Inc. 44,380$1,988,0001.23%
THIRD AVENUE MANAGEMENT LLC 182,745$8,187,0001.15%
WASHINGTON TRUST Co 695,359$31,152,0001.01%
DEAN INVESTMENT ASSOCIATES, LLC 84,586$3,789,0000.78%
Walthausen & Co., LLC 59,550$2,668,0000.73%
Endurance Wealth Management, Inc. 99,480$4,457,0000.56%
New England Professional Planning Group Inc. 12,198$547,0000.38%
Teton Advisors, Inc. 58,520$2,622,0000.37%
View complete list of WASHINGTON TR BANCORP shareholders