WASHINGTON TR BANCORP shareholder history

Current and past WASHINGTON TR BANCORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.00%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.00%Q1 2013Q3 202343
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.00%0.01%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.03%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.01%0.02%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.74%1.46%2.68%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.00%0.00%Q2 2013Q3 202342
NORGES BANK 4020.00%0.00%0.00%Q2 2012Q4 202242
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
Teton Advisors, Inc. 42420.16%0.29%0.53%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.01%0.02%0.03%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.00%0.01%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Renaissance Technologies 42420.00%0.02%0.03%Q2 2013Q3 202342
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
Endurance Wealth Management, Inc. 41410.28%0.61%1.08%Q2 2013Q2 202341
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31100.00%0.00%0.00%Q2 2013Q3 202341
Citadel Advisors 1510.00%0.00%0.00%Q2 2013Q3 202341
Champlain Investment Partners, LLC 40400.14%0.40%0.64%Q1 2013Q4 202240
MANUFACTURERS LIFE INSURANCE COMPANY, THE 40400.00%0.02%0.04%Q2 2013Q1 202340
VOYA INVESTMENT MANAGEMENT LLC 28120.00%0.00%0.00%Q2 2013Q3 202340
ROYAL BANK OF CANADA 3910.00%0.00%0.00%Q3 2013Q3 202340
Foundry Partners, LLC 40400.05%0.17%0.27%Q4 2013Q3 202340
SYSTEMATIC FINANCIAL MANAGEMENT LP 40400.00%0.20%0.45%Q2 2013Q1 202340
BARCLAYS PLC 2910.00%0.00%0.00%Q2 2013Q3 202340
BANK OF MONTREAL /CAN/ 3820.00%0.00%0.00%Q2 2013Q3 202340
FIRST TRUST ADVISORS LP 29100.00%0.00%0.01%Q2 2013Q1 202339
PRINCIPAL FINANCIAL GROUP INC 3270.01%0.03%0.06%Q2 2013Q1 202339
GREAT WEST LIFE ASSURANCE CO /CAN/ 23160.00%0.00%0.00%Q4 2013Q3 202339
RAYMOND JAMES & ASSOCIATES 39390.00%0.01%0.01%Q1 2014Q3 202339
BNP PARIBAS FINANCIAL MARKETS 3040.00%0.00%0.00%Q4 2013Q3 202338
GOLDMAN SACHS GROUP INC 1840.00%0.00%0.00%Q1 2012Q3 202338
American Research & Management Co. 38380.02%0.03%0.05%Q2 2013Q3 202238
DE BURLO GROUP INC 3610.03%0.12%0.23%Q2 2013Q3 202237
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
Tower Research Capital LLC (TRC) 1520.00%0.00%0.02%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.00%Q2 2013Q1 202236
NEW YORK STATE COMMON RETIREMENT FUND 35350.00%0.00%0.00%Q1 2015Q3 202335
Riggs Asset Managment Co. Inc. 34340.05%0.15%0.27%Q2 2015Q3 202334
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.00%0.00%Q2 2013Q2 202133
New England Research & Management, Inc. 32320.60%1.92%3.10%Q4 2015Q3 202332
CWM, LLC 2480.00%0.00%0.01%Q3 2015Q3 202332
UBS ASSET MANAGEMENT AMERICAS INC 1220.00%0.00%0.00%Q4 2013Q3 202332
Essex Financial Services, Inc. 2480.02%0.11%0.22%Q2 2013Q4 202232
US BANCORP \DE\ 2830.00%0.00%0.00%Q4 2015Q3 202331
Zurcher Kantonalbank (Zurich Cantonalbank) 2190.00%0.00%0.00%Q4 2015Q3 202330
ALPINE WOODS CAPITAL INVESTORS, LLC 29290.01%0.06%0.12%Q2 2013Q2 202029
VICTORY CAPITAL MANAGEMENT INC 29290.00%0.00%0.01%Q3 2016Q3 202329
TWO SIGMA ADVISERS, LP 2210.00%0.00%0.01%Q2 2013Q3 202329
ENVESTNET ASSET MANAGEMENT INC 1260.00%0.00%0.00%Q3 2015Q1 202328
PRUDENTIAL FINANCIAL INC 28280.00%0.00%0.00%Q2 2013Q1 202028
Nuveen Asset Management, LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
FRANKLIN RESOURCES INC 2610.00%0.02%0.02%Q3 2016Q2 202327
Drexel Morgan & Co. 15110.95%2.58%4.57%Q2 2013Q3 202326
BROWN BROTHERS HARRIMAN & CO 2420.00%0.00%0.00%Q1 2013Q3 202226
Boston Trust Walden Corp 26260.10%0.13%0.16%Q4 2016Q1 202326
New England Professional Planning Group Inc. 1640.15%0.33%0.75%Q2 2015Q3 202325
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.01%Q3 2015Q3 202325
LOS ANGELES CAPITAL MANAGEMENT LLC 25250.00%0.01%0.01%Q2 2013Q2 201925
THOMPSON SIEGEL & WALMSLEY LLC 2320.00%0.00%0.00%Q2 2013Q3 201925
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.01%Q2 2013Q3 202324
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 24240.00%0.00%0.00%Q2 2013Q1 201924
TEACHERS ADVISORS, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
BANC FUNDS CO LLC 2210.00%0.11%0.13%Q2 2013Q2 201923
WEDGE CAPITAL MANAGEMENT L L P/NC 2210.00%0.01%0.01%Q2 2013Q2 201923
Coastline Trust Co 22220.03%0.13%0.21%Q3 2017Q4 202222
AMERIPRISE FINANCIAL INC 1660.00%0.00%0.00%Q2 2013Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Evercore Wealth Management, LLC 1380.02%0.02%0.03%Q3 2014Q1 202021
FMR LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
AQR Capital Management 2010.00%0.00%0.01%Q3 2016Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 21210.00%0.00%0.01%Q4 2017Q4 202221
Aptus Capital Advisors, LLC 20200.02%0.05%0.09%Q4 2018Q3 202320
Barry Investment Advisors, LLC 1460.07%0.10%0.19%Q1 2018Q1 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 20200.00%0.00%0.00%Q1 2015Q4 201920
HM PAYSON & CO 1810.00%0.01%0.01%Q4 2016Q3 202320
SEI INVESTMENTS CO 1110.00%0.00%0.00%Q4 2015Q3 202320
Principle Wealth Partners LLC 20200.03%0.12%0.42%Q4 2018Q3 202320
Sargent Investment Group, LLC 19190.07%0.30%0.57%Q4 2018Q2 202319
TWO SIGMA INVESTMENTS, LP 310.00%0.00%0.01%Q2 2013Q3 202319
PARSONS CAPITAL MANAGEMENT INC/RI 19190.06%0.07%0.10%Q2 2013Q4 201719
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.07%0.30%3.25%Q3 2018Q3 202319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q1 2016Q2 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.01%0.01%Q2 2017Q4 202119
Zebra Capital Management LLC 1090.15%0.25%0.39%Q2 2013Q2 201819
CITIZENS FINANCIAL GROUP INC/RI 19190.00%0.00%0.01%Q4 2015Q2 202019
SIGNATUREFD, LLC 1410.00%0.00%0.01%Q1 2018Q3 202318
ProShare Advisors LLC 1420.00%0.02%0.04%Q2 2013Q3 202318
Russell Investments Group, Ltd. 18180.00%0.01%0.03%Q2 2019Q3 202318
Versant Capital Management, Inc 1710.00%0.00%0.00%Q4 2015Q2 202318
People's United Financial, Inc. 1110.01%0.01%0.03%Q4 2014Q4 201918
Nationwide Fund Advisors 18180.00%0.00%0.01%Q2 2013Q3 201718
PHILADELPHIA TRUST CO 17170.10%0.16%0.20%Q4 2015Q4 201917
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 16160.01%0.01%0.03%Q4 2019Q3 202316
NISA INVESTMENT ADVISORS, LLC 710.00%0.00%0.00%Q4 2013Q3 202316
Lehman & Derafelo Financial Resources LLC 16160.12%0.24%0.46%Q1 2019Q4 202216
Raymond James Financial Services Advisors, Inc. 16160.00%0.00%0.00%Q1 2016Q4 201916
EDGE ASSET MANAGEMENT, INC 16160.08%0.17%0.28%Q2 2013Q1 201716
Connecticut Wealth Management, LLC 16160.01%0.03%0.04%Q4 2019Q3 202316
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Rosenthal {-} Henry Capital Advisors, Inc. 15150.85%2.37%2.74%Q4 2016Q2 202015
LSV ASSET MANAGEMENT 15150.00%0.01%0.01%Q2 2013Q4 201615
QUADRANT CAPITAL GROUP LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Advisory Services Network, LLC 1320.00%0.00%0.00%Q1 2017Q4 202015
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.00%0.00%0.01%Q2 2013Q4 201615
AMERICAN CENTURY COMPANIES INC 1410.00%0.00%0.00%Q2 2014Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
TEACHER RETIREMENT SYSTEM OF TEXAS 1310.00%0.00%0.00%Q2 2013Q4 202215
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Aperio Group, LLC 14140.00%0.00%0.00%Q3 2017Q4 202014
SG Americas Securities, LLC 310.00%0.00%0.00%Q3 2016Q4 202214
Proficio Capital Partners LLC 14140.01%0.01%0.01%Q1 2016Q2 201914
Parallel Advisors, LLC 1020.00%0.00%0.00%Q2 2018Q3 202314
MACQUARIE GROUP LTD 1040.00%0.00%0.00%Q1 2018Q3 202214
Brandywine Global Investment Management, LLC 14140.00%0.00%0.00%Q2 2013Q3 201614
THIRD AVENUE MANAGEMENT LLC 14140.30%1.20%1.67%Q2 2020Q3 202314
BRINKER CAPITAL INC 1210.01%0.02%0.02%Q1 2017Q2 202013
Janney Montgomery Scott LLC 1120.00%0.00%0.00%Q3 2019Q3 202313
Ativo Capital Management LLC 13130.13%0.24%0.32%Q3 2015Q3 201813
GABLES CAPITAL MANAGEMENT INC. 13130.03%0.04%0.06%Q3 2020Q3 202313
Lehman Financial Resources, Inc. 1210.04%0.08%0.10%Q4 2012Q3 201813
D. E. Shaw & Co., Inc. 510.00%0.00%0.00%Q4 2016Q3 202213
QS Investors, LLC 13130.00%0.00%0.01%Q1 2018Q1 202113
GSA CAPITAL PARTNERS LLP 810.01%0.05%0.13%Q4 2013Q1 202313
ACADIAN ASSET MANAGEMENT LLC 1010.00%0.00%0.01%Q3 2013Q2 202113
ClariVest Asset Management LLC 840.00%0.02%0.04%Q2 2013Q1 202212
Creative Planning 810.00%0.00%0.00%Q1 2015Q3 202312
Carroll Financial Associates, Inc. 1110.00%0.00%0.00%Q3 2015Q4 202112
Canton Hathaway, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
RB Capital Management, LLC 610.00%0.14%0.22%Q4 2016Q3 202112
Boston Partners 12120.00%0.00%0.00%Q2 2020Q1 202312
DEAN INVESTMENT ASSOCIATES, LLC 11110.45%0.55%0.78%Q3 2020Q1 202311
DENALI ADVISORS LLC 1010.00%0.00%0.00%Q4 2013Q4 201811
CAPTRUST FINANCIAL ADVISORS 710.00%0.00%0.00%Q1 2019Q2 202211
GUGGENHEIM CAPITAL LLC 11110.00%0.01%0.02%Q2 2016Q4 201811
Shepherd Financial Partners LLC 11110.08%0.18%0.24%Q1 2021Q3 202311
Dean Capital Management 11111.08%1.65%2.46%Q3 2020Q1 202311
TD ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q4 2013Q1 201610
Rafferty Asset Management, LLC 520.00%0.01%0.05%Q3 2015Q3 202310
HSBC HOLDINGS PLC 410.00%0.00%0.00%Q3 2019Q3 202310
PROSPECTOR PARTNERS LLC 640.03%0.05%0.08%Q2 2013Q4 202010
PDT Partners, LLC 910.02%0.03%0.04%Q2 2017Q4 202210
STRATTON MANAGEMENT CO 10100.01%0.01%0.03%Q3 2013Q4 201510
State of New Jersey Common Pension Fund D 10100.01%0.01%0.01%Q2 2021Q3 202310
Brinker Capital Investments, LLC 10100.01%0.01%0.01%Q3 2020Q4 202210
GLENMEDE TRUST CO NA 730.00%0.00%0.00%Q3 2015Q2 202010
M&T BANK CORP 10100.00%0.00%0.00%Q4 2020Q1 202310
Walthausen & Co., LLC 990.23%0.80%1.14%Q3 2020Q3 20229
SANDERS MORRIS HARRIS LLC 990.04%0.05%0.09%Q4 2020Q4 20229
Dynamic Technology Lab Private Ltd 210.04%0.11%0.36%Q4 2012Q4 20209
Cutler Group LLC / CA 550.00%0.00%0.00%Q3 2016Q3 20179
DALTON GREINER HARTMAN MAHER & CO 990.05%0.06%0.07%Q2 2013Q2 20159
CORNERCAP INVESTMENT COUNSEL INC 710.04%0.23%0.44%Q2 2013Q3 20209
Richard C. Young & CO., LTD. 990.55%0.67%0.77%Q1 2021Q1 20239
WINTON GROUP Ltd 990.01%0.02%0.03%Q3 2019Q3 20219
RUSSELL FRANK CO/ 990.00%0.00%0.00%Q2 2013Q2 20159
TUDOR INVESTMENT CORP ET AL 510.00%0.01%0.02%Q2 2020Q1 20239
Arizona State Retirement System 990.00%0.00%0.00%Q4 2020Q4 20229
Private Capital Group, LLC 880.13%0.20%0.26%Q4 2017Q3 20198
Rockefeller Capital Management L.P. 620.00%0.00%0.00%Q2 2019Q4 20228
MEEDER ASSET MANAGEMENT INC 410.00%0.00%0.00%Q1 2017Q4 20198
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
Commonwealth Equity Services, Inc 880.01%0.05%0.07%Q4 2015Q3 20178
IFG Advisory, LLC 710.02%0.04%0.05%Q3 2021Q3 20238
Financial Gravity Asset Management, Inc. 530.00%0.01%0.04%Q1 2018Q1 20208
J.P. Morgan Private Wealth Advisors LLC 880.00%0.00%0.00%Q2 2021Q1 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Opus Capital Group, LLC 710.05%0.08%0.16%Q4 2015Q1 20198
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
AFFINITY INVESTMENT ADVISORS, LLC 880.02%0.04%0.06%Q1 2017Q4 20188
LAZARD ASSET MANAGEMENT LLC 710.00%0.00%0.00%Q3 2020Q3 20228
Wealthcare Advisory Partners LLC 880.00%0.00%0.00%Q2 2018Q1 20208
VIRGINIA RETIREMENT SYSTEMS ET AL 770.00%0.00%0.01%Q1 2017Q3 20187
Trexquant Investment LP 410.01%0.03%0.04%Q1 2017Q3 20237
AMALGAMATED BANK 770.00%0.00%0.00%Q1 2022Q3 20237
Mystic Asset Management, Inc. 520.12%0.15%0.20%Q4 2021Q3 20237
MARTINGALE ASSET MANAGEMENT L P 520.00%0.01%0.01%Q2 2013Q4 20197
Lindbrook Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Freedom Investment Management, Inc. 610.01%0.01%0.02%Q1 2017Q4 20187
RICE HALL JAMES & ASSOCIATES, LLC 770.03%0.04%0.05%Q4 2018Q2 20207
BRIDGEWAY CAPITAL MANAGEMENT, LLC 520.01%0.02%0.05%Q3 2017Q3 20237
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 770.00%0.00%0.00%Q1 2022Q3 20237
Qube Research & Technologies Ltd 610.00%0.00%0.01%Q4 2020Q1 20237
Savior LLC 770.00%0.00%0.00%Q4 2019Q2 20217
Diversified Trust Co 310.01%0.02%0.03%Q2 2013Q4 20217
SVB WEALTH LLC 610.01%0.01%0.01%Q4 2016Q3 20187
HRT FINANCIAL LP 510.00%0.01%0.03%Q3 2019Q3 20227
Keeley-Teton Advisors, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
First Personal Financial Services 770.00%0.00%0.00%Q4 2017Q2 20197
BRYN MAWR TRUST Co 770.01%0.01%0.01%Q2 2021Q4 20227
WEBSTER BANK, N. A. 770.01%0.01%0.01%Q4 2016Q2 20187
ALPS ADVISORS INC 420.00%0.00%0.00%Q1 2017Q2 20216
FEDERATED HERMES, INC. 410.00%0.00%0.00%Q2 2013Q3 20186
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
OXFORD ASSET MANAGEMENT LLP 660.01%0.02%0.04%Q3 2018Q4 20196
River Road Asset Management, LLC 660.06%0.10%0.14%Q2 2015Q3 20166
Manchester Capital Management LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Allspring Global Investments Holdings, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
MSI Financial Services Inc 660.00%0.02%0.04%Q3 2015Q4 20166
Stratos Wealth Advisors, LLC 660.08%0.13%0.18%Q1 2022Q2 20236
Krane Funds Advisors LLC 660.02%0.03%0.03%Q4 2020Q1 20226
BESSEMER GROUP INC 310.00%0.00%0.00%Q2 2017Q3 20236
WealthTrust Fairport, LLC 550.00%0.01%0.01%Q1 2018Q1 20195
MARSHALL WACE, LLP 210.00%0.00%0.01%Q3 2019Q1 20235
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.01%Q4 2022Q4 20235
FIFTH THIRD BANCORP 320.00%0.00%0.00%Q1 2018Q2 20215
PUTNAM INVESTMENTS LLC 550.01%0.01%0.01%Q2 2016Q2 20175
BB&T SECURITIES, LLC 550.00%0.00%0.01%Q1 2016Q1 20175
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q4 2014Q4 20225
VELA Investment Management, LLC 550.62%0.84%1.22%Q4 2021Q4 20225
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.01%0.02%0.02%Q2 2020Q2 20215
NatWest Group plc 550.00%0.01%0.02%Q4 2013Q4 20145
BARRETT & COMPANY, INC. 550.04%0.06%0.08%Q3 2022Q3 20235
Hennion & Walsh Asset Management, Inc. 550.01%0.02%0.02%Q1 2022Q1 20235
Carl P. Sherr & Co., LLC 550.34%0.63%0.96%Q4 2019Q4 20205
ANCHOR CAPITAL ADVISORS LLC 550.00%0.01%0.01%Q3 2013Q3 20145
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.00%0.00%Q1 2017Q4 20185
Allworth Financial LP 310.00%0.00%0.00%Q4 2021Q3 20235
Walleye Trading LLC 310.00%0.00%0.00%Q1 2016Q4 20175
Lenox Wealth Advisors, LLC 310.00%0.00%0.00%Q1 2019Q3 20205
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q3 2022Q3 20235
Columbia Asset Management 410.05%0.07%0.11%Q3 2018Q4 20195
MURPHY CAPITAL MANAGEMENT INC 320.03%0.04%0.04%Q3 2013Q1 20175
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q1 2021Q4 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PEAK6 Group LLC 220.00%0.00%0.00%Q4 2016Q1 20174
Quantbot Technologies LP 220.00%0.01%0.02%Q2 2022Q2 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Cubist Systematic Strategies, LLC 110.00%0.00%0.00%Q4 2020Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
RPg Family Wealth Advisory, LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Linden Thomas Advisory Services, LLC 440.21%0.24%0.30%Q4 2022Q3 20234
FIDUCIENT ADVISORS LLC 440.09%0.09%0.09%Q4 2020Q3 20214
Spark Investment Management LLC 440.04%0.08%0.11%Q2 2019Q1 20204
STATE OF WISCONSIN INVESTMENT BOARD 310.00%0.00%0.00%Q2 2022Q3 20234
Ellevest, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
DRIEHAUS CAPITAL MANAGEMENT LLC 330.01%0.02%0.02%Q2 2019Q4 20193
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Neuberger Berman Group LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Essex Savings Bank 330.05%0.05%0.06%Q4 2018Q2 20193
BRADLEY FOSTER & SARGENT INC/CT 110.00%0.06%0.18%Q2 2013Q4 20213
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
TIAA, FSB 330.00%0.00%0.00%Q2 2022Q4 20223
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2021Q3 20233
Quantamental Technologies LLC 330.01%0.01%0.01%Q1 2019Q3 20193
ExodusPoint Capital Management, LP 330.00%0.01%0.01%Q1 2021Q3 20213
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q4 2017Q1 20193
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
OCCUDO QUANTITATIVE STRATEGIES LP 210.02%0.03%0.03%Q4 2022Q3 20233
MUFG Americas Holdings Corp 330.01%0.01%0.01%Q1 2011Q3 20113
Grantham, Mayo, Van Otterloo & Co. LLC 330.00%0.00%0.00%Q1 2021Q3 20213
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q4 2021Q2 20223
PANAGORA ASSET MANAGEMENT INC 210.00%0.00%0.00%Q2 2013Q4 20163
Capital Advisors, Ltd. LLC 330.00%0.00%0.00%Q1 2023Q3 20233
STIFEL FINANCIAL CORP 210.00%0.00%0.00%Q1 2015Q3 20233
Baker Avenue Asset Management, LP 330.00%0.00%0.00%Q1 2023Q3 20233
JANUS HENDERSON GROUP PLC 330.00%0.00%0.00%Q1 2023Q3 20233
Apexium Financial, LP 330.02%0.03%0.04%Q3 2022Q1 20233
PEAK6 Investments LLC 220.00%0.00%0.00%Q1 2021Q2 20213
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q4 2016Q2 20173
Campbell & CO Investment Adviser LLC 210.09%0.12%0.14%Q4 2019Q4 20223
Mount Yale Investment Advisors, LLC 330.02%0.02%0.03%Q1 2018Q3 20183
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 330.00%0.00%0.00%Q2 2020Q4 20203
Aquatic Capital Management LLC 210.00%0.00%0.01%Q3 2022Q3 20233
AXA S.A. 330.00%0.00%0.00%Q2 2013Q4 20133
Glassman Wealth Services 330.00%0.00%0.00%Q1 2023Q3 20233
PATHSTONE FAMILY OFFICE, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Wealthspire Advisors, L.P. 330.00%0.00%0.00%Q2 2017Q4 20173
Sowell Financial Services LLC 210.00%0.00%0.00%Q3 2019Q1 20213
GAMCO INVESTORS, INC. ET AL 210.00%0.00%0.00%Q4 2013Q4 20143
SHELL ASSET MANAGEMENT CO 330.00%0.00%0.01%Q2 2013Q4 20133
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 220.03%0.04%0.04%Q3 2017Q4 20172
FIRST HAWAIIAN BANK 220.01%0.01%0.01%Q3 2018Q4 20182
Newbridge Financial Services Group, Inc. 220.02%0.02%0.02%Q1 2021Q2 20212
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Quadrature Capital Ltd 110.01%0.01%0.02%Q3 2022Q1 20232
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 220.00%0.00%0.00%Q2 2015Q3 20152
COMERICA BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
INVESTMENT COUNSELORS OF MARYLAND LLC 220.04%0.04%0.04%Q1 2014Q2 20142
DARK FOREST CAPITAL MANAGEMENT LP 220.00%0.01%0.02%Q1 2022Q2 20222
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q3 2016Q1 20172
Washington Trust Advisors, Inc. 220.04%0.04%0.04%Q4 2021Q1 20222
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.01%0.01%0.01%Q2 2020Q3 20202
Ballentine Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Elequin Capital, LP 220.03%0.06%0.10%Q2 2023Q3 20232
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Haverford Trust Co 220.07%0.07%0.08%Q1 2021Q2 20212
Retirement Planning Co of New England, Inc. 110.01%0.07%0.13%Q4 2021Q3 20232
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q2 2013Q4 20142
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q4 2020Q1 20212
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q4 2013Q4 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Legato Capital Management LLC 220.22%0.23%0.24%Q4 2022Q1 20232
Quantitative Systematic Strategies LLC 220.05%0.05%0.06%Q2 2020Q3 20202
A.R.T. Advisors, LLC 110.01%0.01%0.01%Q1 2017Q3 20192
North Star Investment Management Corp. 220.05%0.06%0.08%Q4 2022Q1 20232
Hilton Capital Management, LLC 220.31%1.00%1.68%Q2 2016Q3 20162
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q4 20152
Kerrisdale Advisers, LLC 220.12%0.19%0.25%Q2 2023Q3 20232
BRYN MAWR CAPITAL MANAGEMENT INC 110.06%0.08%0.10%Q2 2013Q3 20152
Empowered Funds, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
IFP Advisors, Inc 110.00%0.00%0.00%Q2 2021Q2 20211
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2023Q1 20231
LPL Financial LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Point72 Hong Kong Ltd 110.00%0.00%0.00%Q3 2022Q3 20221
Alberta Investment Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
AIGEN INVESTMENT MANAGEMENT, LP 110.00%0.00%0.00%Q3 2020Q3 20201
FOSTER DYKEMA CABOT & CO INC/MA 110.00%0.00%0.00%Q2 2023Q2 20231
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Nine Chapters Capital Management LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Intrua Financial, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
JACOBS LEVY EQUITY MANAGEMENT, INC 110.00%0.00%0.00%Q3 2013Q3 20131
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
LS Investment Advisors, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Acrospire Investment Management LLC 110.01%0.01%0.01%Q2 2016Q2 20161
EXCALIBUR MANAGEMENT CORP 110.14%0.14%0.14%Q4 2020Q4 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2017Q4 20171
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.00%0.00%Q4 2016Q4 20161
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Man Group plc 110.00%0.00%0.00%Q1 2018Q1 20181
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2023Q3 20231
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Legg Mason Asset Management (Japan) Co., Ltd. 110.02%0.02%0.02%Q2 2020Q2 20201
EA Series Trust 110.03%0.03%0.03%Q2 2023Q2 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
WBI INVESTMENTS, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.02%0.02%0.02%Q4 2020Q4 20201
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Squarepoint Ops LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
APPLETON GROUP, LLC 110.81%0.81%0.81%Q3 2018Q3 20181
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
Inscription Capital, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
True Wealth Design, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
MCF Advisors LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Crestwood Advisors Group, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Winfield Associates, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
Stratos Investment Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Cetera Advisors LLC 110.01%0.01%0.01%Q2 2018Q2 20181
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Marshall Wace North America L.P. 110.00%0.00%0.00%Q2 2018Q2 20181
Birch Hill Investment Advisors LLC 110.04%0.04%0.04%Q4 2016Q4 20161
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Corrigan Financial, Inc. 110.20%0.20%0.20%Q3 2016Q3 20161
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2018Q4 20181
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Bridgewealth Advisory Group, LLC 110.46%0.46%0.46%Q4 2022Q4 20221
American Portfolios Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2017Q1 20171
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paloma Partners Management Co 110.02%0.02%0.02%Q1 2019Q1 20191
Virtue Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
External links

This page lists all the filers that currently own WASHINGTON TR BANCORP or have owned WASHINGTON TR BANCORP in the past.