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WASH Holdings Changes image
This page summarizes the WASH holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether WASH is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing WASH Share Count
Lindbrook Capital LLC 274 345 +71 +25.91%
Cambridge Investment Research Advisors Inc. 16,963 20,012 +3,049 +17.97%
New England Professional Planning Group Inc. 9,501 10,528 +1,027 +10.81%
Shepherd Financial Partners LLC 7,307 7,745 +438 +5.99%
Linden Thomas Advisory Services LLC 35,346 36,476 +1,130 +3.20%
13F Filers Reporting New Positions In WASH
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 4 +4 +100%
Rise Advisors LLC 0 911 +911 +100%
13F Filers With Unchanged Share Count
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 539 539 UNCH 0.00%
Baldwin Brothers Inc. MA 1,659 1,659 UNCH 0.00%
Coastline Trust Co 10,898 10,898 UNCH 0.00%
Zurcher Kantonalbank Zurich Cantonalbank 4,607 4,607 UNCH 0.00%
Drexel Morgan & Co. 167,123 167,123 UNCH 0.00%
New England Research & Management Inc. 40,224 40,224 UNCH 0.00%
Principle Wealth Partners LLC 12,214 12,214 UNCH 0.00%
13F Filers Decreasing WASH Share Count
Allworth Financial LP 149 19 -130 -87.25%
Amalgamated Bank 1,496 590 -906 -60.56%
Capital Advisors Ltd. LLC 44 25 -19 -43.18%
CWM LLC 2,668 2,421 -247 -9.26%
Bank of New York Mellon Corp 155,786 147,358 -8,428 -5.41%
Raymond James & Associates 31,932 30,912 -1,020 -3.19%
WASHINGTON TRUST Co 613,201 602,080 -11,121 -1.81%
Barrett & Company Inc. 4,028 3,995 -33 -0.82%
13F Filers Exiting WASH
Apexium Financial LP 25,000 0 -25,000 -100.00%

See Summary: Institutional Holders of WASH
See Details: Top 10 Hedge Funds Holding WASH
Also See: WASH Insider Buying

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