Latest Institutional Transactions on Franklin Bsp Realty Trust, Inc. (FBRT)
This table provides information on the latest institutional transactions involving Franklin Bsp Realty Trust, Inc. (FBRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-304- 30.55% |
$3.64K - $4.36K
|
691
$9.23K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
900New |
$10.8K - $12.9K
|
900
$12K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
11.4KNew |
$136K - $163K
|
11.4K
$152K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.38KNew |
$16.5K - $19.8K
|
1.38K
$18.4K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.1KNew |
$124K - $165K
|
11.1K
$148K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
98New |
$1.1K - $1.46K
|
98
$1.31K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 7.55% |
$16K - $21.3K
|
20.4K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10.6KNew |
$119K - $158K
|
10.6K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
10.1KNew |
$113K - $150K
|
10.1K
$135K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$121K - $161K
|
10.8K
$145K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
85New |
$951 - $1.27K
|
85
$1.14K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
100New |
$1.12K - $1.49K
|
100
$1.34K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
32.7K+ 188.97% |
$366K - $487K
|
50K
$668K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
779KNew |
$8.72M - $11.6M
|
779K
$10.4M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.36K- 16.3% |
$26.5K - $35.2K
|
12.1K
$162K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-491- 55.11% |
$5.49K - $7.31K
|
400
$5.34K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
5+ 2.6% |
$55.9 - $74.5
|
197
$2.63K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.42K+ 3.38% |
$15.9K - $21.2K
|
43.5K
$581K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60+ 7.87% |
$671 - $893
|
822
$11K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.37KNew |
$71.2K - $94.8K
|
6.37K
$85.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
199K+ 672.8% |
$2.22M - $2.96M
|
228K
$3.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.22K- 10.6% |
$13.7K - $18.2K
|
10.3K
$138K
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-53.6K- 11.74% |
$599K - $798K
|
403K
$5.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-61.6K- 97.56% |
$689K - $917K
|
1.54K
$20.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.88KNew |
$21K - $28K
|
1.88K
$25.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
61+ 0.49% |
$683 - $908
|
12.5K
$167K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.34K- 9.07% |
$91.5K - $122K
|
83.7K
$1.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13New |
$143 - $191
|
13
$174
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$1.1K - $1.47K
|
100
$1.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.97K+ 12.39% |
$21.6K - $28.8K
|
17.8K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-70.1K- 34.78% |
$769K - $1.03M
|
131K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 18.11% |
$80.5K - $108K
|
33.2K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.76K+ 100.0% |
$19.3K - $25.8K
|
3.52K
$47K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.3KNew |
$113K - $151K
|
10.3K
$138K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.96K- 27.56% |
$76.4K - $102K
|
18.3K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-29.9K- 74.43% |
$328K - $439K
|
10.3K
$137K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
140New |
$1.54K - $2.05K
|
140
$1.87K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-154K- 89.78% |
$1.69M - $2.26M
|
17.6K
$235K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
3.57K+ 20.0% |
$39.2K - $52.4K
|
21.4K
$286K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
45.2KNew |
$496K - $663K
|
45.2K
$604K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
11.9KNew |
$131K - $175K
|
11.9K
$159K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
567New |
$6.22K - $8.32K
|
567
$7.58K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-37Closed |
$394 - $797
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-705- 0.12% |
$7.52K - $15.2K
|
585K
$7.82M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.04K- 6.73% |
$32.4K - $65.4K
|
42K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
300New |
$3.2K - $6.47K
|
300
$4.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
176KNew |
$1.88M - $3.79M
|
176K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.56K- 43.1% |
$16.7K - $33.7K
|
2.07K
$27.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
11.5KNew |
$122K - $247K
|
11.5K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-195- 18.91% |
$2.08K - $4.2K
|
836
$11.2K
|
|