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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.14K- 67.46% |
$14.9K - $16.7K
|
548
$5.98K
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
13.4KNew |
$176K - $196K
|
13.4K
$146K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.15K- 9.27% |
$15.1K - $16.9K
|
11.3K
$123K
|
|
Q2 2023 | |||||||
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
36.8KNew |
$440K - $528K
|
36.8K
$402K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.85K+ 38.32% |
$46K - $55.2K
|
13.9K
$152K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
698New |
$8.35K - $10K
|
698
$7.62K
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.46K+ 5.67% |
$17.4K - $20.9K
|
27.2K
$297K
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-387KClosed |
$4.63M - $5.56M
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.52KNew |
$18.2K - $21.8K
|
1.52K
$16.6K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.5K- 54.85% |
$186K - $223K
|
12.8K
$139K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33- 0.23% |
$395 - $474
|
14.1K
$154K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.48K- 14.98% |
$53.6K - $64.3K
|
25.4K
$278K
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.2KNew |
$122K - $146K
|
10.2K
$111K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4KNew |
$47.8K - $57.4K
|
4K
$43.7K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.33K- 50.0% |
$15.9K - $19K
|
1.33K
$14.5K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10KNew |
$120K - $144K
|
10K
$109K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
900New |
$10.8K - $12.9K
|
900
$9.83K
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
11.4KNew |
$136K - $163K
|
11.4K
$124K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.38KNew |
$16.5K - $19.8K
|
1.38K
$15K
|
|
Q1 2023 | |||||||
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
$1.07K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 7.55% |
$16K - $21.3K
|
20.4K
$222K
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10.6KNew |
$119K - $158K
|
10.6K
$116K
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
100New |
$1.12K - $1.49K
|
100
$1.09K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
85New |
$951 - $1.27K
|
85
$928
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
32.7K+ 188.97% |
$366K - $487K
|
50K
$546K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
779KNew |
$8.72M - $11.6M
|
779K
$8.51M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.36K- 16.3% |
$26.5K - $35.2K
|
12.1K
$133K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-491- 55.11% |
$5.49K - $7.31K
|
400
$4.37K
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
5+ 2.6% |
$55.9 - $74.5
|
197
$2.15K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.42K+ 3.38% |
$15.9K - $21.2K
|
43.5K
$475K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60+ 7.87% |
$671 - $893
|
822
$8.98K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.37KNew |
$71.2K - $94.8K
|
6.37K
$69.5K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
199K+ 672.8% |
$2.22M - $2.96M
|
228K
$2.49M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.22K- 10.6% |
$13.7K - $18.2K
|
10.3K
$113K
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-53.6K- 11.74% |
$599K - $798K
|
403K
$4.4M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.88KNew |
$21K - $28K
|
1.88K
$20.5K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
61+ 0.49% |
$683 - $908
|
12.5K
$136K
|
|
Q4 2022 | |||||||
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.34K- 9.07% |
$91.5K - $122K
|
83.7K
$914K
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-70.1K- 34.78% |
$769K - $1.03M
|
131K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$1.1K - $1.47K
|
100
$1.09K
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 18.11% |
$80.5K - $108K
|
33.2K
$362K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.76K+ 100.0% |
$19.3K - $25.8K
|
3.52K
$38.4K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-29.9K- 74.43% |
$328K - $439K
|
10.3K
$112K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.3KNew |
$113K - $151K
|
10.3K
$113K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.96K- 27.56% |
$76.4K - $102K
|
18.3K
$200K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
140New |
$1.54K - $2.05K
|
140
$1.53K
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-154K- 89.78% |
$1.69M - $2.26M
|
17.6K
$192K
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
3.57K+ 20.0% |
$39.2K - $52.4K
|
21.4K
$234K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
567New |
$6.22K - $8.32K
|
567
$6.19K
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
11.9KNew |
$131K - $175K
|
11.9K
$130K
|