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 |
---|---|---|---|---|---|---|---|
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
$4.42M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.88KNew |
$21K - $28K
|
1.88K
$20.7K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
61+ 0.49% |
$683 - $908
|
12.5K
$137K
|
|
Q4 2022 | |||||||
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.34K- 9.07% |
$91.5K - $122K
|
83.7K
$919K
|
|
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
$1.1K
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 18.11% |
$80.5K - $108K
|
33.2K
$364K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.76K+ 100.0% |
$19.3K - $25.8K
|
3.52K
$38.6K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.3KNew |
$113K - $151K
|
10.3K
$113K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-29.9K- 74.43% |
$328K - $439K
|
10.3K
$113K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
140New |
$1.54K - $2.05K
|
140
$1.54K
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-154K- 89.78% |
$1.69M - $2.26M
|
17.6K
$193K
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
3.57K+ 20.0% |
$39.2K - $52.4K
|
21.4K
$235K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
567New |
$6.22K - $8.32K
|
567
$6.23K
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
11.9KNew |
$131K - $175K
|
11.9K
$131K
|
|
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
$6.42M
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.04K- 6.73% |
$32.4K - $65.4K
|
42K
$462K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
300New |
$3.2K - $6.47K
|
300
$3.29K
|
|
Nov 14, 2022
Q3 2022
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
176KNew |
$1.88M - $3.79M
|
176K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.56K- 43.1% |
$16.7K - $33.7K
|
2.07K
$22.7K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
11.5KNew |
$122K - $247K
|
11.5K
$126K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-195- 18.91% |
$2.08K - $4.2K
|
836
$9.18K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
48New |
$512 - $1.03K
|
48
$527
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-298Closed |
$3.18K - $6.42K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
17KNew |
$181K - $366K
|
17K
$187K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
25+ 2.6% |
$267 - $539
|
987
$10.8K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.46K- 10.14% |
$15.5K - $31.4K
|
12.9K
$142K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
197New |
$2.1K - $4.25K
|
197
$2.16K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
842New |
$8.98K - $18.1K
|
842
$9.25K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
55New |
$586 - $1.19K
|
55
$604
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.48KNew |
$15.7K - $31.8K
|
1.48K
$16.2K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.04KNew |
$65K - $79.8K
|
5.04K
$55.3K
|
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-885Closed |
$11.4K - $14K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$144K - $177K
|
11.2K
$123K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.25KNew |
$41.9K - $51.5K
|
3.25K
$35.7K
|
|
Aug 15, 2022
Q2 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
87.2KNew |
$1.13M - $1.38M
|
87.2K
$958K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.4KNew |
$146K - $180K
|
11.4K
$125K
|
|
Aug 12, 2022
Q2 2022
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
895KNew |
$11.5M - $14.2M
|
895K
$9.83M
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4Closed |
$51.6 - $63.4
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-60.9KClosed |
$786K - $965K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12.7KClosed |
$164K - $201K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-48.2KClosed |
$621K - $763K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
316+ 902.86% |
$4.08K - $5.01K
|
351
$3.85K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
227New |
$2.93K - $3.6K
|
227
$2.49K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-16.7KClosed |
$215K - $264K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.83KNew |
$23.6K - $29K
|
1.83K
$20.1K
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
124New |
$1.6K - $1.96K
|
124
$1.36K
|
|
Aug 02, 2022
Q2 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-10.5KClosed |
$136K - $167K
|
0
$0
|