Latest Institutional Transactions on First Republic Bank (FRC)
This table provides information on the latest institutional transactions involving First Republic Bank (FRC) 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 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
90+ 900.0% |
$1.1K - $13.2K
|
100
$72
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
34New |
$414 - $5K
|
34
$24.5
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-113K- 95.8% |
$1.38M - $16.7M
|
4.97K
$3.58K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-54.6K- 99.89% |
$666K - $8.03M
|
60
$43.2
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
110New |
$1.34K - $16.2K
|
110
$79.2
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
93+ 51.67% |
$1.13K - $13.7K
|
273
$197
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.81K+ 3124.14% |
$22.1K - $266K
|
1.87K
$1.35K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
13New |
$158 - $1.91K
|
13
$9.36
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 81.25% |
$158 - $1.91K
|
3
$2.16
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
87+ 263.64% |
$1.06K - $12.8K
|
120
$86.4
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-597K- 92.1% |
$7.28M - $87.8M
|
51.3K
$36.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
35.8K+ 935.39% |
$437K - $5.27M
|
39.7K
$28.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
900New |
$11K - $132K
|
900
$648
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75- 68.18% |
$914 - $11K
|
35
$25.2
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 2.54% |
$3.65K - $44.1K
|
12.1K
$8.71K
|
|
|
Apr 18, 2023
Q1 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
105KNew |
$1.28M - $15.4M
|
105K
$75.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
12.9K+ 718.69% |
$157K - $1.9M
|
14.7K
$10.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-74- 1.44% |
$901 - $10.9K
|
5.08K
$3.65K
|
|
|
Apr 18, 2023
Q1 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$122K - $1.47M
|
10K
$7.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
497+ 2.32% |
$6.05K - $73.1K
|
21.9K
$15.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13.3KNew |
$162K - $1.96M
|
13.3K
$9.58K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$1.22K - $14.7K
|
100
$72
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
166New |
$2.02K - $24.4K
|
166
$120
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10- 0.04% |
$122 - $1.47K
|
25.6K
$18.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50New |
$609 - $7.35K
|
50
$36
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.01KNew |
$12.3K - $148K
|
1.01K
$725
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.43K+ 6.35% |
$17.4K - $209K
|
23.9K
$17.2K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
240KNew |
$2.92M - $35.3M
|
240K
$173K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 300.0% |
$914 - $11K
|
100
$72
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-136K- 74.56% |
$1.66M - $20M
|
46.5K
$33.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
136K+ 319.56% |
$1.66M - $20M
|
179K
$129K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-248- 2.36% |
$3.02K - $36.5K
|
10.3K
$7.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
12.5KNew |
$152K - $1.83M
|
12.5K
$8.96K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
215+ 164.12% |
$2.62K - $31.6K
|
346
$249
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-51- 51.0% |
$621 - $7.5K
|
49
$35.3
|
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.13K- 14.68% |
$50.3K - $607K
|
24K
$17.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.21K- 27.72% |
$51.3K - $619K
|
11K
$7.91K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.95KNew |
$35.9K - $434K
|
2.95K
$2.12K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.08K+ 7.71% |
$13.1K - $158K
|
15K
$10.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.23K+ 7.74% |
$51.6K - $622K
|
58.9K
$42.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
101+ 37.0% |
$1.23K - $14.8K
|
374
$269
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.36KNew |
$16.6K - $200K
|
1.36K
$981
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.62K- 94.56% |
$44.1K - $532K
|
208
$150
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 6.07% |
$21.5K - $259K
|
30.8K
$22.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
36K+ 38.3% |
$438K - $5.29M
|
130K
$93.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.57KClosed |
$31.3K - $377K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
614+ 4.51% |
$7.48K - $90.3K
|
14.2K
$10.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
12.5KNew |
$152K - $1.84M
|
12.5K
$8.99K
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
10.3KNew |
$125K - $1.51M
|
10.3K
$7.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 65.33% |
$2.18K - $26.3K
|
95
$68.4
|