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 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
79+ 34.65% |
$962 - $11.6K
|
307
$221
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
300New |
$3.65K - $44.1K
|
300
$216
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
CALL |
15KNew |
$183K - $2.21M
|
15K
$10.8K
|
|
| Q4 2022 | |||||||
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-639- 4.97% |
$71.2K - $91K
|
12.2K
$8.8K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 42.86% |
$1.67K - $2.14K
|
20
$14.4
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.55KNew |
$396K - $505K
|
3.55K
$2.56K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 9.0% |
$1K - $1.28K
|
91
$65.5
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-271- 2.86% |
$30.2K - $38.6K
|
9.2K
$6.63K
|
|
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
631KNew |
$70.3M - $89.8M
|
631K
$454K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.8KNew |
$1.76M - $2.25M
|
15.8K
$11.4K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.04KNew |
$561K - $717K
|
5.04K
$3.63K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.1KNew |
$1.23M - $1.57M
|
11.1K
$7.96K
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
2.6KNew |
$290K - $370K
|
2.6K
$1.87K
|
|
|
May 17, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
237KNew |
$26.4M - $33.7M
|
237K
$171K
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.58KNew |
$288K - $367K
|
2.58K
$1.86K
|
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
21.7K+ 9.42% |
$2.42M - $3.09M
|
252K
$182K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
229New |
$25.5K - $32.6K
|
229
$165
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-384- 17.98% |
$42.8K - $54.7K
|
1.75K
$1.26K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.56KNew |
$174K - $223K
|
1.56K
$1.13K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
72+ 27.17% |
$8.03K - $10.2K
|
337
$243
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-439- 22.86% |
$48.9K - $62.5K
|
1.48K
$1.07K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.99KNew |
$221K - $283K
|
1.99K
$1.43K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.97KNew |
$219K - $280K
|
1.97K
$1.42K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
888+ 18.51% |
$99K - $126K
|
5.69K
$4.09K
|
|
|
Feb 15, 2023
Q4 2022
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
5.83K+ 71.67% |
$650K - $829K
|
14K
$10K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
106+ 0.8% |
$11.8K - $15.1K
|
13.3K
$9.59K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-156- 8.43% |
$17.4K - $22.2K
|
1.7K
$1.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.18K- 5.49% |
$354K - $452K
|
54.7K
$39.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
16.7K+ 7.15% |
$1.86M - $2.37M
|
249K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
296+ 8.57% |
$33K - $42.1K
|
3.75K
$2.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
SELL
|
- |
-409- 4.01% |
$45.6K - $58.2K
|
9.8K
$7.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.02KNew |
$337K - $430K
|
3.02K
$2.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10New |
$1.11K - $1.42K
|
10
$7.2
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-16.1KClosed |
$1.79M - $2.29M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.76K+ 24.34% |
$196K - $250K
|
8.97K
$6.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-14.7K- 90.57% |
$1.64M - $2.1M
|
1.54K
$1.11K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-527- 4.21% |
$58.7K - $75K
|
12K
$8.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
109+ 5.53% |
$12.2K - $15.5K
|
2.08K
$1.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-82K- 76.7% |
$9.14M - $11.7M
|
24.9K
$17.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
41.2K+ 22.13% |
$4.6M - $5.87M
|
227K
$164K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
611New |
$68.1K - $87K
|
611
$440
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-81.5K- 85.68% |
$9.09M - $11.6M
|
13.6K
$9.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.33K+ 18.32% |
$149K - $190K
|
8.61K
$6.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.22K- 18.87% |
$248K - $316K
|
9.56K
$6.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
354K+ 21.49% |
$39.4M - $50.3M
|
2M
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11.9KNew |
$1.33M - $1.69M
|
11.9K
$8.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-34.5K- 50.32% |
$3.85M - $4.91M
|
34.1K
$24.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$198K - $252K
|
1.77K
$1.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
18.6K+ 162.23% |
$2.08M - $2.65M
|
30.1K
$21.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-360- 17.77% |
$40.1K - $51.2K
|
1.67K
$1.2K
|
|