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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40+ 1.24% |
$4.46K - $5.69K
|
3.27K
$2.35K
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.45K+ 132.89% |
$607K - $775K
|
9.54K
$6.87K
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
211K+ 30.96% |
$23.6M - $30.1M
|
894K
$644K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.86K+ 2.5% |
$430K - $550K
|
158K
$114K
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
3.15K+ 70.64% |
$351K - $448K
|
7.61K
$5.48K
|
|
Feb 07, 2023
Q4 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
1.49M+ 236.19% |
$167M - $213M
|
2.13M
$1.53M
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.16KNew |
$352K - $450K
|
3.16K
$2.27K
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.79KNew |
$310K - $396K
|
2.79K
$2.01K
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.94K- 9.07% |
$328K - $419K
|
29.5K
$21.3K
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.33K- 2.57% |
$483K - $617K
|
164K
$118K
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
617K+ 99.17% |
$68.8M - $87.9M
|
1.24M
$893K
|
|
Feb 06, 2023
Q4 2022
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
500K+ 7.56% |
$55.7M - $71.2M
|
7.12M
$5.12M
|
|
Feb 06, 2023
Q4 2022
|
Harry Burn
Sound Shore Management Inc
|
BUY
|
- |
181K+ 29.85% |
$20.2M - $25.8M
|
788K
$567K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
325+ 8.55% |
$36.2K - $46.3K
|
4.13K
$2.97K
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.23K+ 8.05% |
$360K - $459K
|
43.3K
$31.2K
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-66.9K- 76.37% |
$7.46M - $9.52M
|
20.7K
$14.9K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14New |
$1.56K - $1.99K
|
14
$10.1
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.59K+ 115.4% |
$846K - $1.08M
|
14.2K
$10.2K
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.14K+ 5.1% |
$238K - $304K
|
44.1K
$31.8K
|
|
Feb 03, 2023
Q4 2022
|
C World Wide Group Holding A
|
SELL
|
- |
-15.3K- 0.71% |
$1.71M - $2.18M
|
2.14M
$1.54M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
328New |
$36.6K - $46.7K
|
328
$236
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.28% |
$223 - $285
|
708
$510
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-7.17K- 27.04% |
$799K - $1.02M
|
19.3K
$13.9K
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-191- 8.07% |
$21.3K - $27.2K
|
2.18K
$1.57K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
46+ 0.58% |
$5.13K - $6.55K
|
7.93K
$5.71K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
119+ 3.53% |
$13.3K - $16.9K
|
3.49K
$2.52K
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
25.9K+ 26.02% |
$2.89M - $3.68M
|
125K
$90.2K
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-354- 2.82% |
$39.5K - $50.4K
|
12.2K
$8.78K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.26K+ 56.53% |
$140K - $179K
|
3.48K
$2.5K
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 11.47% |
$172K - $219K
|
15K
$10.8K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.67K- 2.61% |
$409K - $522K
|
137K
$98.5K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
190+ 0.93% |
$21.2K - $27K
|
20.7K
$14.9K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
56New |
$6.24K - $7.97K
|
56
$40.3
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-30- 1.66% |
$3.34K - $4.27K
|
1.77K
$1.28K
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.61K+ 4.56% |
$514K - $657K
|
106K
$76.2K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
175+ 0.74% |
$19.5K - $24.9K
|
23.9K
$17.2K
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-675- 28.41% |
$75.2K - $96.1K
|
1.7K
$1.22K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 16.67% |
$334 - $427
|
15
$10.8
|
|
Jan 31, 2023
Q4 2022
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
22.1K+ 294.67% |
$2.46M - $3.15M
|
29.6K
$21.3K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-51- 2.9% |
$5.68K - $7.26K
|
1.71K
$1.23K
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
1.9K+ 83.33% |
$212K - $270K
|
4.18K
$3.01K
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-7.82K- 7.68% |
$871K - $1.11M
|
94K
$67.7K
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.08K+ 21.14% |
$232K - $297K
|
11.9K
$8.6K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-296- 3.7% |
$33K - $42.1K
|
7.7K
$5.55K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-56- 8.33% |
$6.24K - $7.97K
|
616
$444
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.32K+ 9.7% |
$259K - $330K
|
26.3K
$18.9K
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-3.95K- 28.32% |
$440K - $562K
|
10K
$7.2K
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
164+ 3.44% |
$18.3K - $23.3K
|
4.93K
$3.55K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-6.69K- 19.39% |
$745K - $952K
|
27.8K
$20K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
537+ 8.14% |
$59.9K - $76.4K
|
7.14K
$5.14K
|