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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.23K+ 29.78% |
$137K - $175K
|
5.36K
$3.86K
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-9.53K- 5.77% |
$1.06M - $1.36M
|
156K
$112K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5New |
$557 - $712
|
5
$3.6
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
263KNew |
$29.3M - $37.5M
|
263K
$189K
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
428+ 0.56% |
$47.7K - $60.9K
|
76.6K
$55.1K
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
SELL
|
- |
-6.09K- 4.35% |
$679K - $867K
|
134K
$96.3K
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-34.5K- 14.62% |
$3.85M - $4.92M
|
202K
$145K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
52New |
$5.8K - $7.4K
|
52
$37.4
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
37.2K+ 8.26% |
$4.14M - $5.29M
|
487K
$350K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
27New |
$3.01K - $3.84K
|
27
$19.4
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2- 33.33% |
$223 - $285
|
4
$2.88
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-123K- 97.16% |
$13.7M - $17.6M
|
3.61K
$2.6K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
210+ 36.84% |
$23.4K - $29.9K
|
780
$562
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
56+ 2.55% |
$6.24K - $7.97K
|
2.26K
$1.62K
|
|
Jan 26, 2023
Q4 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
12.5KNew |
$1.39M - $1.78M
|
12.5K
$9K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
524+ 12.9% |
$58.4K - $74.6K
|
4.59K
$3.3K
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
588+ 26.42% |
$65.5K - $83.7K
|
2.81K
$2.03K
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
227+ 12.04% |
$25.3K - $32.3K
|
2.11K
$1.52K
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.1K+ 13.05% |
$123K - $157K
|
9.53K
$6.86K
|
|
Jan 25, 2023
Q4 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-454K- 68.13% |
$50.6M - $64.6M
|
212K
$153K
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
1.82KNew |
$203K - $259K
|
1.82K
$1.31K
|
|
Jan 25, 2023
Q4 2022
|
Hahn Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.59K- 2.08% |
$177K - $227K
|
74.9K
$53.9K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-299- 7.71% |
$33.3K - $42.6K
|
3.58K
$2.58K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
79+ 4.72% |
$8.81K - $11.2K
|
1.75K
$1.26K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
73+ 83.91% |
$8.14K - $10.4K
|
160
$115
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
29.5K+ 1.09% |
$3.29M - $4.2M
|
2.73M
$1.96M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
9+ 0.16% |
$1K - $1.28K
|
5.72K
$4.12K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-16- 0.7% |
$1.78K - $2.28K
|
2.28K
$1.64K
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
422+ 10.41% |
$47K - $60.1K
|
4.48K
$3.22K
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-7.72K- 45.29% |
$860K - $1.1M
|
9.32K
$6.71K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
31+ 83.78% |
$3.46K - $4.41K
|
68
$49
|
|
Jan 23, 2023
Q4 2022
|
Ceredex Value Advisors LLC
|
BUY
|
- |
282KNew |
$31.4M - $40.2M
|
282K
$203K
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
4.41KNew |
$492K - $628K
|
4.41K
$3.18K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
429+ 451.58% |
$47.8K - $61.1K
|
524
$377
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-110- 50.0% |
$12.3K - $15.7K
|
110
$79.2
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.1K- 0.41% |
$123K - $157K
|
265K
$191K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 8.87% |
$174K - $222K
|
16K
$11.6K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-94- 3.38% |
$10.5K - $13.4K
|
2.68K
$1.93K
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-743- 10.71% |
$82.8K - $106K
|
6.2K
$4.46K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-418- 2.11% |
$46.6K - $59.5K
|
19.4K
$14K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
304+ 8.15% |
$33.9K - $43.3K
|
4.03K
$2.9K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
620KNew |
$69.1M - $88.2M
|
620K
$446K
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
113+ 1.04% |
$12.6K - $16.1K
|
11K
$7.89K
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-19.4K- 69.7% |
$2.16M - $2.76M
|
8.42K
$6.06K
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
30+ 0.15% |
$3.34K - $4.27K
|
20.1K
$14.5K
|
|
Jan 19, 2023
Q4 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.02M+ 9479.57% |
$226M - $288M
|
2.05M
$1.47M
|
|
Jan 18, 2023
Q4 2022
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
72.8K+ 233.92% |
$8.11M - $10.4M
|
104K
$74.8K
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.2KNew |
$133K - $170K
|
1.2K
$860
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
46K+ 20.74% |
$5.13M - $6.55M
|
268K
$193K
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-15.2K- 1.18% |
$1.69M - $2.16M
|
1.28M
$919K
|