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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6Closed |
$1K - $1.17K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.67KClosed |
$447K - $520K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-420- 6.06% |
$70.3K - $81.9K
|
6.51K
$4.69K
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.17KClosed |
$363K - $423K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3Closed |
$502 - $585
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-103Closed |
$17.2K - $20.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-43Closed |
$7.2K - $8.39K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-561Closed |
$94K - $109K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-5.9KClosed |
$987K - $1.15M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-20Closed |
$3.35K - $3.9K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-38Closed |
$6.36K - $7.41K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-29Closed |
$4.86K - $5.66K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-67Closed |
$11.2K - $13.1K
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-53Closed |
$7.68K - $9.45K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-799Closed |
$116K - $142K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-13KClosed |
$1.88M - $2.32M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-620Closed |
$89.9K - $111K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.39KClosed |
$202K - $248K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-24KClosed |
$3.48M - $4.28M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-229Closed |
$33.2K - $40.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-90Closed |
$13K - $16K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-322Closed |
$46.7K - $57.4K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
680New |
$98.6K - $121K
|
680
$490
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-295Closed |
$42.8K - $52.6K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Weil Company, Inc.
|
SELL
|
- |
-5.73KClosed |
$831K - $1.02M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
309New |
$44.8K - $55.1K
|
309
$222
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7Closed |
$1.01K - $1.25K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.59KClosed |
$231K - $284K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-60Closed |
$8.7K - $10.7K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Symmetry Investments LP
|
SELL
|
- |
-7.5KClosed |
$1.09M - $1.34M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-2.98KClosed |
$432K - $531K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-37Closed |
$5.36K - $6.59K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
2.75KNew |
$399K - $490K
|
2.75K
$1.98K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-11Closed |
$1.59K - $1.96K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-286Closed |
$41.5K - $51K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Svenska Handelsbanken Ab (Publ)
|
SELL
|
- |
-24.5KClosed |
$3.55M - $4.37M
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.38KClosed |
$200K - $245K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-15Closed |
$2.17K - $2.67K
|
0
$0
|
|
Q4 2020 | |||||||
May 24, 2024
Q4 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.4K- 3.2% |
$154K - $205K
|
42.2K
$30.4K
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-802Closed |
$88.5K - $118K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.09KClosed |
$231K - $307K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2New |
$221 - $294
|
2
$1.44
|
|
Feb 16, 2021
Q4 2020
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-88.3KClosed |
$9.75M - $13M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-9KClosed |
$993K - $1.32M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
238New |
$26.3K - $35K
|
238
$171
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-49Closed |
$5.41K - $7.2K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-48Closed |
$5.3K - $7.05K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
45New |
$4.97K - $6.61K
|
45
$32.4
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-175Closed |
$19.3K - $25.7K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
35New |
$3.86K - $5.14K
|
35
$25.2
|