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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18K+ 51540.0% |
$220K - $2.65M
|
18.1K
$13K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$169K - $2.04M
|
13.9K
$9.98K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
2.5KNew |
$30.5K - $368K
|
2.5K
$1.8K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.14KNew |
$13.8K - $167K
|
1.14K
$817
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
CALL |
50KNew |
$609K - $7.35M
|
50K
$36K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.75K- 15.16% |
$57.8K - $698K
|
26.6K
$19.1K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
653New |
$7.95K - $96K
|
653
$470
|
|
May 04, 2023
Q1 2023
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
15K+ 15.0% |
$183K - $2.21M
|
115K
$82.8K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.07K+ 2.62% |
$25.2K - $304K
|
81K
$58.3K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2K+ 118.69% |
$24.4K - $294K
|
3.69K
$2.65K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
392K+ 391.9% |
$4.77M - $57.6M
|
492K
$354K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.63K- 12.49% |
$44.2K - $534K
|
25.4K
$18.3K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
118+ 1685.71% |
$1.44K - $17.3K
|
125
$90
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
572+ 127.39% |
$6.97K - $84.1K
|
1.02K
$735
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
80KNew |
$974K - $11.8M
|
80K
$57.6K
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
298+ 2.11% |
$3.63K - $43.8K
|
14.4K
$10.4K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
76+ 101.33% |
$926 - $11.2K
|
151
$109
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
150New |
$1.83K - $22.1K
|
150
$108
|
|
May 03, 2023
Q1 2023
|
Marathon Asset Management LTD
|
BUY
|
- |
98.6K+ 43.82% |
$1.2M - $14.5M
|
324K
$233K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
25New |
$305 - $3.68K
|
25
$18
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
65New |
$792 - $9.56K
|
65
$46.8
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.3KNew |
$162K - $1.95M
|
13.3K
$9.56K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-373- 18.68% |
$4.54K - $54.8K
|
1.62K
$1.17K
|
|
May 03, 2023
Q1 2023
|
Ursa Fund Management, LLC
|
BUY
|
PUT |
1.68MNew |
$20.5M - $247M
|
1.68M
$1.21M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
220+ 2444.44% |
$2.68K - $32.3K
|
229
$165
|
|
May 03, 2023
Q1 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
615+ 6.6% |
$7.49K - $90.4K
|
9.93K
$7.15K
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.02K- 2.23% |
$12.4K - $150K
|
44.7K
$32.2K
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 2.36% |
$17.8K - $215K
|
63.4K
$45.7K
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
117+ 0.82% |
$1.43K - $17.2K
|
14.3K
$10.3K
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-43- 0.09% |
$524 - $6.32K
|
47.4K
$34.1K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-19.2K- 99.48% |
$234K - $2.82M
|
100
$72
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
812+ 6.28% |
$9.89K - $119K
|
13.7K
$9.9K
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
39.5KNew |
$481K - $5.81M
|
39.5K
$28.5K
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-30.4K- 27.87% |
$370K - $4.47M
|
78.7K
$56.7K
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-20.9K- 43.11% |
$254K - $3.07M
|
27.6K
$19.8K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-10- 76.92% |
$122 - $1.47K
|
3
$2.16
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.9K- 9.87% |
$230K - $2.78M
|
172K
$124K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75New |
$914 - $11K
|
75
$54
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
69.6K+ 16481.04% |
$847K - $10.2M
|
70K
$50.4K
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-890- 3.32% |
$10.8K - $131K
|
25.9K
$18.7K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.58K+ 294.03% |
$92.4K - $1.11M
|
10.2K
$7.32K
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.92K- 76.55% |
$84.2K - $1.02M
|
2.12K
$1.53K
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
32KNew |
$390K - $4.7M
|
32K
$23K
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.69K- 6.29% |
$44.9K - $542K
|
54.9K
$39.5K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
14.5KNew |
$177K - $2.13M
|
14.5K
$10.4K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
PUT |
570KNew |
$6.94M - $83.7M
|
570K
$410K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.32K- 67.79% |
$40.5K - $488K
|
1.58K
$1.14K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-125- 79.62% |
$1.52K - $18.4K
|
32
$23
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
12.7K+ 49.03% |
$155K - $1.87M
|
38.7K
$27.9K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
20New |
$244 - $2.94K
|
20
$14.4
|