Latest Institutional Purchases of First Republic Bank (FRC)
This list provides information on the latest institutional transactions involving First Republic Bank (FRC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
888+ 18.51% |
$99K - $126K
|
5.69K
$4.09K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
782New |
$87.2K - $111K
|
782
$563
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
750New |
$83.6K - $107K
|
750
$540
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
736+ 6.52% |
$82K - $105K
|
12K
$8.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
705New |
$78.6K - $100K
|
705
$508
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
653+ 4.84% |
$72.8K - $93K
|
14.1K
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
611New |
$68.1K - $87K
|
611
$440
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
588+ 26.42% |
$65.5K - $83.7K
|
2.81K
$2.03K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
547+ 27.47% |
$61K - $77.9K
|
2.54K
$1.83K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
537+ 8.14% |
$59.9K - $76.4K
|
7.14K
$5.14K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
524+ 12.9% |
$58.4K - $74.6K
|
4.59K
$3.3K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
502+ 23.13% |
$56K - $71.5K
|
2.67K
$1.92K
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
488+ 8.74% |
$54.4K - $69.5K
|
6.07K
$4.37K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
445+ 19.73% |
$49.6K - $63.3K
|
2.7K
$1.94K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
429+ 451.58% |
$47.8K - $61.1K
|
524
$377
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
428+ 0.56% |
$47.7K - $60.9K
|
76.6K
$55.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
422+ 10.41% |
$47K - $60.1K
|
4.48K
$3.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
417+ 0.1% |
$46.5K - $59.4K
|
413K
$298K
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
393+ 0.75% |
$43.8K - $55.9K
|
53.1K
$38.2K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
381+ 6.04% |
$42.5K - $54.2K
|
6.69K
$4.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
356+ 0.27% |
$39.7K - $50.7K
|
132K
$95.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
332+ 5.84% |
$37K - $47.3K
|
6.02K
$4.33K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
328New |
$36.6K - $46.7K
|
328
$236
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
325+ 8.55% |
$36.2K - $46.3K
|
4.13K
$2.97K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
304+ 8.15% |
$33.9K - $43.3K
|
4.03K
$2.9K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
296+ 8.57% |
$33K - $42.1K
|
3.75K
$2.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
274+ 11.44% |
$30.5K - $39K
|
2.67K
$1.92K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
261+ 0.74% |
$29.1K - $37.2K
|
35.4K
$25.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
258+ 14.68% |
$28.8K - $36.7K
|
2.02K
$1.45K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
229New |
$25.5K - $32.6K
|
229
$165
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
227+ 12.04% |
$25.3K - $32.3K
|
2.11K
$1.52K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
210+ 36.84% |
$23.4K - $29.9K
|
780
$562
|
|
|
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
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
175+ 0.74% |
$19.5K - $24.9K
|
23.9K
$17.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
164+ 3.44% |
$18.3K - $23.3K
|
4.93K
$3.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
163+ 3.86% |
$18.2K - $23.2K
|
4.39K
$3.16K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
142New |
$15.8K - $20.2K
|
142
$102
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
133+ 1.82% |
$14.8K - $18.9K
|
7.45K
$5.37K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
131New |
$14.6K - $18.6K
|
131
$94.3
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
124+ 8.07% |
$13.8K - $17.7K
|
1.66K
$1.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
119+ 3.53% |
$13.3K - $16.9K
|
3.49K
$2.52K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
113+ 1.04% |
$12.6K - $16.1K
|
11K
$7.89K
|
|
|
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 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
106+ 0.8% |
$11.8K - $15.1K
|
13.3K
$9.59K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
103+ 3.52% |
$11.5K - $14.7K
|
3.03K
$2.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
85New |
$9.47K - $12.1K
|
85
$61.2
|
|
|
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
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
72+ 27.17% |
$8.03K - $10.2K
|
337
$243
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
58+ 0.48% |
$6.47K - $8.26K
|
12.2K
$8.82K
|