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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
33.7KNew |
$4.53M - $5.59M
|
33.7K
$24.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.93KNew |
$528K - $652K
|
3.93K
$2.83K
|
|
|
Aug 15, 2022
Q2 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
3.48KNew |
$467K - $577K
|
3.48K
$2.51K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.14K+ 2.77% |
$422K - $521K
|
117K
$84K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
CALL |
3KNew |
$403K - $497K
|
3K
$2.16K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
2.02KNew |
$271K - $335K
|
2.02K
$1.45K
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.92K+ 30.44% |
$258K - $318K
|
8.22K
$5.92K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.86KNew |
$250K - $309K
|
1.86K
$1.34K
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
1.76KNew |
$236K - $291K
|
1.76K
$1.26K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.6KNew |
$215K - $266K
|
1.6K
$1.15K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.54KNew |
$207K - $255K
|
1.54K
$1.11K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.5KNew |
$201K - $248K
|
1.5K
$1.08K
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.4KNew |
$188K - $232K
|
1.4K
$1.01K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.36KNew |
$182K - $225K
|
1.36K
$976
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.1KNew |
$148K - $183K
|
1.1K
$794
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
944+ 28.03% |
$127K - $157K
|
4.31K
$3.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
730New |
$98K - $121K
|
730
$526
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
524New |
$70.4K - $86.9K
|
524
$377
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
498New |
$66.9K - $82.6K
|
498
$359
|
|
|
Aug 03, 2022
Q2 2022
|
Robeco Schweiz Ag
|
BUY
|
- |
360+ 1.09% |
$48.3K - $59.7K
|
33.4K
$24.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
186+ 14.29% |
$25K - $30.8K
|
1.49K
$1.07K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
130+ 10.24% |
$17.5K - $21.6K
|
1.4K
$1.01K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
115New |
$15.4K - $19.1K
|
115
$82.8
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
74New |
$9.94K - $12.3K
|
74
$53.3
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
71+ 1.55% |
$9.54K - $11.8K
|
4.65K
$3.35K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
42+ 3.12% |
$5.64K - $6.96K
|
1.39K
$1K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
39New |
$5.24K - $6.47K
|
39
$28.1
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
16New |
$2.15K - $2.65K
|
16
$11.5
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12New |
$1.61K - $1.99K
|
12
$8.64
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 21.05% |
$537 - $663
|
23
$16.6
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4New |
$537 - $663
|
4
$2.88
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$134 - $166
|
1
$0.72
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
107KNew |
$16.7M - $22.2M
|
107K
$76.7K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26New |
$4.07K - $5.41K
|
26
$18.7
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20New |
$3.13K - $4.16K
|
20
$14.4
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
11+ 0.69% |
$1.72K - $2.29K
|
1.59K
$1.15K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
10+ 0.31% |
$1.56K - $2.08K
|
3.2K
$2.3K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.98KNew |
$584K - $660K
|
2.98K
$2.14K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
252New |
$49.4K - $55.9K
|
252
$181
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
207New |
$40.6K - $45.9K
|
207
$149
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
108New |
$21.2K - $24K
|
108
$77.8
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
40New |
$7.85K - $8.88K
|
40
$28.8
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
21New |
$4.12K - $4.66K
|
21
$15.1
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
5New |
$981 - $1.11K
|
5
$3.6
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
5New |
$981 - $1.11K
|
5
$3.6
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4New |
$785 - $888
|
4
$2.88
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.05KNew |
$568K - $621K
|
3.05K
$2.19K
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
1.62KNew |
$303K - $331K
|
1.62K
$1.17K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
1.38KNew |
$257K - $281K
|
1.38K
$994
|
|